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Sextant Growth SSGFX

Medalist Rating as of | See Sextant Investment Hub
  • NAV / 1-Day Return 43.60  /  0.02 %
  • Total Assets 61.7 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 23%

Morningstar’s Analysis SSGFX

Will SSGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sextant Growth's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings SSGFX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
10.90
6,143,459
Technology
10.04
5,661,026
Technology
6.97
3,930,854
Communication Services
6.37
3,590,768
Consumer Cyclical
5.49
3,093,221
Financial Services
4.20
2,367,667
Technology
3.79
2,134,384
Consumer Cyclical
3.44
1,938,512
Consumer Defensive
3.27
1,843,630
Healthcare
3.21
1,809,500
Technology