SEQAX Mutual Fund

SEQAX Mutual Fund (NAA World Equity Income Fund Class A) is managed by New Age Alpha with $45.2M in net assets. SEQAX expense ratio is 1.17%, holding 174 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1993-10-01.

SEQAX performance shows a YTD return of 10.77%. The 1-year return is 16.87% and the 5-year return is 10.50%. SEQAX dividend yield stands at 1.94%, paid quarterly.

SEQAX top holdings include Broadcom Inc (8.7%), Jpmorgan Chase (3.3%), Mitsubishi Ufj Financial Group Inc (3.0%), Hsbc Holdings Plc (2.5%), Exxonmobil Corp. (2.3%). Go to all SEQAX holdings, SEQAX sectors, or SEQAX dividends.

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