About SSGFX
Sextant Growth Fund Investor Shares is an open-end mutual fund focused on achieving long-term capital growth by investing primarily in common stocks of large U.S. companies. Managed by Saturna Capital, the fund diversifies its holdings across multiple sectors, with a notable concentration in technology, consumer discretionary, and communication services. Key holdings typically include leading companies such as Microsoft, Apple, Alphabet, Amazon, and NVIDIA, reflecting a growth-oriented strategy aimed at firms with strong expansion prospects and robust market positions. The fund maintains approximately 30 holdings, with over half of its assets concentrated in its top ten positions, resulting in a relatively top-heavy portfolio structure. Investments are generally made in companies with market capitalizations above $1 billion, supporting exposure to established industry leaders. Established in 1987, Sextant Growth Fund Investor Shares plays a significant role among large growth mutual funds, offering investors diversified access to the U.S. equity market with a focus on sustainable long-term returns.
Fund Family Saturna Capital
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SSGFX
Share Class Investor Shares
Index S&P 500 TR
SSGFX had a total return of 11.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.14%.
