Seafarer Overseas Growth and Income has remained distinctive and attractive as it has evolved, and its institutional share class has retained its Morningstar Analyst Rating of Silver while its investor share class stays at Bronze.
Seafarer Overseas Gr and Income Investor SFGIX
NAV / 1-Day Return
14.70
/
0.34
%
Total Assets
2.0 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.
1.020%
Expense Ratio
1.020%
Fee Level
Below Average
Longest Manager Tenure
9.69
years
Category
Diversified Emerging Mkts
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Limited
TTM Yield
2.17%
Turnover
47%
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 a good emerging-markets vehicle for the long haul.
