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Saturna Sustainable Bond (SEBFX)

9.21
-0.01
(-0.11%)
As of 8:07:13 AM EDT. Market Open.
Loading Chart for SEBFX
  • Previous Close 9.22
  • YTD Return 2.36%
  • Expense Ratio 0.65%
  • Category World Bond
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 40.89M
  • Beta (5Y Monthly) 0.66
  • Yield 3.20%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.29
  • Inception Date Mar 27, 2015

The fund invests at least 80% of its net assets in bonds of issuers located throughout the world that the adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance ("ESG"). It invests at least 65% of its assets in bonds within the four highest grades (AAA, AA, A, or BBB) and may invest up to 35% in unrated and junk bonds.

Saturna Sustainable Funds

Fund Family

World Bond

Fund Category

40.89M

Net Assets

2015-03-27

Inception Date

Performance Overview: SEBFX

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Trailing returns as of 4/30/2025. Category is World Bond.

YTD Return

SEBFX
2.36%
Category
2.30%
 

1-Year Return

SEBFX
1.49%
Category
4.82%
 

3-Year Return

SEBFX
1.00%
Category
3.59%
 

5-Year Return

SEBFX
1.20%
Category
2.35%
 

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