SEEFX Mutual Fund

SEEFX Mutual Fund (Saturna Sustainable Equity Fund) is managed by Saturna Capital Corporation with $19.6M in net assets. SEEFX expense ratio is 0.75%, holding 41 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2015-03-27.

SEEFX performance shows a YTD return of 3.43%. The 1-year return is 21.61% and the 5-year return is 7.61%. SEEFX dividend yield stands at 0.94%, paid annually.

SEEFX top holdings include Nvidia Corp. (6.9%), Taiwan Semiconductor - Adr (6.0%), Broadcom Inc Sr Un**exchange & Consent* (3.9%), Eli Lilly & Co. (3.8%), Alphabet Inc Common Stock USD 0.001 (3.7%). Go to all SEEFX holdings, SEEFX sectors, or SEEFX dividends.

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