SECEX Mutual Fund

SECEX Mutual Fund (NAA Large Core Fund Class A) is managed by New Age Alpha with $270.4M in net assets. SECEX expense ratio is 1.25%, holding 141 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1962-09-10.

SECEX performance shows a YTD return of 14.56%. The 1-year return is 18.40% and the 5-year return is 11.87%. SECEX dividend yield stands at 0.14%.

SECEX top holdings include Nvidia Corp (6.8%), Apple, Inc (6.3%), Micron Technology, Inc. (4.6%), Alphabet Inc (4.5%), Microsoft Corp (4.0%). Go to all SECEX holdings, SECEX sectors, or SECEX dividends.

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