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New York Markets Open in:

Saturna Sextant Growth Fund;Investor

NAS: SSGFX

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/zigman2/quotes/202508036/realtime

$

49.52

Change

+0.48 +0.98%

Sep 23, 2021

YTD return

14.84%

5 yr avg return

20.25%

Total net assets

6.30M

52 week low

52 week high

$38.33

$50.72

Yield

0.05%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.05%

12 b-1

0.25%

Turnover

17.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.03

Dividend freq.

Annually

Capital gain (2020)

0.23

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.25

Beta

0.98

Standard deviation

5.34

R. squared

0.93

Min. Investment

Standard (taxable)

1000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/ssgfx

MarketWatch News on SSGFX

No News currently available for SSGFX

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 5 Tax Efficiency: 5 Expense: 3

YTD Lipper Ranking: Quintile 5 (93th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 14.84% 18.49% 19.70% 93% 5
1yr 29.68% 37.73% 39.50% 98% 5
3yr 19.96% 22.45% 17.00% 81% 5
5yr 20.25% 22.40% 17.70% 83% 5
10yr 16.11% 18.63% 17% 95% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$57,316

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Growth Funds

Fund family

n/a

Fund status

Open

Fund inception

September 4, 1987

Manager

Klimo/Paul

Investment Policy

The Fund seeks long-term capital appreciation by investing in a diversified portfolio of U.S. common stocks, securities convertible into common stocks, and preferred stocks, but may invest in other securities that are suited for the Funds investment objective.

/news/nonmarketwatch/company/us/ssgfx

Other News on SSGFX

  1. Former Tech Guru No Longer Living in a Bubble

    7:57 p.m. April 23, 2015

    - The Wall Street Journal Interactive Edition

  2. Can the iRally Endure? Analysts Mixed on Apple Shares

    10:11 a.m. July 21, 2014

    - FOXBusiness

  3. Old Tech is Cool Again Amid Frothy IPO Landscape

    10:03 a.m. June 4, 2014

    - FOXBusiness

Link to MarketWatch's Slice.