Morningstar

Seafarer Overseas Growth and Income Fund Retail Class SFGRX

Medalist Rating as of Sep 11, 2026 See Seafarer Investment Hub

Strategy

The investment seeks to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies (which the fund regards as companies located outside the U.S.), foreign governments and their agencies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SFGIX	Seafarer Overseas Growth and Income Fund Investor Class	No Load	Limited			Feb 15, 2012	$148.90M	0.960%	Below Average	$2,500	−$15.60M
SFGRX	Seafarer Overseas Growth and Income Fund Retail Class	No Load	Open			Aug 30, 2024	$13.77M	1.160%	Average	$2,500	$669,211.53
SIGIX	Seafarer Overseas Growth and Income Fund Institutional Class	Institutional	Open			Feb 15, 2012	$3.31B	0.860%	Below Average	$25,000	−$163.30M

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