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Naa Mid Growth Fund Class C: (MF: SUFCX)

(NASDAQ Mutual Funds) As of Jul 2, 2026 05:02 PM ET

$44.07 USD

-0.45 (-1.01%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 14.43 13
3 months 7.03 51
6 months 14.08 16
1 Year 17.02 72
3 Year 16.39 69
5 Year 5.37 81
10 Year 13.10 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.16
Bear Market (10/07 - 2/09) -52.38
Bull Market (2/09 - 3/21) 923.20

Load Adjusted Returns as of May 31, 2026

1 Year 9.54
5 Year 3.60
10 Year 11.97
Since Inception 8.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.52 NA NA NA
2025 -7.23 8.47 2.55 -2.03
2024 11.29 -3.76 6.70 1.63
2023 8.77 6.21 -4.89 13.98
2022 -13.20 -21.27 -2.77 8.15
2021 1.09 9.22 -1.46 3.37

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.431.1016.1525.25-28.1412.4661.1131.27-8.0723.107.25
% Total Return Rel to Index 4.04-17.11-8.86-0.99-9.94-16.2142.71-0.21-3.671.30-4.68
% Total Return Rel to Peer 4.67-11.61-3.232.25-8.44-9.5941.202.84-1.212.42-0.56
% Perf Quintile vs Peer* 1.005.003.002.004.005.001.003.004.003.003.00
% Dividends 0.000.002.592.140.000.000.000.690.000.000.00
% Yield 0.000.000.000.000.000.000.000.790.000.000.00
Capital Gains ($) 0.000.000.000.0032.2010.0440.211.3825.5616.530.00
Expense Ratio 0.002.272.632.482.232.202.282.242.302.272.32

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