SFGRX Mutual Fund

SFGRX Mutual Fund (Seafarer Overseas Growth and Income Fund Retail Class) is managed by Seafarer Funds with $13.6M in net assets. SFGRX expense ratio is 1.16%, holding 61 positions across sectors including Financials, Consumer Staples, Industrials. Inception date: 2024-08-30.

SFGRX performance shows a YTD return of 11.17%. The 1-year return is 15.65% and the 5-year return is 6.16%. SFGRX dividend yield stands at 4.81%, paid semi-annually.

SFGRX top holdings include Samsung Electronics Pref 0.9 (7.0%), Accton Technology Corp (4.6%), Hyundai Mobis Co Ltd (3.6%), Asmpt Limited (3.5%), Samsung Sdi Co Ltd (3.2%). 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.