SFGRX Mutual Fund

SFGRX Mutual Fund (Seafarer Overseas Growth and Income Fund Retail Class) is managed by Seafarer Funds with $14.9M in net assets. SFGRX expense ratio is 1.16%, holding 59 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2024-08-30.

SFGRX performance shows a YTD return of 16.31%. The 1-year return is 24.76% and the 5-year return is 6.16%. SFGRX dividend yield stands at 4.60%.

SFGRX top holdings include Samsung Electronics Pref 0.9 (6.6%), Nari Technology Co Ltd (3.5%), DBS Group Holdings Ltd Dbs Group Holdings Ltd (3.4%), Accton Technology Corp (3.4%), Hyundai Mobis Co Ltd (3.3%). Go to all SFGRX holdings, SFGRX sectors, or SFGRX dividends.

SFGRX can be compared against other funds. Use SFGRX overlap to find shared positions, or SFGRX vs another fund for a side-by-side view. SFGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.