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Saturna Growth Fund - Z Shares: (MF: SGZFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:04 PM ET

$59.80 USD

+0.14 (0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.96 75
3 months -4.14 81
6 months 1.91 69
1 Year 15.79 39
3 Year 21.09 28
5 Year 11.44 37
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.26
5 Year 11.48
10 Year NA
Since Inception 15.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.87 16.52 9.52 -0.03
2024 9.24 6.87 3.36 3.35
2023 9.31 11.23 -5.50 11.87
2022 -8.62 -17.67 -5.75 5.68
2021 1.04 9.26 -0.25 11.95

Annual Return

202620252024202320222021202020192018
% Total Return -1.9616.2624.7428.55-25.0623.2930.7936.770.66
% Total Return Rel to Index -0.78-1.95-0.272.30-6.86-5.3812.395.285.06
% Total Return Rel to Peer -0.863.555.355.55-5.361.2310.888.347.53
% Perf Quintile vs Peer* 4.002.000.002.004.003.002.001.001.00
% Dividends 0.000.000.000.020.000.140.110.050.14
% Yield 0.000.000.000.000.000.250.240.160.53
Capital Gains ($) 0.001.041.210.000.914.250.230.931.23
Expense Ratio 0.000.770.720.800.970.500.820.900.70

* 1 = Top 20%, 5 = Bottom 20%