How To Invest In The Idaho Tax-Exempt Fund
Saturna Capital & the Idaho Tax-Exempt Fund offer many different account types with varying contribution limits, policies, and objectives. If you need help or have questions, please call us.
Step 1 of 4. Determine your appropriate account type:
Investment Account (taxable/direct)
Uniform Gift to Minor Account (UGMA) / Uniform Transfer to Minor Account (UTMA)
Health Savings Account (HSA) | Education Savings Account (ESA)
Retirement Plans: Traditional IRA | Roth IRA | SEP IRA | SIMPLE IRA | 401(k) Plans
Step 2 of 4. Carefully read the prospectus:
Step 3 of 4. Fill out the appropriate application.
Note: You can find applications for the account types in their respective brochures. For Taxable or UGMA/UTMA accounts, use the application in the prospectus.
Step 4 of 4. Return forms and contributions to Saturna:
Saturna Capital
P.O. Box N
Bellingham, WA 98227-0596
Attn: Idaho Tax-Exempt Fund
Please consider an investment's objectives, risks, charges and expenses carefully before investing. This and other important information is contained in the Funds' prospectus which you may obtain by clicking the link above or by calling toll-free 1-800/SATURNA for printed copies. Please read the prospectus carefully before investing.
The value of Fund shares rises and falls as the value of the sercurities in a Fund invests goes up and down. Only consider investing in the Funds if you are willing to accept the risk that you may lose money. Fund share prices, yields and total returns will change with the fluctuations in the securities markets as well as the fortunes of the industries and companies in which the Fund invests.
The risks inherent in the Idaho Tax-Exempt Fund depend primarily on the terms and quality of obligations in its portfolio, as well as on bond market conditions. When interest rates rise, bond prices fall. When interest rates fall, bond prices go up. Bonds with longer maturities are usually more sensitive to interest rate changes than those with shorter maturities. The Fund also entails credit risk, which is the possibility that a bond issuer will not be able to pay interest or principal when it is due.
