• 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

15.01 USD 0.000.00%

As of 09:29:30 ET on 09/19/2014.

Snapshot for STAAR Smaller Company Stock Fund (SITSX)

Year To Date: -0.53% 3-Month: -1.64% 3-Year: +13.56% 52-Week Range: 13.96 - 15.53
1-Month: +0.20% 1-Year: +5.56% 5-Year: +10.35% Beta vs RTY: 0.88

Mutual Fund Chart for SITSX

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  • SITSX:US 15.01
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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 2014-09-19) 15.01
Assets (M) (on 2014-09-18) 3.79
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: 06/30/2014
Name Position Value % of Total
iShares S&P Small-Cap 600 Grow 4,250 511,700 12.851%
WisdomTree SmallCap Dividend F 6,700 468,062 11.755%
Wasatch Small Cap Value Fund 62,317 380,757 9.562%
Franklin MicroCap Value Fund 9,265 369,299 9.275%
Columbia Acorn Fund 9,739 363,865 9.138%
Aberdeen Small Cap Fund/United 12,278 291,716 7.326%
William Blair Small Cap Value 11,164 206,645 5.190%
Keeley Small Cap Value Fund In 4,991 196,658 4.939%
Satuit Capital US Emerging Com 5,499 196,637 4.938%
iShares Russell 2000 Value ETF 1,000 102,880 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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