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Saturna Sustainable Equity (SEEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.45+0.10 (+0.52%)
As of 08:05AM EDT. Market open.

Saturna Sustainable Equity

Bellingham, WA 98225

1300 N. State Street, P.O. Box 2838

Saturna Investment Trust

(360) 734-9900
Management Information
Jane K. Carten,Lead Manager since March 26, 2017
Mrs. Jane Carten MBA, is president and director of Saturna Capital Corporation. Mrs. Carten joined Saturna Capital in 1997, and previously held positions in operations, information technology, and marketing.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Blend
Fund FamilySaturna Sustainable Funds
Net Assets25.01M
YTD Return9.48%
Yield0.91%
Morningstar Rating★★★
Inception DateMar 26, 2015

Fund Operations

Last Dividend0.17
Last Cap Gain18.00
Holdings Turnover3.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEEFXCategory Average
Annual Report Expense Ratio (net)0.75%0.95%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.93%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A