Morningstar

Saturna Core Fund SCORX

Medalist Rating as of Aug 31, 2026 See Saturna Capital Investment Hub

Strategy

The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of equity and debt securities. It normally invests 60 to 70% of its assets in a mix of U.S. and foreign equity securities,and 30 to 40% in investment-grade fixed-income securities (those rated BBB or higher,including government and convertible bonds) including money market instruments and cash.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SCORX	Saturna Core Fund	No Load	Open			Mar 30, 2007	$42.69M	0.750%	Average	$1,000	−$555,763.49

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