Saturna Growth Fund - Investor Shares

Frequently Asked Questions About SSGFX

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 $83.2M 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SSGFX's is 0.98%) in exchange for the discretion to over- or under-weight positions.

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.