SFGIX Alternatives & Similar Mutual Funds

Seafarer Overseas Growth and Income Fund (SFGIX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SFGIX

SFGIX charges 1.00% annually. There are 81 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	SFGIX vs FEMSX
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	SFGIX vs FHKFX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	SFGIX vs VEMIX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	SFGIX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	SFGIX vs FPADX

Best Risk-Adjusted Alternatives to SFGIX

SFGIX has a PortfoliosLab risk / return rank of 67. There are 86 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	96	—	—	SFGIX vs RLEMX
LZEMX	Lazard Emerging Markets Equity Portfolio	95	—	Jul 1994	SFGIX vs LZEMX
DEMIX	Delaware Emerging Markets Fund	92	—	Jun 1996	SFGIX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	92	—	Jun 1996	SFGIX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	92	—	Jun 1996	SFGIX vs DEMCX

Top Performing SFGIX Alternatives (YTD)

SFGIX is at 16.21% YTD. There are 144 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	77.44%	—	Jun 1996	SFGIX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	77.19%	—	Jun 1996	SFGIX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	76.42%	—	Jun 1996	SFGIX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	55.40%	—	Nov 2021	SFGIX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	40.55%	—	Oct 2021	SFGIX vs GMAQX

Lowest Volatility Alternatives to SFGIX

SFGIX has 18.03% 1-year volatility. There are 52 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.86%	—	Dec 2016	SFGIX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.28%	—	Oct 2011	SFGIX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	SFGIX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.53%	—	—	SFGIX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.80%	—	Jan 2019	SFGIX vs FGKPX

Lowest Drawdown Alternatives to SFGIX

SFGIX has a 1-year max drawdown of -12.86%. There are 63 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	SFGIX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	SFGIX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	SFGIX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	SFGIX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	SFGIX vs COBYX

Other Mutual Funds from Seafarer

The 2 most viewed Seafarer mutual funds shown here include SIVLX, SFVLX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SIVLX	Seafarer Overseas Value Fund Institutional Class	Emerging Markets Equities	44	7.89%	—	May 2016	SFGIX vs SIVLX
SFVLX	Seafarer Overseas Value Fund	Emerging Markets Equities	44	7.87%	—	May 2016	SFGIX vs SFVLX

Often Compared With SFGIX

Investors most often compare SFGIX with MALOX, DREGX, XCEM. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MALOX	BlackRock Global Allocation Fund	Global Allocation	50	6.49%	—	Feb 1989	SFGIX vs MALOX
DREGX	Driehaus Emerging Markets Growth Fund	Emerging Markets Equities	60	18.71%	—	Dec 1997	SFGIX vs DREGX
XCEM	Columbia EM Core ex-China ETF	Emerging Markets Equities	72	24.71%	1.81B	Sep 2015	SFGIX vs XCEM
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Equities	73	21.11%	—	Dec 2015	SFGIX vs SSKEX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Equities	59	9.39%	—	Jun 1998	SFGIX vs EITEX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	58	9.31%	—	Jun 2006	SFGIX vs EAEMX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Equities	82	31.84%	—	Aug 2000	SFGIX vs GLLSX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Equities	90	22.30%	—	Jan 2011	SFGIX vs BEMIX
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Equities	62	14.12%	—	Sep 2009	SFGIX vs AMDWX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Equities	90	21.50%	—	May 2021	SFGIX vs DODEX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Equities	34	13.53%	—	Sep 2007	SFGIX vs WAEMX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	79	20.10%	—	Aug 2012	SFGIX vs CEMFX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Equities	22	4.09%	—	Nov 2013	SFGIX vs EFEIX
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Equities	84	37.97%	—	Jan 2018	SFGIX vs LCSMX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Equities	25	5.94%	—	May 2008	SFGIX vs HLFMX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Equities	58	18.66%	—	Aug 2010	SFGIX vs TEQLX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Equities	81	21.29%	—	May 2018	SFGIX vs EMPTX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	Emerging Markets Equities	65	19.99%	—	Jul 2019	SFGIX vs FCEEX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	88	25.74%	—	Jan 2019	SFGIX vs LVAZX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Equities	16	11.29%	—	Sep 2014	SFGIX vs PDEZX

Compare SFGIX with Any Fund or Stock

Compare SFGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SFGIX with funds that move differently

Seafarer Overseas Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFGIX.

Explore SFGIX Diversifiers

Seafarer Overseas Growth and Income Fund (SFGIX) Alternatives