About SFECX
New Age Alpha Large Core Fund Class C is a mutual fund focused on delivering long-term capital growth by investing primarily in large-cap U.S. equities. Classified within the "Large Blend" category, the fund seeks to mirror the overall U.S. stock market by holding companies that span various sectors and possess substantial market capitalizations—specifically targeting the top 70% of U.S. equities by size. Its portfolio reflects broad industry exposure, with a combination of growth and value stocks, and typically does not emphasize either style exclusively. The fund generally maintains significant positions in blue-chip technology and consumer names such as Apple, Microsoft, NVIDIA, Amazon, and Alphabet, but diversifies across other sectors as well. Managed by New Age Alpha Advisors LLC, the fund may invest in equity securities, REITs, options, warrants, and convertible debt instruments, allowing flexibility in adapting to market opportunities and risks. Designed to exceed the total return of the S&P 500 Index, the fund plays a prominent role as a diversified core holding for investors seeking participation in the U.S. equity market’s long-term growth potential.
Fund Family New Age Alpha Advisors LLC
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SFECX
Share Class Class C
Index S&P 500 TR
SFECX had a total return of 10.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 66.77%.
