SEGIX Mutual Fund

SEGIX Mutual Fund (NAA Large Cap Value Fund Class C) is managed by New Age Alpha with $1.0M in net assets. SEGIX expense ratio is 1.85%, holding 124 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1999-01-29.

SEGIX performance shows a YTD return of 8.89%. The 1-year return is 11.14% and the 5-year return is 8.47%.

SEGIX 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 SEGIX holdings, SEGIX sectors, or SEGIX dividends.

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