SECIX Mutual Fund

SECIX Mutual Fund (NAA Large Cap Value Fund Class A) is managed by New Age Alpha with $43.4M in net assets. SECIX expense ratio is 1.10%, holding 124 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1944-08-07.

SECIX performance shows a YTD return of 9.56%. The 1-year return is 11.99% and the 5-year return is 9.30%. SECIX dividend yield stands at 0.72%, paid annually.

SECIX top holdings include Apple Inc (7.7%), Amazon.com Inc (3.8%), Intel Corp (3.4%), Exxon Mobil 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.