One notable advantage of Saturna Capital is its below-average fees. On average, the firm's open-end and exchange-traded fund fees fall in the second-lowest quintile of category peers. Saturna Capital has showcased a durable product shelf. This is demonstrated by the firm's five-year risk-adjusted success ratio of 75%, meaning that 75% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Saturna Capital has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.
Special Report: Earth Day 2023
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