Back to top
more

Naa World Equity Income Fund Class C: (MF: SFGCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:00 PM ET

$13.47 USD

-0.03 (-0.22%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.79 24
3 months 8.89 21
6 months 15.86 18
1 Year 26.40 26
3 Year 17.18 49
5 Year 10.90 32
10 Year 9.75 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 151.98
Bear Market (10/07 - 2/09) -49.95
Bull Market (2/09 - 3/21) 337.76

Load Adjusted Returns as of Feb 28, 2026

1 Year 21.54
5 Year 10.14
10 Year 8.68
Since Inception 6.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.12 5.67 7.33 4.92
2024 7.99 1.03 5.75 -4.16
2023 1.06 3.91 -2.25 8.36
2022 -2.45 -10.79 -7.51 11.90
2021 10.47 4.64 -2.40 6.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.7921.5410.5811.23-9.9420.405.1320.06-9.3513.838.90
% Total Return Rel to Index 1.520.19-8.63-13.179.152.24-8.93-5.131.07-6.273.57
% Total Return Rel to Peer 0.833.06-1.79-7.409.624.19-11.53-4.670.67-8.393.32
% Perf Quintile vs Peer* 2.002.000.005.002.002.005.005.003.005.002.00
% Dividends 0.000.210.240.140.150.190.110.210.160.190.21
% Yield 0.001.321.711.391.241.080.771.441.311.391.71
Capital Gains ($) 0.002.220.720.000.014.220.000.040.130.000.00
Expense Ratio 0.001.921.941.941.951.961.971.971.971.992.23

* 1 = Top 20%, 5 = Bottom 20%