About SCORX
Saturna Core Fund is a diversified mutual fund that primarily targets long-term capital appreciation while emphasizing capital preservation. As a moderate allocation fund, it typically invests between 60% and 70% of its assets in a blend of U.S. and international equities, complemented by 30% to 40% in fixed-income securities, including investment-grade bonds and cash equivalents. This balance allows the fund to provide exposure to multiple asset classes, aiming to deliver steady growth with controlled risk. The fund follows a value-oriented investment approach, focusing on established, income-producing companies with market capitalizations generally greater than $5 billion. Saturna Core Fund’s portfolio is diversified across sectors such as technology, industrials, materials, and communication services, helping to buffer against volatility and sector-specific risks. The fund is open-ended, does not charge a sales load, and is managed with an emphasis on tax efficiency and relatively low portfolio turnover. Its moderate risk and return profile make it a relevant option for investors seeking a balanced allocation strategy that blends equity growth potential with the stability of fixed income.
Fund Family Saturna Capital
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SCORX
Index Dow Jones Moderate Index
SCORX had a total return of 16.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.22%.
