SFGCX Mutual Fund
SFGCX Mutual Fund
NAA World Equity Income Fund Class C
SFGCX Mutual Fund Overview
SFGCX Mutual Fund (NAA World Equity Income Fund Class C) is managed by New Age Alpha with $899,309.35 in net assets. SFGCX expense ratio is 1.92%, holding 174 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1999-01-29.
SFGCX performance shows a YTD return of 9.94%. The 1-year return is 24.23% and the 5-year return is 9.12%. SFGCX dividend yield stands at 16.64%, paid quarterly.
SFGCX top holdings include Broadcom Inc (7.6%), Jp Morgan Chase & Co (3.2%), Exxon Mobil Corp (3.0%), Mufg Bank Ltd (2.7%), JOHNSON AND JOHNSON (2.4%). View all SFGCX holdings, sector breakdown, or dividend history.
SFGCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.