Saturna Mutual Funds List
Here you can find all mutual funds issued by Saturna and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.70%
- Avg. 1 Year Return
- 5.11%
- Avg. 5 Year Return
- 1.17%
- Median Risk/Return Score
- 48 / 100
Saturna Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Saturna Sustainable Equity Fund | Global Equities | Mar 26, 2015 | 0.75% | — | — | 37.97% | — |
Explore top Saturna Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Saturna Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Saturna Global Sustainable Bond Fund | 48 | — | Mar 2015 |
Best-Performing Saturna Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Saturna Global Sustainable Bond Fund | 1.17% | — | Mar 2015 |
Lowest-Cost Saturna Mutual funds
The top Saturna Mutual funds is SEBFX (0.65%).
With an average expense ratio of 0.70%, Saturna Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Saturna Global Sustainable Bond Fund | 0.65% | — | Mar 2015 | |
| Saturna Sustainable Equity Fund | 0.75% | — | Mar 2015 |
Highest-Yield Saturna Mutual funds
The top Saturna Mutual funds is SEEFX (37.97%).
Across the lineup, Saturna Mutual funds show an average dividend yield of 20.91%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Saturna Sustainable Equity Fund | 37.97% | — | Mar 2015 | |
| Saturna Global Sustainable Bond Fund | 3.84% | — | Mar 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.