SECEX Mutual Fund
SECEX Mutual Fund
NAA Large Core Fund Class A
SECEX Mutual Fund Overview
SECEX Mutual Fund (NAA Large Core Fund Class A) is managed by New Age Alpha with $259.6M in net assets. SECEX expense ratio is 1.25%, holding 141 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 1962-09-10.
SECEX performance shows a YTD return of 13.57%. The 1-year return is 25.96% and the 5-year return is 12.94%. SECEX dividend yield stands at 2.60%, paid annually.
SECEX 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 SECEX holdings, sector breakdown, or dividend history.
SECEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SECEX alternatives are available via the screener, along with tax-loss harvesting opportunities.