Saturna Growth Fund - Investor Shares (SSGFX) Research

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.

Market snapshot

Symbol
SSGFX
Price
$67.94
Day change
+1.36%
Market cap
$84.7M
52-week range
56.56-70.66
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century High-Yield Bond Fund Investor Class (ABHIX)
  • ProFunds Consumer Services UltraSector Fund Investor Class (CYPIX)
  • Lazard Global Equity Select Portfolio Open Shares (GESOX)
  • Hennessy Large Cap Financial Fund Institutional Class (HILFX)
  • North Star Dividend Fund Class I (NSDVX)
  • Saturna International - Z Shares (SIFZX)
  • SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F (SISAX)
  • SP Funds S&P Global Technology ETF (SPTE)

Open Saturna Growth Fund - Investor Shares (SSGFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.