SEQAX Mutual Fund

SEQAX Mutual Fund (NAA World Equity Income Fund Class A) is managed by New Age Alpha with $48.4M in net assets. SEQAX expense ratio is 1.17%, holding 174 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 1993-10-01.

SEQAX performance shows a YTD return of 13.87%. The 1-year return is 28.80% and the 5-year return is 10.53%. SEQAX dividend yield stands at 13.04%, paid quarterly.

SEQAX top holdings include Broadcom Inc (7.6%), Jpmorgan Chase (3.2%), Exxon Mobil Corp. (3.0%), Mitsubishi Ufj Financial Group Inc (2.7%), Johnson & Johnson - Common (2.4%). Go to all SEQAX holdings, SEQAX sectors, or SEQAX dividends.

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