Saturna Growth Fund - Investor Shares
SSGFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1300 North State Street Bellingham WA United States of America 98225-4730
- IPO Date
- Apr 1, 1987
- CIK
- 0000811860
- Website
- saturna.com
- Similar Companies
- Business
- Saturna Growth Fund (SSGFX) is an open-end mutual fund that seeks long-term capital growth by investing primarily in common stocks of U.S. companies with market capitalizations greater than $1 billion. The fund diversifies its portfolio across industries and companies, targeting those with growing revenues and earnings that trade below the investment adviser's assessment of intrinsic value, typically featuring low price/earnings multiples, low price-to-cash flow ratios, and higher dividend yields; it also invests in securities convertible into common stocks and dividend-paying value stocks across diversified market capitalizations. Saturna Growth Fund operates within the large growth equity segment of the mutual fund industry, benchmarking performance against the Bloomberg US Large Cap Total Return Index, Bloomberg 1000 Growth Total Return Index, and S&P 500 Index, with a focus on U.S. public equity markets and sectors such as technology, consumer discretionary, communications, industrials, consumer staples, and health care. The fund is managed by Saturna Capital Corporation, headquartered in Bellingham, Washington, which was founded in 1989 and oversees related offerings including the Saturna Sustainable, Sextant, and Amana funds, with a subsidiary Saturna Sdn. Bhd. in Kuala Lumpur, Malaysia. In recent developments effective October 1, 2025, the fund updated its portfolio management structure, appointing Mr. William B. Jones IV, CFA, an equity analyst with Saturna Capital since September 2023, as the primary portfolio manager responsible for day-to-day management; Mr. Jason S. Mitchell, MBA, a senior investment analyst, assumed the role of Deputy Portfolio Manager. Previously, Mr. Scott F. Klimo, CFA, chief investment officer of Saturna Capital, served as the primary portfolio manager. The fund recorded a portfolio turnover rate of 5.71% during its most recent fiscal year, reflecting a low-turnover approach, and delivered a one-year return before taxes of 24.45% for Investor Shares as of December 31, 2024.