SECIX Mutual Fund
SECIX Mutual Fund
SECIX Mutual Fund
NAA Large Cap Value Fund Class A
SECIX Mutual Fund Overview
SECIX Mutual Fund (NAA Large Cap Value Fund Class A) is managed by New Age Alpha with $44.0M in net assets. SECIX expense ratio is 1.10%, holding 103 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1944-08-07.
SECIX performance shows a YTD return of 6.54%. The 1-year return is 10.27% and the 5-year return is 4.10%. SECIX dividend yield stands at 0.74%.
SECIX top holdings include Apple, Inc (7.7%), Amazon.Com Inc (3.8%), Intel Corporation (3.4%), Exxonmobil Corp. (2.9%), Walmart, Inc. (1.7%). 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.