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Sextant Growth Fund, Saturna Investment Trust: (MF: SSGFX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$51.56 USD
+0.65 (1.28%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October 1990 and is managed by Saturna Capital Corporation. The fund seeks long-term capital appreciation. The fund primarily invests in common stocks of U.S. companies. The fund invests in securities of smaller or newer companies as well as well-seasoned companies of any size. The fund distributes its dividends and capital gains, if any, at the end of November.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sextant Growth | SSGFX | NA | NA | 0.00 | 0.25 | 0.50 | 1.04 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Sextant Growth Fund | SSGFX | 51.56 | 4/3/1987 | 0.00 | 23.12 | 7.62 | 14.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sextant Growth | SSGFX | 1000 | 25 | 0 | A |
Contact Information
| Family | Sextant Funds |
| Address | 1300 N. State St Bellingham, WA 98225 |
| Phone | 800 728-8762 |