Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Sextant Mutual Funds
View all of Sextant’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Sextant Funds List
Share Class Type
1 to 8 of 8 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Sextant International | SSIFX | Foreign Large Growth | 5.86% | 45 | 1.000% | Above Average | No Load | $1,000 | ||
| Sextant International Z | SIFZX | Foreign Large Growth | 6.53% | 45 | 0.770% | Below Average | Institutional | $1,000 | ||
| Sextant Bond Income | SBIFX | Long-Term Bond | −2.36% | 16 | 0.650% | High | No Load | $1,000 | ||
| Sextant Core | SCORX | Moderate Allocation | 5.42% | 29 | 0.810% | Average | No Load | $1,000 | ||
| Sextant Global High Income | SGHIX | Global Allocation | 2.43% | 70 | 0.750% | Below Average | No Load | $1,000 | ||
| Sextant Growth | SSGFX | Large Growth | 8.79% | 71 | 1.000% | Above Average | No Load | $1,000 | ||
| Sextant Growth Z | SGZFX | Large Growth | 8.52% | 72 | 0.760% | Above Average | Institutional | $1,000 | ||
| Sextant Short-Term Bond | STBFX | Short-Term Bond | 0.94% | 66 | 0.600% | Above Average | No Load | $1,000 |
Sextant Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank