Seafarer Overseas Growth and Income Fund Institutional Class SIGIX Strategy
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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SFGIX
| Seafarer Overseas Growth and Income Fund Investor Class | No Load | Limited | $155.46M | 0.960% | Below Average | $2,500 | −$16.52M | |||
SFGRX
| Seafarer Overseas Growth and Income Fund Retail Class | No Load | Open | $14.70M | 1.160% | Average | $2,500 | $598,306.00 | |||
SIGIX
| Seafarer Overseas Growth and Income Fund Institutional Class | Institutional | Open | $3.47B | 0.860% | Below Average | $25,000 | −$198.73M |