Sextant Core
Saturna Investment Trust 1300 N. State Street Bellingham, WA 98225
Map
Phone: 800-728-8762
| Category: | Moderate Allocation | | Fund Family: | Saturna | | Net Assets: | 4.03M | | Year-to-Date Return: | 13.89% | | Yield: | 2.03% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Mar-07 |
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Peter Nielsen
Lead Manager since
31-Dec-08 | | | Nielsen has been an employee of Saturna Capital for one year. Immediately prior to joining the firm, he was associate portfolio manager at BC Investment Management Corporation. Nielsen also had been employed at Aquilini Investment Corporation as Division Finance Manager. Nielsen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of common stocks and other equity securities, plus bonds and other debt securities including short-term (money market) instruments. It invests approximately 40% of assets in equities of U.S. companies, 20% in foreign equities (limited to those that trade and settle in the U.S.), 25% in investment-grade debt securities (those rated BBB or higher, including government and convertible bonds) with maturities of three years or longer, and 15% in short-term debt securities including money market instruments and cash. |
| Last Dividend
(28-Nov-08):
| 0.19 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | SCORX | Category
Avg | | Total Expense Ratio: | 1.54%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 486 | $631 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $951 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,858 |
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0.34% Nasdaq 
0.10 (1.02%) 
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