Sextant Core Fund

Class No Load (SCORX)
Scorecard
1 / 5 Stars
Lipper
1 1 4 4 5
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Sextant Mutual Funds funds

See full Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 14.28 percent over the past year, 6.72 percent over the past three years, and 9.66 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 14.3%
3 Years (Annualized) 6.7%
5 Years (Annualized) 9.7%
10 Years (Annualized) N/A

See more SCORX performance

Summary

The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of equity and debt securities. It normally invests 40% of its assets in equity securities of U.S. companies, 20% in foreign equity securities, 25% in investment-grade debt securities with maturities of three years or longer, and 15% in short-term debt securities including money market instruments and cash. The fund follows a value investment style, favoring income-producing securities of more seasoned companies.

Fees

Fees are Above Average compared to funds in the same category.
Sextant Core Fund has an expense ratio of 1.01 percent.

See more SCORX fees

Risk

Risk is Low compared to funds in the same category according to Morningstar.

See more SCORX risk

See Also:

Top Sextant Mutual Funds Funds

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds