Mutual Fund Insights: Sextant Growth Fund (SSGFX)

In-depth Analysis of Sextant Growth Fund (SSGFX)

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See Sextant Growth Fund (SSGFX) performance details as of February 28, 2010

  

Last Trade: $17.25 on 3/19/2010, Change: -0.10 (-0.58%)

Experiment our closing price forecasting tool for Sextant Growth Fund (SSGFX) (alpha release)

  

Fund Manager - Nicholas Kaiser

Fund Manager Tenure: 20.2 years
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

Nicholas Kaiser is the controlling shareowner of Saturna Capital Corporation. Nicholas Kaiser is also a trustee and president of Amana Mutual Funds Trust. Previously, Nicholas Kaiser spent 14 years as president of Unified Management Corporation. Nicholas Kaiser is a member of the Association for Investment Management and Research and the International Association for Financial Planning, and Nicholas Kaiser serves on several committees for the Investment Company Institute. Nicholas Kaiser holds the Chartered Financial Analyst designation.  Get more insights on Nicholas Kaiser

  

 What we like about Sextant Growth Fund (SSGFX)

Data for Sextant Growth Fund (SSGFX) as of February 28, 2010

• Sextant Growth Fund (SSGFX) management has been with Sextant Growth Fund for 20.2 years
• Sextant Growth Fund (SSGFX) has good Long-term performance (5-year return 2.80% vs 1.34 % Large Growth category average)
• Sextant Growth Fund (SSGFX) ratio of up-years vs down years is greater than 2
• Sextant Growth Fund (SSGFX) has a Morningstar rating of 4 and above
• Sextant Growth Fund (SSGFX) has an annual stock turnover rate of 7.00% vs Large Growth average of 109.62%. It is good that Sextant Growth management does not trade extensively for its return.
• Sextant Growth Fund (SSGFX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.3, lower than category average of 21.35

  

 What we are cautious about Sextant Growth Fund (SSGFX)

Data for Sextant Growth Fund (SSGFX) as of February 28, 2010

• Sextant Growth Fund (SSGFX) has a less-than-ideal short-term performance (1-year return 36.50% vs 51.46 % Large Growth category average)
• Sextant Growth Fund (SSGFX) has a less-than-ideal mid-term performance (3-year return -3.07% vs -3.50 % Large Growth category average)
• Sextant Growth Fund (SSGFX) is less safe compared to its Large Growth peers
• Sextant Growth Fund (SSGFX) does not have a good risk adjusted return as its 3-year Alpha of 1.16 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.2
• Sextant Growth Fund (SSGFX) has a higher management fee of 1.34% than its Large Growth average of 1.33%
• Even though Sextant Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Sextant Growth Fund (SSGFX) performance details as of February 28, 2010

  

  

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Sextant Growth Fund (SSGFX) Net Asset

Track net asset change of Sextant Growth fund (SSGFX)

Date	Net Asset
02/2010	$21.60M
01/2010	$20.73M
11/2009	$21.53M

More historic net asset information on Sextant Growth Fund (SSGFX)

  

Sextant Growth Fund (SSGFX) Portfolio Allocation

Track portfolio allocation change of Sextant Growth fund (SSGFX)

Date	Cash	Stock	Bond	Other
01/2010	2.41%	97.59%	0%	0%
11/2009	15.37%	84.63%	0%	0%
09/2009	24.83%	75.17%	0%	0%

Click here to see more historic asset allocation information on Sextant Growth Fund (SSGFX)

  

Most Recent Top 10 Holdings in Sextant Growth Fund (SSGFX)

Discover what Sextant Growth Fund (SSGFX) manager is buying

31-Jan-10 Apple Inc. [7.4%] Allegiant Travel Company [3.94%] Amazon.com, Inc. [3.62%] The Charles Schwab Corporation [2.2%] 3Com Corporation [2.15%] Banner Corporation [2.14%] DR PEPPER SNAPPLE GP [2.13%] JOHNSON AND JOHNS DC [2.12%] NOBLE CORP (NEW) [1.94%] DEVON ENERGY CP (OK) [1.93%]

30-Nov-09 Apple Inc. [7.42%] Amazon.com, Inc. [3.78%] Allegiant Travel Company [3.06%] The Charles Schwab Corporation [2.13%] 3Com Corporation [2.05%] Banner Corporation [1.94%] FREEPORT MCMORAN B [1.92%] NOBLE CORP (NEW) [1.92%] DEVON ENERGY CP (OK) [1.87%] HONEYWELL INTL INC [1.78%]

30-Sep-09 Apple Inc. [7.18%] Amazon.com, Inc. [2.71%] The Charles Schwab Corporation [2.32%] KB HOME [2.01%] ALCOA INC [1.91%] F P L GROUP INC [1.87%] Allegiant Travel Company [1.84%] HONEYWELL INTL INC [1.8%] AGILENT TECH INC [1.75%] CHUBB CP THE [1.71%]

Click here for Stock Holding Change Map in Sextant Growth Fund (SSGFX)

  

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See more information on Sextant Growth Fund (SSGFX)

• Sextant Growth Fund Insights
• Sextant Growth Fund Performance Data
• Sextant Growth Fund News
• Sextant Growth Fund Score Explaination
• Sextant Growth Fund Manager Information
• Historic Sextant Growth Fund Asset Allocation Report
• Historic Sextant Growth Fund Top 10 Holding Tracking
• Historic Sextant Growth Fund Asset Under Management Tracking