Saturna Sustainable Equity Fund Quote

SEEFX Fund  USD 18.84  0.05  0.27%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Saturna Sustainable is trading at 18.84 as of the 28th of March 2024; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 18.79. Saturna Sustainable has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Saturna Sustainable Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equities of issuers located throughout the world that the funds adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance . More on Saturna Sustainable Equity

Moving together with Saturna Mutual Fund

  0.94FCWGX American Funds CapitalPairCorr
  0.94FWCGX American Funds CapitalPairCorr
  0.94CWGIX Capital World GrowthPairCorr
  0.94CWGFX Capital World GrowthPairCorr
  0.96CWGCX Capital World GrowthPairCorr

Saturna Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Saturna Sustainable's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Saturna Sustainable or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSaturna Sustainable Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Saturna Sustainable Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of March 2023
Fiscal Year EndNovember
Saturna Sustainable Equity [SEEFX] is traded in USA and was established 28th of March 2024. Saturna Sustainable is listed under Saturna Sustainable Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Saturna Sustainable Funds family. This fund at this time has accumulated 21.08 M in assets with minimum initial investment of 1 K. Saturna Sustainable is currently producing year-to-date (YTD) return of 7.55% with the current yeild of 0.01%, while the total return for the last 3 years was 3.75%.
Check Saturna Sustainable Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Saturna Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Saturna Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Saturna Sustainable Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Saturna Sustainable Equity Mutual Fund Constituents

MMM3M CompanyStockIndustrials
ACNAccenture PlcStockInformation Technology
TJXThe TJX CompaniesStockConsumer Discretionary
TEAMAtlassian Corp PlcStockInformation Technology
NVZMYNovozymes ASPink SheetSpecialty Chemicals
NTDOYNintendo Co ADRPink SheetCommunication Services
MSFTMicrosoftStockInformation Technology
More Details

Saturna Sustainable Target Price Odds Analysis

Based on a normal probability distribution, the odds of Saturna Sustainable jumping above the current price in 90 days from now is about 15.87%. The Saturna Sustainable Equity probability density function shows the probability of Saturna Sustainable mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Saturna Sustainable has a beta of 0.0286. This usually implies as returns on the market go up, Saturna Sustainable average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Saturna Sustainable Equity will be expected to be much smaller as well. Additionally, saturna Sustainable Equity has an alpha of 0.1185, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 18.84HorizonTargetOdds Above 18.84
83.92%90 days
 18.84 
15.87%
Based on a normal probability distribution, the odds of Saturna Sustainable to move above the current price in 90 days from now is about 15.87 (This Saturna Sustainable Equity probability density function shows the probability of Saturna Mutual Fund to fall within a particular range of prices over 90 days) .

Saturna Sustainable Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Saturna Sustainable market risk premium is the additional return an investor will receive from holding Saturna Sustainable long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Saturna Sustainable. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Saturna Sustainable's alpha and beta are two of the key measurements used to evaluate Saturna Sustainable's performance over the market, the standard measures of volatility play an important role as well.

Saturna Sustainable Against Markets

Picking the right benchmark for Saturna Sustainable mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Saturna Sustainable mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Saturna Sustainable is critical whether you are bullish or bearish towards Saturna Sustainable Equity at a given time. Please also check how Saturna Sustainable's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Saturna Sustainable without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run CEOs Directory Now

   

CEOs Directory

Screen CEOs from public companies around the world
All  Next Launch Module

How to buy Saturna Mutual Fund?

Before investing in Saturna Sustainable, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Saturna Sustainable. To buy Saturna Sustainable fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Saturna Sustainable. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Saturna Sustainable fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Saturna Sustainable Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Saturna Sustainable Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Saturna Sustainable Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Saturna Sustainable Equity?

The danger of trading Saturna Sustainable Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Saturna Sustainable is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Saturna Sustainable. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Saturna Sustainable is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Saturna Sustainable Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Saturna Sustainable information on this page should be used as a complementary analysis to other Saturna Sustainable's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for Saturna Mutual Fund analysis

When running Saturna Sustainable's price analysis, check to measure Saturna Sustainable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saturna Sustainable is operating at the current time. Most of Saturna Sustainable's value examination focuses on studying past and present price action to predict the probability of Saturna Sustainable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saturna Sustainable's price. Additionally, you may evaluate how the addition of Saturna Sustainable to your portfolios can decrease your overall portfolio volatility.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Please note, there is a significant difference between Saturna Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Saturna Sustainable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Saturna Sustainable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.