SFEPX Mutual Fund

SFEPX Mutual Fund (NAA Large Core Fund Class P) is managed by New Age Alpha with $52,781.49 in net assets. SFEPX expense ratio is 1.34%, holding 141 positions across various sectors. Inception date: 2015-05-01.

SFEPX performance shows a YTD return of -4.76%. The 1-year return is 7.18% and the 5-year return is 17.95%. SFEPX dividend yield stands at 25.04%, paid annually.

SFEPX top holdings include a diversified portfolio. View all SFEPX holdings, sector breakdown, or dividend history.

SFEPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.