Idaho Tax-Exmept Fund

Idaho Tax-Exmept Fund is a registered fund series of SATURNA INVESTMENT TRUST (series S000022513). Net assets $7.2M as of 2023-08-31.

Profile

Advisers

Top holdings (11 reported)

HoldingTickerValue% of fund
CANYON CNTY IDAHO SCH DIST NO 135 NOTUS$165K228.39%
BOISE ST UNIV IDAHO$165K227.67%
UNIVERSITY IDAHO$163K224.42%
IDAHO HSG & FIN ASSN$159K219.26%
CASSIA & TWIN FALLS CNTYS IDAHO JT SCH DIST$155K214.62%
OWYHEE & CANON CNTYS IDAHO JT SCH DIST NO 363 MARSING$153K210.78%
IDAHO HEALTH FACS AUTH$147K202.67%
IDAHO HSG & FIN ASSN$134K185.22%
BOISE ST UNIV IDAHO$128K176.85%
COLLEGE WESTN IDAH$128K176.37%
UNIVERSITY IDAHO$125K172.98%

Net asset history

Report dateNet assets
2023-08-31$7.2M
2023-05-31$11.9M
2023-02-28$11.9M
2022-11-30$12.3M
2022-08-31$13.4M
2022-05-31$13.8M
2022-02-28$14.7M
2021-11-30$14.9M

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