SEGIX Mutual Fund
SEGIX Mutual Fund
SEGIX Mutual Fund
NAA Large Cap Value Fund Class C
SEGIX Mutual Fund Overview
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 103 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1999-01-29.
SEGIX performance shows a YTD return of 5.97%. The 1-year return is 9.47% and the 5-year return is 9.13%.
SEGIX top holdings include Apple, Inc (7.7%), Amazon.Com Inc (3.8%), Intel Corporation (3.4%), Exxonmobil 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.