Seafarer Overseas Growth and Income's personnel and other strengths earn its share classes Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
Seafarer Overseas Gr and Income Investor SFGIX
NAV / 1-Day Return
15.12
/
0.79
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.030%
Expense Ratio
1.030%
Fee Level
Below Average
Longest Manager Tenure
9.03
years
Category
Diversified Emerging Mkts
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Limited
TTM Yield
1.16%
Turnover
29%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Still better than most of its competition.
