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SCORX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Saturna Core (SCORX) Ownership - Who owns Saturna Core?

The investment seeks long-term appreciation and capital preservation... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.74
Min. Initial Investment
1000.00
Fund Existence
about 18 years
Turnover
17.00
Front Load
N/A
Net Assets
27495592.00
Manager Tenure
N/A

Fundamentals

SCORX
Net Assets
27.5M
Fund Existence
about 18 years
Turnover
17.00
Total Expense Ratio
0.74
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.74
Assets in Top Ten Holdings
8.08M
Average Credit Quality
12
Average Effective Duration
7.64
Average Effective Maturity
14.27
Fund of Funds
No
Fund Share Class Net Assets
27.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
8.46
No Load Fund
Yes
Number of Long Holdings
87.00
Number of Net Holdings
87.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.56%
Gain YTD
3.500
Annual Yield % from dividends
1.85
Returns for 1 year
5.60
Returns for 3 years
23.85
Returns for 5 years
37.33
Returns for 10 years
46.93
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com