Sextant Growth
Saturna Investment Trust 1300 N. State Street Bellingham, WA 98225
Map
Phone: 800-728-8762
| Category: | Mid-Cap Growth | | Fund Family: | Saturna | | Net Assets: | 20.50M | | Year-to-Date Return: | 11.99% | | Yield: | 0.18% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-87 |
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Nicholas Kaiser
Lead Manager since
30-Dec-89 | | | Kaiser is the controlling shareowner of Saturna Capital Corporation. He is also a trustee and president of Amana Mutual Funds Trust. Previously, he spent 14 years as president of Unified Management Corporation. He is a member of the Association for Investment Management and Research and the International Association for Financial Planning, and he serves on several committees for the Investment Company Institute. Kaiser 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 capital growth. The fund primarily invests in common stocks of U.S. companies. It diversifies its investment across industries and companies, and generally follows a value investment style. The fund may invest in securities of smaller or newer companies as well as those of well-seasoned companies of any size. |
| Last Dividend
(28-Nov-08):
| 0.03 | | Last Cap Gain
(28-Nov-08):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | SSGFX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 397 | $716 | | 5 Yr Expense Projection*: |
$ 686 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,511 | $2,071 |
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1.48% Nasdaq 0.00%
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