SFGCX Mutual Fund

SFGCX Mutual Fund (NAA World Equity Income Fund Class C) is managed by New Age Alpha with $818,027.99 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 14.63%. The 1-year return is 23.63% and the 5-year return is 9.84%. SFGCX dividend yield stands at 15.96%, 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.