• 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

14.95 USD 0.000.00%

As of 09:29:30 ET on 12/26/2014.

Snapshot for STAAR Smaller Company Stock Fund (SITSX)

Year To Date: -0.93% 3-Month: +2.05% 3-Year: +12.69% 52-Week Range: 13.75 - 15.53
1-Month: -0.60% 1-Year: -2.92% 5-Year: +9.75% Beta vs RTY: 0.88

Mutual Fund Chart for SITSX

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  • SITSX:US 14.95
  • 1M
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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 2014-12-26) 14.95
Assets (M) (on 2014-12-24) 3.74
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: 09/30/2014
Name Position Value % of Total
WisdomTree SmallCap Dividend F 7,000 460,390 12.539%
iShares S&P Small-Cap 600 Grow 4,000 456,160 12.424%
Columbia Acorn Fund 9,739 348,866 9.502%
Franklin MicroCap Value Fund 8,630 333,213 9.075%
Wasatch Small Cap Value Fund 58,051 333,211 9.075%
Aberdeen Small Cap Fund/United 12,278 279,561 7.614%
Satuit Capital US Emerging Com 5,499 187,289 5.101%
Keeley Small Cap Value Fund In 4,991 183,481 4.997%
William Blair Small Cap Value 9,763 169,186 4.608%
iShares Russell 2000 Value ETF 1,000 94,860 2.584%

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

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