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Satuit West Shore Real Return Fun

IWSFX:US
Liquidated
IWSFX:US was liquidated
USD
Fund Type
Open-End Fund
Before it's here, it's on the Bloomberg Terminal.
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Fund Type
Open-End Fund
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 10/13/2017)
1.158
Inception Date
11/21/2013
Last Dividend (on 10/27/2017)
-
Dividend Indicated Gross Yield
-
Fund Managers
STEVE CORDASCO / MICHAEL SHAMOSH
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.75%

Top Fund Holdings

Name Position Value % of Fund
2.00 k 2.06 m 9.87
1.50 k 1.61 m 7.69
50.00 k 1.47 m 7.05
30.00 k 1.29 m 6.18
1.00 k 1.05 m 5.02
1.00 k 1.04 m 4.98
1.00 k 1.01 m 4.83
968.58 k 968.58 k 4.64
13.00 k 941.69 k 4.51
10.44 k 904.56 k 4.33
Profile
Satuit West Shore Real Return Fund aims to preserve purchasing power while emphasizing volatility management and low correlation to traditional equity and bond markets by utilizing four core investment strategies: diversified equity, diversified fixed income, real assets and alternative investments.
Address
Satuit Capital Management Trust
146 Front Street
Suite 204
Mill Wharf Plaza
Scituate, MA 02066
Phone
1-781-545-7408