A strength of Saturna Capital is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the second-lowest quintile of respective category peers. The firm has seen high portfolio management turnover over the past five years, which detracts from the firm’s rating. A stable team tends to support positive results. Saturna Capital fails to showcase longevity across its product shelf, as evidenced by its five-year risk-adjusted success ratio. This means that, over this time period, only 25% of its roster has been able to survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.
Special Report: Earth Day 2023
Investing in our planet has never been easier. More progress is needed to combat global warming.