- What does SSGFX invest in?
- This fund aims for sustained capital appreciation over the long term. It primarily invests in equity securities of U.S.-based companies, strategically diversifying its holdings across various industries and individual businesses. A key focus is on established companies, typically those with market capitalizations greater than $1 billion.
- What is the expense ratio of SSGFX?
- Saturna Growth Fund - Investor Shares (SSGFX) charges an expense ratio of 0.98%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SSGFX?
- Saturna Growth Fund - Investor Shares (SSGFX) manages $80.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SSGFX actively managed or an index fund?
- SSGFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SSGFX launched?
- Saturna Growth Fund - Investor Shares (SSGFX) launched in April 1987 and is managed by the fund issuer.
- How has SSGFX performed?
- SSGFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
