| 14.51 Net Asset Value | +0.28% 1 Day | +12.66% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | No Load Sales Expenses | 2.64% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -- | 3 years | -- | |
| 3 months | -- | 5 years | -- | |
| 1 year | -- | Since inception | +4.61% |
| SITAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.59% |
| Expense ratio | 2.64% | 1.46% |
| Risk 5 year sharpe ratio | 0.08 | 0.20 |
| Net assets | $3.1M | $1.1B |
| Average market cap | $15.1B | $33.8B |
| Average P/E | 15.2 | 15.6 |
| Portfolio turnover | 11% | 11% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | STAAR Investment Trust |
| Fund manager & tenure | J. Weisbrod / 17 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 21.20% |
| Energy | 18.20% |
| Industrial materials | 12.92% |
| Financial service | 10.07% |
| Consumer goods | 8.46% |
| TEDIX Mutual Global Discovery A | 9.50% |
| IWP iShares Russell Midcap Growth Index | 8.95% |
| FRNRX Franklin Natural Resources A | 7.57% |
| LOGSX Live Oak Health Sciences | 7.44% |
| VGHCX Vanguard Health Care Inv | 7.15% |
| VGENX Vanguard Energy Inv | 5.79% |
| MACSX Matthews Asian Growth & Inc Investor | 5.59% |
| IVV iShares Core S&P 500 ETF | 4.41% |
| PRPFX Permanent Portfolio | 3.41% |
| SCWFX American Funds SMALLCAP World F-1 | 2.86% |
.
