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STAAR Investment Trust - Alternative Categories Fund (SITAX)

Net Asset Value
1 Day
Overall Morningstar Rating
World large stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks growth of investors' capital. The fund's main strategy is to identify investment opportunities that the Advisor expects to benefit from market or economic trends. The Advisor has broad discretion as to the asset categories and investments owned by the fund. A broad mix of investment types and management styles may be employed. Under normal conditions- 80% or more of its total assets are invested in other mutual funds or exchange traded funds (ETFs). It is non-diversified.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+4.62%
Data through --

Peer Comparisonvs. World large stock

Performance 5-yr return--+10.39%
Expense ratio2.75%1.21%
Risk 5 year sharpe ratio0.681.04
Net assets$2.8M$1.7B
Average market cap$22.6B$73.4B
Average P/E21.520.9
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familySTAAR Investment Trust
Fund manager & tenureJ. Weisbrod / 21 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock72.22%
International stock18.95%
Fixed income1.04%
Top 5 Sectors
Portfolio weighting
Healthcare 21.20%
Energy 18.20%
Industrial materials 12.92%
Financial service 10.07%
Consumer goods 8.46%
Top 10 Holdings
Portfolio weighting
VGHCX Vanguard Health Care Fund Investor Shares7.97%
LOGSX Live Oak Health Sciences Fund7.53%
TEDIX Franklin Mutual Global Discovery Fund Class A6.37%
IWP iShares Russell Mid-Cap Growth ETF3.71%
FRNRX Franklin Natural Resources Fund Class A3.61%
VGENX Vanguard Energy Fund Investor Shares3.35%
-- 3.00%
SMCFX American Funds SMALLCAP World Fund® Class F-22.40%
IYW iShares U.S. Technology ETF2.18%
NOBL ProShares S&P 500 Dividend Aristocrats ETF2.18%