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Nasdaq - Delayed Quote USD

NAA Large Cap Value A (SECIX)

44.34
+0.02
+(0.05%)
At close: 8:04:00 PM EDT
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  • Previous Close 44.32
  • YTD Return 3.29%
  • Expense Ratio 1.10%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 68M
  • Beta (5Y Monthly) 0.90
  • Yield 1.27%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.64
  • Inception Date Jan 29, 1999

Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in large-capitalization securities that the Adviser considers having “value” characteristics. The managers define “value” as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and ADRs.

New Age Alpha Advisors LLC

Fund Family

Large Value

Fund Category

68M

Net Assets

1999-01-29

Inception Date

Performance Overview: SECIX

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Trailing returns as of 3/28/2025. Category is Large Value.

YTD Return

SECIX
3.29%
Category
4.44%
 

1-Year Return

SECIX
13.23%
Category
14.37%
 

3-Year Return

SECIX
7.34%
Category
6.04%
 

5-Year Return

SECIX
13.43%
Category
9.20%
 

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Holdings: SECIX

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Sector Weightings

SectorSECIX
Healthcare   17.23%
Industrials   11.94%
Technology   9.25%
Energy   6.19%
Utilities   5.22%
Real Estate   4.36%

Recent News: SECIX

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Research Reports: SECIX

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