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Saturna Investment Trust, headquartered in Bellingham, WA is a business trust administering seven open-end management companies (mutual funds): Sextant Growth Fund (SSGFX), Sextant International Fund (SSIFX), Sextant Core Fund (SCORX), Sextant Global High Income Fund (SGHIX), Sextant Short-Term Bond Fund (STBFX), Sextant Bond Income Fund (SBIFX) and the Idaho Tax-Exempt Fund (NITEX).〔(), www.sextantmutualfunds.com, Saturna Investment Trust, Sextant Statement of Additional Information, March 30, 2012.〕 == History == Saturna Investment Trust was established February 20, 1987, under the original name of Northwest Investors Tax-Exempt Business Trust. Its name was later changed to Northwest Investors Trust on October 12, 1990. The Trust adopted its current name of Saturna Investment Trust on September 28, 1995 at the time the Sextant Fund Series was created.〔 The Trust administers the following seven funds:〔(), www.idahotaxexemptfund.com, Idaho Tax Exempt Fund, Idaho Tax Exempt Fund Prospectus, March 30, 2012.〕〔(), www.sextantmutualfunds.com, Saturna Investment Trust, Sextant Funds Prospectus, March 30, 2012.〕 Idaho Tax-Exempt Fund *Inception date: September 4, 1987 *Objective: income dividends free from Federal income tax, Federal alternative minimum and Idaho state income taxes and preservation of capital *Portfolio Manager: Phelps McIlvaine (since 1995) Sextant Growth Fund *Inception date: September 28, 1995 *Objective: long-term capital growth *Portfolio Manager: Nicholas Kaiser, MBA, CFA (since 1989) *Historical background: The fund originally began on April 1, 1987 as the Idaho Limited Maturity Tax-Exempt Fund. On December 4, 1990 the fund was renamed the Northwest Growth Fund with the objective of investing in stocks from the U.S. Pacific Northwest. The fund was renamed the Sextant Growth Fund on September 28, 1995. Sextant Bond Income Fund *Inception date: September 28, 1995 *Objective: current income *Portfolio Manager: Phelps McIlvaine (since 1995) *Historical background: The fund originally began on March 2, 1993 as the Washington Tax-Exempt Fund with an objective of only Washington state municipal bonds. The fund was renamed the Sextant Bond Income Fund on September 28, 1995. Sextant Short-Term Bond Fund *Inception date: September 28, 1995. *Objective: capital preservation and current income *Portfolio Manager: Phelps McIlvaine (since 1995) Sextant International Fund *Inception date: September 28, 1995 *Objective: long-term capital growth *Portfolio Manager: Nicholas Kaiser, MBA, CFA (since 1995) Sextant Core Fund *Inception date: March 30, 2007 *Objective: long-term appreciation and capital preservation *Portfolio Manager: Peter Nielson, MBA, CFA (since 2008) Sextant Global High Income Fund *Inception date: March 30, 2012 *Objective: high income and capital preservation *Portfolio Managers: Bryce Fegley, CFA (since 2012) and John Scott, CFA (since 2012) 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Saturna Investment Trust」の詳細全文を読む スポンサード リンク
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