SECEX Mutual Fund
SECEX Mutual Fund
SECEX Mutual Fund
NAA Large Core Fund Class A
SECEX Mutual Fund Overview
SECEX Mutual Fund (NAA Large Core Fund Class A) is managed by New Age Alpha with $272.3M in net assets. SECEX expense ratio is 1.25%, holding 141 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1962-09-10.
SECEX performance shows a YTD return of 10.52%. The 1-year return is 20.63% and the 5-year return is 11.81%. SECEX dividend yield stands at 2.67%, paid annually.
SECEX top holdings include Nvidia Corp. (7.2%), Apple, Inc (6.7%), Microsoft Corp (4.8%), Alphabet Inc. C (4.3%), Amazon.Com Inc (2.5%). Go to all SECEX holdings, SECEX sectors, or SECEX dividends.
SECEX can be compared against other funds. Use SECEX overlap to find shared positions, or SECEX vs another fund for a side-by-side view. SECEX alternatives are available via the screener, along with tax-loss harvesting opportunities.