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STAAR Investment Trust - Alternative Categories Fund (SITAX)

Net Asset Value
1 Day
Overall Morningstar Rating
World 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+4.43%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+9.24%
Expense ratio2.56%1.30%
Risk 5 year sharpe ratio0.490.73
Net assets$2.7M$1.3B
Average market cap$18.2B$51.4B
Average P/E21.320.5
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familySTAAR Investment Trust
Fund manager & tenureJ. Weisbrod / 20 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock73.90%
International stock15.15%
Fixed income0.86%
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 Shares7.10%
LOGSX Live Oak Health Sciences Fund6.97%
TEDIX Franklin Mutual Global Discovery Fund Class A6.13%
IWP iShares Russell Mid-Cap Growth ETF4.03%
FRNRX Franklin Natural Resources Fund Class A3.95%
VGENX Vanguard Energy Fund Investor Shares3.55%
IJT iShares S&P Small-Cap 600 Growth ETF3.38%
IXN iShares Global Tech ETF2.49%
IYW iShares U.S. Technology ETF2.27%
DES WisdomTree SmallCap Dividend Fund2.17%