SEQAX Mutual Fund
SEQAX Mutual Fund
NAA World Equity Income Fund Class A
SEQAX Mutual Fund Overview
SEQAX Mutual Fund (NAA World Equity Income Fund Class A) is managed by New Age Alpha with $46.7M in net assets. SEQAX expense ratio is 1.17%, holding 174 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1993-10-01.
SEQAX performance shows a YTD return of 12.58%. The 1-year return is 25.10% and the 5-year return is 9.94%. SEQAX dividend yield stands at 13.46%, paid quarterly.
SEQAX top holdings include Broadcom Inc (7.6%), Jpmorgan Chase (3.2%), Exxon Mobil Corp. (3.0%), Mitsubishi Ufj Financial Group Inc (2.7%), Johnson & Johnson (2.4%). View all SEQAX holdings, sector breakdown, or dividend history.
SEQAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SEQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.