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

(NASDAQ Mutual Funds) As of Sep 18, 2026 06:28 PM ET

$17.06 USD

-0.04 (-0.23%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 21.47 21
3 months -0.28 70
6 months 4.30 50
1 Year 32.42 24
3 Year 17.01 64
5 Year 6.90 54
10 Year 8.04 71

* 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 Aug 31, 2026

1 Year 33.06
5 Year 5.65
10 Year 7.96
Since Inception 7.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.04 13.41 NA NA
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 21.4732.56-5.5814.22-12.87-2.3822.1222.99-18.2225.989.27
% Total Return Rel to Index 4.170.37-9.92-4.633.60-19.7516.684.56-2.084.1811.15
% Total Return Rel to Peer 3.313.36-10.12-0.596.83-8.817.390.66-2.18-2.936.52
% Perf Quintile vs Peer* 2.003.005.004.001.005.002.003.004.004.001.00
% Dividends 0.470.450.370.250.190.280.170.300.110.370.19
% Yield 2.762.966.586.021.671.951.132.400.982.631.65
Capital Gains ($) 0.000.040.000.000.000.880.150.000.780.030.00
Expense Ratio 0.960.960.961.001.001.021.020.990.971.021.14

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