SFEPX Mutual Fund
SFEPX Mutual Fund
NAV$18.78
AUM$52,781.49
TER1.34%
Holdings141
See how much of SFEPX you already own
SFEPX Mutual Fund
NAV$18.78
NAA Large Core Fund Class P
AUM$52,781.49
TER1.34%
Holdings141
See how much of SFEPX you already own
See how much of SFEPX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
SFEPX Mutual Fund Overview
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. Go to all SFEPX holdings, SFEPX sectors, or SFEPX dividends.
SFEPX can be compared against other funds. Use SFEPX overlap to find shared positions, or SFEPX vs another fund for a side-by-side view. SFEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.