• Fund Type: Fund of Funds
  • Objective: Dynamic Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

STAAR Alternative Categories Fund

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SITAX:US

14.73 USD 0.02 0.14%

As of 09:29:30 ET on 12/16/2014.

Snapshot for STAAR Alternative Categories Fund (SITAX)

Year To Date: +2.16% 3-Month: -5.99% 3-Year: +9.74% 52-Week Range: 14.32 - 16.04
1-Month: -5.14% 1-Year: +2.36% 5-Year: +6.14% Beta vs SPX: 0.91

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  • SITAX:US 14.73
  • 1M
  • 1Y
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Fund Profile & Information for SITAX

STAAR Alternative Categories Fund is an open-end fund incorporated in the USA. The Fund's objective is to produce long term growth of capital through broadly diversified global investment in securities that have the potential to participate in long-term or short-term trends. The projected increase in demand for energy by developing nations is an example of a long-term trend.

Inception Date: 01-28-2008 Telephone: 1-412-367-9076 Tel
Managers: JOHN ANDRE WEISBROD
Web Site: www.staarsystem.com

Fundamentals for SITAX

NAV (on 2014-12-16) 14.73
Assets (M) (on 2014-12-16) 3.25
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 50.00

Dividends for SITAX

No dividends reported

Fees & Expenses for SITAX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.80
Redemption Fee 0.00
12b1 Fee 0.01
Expense Ratio 1.96

Top Fund Holdings for SITAX

Filing Date: 09/30/2014
Name Position Value % of Total
Franklin Mutual Global Discove 7,753 267,103 193.168%
Vanguard Health Care Fund 1,101 236,516 171.048%
Oak Associates Funds - Live Oa 10,704 226,275 163.641%
Matthews Asian Growth and Inco 8,027 155,153 112.206%
Franklin Strategic Series - Fr 4,095 152,894 110.572%
Vanguard Energy Fund 2,188 152,276 110.125%
iShares Russell Mid-Cap Growth 1,600 142,336 102.937%
American SMALLCAP World Fund 1,752 85,097 61.542%
Vanguard REIT ETF 800 57,768 41.778%
iShares Global Tech ETF 600 54,870 39.682%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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