• Fund Type: Fund of Funds
  • Objective: Blend Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

STAAR Larger Company Stock Fund

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SITLX:US

16.46 USD 0.000.00%

As of 09:29:30 ET on 07/29/2014.

Snapshot for STAAR Larger Company Stock Fund (SITLX)

Year To Date: +5.54% 3-Month: +3.46% 3-Year: +11.55% 52-Week Range: 13.98 - 16.70
1-Month: -0.48% 1-Year: +14.22% 5-Year: +12.00% Beta vs SPX: 0.93

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  • SITLX:US 16.46
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Fund Profile & Information for SITLX

STAAR Larger Company Stock Fund is an open-end fund incorporated in the USA. The Fund's objective is to produce long term growth of capital with some income by investing primarily in funds in which the underlying investments are common stocks of U.S. based large and mid-sized companies. The fund will generally employ a mix of growth and value management styles.

Inception Date: 10-09-2008 Telephone: 1-412-367-9076 Tel
Managers: JOHN ANDRE WEISBROD
Web Site: www.staarsystem.com

Fundamentals for SITLX

NAV (on 2014-07-29) 16.46
Assets (M) (on 2014-07-28) 3.37
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 50.00

Dividends for SITLX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-31) 0.33
Dividend Yield (ttm) -

Fees & Expenses for SITLX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.80
Redemption Fee 0.00
12b1 Fee 0.01
Expense Ratio 1.94

Top Fund Holdings for SITLX

Filing Date: 12/31/2013
Name Position Value % of Total
Franklin Rising Dividends Fund 11,630 562,911 15.282%
Mairs & Power Growth Fund 4,633 513,294 13.935%
AMG Yacktman Fund 17,234 405,175 11.000%
American Funds - Fundamental I 7,296 377,582 10.251%
Brown Advisory Growth Equity F 15,345 286,500 7.778%
iShares Russell Mid-Cap Growth 2,000 168,140 4.565%
iShares Core S&P 500 ETF 900 166,392 4.517%
Calamos Growth Fund 2,611 122,005 3.312%
Heartland Select Value Fund 3,022 101,581 2.758%
3D Systems Corp 600 55,170 1.498%

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

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