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Seafarer Overseas Growth & Income Fd Inv Cl: (MF: SFGIX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 07:05 PM ET

$17.13 USD

-0.06 (-0.35%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.28 14
3 months 13.17 8
6 months 24.14 19
1 Year 41.92 25
3 Year 13.54 66
5 Year 5.52 66
10 Year 8.77 62

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 32.56
5 Year 3.98
10 Year 7.47
Since Inception 6.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.42 11.50 6.55 6.85
2024 -0.31 -2.85 7.57 -9.36
2023 3.99 3.47 -2.09 8.42
2022 -3.19 -9.29 -9.26 9.35
2021 3.07 4.70 -7.95 -1.73

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2832.56-5.5814.22-12.87-2.3822.1222.99-18.2225.989.27
% Total Return Rel to Index 0.000.37-9.92-4.633.60-19.7516.684.56-2.084.1811.15
% Total Return Rel to Peer 0.003.36-10.12-0.596.83-8.817.390.66-2.18-2.936.52
% Perf Quintile vs Peer* 0.000.000.004.001.005.002.003.004.004.001.00
% Dividends 0.000.450.370.250.190.280.170.300.110.370.19
% Yield NA2.963.173.471.671.951.132.400.982.631.65
Capital Gains ($) 0.000.040.000.000.000.880.150.000.780.030.00
Expense Ratio 0.000.960.961.001.001.021.020.990.971.021.14

* 1 = Top 20%, 5 = Bottom 20%