Ad is loading...
MENU

SFGIX Seafarer Overseas Gr and Income Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies (which the fund regards as companies located outside the U.S.), foreign governments and their agencies, where “total assets” means net assets, plus the amount of any borrowings for investment purposes.

Market Cap

The average market capitalization across the Seafarer Overseas Gr and Income Investor MF is 75.14B. The market cap for tickers in the group ranges from 14.07B to 14.07B. XP holds the highest valuation in this group at 14.07B. The lowest valued company is XP at 14.07B.

Volume

The average weekly volume growth across all stocks in the Seafarer Overseas Gr and Income Investor MF was 56%. For the same stocks of the MF, the average monthly volume growth was -48% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 45
Price Growth Rating: 48
SMR Rating: 39
Profit Risk Rating: 80
Seasonality Score: 33 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
Financial Investors Trust (Seafarer)1290 Broadway, Suite 1100Denver
Phone
(303) 623-2577
Web
www.seafarerfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IPOAX18.900.01
+0.05%
Delaware Ivy Systematic Em Mkts Eq A
LBWAX23.12N/A
N/A
BrandywineGLOBAL Div US Large Value A
NRMGX19.15-0.15
-0.78%
Neuberger Berman Mid Cap Growth R6
RYCSX39.24-0.53
-1.33%
Rydex Telecommunications C
TQAIX48.54-1.01
-2.04%
T. Rowe Price Integrated US Sm Gr Eq I

SFGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFGIX has been closely correlated with VEMRX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFGIX jumps, then VEMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFGIX
1D Price
Change %
SFGIX100%
+0.17%
VEMRX - SFGIX
84%
Closely correlated
-0.45%
FNFWX - SFGIX
83%
Closely correlated
-0.98%
FWWNX - SFGIX
83%
Closely correlated
-0.98%
RNWFX - SFGIX
78%
Closely correlated
-0.97%
RNWHX - SFGIX
59%
Loosely correlated
-0.97%
More