SECIX Mutual Fund

SECIX Mutual Fund (NAA Large Cap Value Fund Class A) is managed by New Age Alpha with $45.4M in net assets. SECIX expense ratio is 1.10%, holding 103 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1944-08-07.

SECIX performance shows a YTD return of 7.65%. The 1-year return is 17.86% and the 5-year return is 9.77%. SECIX dividend yield stands at 13.48%, paid annually.

SECIX top holdings include Apple, Inc (6.9%), Amazon.Com Inc (3.5%), Exxon Mobil Corp. (2.6%), Walmart, Inc. (2.0%), Costco Wholesale Corp. (1.6%). Go to all SECIX holdings, SECIX sectors, or SECIX dividends.

SECIX can be compared against other funds. Use SECIX overlap to find shared positions, or SECIX vs another fund for a side-by-side view. SECIX alternatives are available via the screener, along with tax-loss harvesting opportunities.