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Naa Large Core Fund Class C: (MF: SFECX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:06 PM ET

$29.22 USD

+0.20 (0.69%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for SFECX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in September 1962 and is managed by Security Management Company. The fund seeks long-term growth of capital. The fund pursues its objective by investing, under normal market conditions, at least 80% of its net assets in a widely diversified portfolio of equity securities, which may include American Depositary Receipts ('ADRs') and convertible securities. In choosing equity securities, the investment manager uses a blended approach, investing in growth stocks and value stocks. The fund typically invests in the equity securities of companies whose total market value is $5 billion or greater at the time of purchase. The fund pays dividends and distributes capital gains at least annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
NAA Large Core C SFECX NA NA 1.00 1.00 0.75 2.00

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Guggenheim Large Cap Core A SECEX 26.89 9/10/1962 0.13 18.40 23.28 13.09
Guggenheim Large Cap Core C SFECX 29.22 1/29/1999 0.00 17.56 22.31 12.17

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
NAA Large Core C SFECX 2500 100 0 A

Contact Information

Family New Age Alpha
Address 555 Theodore Fremd Avenue, Suite A101
Rye, NY 10580
Phone 212 922-2698