SCORX Mutual Fund

SCORX Mutual Fund (Saturna Core Fund) is managed by Saturna Capital Corporation with $43.3M in net assets. SCORX expense ratio is 0.75%, holding 86 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2007-03-30.

SCORX performance shows a YTD return of 4.99%. The 1-year return is 11.89% and the 5-year return is 6.44%. SCORX dividend yield stands at 1.98%, paid annually.

SCORX top holdings include Micron Technology, Inc. (2.9%), Alphabet A Usd 0.001 (2.8%), Taiwan Semiconductor - Adr (2.5%), Southern Copper Corp (2.2%), United States Treasury Note/bond 6.25 05/15/2030 (2.2%). Go to all SCORX holdings, SCORX sectors, or SCORX dividends.

SCORX can be compared against other funds. Use SCORX overlap to find shared positions, or SCORX vs another fund for a side-by-side view. SCORX alternatives are available via the screener, along with tax-loss harvesting opportunities.