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 $595,710 in net assets. SFECX expense ratio is 2.00%, holding 141 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 1999-01-29.
SFECX performance shows a YTD return of 13.17%. The 1-year return is 25.01% and the 5-year return is 39.50%. SFECX dividend yield stands at 2.25%, paid annually.
SFECX top holdings include Nvidia Corp. (7.2%), Apple, Inc (6.7%), Microsoft Corp 4.100 Feb 06 37 (4.8%), Alphabet Inc. C (4.3%), Amazon.Com Inc (2.5%). View all SFECX holdings, sector breakdown, or dividend history.
SFECX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFECX alternatives are available via the screener, along with tax-loss harvesting opportunities.