SFGCX Mutual Fund

SFGCX Mutual Fund (NAA World Equity Income Fund Class C) is managed by New Age Alpha with $795,107.89 in net assets. SFGCX expense ratio is 1.92%, holding 174 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1999-01-29.

SFGCX performance shows a YTD return of 10.21%. The 1-year return is 16.03% and the 5-year return is 9.84%. SFGCX dividend yield stands at 1.78%, paid quarterly.

SFGCX top holdings include Broadcom Inc (8.7%), Jpmorgan Chase (3.3%), Mitsubishi Ufj Financial Group Inc (3.0%), Hsbc Holdings Plc (2.5%), Exxonmobil Corp. (2.3%). 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.