Morningstar

Saturna Growth Fund SSGFX

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

Strategy

The investment seeks long-term capital growth. The fund seeks long-term capital growth by investing in common stocks of U.S. companies. It diversifies its investments across industries and companies. The fund principally invests in securities of companies with market capitalizations greater than $1 billion.

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
SSGFX	Saturna Growth Fund	No Load	Open			Apr 1, 1987	$4.79M	0.980%	Above Average	$1,000	−$663,851.20
SGZFX	Saturna Growth Fund Z	Institutional	Open			Jun 2, 2017	$78.52M	0.750%	Above Average	$1,000	−$10.04M

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