SFECX Mutual Fund
SFECX Mutual Fund
SFECX Mutual Fund
NAA Large Core Fund Class C
SFECX Mutual Fund Overview
SFECX Mutual Fund (NAA Large Core Fund Class C) is managed by New Age Alpha with $496,628.35 in net assets. SFECX expense ratio is 2.00%, holding 141 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1999-01-29.
SFECX performance shows a YTD return of 13.96%. The 1-year return is 17.56% and the 5-year return is 10.95%.
SFECX 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 SFECX holdings, SFECX sectors, or SFECX dividends.
SFECX can be compared against other funds. Use SFECX overlap to find shared positions, or SFECX vs another fund for a side-by-side view. SFECX alternatives are available via the screener, along with tax-loss harvesting opportunities.