Founded in 1989, Saturna Capital Corporation manages $8.6 billion in assets and has been a leader in values-based investing for over 35 years. The firm operates the largest faith-based fund in the US and maintains headquarters in Bellingham, Washington. Saturna offers two sustainable mutual funds established in March 2015: the Sustainable Equity Fund (SEEFX) with $25.7 million AUM and the Sustainable Bond Fund (SEBFX) with $40.83 million AUM. The company is undergoing organizational changes in 2026, with the equity fund merging into the Saturna International Fund and the bond fund being renamed to Saturna Global Sustainable Bond Fund. Both funds maintain expense ratios capped at competitive levels and require minimum investments of $1,000.

Read More

Saturna Capital is long-term, values-based, and socially responsible investors who consider sustainability essential to forming portfolios of high-quality companies. The firm employs comprehensive negative and positive screening, excluding alcohol, tobacco, pornography, weapons, gambling, and fossil fuel extraction while emphasizing firms with low ESG risk profiles, management stability and diversity, low debt, strong balance sheets, and long-term focus. Saturna screens more than 5,000 global securities monthly using a proprietary ESG scoring system. The investment approach emphasizes disciplined buy-and-hold strategy with portfolio turnover rarely exceeding 20% annually, fostering tax efficiency and reflecting long-term value investing philosophy.

Read More