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Satuit West Shore Real Return Fun

RWSFX:US
NASDAQ GM
9.16
USD
0.02
0.22%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
8.94 - 9.68
1 Yr Return
-4.95%
YTD Return
0.04%
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Previous Close
9.14
52Wk Range
8.94 - 9.68
1 Yr Return
-5.44%
YTD Return
0.04%
Fund Type
Open-End Fund
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/22/2017)
9.16
Total Assets (m USD) (on 09/22/2017)
20.542
Inception Date
11/21/2013
Last Dividend (on 06/29/2017)
0.0238
Dividend Indicated Gross Yield
1.04%
Fund Managers
STEVE CORDASCO / MICHAEL SHAMOSH
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.50%
Current Mgmt Fee
1.00%
Expense Ratio
2.25%

Top Fund Holdings

Name Position Value % of Fund
38.24 k 2.73 m 11.47
2.00 k 2.11 m 8.84
1.50 k 1.61 m 6.76
50.00 k 1.45 m 6.06
30.00 k 1.21 m 5.08
1.00 k 1.05 m 4.39
1.00 k 1.04 m 4.37
1.00 k 1.01 m 4.22
13.00 k 885.29 k 3.71
85.00 k 879.75 k 3.69
Profile
Satuit West Shore Real Return Fund is an open-end fund incorporated in the USA. The 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
West Shore Group LLC
21 East Euclid Avenue
Haddonfield, NJ 08033
Phone
1-855-WSFUNDS