SFGCX Mutual Fund

SFGCX Mutual Fund (NAA World Equity Income Fund Class C) is managed by New Age Alpha with $895,239.03 in net assets. SFGCX expense ratio is 1.92%, holding 174 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 1999-01-29.

SFGCX performance shows a YTD return of 13.49%. The 1-year return is 27.97% and the 5-year return is 9.72%. SFGCX dividend yield stands at 16.12%, paid quarterly.

SFGCX top holdings include Broadcom Inc (7.6%), Jpmorgan Chase (3.2%), Exxon Mobil Corp. (3.0%), Mitsubishi Ufj Financial Group Inc (2.7%), Johnson & Johnson - Common (2.4%). Go to all SFGCX holdings, SFGCX sectors, or SFGCX dividends.

SFGCX can be compared against other funds. Use SFGCX overlap to find shared positions, or SFGCX vs another fund for a side-by-side view. SFGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.