Sextant Mutual Funds

Sextant Short-Term Bond Fund (STBFX): Statistics & Expenses

Fund Statistics
As of March 31, 2012
Portfolio Manager since 1995: Phelps McIlvaine This link opens a new window   Minimum Initial Investment: $1,000
Ticker Symbol: STBFX   For Retirement Plans: $100
CUSIP: 804096402   Retirement Accounts: Yes
Fund Inception: September 28, 1995   Check Writing: No
Total Net Assets $6.46 Million   Fiscal Year End: November 30
Expenses
As of March 30, 2012
Maximum Sales Charge (Load) On Purchases: 0%
Maximum Deferred Sales Charge: 0%
Early Redemption Fee: 0%
Expense Ratio: 1.33%
Portfolio Turnover Rate: 14%

The Adviser has voluntarily capped actual expenses of Sextant Short-Term Bond at 0.75% through March 31, 2013.