SEEFX : Saturna Sustainable Equity Fund

SEEFX is a Allocation Market Total World with LOW fees.

SEEFX

Saturna Sustainable Equity Fund

FI Score

35 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

35% FI Score
  • seefx
  • Mutual Fund
  • Allocation
  • Total World

Saturna Sustainable Equity Fund

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equities of issuers located throughout the world that the fund's adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are generally larger, more established, consistently profitable, and financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance ("ESG"). The fund may invest up to 30% of net assets in companies with headquarters in countries with developing economies and/or markets.

Largest Holdings

Amount Holding
3.51% Adobe Inc
3.41% Hartalega Holdings Bhd
2.88% Apple Inc
2.39% Microsoft Corp
2.31% Dassault Systemes SE ADR
2.25% Mastercard Inc A
2.11% Novozymes A/S ADR
2.01% Schneider Electric SE ADR
1.98% L'Oreal SA ADR
1.98% Reckitt Benckiser Group PLC ADR
1.92% The Home Depot Inc
1.84% Nintendo Co Ltd ADR
1.83% Assa Abloy AB ADR B
1.82% Amazon.com Inc
1.81% Roche Holding AG ADR
1.77% Lowe's Companies Inc
1.74% Ecolab Inc
1.73% CGI Inc Class A
1.70% Novartis AG ADR
1.70% Astellas Pharma Inc ADR
1.70% Siemens Gamesa Renewable Energy SA
1.69% Iberdrola SA
1.69% Unicharm Corp ADR
1.65% Accenture PLC Class A
1.64% Royal Philips NV ADR

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