SGZFX Mutual Fund
SGZFX Mutual Fund
Saturna Growth Fund Z Class
SGZFX Mutual Fund Overview
SGZFX Mutual Fund (Saturna Growth Fund Z Class) is managed by Sextant Mutual Funds with $74.1M in net assets. SGZFX expense ratio is 0.75%, holding 29 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2017-06-02.
SGZFX performance shows a YTD return of 5.76%. The 1-year return is 15.74% and the 5-year return is 11.06%. SGZFX dividend yield stands at 1.55%, paid annually.
SGZFX top holdings include 'alphabet Inc., Class 'a'' (10.8%), Nvidia Corp (8.7%), Microsoft Corp 4.100 Feb 06 37 (8.4%), Amazon.Com Inc (8.2%), Apple Inc (7.7%). View all SGZFX holdings, sector breakdown, or dividend history.
SGZFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGZFX alternatives are available via the screener, along with tax-loss harvesting opportunities.