SGZFX Mutual Fund

SGZFX Mutual Fund (Saturna Growth Fund Z Class) is managed by Sextant Mutual Funds with $79.0M in net assets. SGZFX expense ratio is 0.75%, holding 27 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2017-06-02.

SGZFX performance shows a YTD return of 7.84%. The 1-year return is 13.72% and the 5-year return is 10.76%. SGZFX dividend yield stands at 1.52%, paid annually.

SGZFX top holdings include Alphabet Inc Common Stock USD 0.001 (10.8%), Nvidia Corp. (8.7%), Microsoft Corp (8.4%), Amazon.Com Inc (8.2%), Apple, Inc (7.7%). Go to all SGZFX holdings, SGZFX sectors, or SGZFX dividends.

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