# EDGAR Filing Document

**Accession Number:** 0000811860
**File Stem:** 0001398344-25-018770
**Filing Date:** 2025-10
**Character Count:** 3896
**Document Hash:** 0cacc83f9b7930eb0fc7ebe6f2e04d8c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-018770.hdr.sgml**: 20251002

**ACCESSION NUMBER**: 0001398344-25-018770

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251002

**DATE AS OF CHANGE**: 20251001

**EFFECTIVENESS DATE**: 20251002

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SATURNA INVESTMENT TRUST
- **CENTRAL INDEX KEY:** 0000811860

**ORGANIZATION NAME:**
- **EIN:** 356447892
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 033-13247
- **FILM NUMBER:** 251366054

**BUSINESS ADDRESS:**
- **STREET 1:** 1300 NORTH STATE STREET
- **CITY:** BELLINGHAM
- **STATE:** WA
- **ZIP:** 98225-4730
- **BUSINESS PHONE:** 360-734-9900

**MAIL ADDRESS:**
- **STREET 1:** 1300 NORTH STATE STREET
- **CITY:** BELLINGHAM
- **STATE:** WA
- **ZIP:** 98225-4730

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NORTHWEST INVESTORS TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NORTHWEST INVESTORS TAX EXEMPT BUSINESS TRUST
- **DATE OF NAME CHANGE:** 19901024

## Series and Classes Contracts Data

### SATURNA GROWTH FUND (Series ID: S000004771)

---

|  |  |  |
|:---|:---|:---|
| Class Name                          | Ticker Symbol | Class ID   |
| Saturna Growth Fund Investor Shares | SSGFX         | C000012974 |
| Saturna Growth Fund Z Shares        | SGZFX         | C000188907 |

---

## Series and Classes Contracts Data

### SATURNA GROWTH FUND (Series ID: S000004771)

| Class ID   | Class Name                          | Ticker Symbol   |
|:---|:---|:---|
| C000012974 | Saturna Growth Fund Investor Shares | SSGFX           |
| C000188907 | Saturna Growth Fund Z Shares        | SGZFX           |

Saturna Investment Trust

Saturna Growth Fund (the "Fund")

**Supplement Dated October 1, 2025, to the Summary Prospectus and Prospectus dated March 31, 2025**

**NOTICE REGARDING CHANGES IN PORTFOLIO MANAGER AND DEPUTY PORTFOLIO MANAGER**

**Effective October 1, 2025**:

Mr. William B. Jones IV, CFA® will serve as Portfolio Manager of the Fund. Effective the same day, Mr. Scott F. Klimo, CFA® will no longer serve as Portfolio Manager of the Fund and all references to his name with respect to the Fund in the Summary Prospectuses and Prospectus are hereby stricken.

Mr. Jason S. Michell, MBA will serve as Deputy Portfolio Manager to the Fund.

**Effective October 1, 2025, the paragraph entitled "Portfolio Managers" on page 5 of the Fund's Summary Prospectus shall read as follows:**

Mr. William B. Jones IV, CFA<sup>®</sup> a equity analyst of Saturna Capital Corporation, is the person primarily responsible for the day-to-day management of the Fund, which he has managed since 2025. Mr. Jason S. Michell, MBA a senior investment analyst of Saturna Capital Corporation, is the Deputy Portfolio Manager, a role he assumed in 2025.

**Effective October 1, 2025, the following is added as the second to last paragraph of the section entitled "Investment Adviser" on page 25 of the Fund's prospectus:**

Mr. William B. Jones IV, CFA<sup>®</sup> Portfolio Manager for Saturna Growth Fund, has been a equity analyst with Saturna Capital since September 2023. Mr. Jones is also the Deputy Portfolio Manager of the Saturna Sustainable Equity Fund. He graduated from Western Washington University BA with a BS in Financial Economics.

Mr. Jason S. Michell, MBA deputy portfolio manager for Saturna Growth Fund, has been a senior investment analyst with Saturna Capital since June 2025. He graduated from New York University Stern School of Business with an MBA.

**\* \* \* \* \* \***

**This Supplement should be read in conjunction with the current Summary Prospectus and Prospectus identified above, each dated March 31, 2025.**

**PLEASE KEEP THIS SUPPLEMENT FOR FUTURE REFERENCE.**