SFECX Mutual Fund
SFECX Mutual Fund
SFECX Mutual Fund
NAA Large Core Fund Class C
SFECX Mutual Fund Overview
SFECX Mutual Fund (NAA Large Core Fund Class C) is managed by New Age Alpha with $627,752.41 in net assets. SFECX expense ratio is 2.00%, holding 141 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1999-01-29.
SFECX performance shows a YTD return of 10.05%. The 1-year return is 19.69% and the 5-year return is 10.89%. SFECX dividend yield stands at 2.31%, paid annually.
SFECX 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 SFECX holdings, SFECX sectors, or SFECX dividends.
SFECX can be compared against other funds. Use SFECX overlap to find shared positions, or SFECX vs another fund for a side-by-side view. SFECX alternatives are available via the screener, along with tax-loss harvesting opportunities.