• Fund Type: Open-End Fund
  • Objective: Blend Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

STAAR Smaller Company Stock Fund

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SITSX:US

15.03 USD 0.000.00%

As of 09:29:30 ET on 08/20/2014.

Snapshot for STAAR Smaller Company Stock Fund (SITSX)

Year To Date: -0.40% 3-Month: +2.52% 3-Year: +16.22% 52-Week Range: 13.54 - 15.53
1-Month: +0.54% 1-Year: +10.60% 5-Year: +12.09% Beta vs RTY: 0.88

Mutual Fund Chart for SITSX

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  • SITSX:US 15.03
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Fund Profile & Information for SITSX

Staar Smaller Company Stock Fund is an open-end fund incorporated in the USA. The Fund's objective is to produce long term growth of capital. The Fund invests in in common stocks of U.S. based small and mid-sized companies, including other mutual funds that invest primarily in such stocks. The fund will generally employ a mix of growth and value management styles.

Inception Date: 05-28-1997 Telephone: 1-412-367-9076 Tel
Managers: JOHN ANDRE WEISBROD
Web Site: www.staarsystem.com

Fundamentals for SITSX

NAV (on 2014-08-20) 15.03
Assets (M) (on 2014-08-19) 3.85
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 50.00

Dividends for SITSX

No dividends reported

Fees & Expenses for SITSX

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 SITSX

Filing Date: 12/31/2013
Name Position Value % of Total
iShares S&P Small-Cap 600 Grow 4,600 546,388 12.414%
Franklin MicroCap Value Fund 11,871 480,079 10.908%
WisdomTree SmallCap Dividend F 6,700 454,163 10.319%
Wasatch Small Cap Value Fund 81,795 453,145 10.296%
Columbia Acorn Fund 9,535 354,417 8.053%
Aberdeen Small Cap Fund/United 13,178 305,062 6.931%
Satuit Capital US Emerging Com 7,684 291,513 6.623%
Keeley Small Cap Value Fund In 5,922 227,595 5.171%
William Blair Small Cap Value 11,164 200,282 4.551%
iShares Russell 2000 Value ETF 1,600 158,784 3.608%

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

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