Saturna Sustainable Equity Fund

Saturna Sustainable Equity Fund is a registered fund series of SATURNA INVESTMENT TRUST (series S000048619). Net assets $22.7M as of 2026-02-28.

Profile

Advisers

Top holdings (42 reported)

Showing 15 of 42 holdings by value.

HoldingTickerValue% of fund
TAIWAN SEMIC-ADR$2.0M877.34%
NVIDIA$1.8M779.37%
Schneider Electric$1.1M490.47%
ASML HOLDING-NY$1.0M446.62%
ELI LILLY & CO$947K416.45%
Assa Abloy$945K415.54%
ALPHABET INC-A$935K411.38%
TJX COS INC$808K355.53%
APPLE INC$800K351.85%
Broadcom Ltd$799K351.38%
SIEMENS AG-ADR$772K339.40%
Fuji Electric Co., Ltd$754K331.47%
TE CONNECTIVITY$736K323.94%
CHUBB LTD$682K299.85%
Ferguson$652K286.74%

Net asset history

Report dateNet assets
2026-02-28$22.7M
2025-11-30$25.7M
2025-08-31$24.1M
2025-05-31$22.9M
2025-02-28$22.9M
2024-11-30$25.2M
2024-08-30$26.1M
2024-05-31$24.6M

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