Sextant Core Fund

Class No Load (SCORX)
Scorecard
1 / 5 Stars
Lipper
1 1 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#101 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 9.64 percent over the past year, 5.65 percent over the past three years, and 11.76 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 9.6%
3 Years (Annualized) 5.6%
5 Years (Annualized) 11.8%
10 Years (Annualized) N/A

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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.

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Risk

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

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See Also:

Top Sextant Mutual Funds Funds