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Morningstar

Seafarer Overseas Gr and Income Investor SFGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.20  /  0.16 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 1.71%
  • Turnover 16%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis SFGIX

Will SFGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SFGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SFGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An appealing emerging-markets vehicle for the long haul.

Senior Analyst

Summary

| by William Samuel Rocco

Seafarer Overseas Growth and Income’s already strong management team has improved, and its other attractive traits remain intact. Its institutional share class retains its Morningstar Analyst Rating of Silver while its investor share class remains Bronze.

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