| 14.40 Net Asset Value | +0.56% 1 Day | +15.38% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 2.75% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -- | 3 years | -- | |
| 3 months | -- | 5 years | -- | |
| 1 year | -- | Since inception | +4.52% |
| SITLX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.42% |
| Expense ratio | 2.75% | 1.28% |
| Risk 5 year sharpe ratio | 0.16 | 0.30 |
| Net assets | $3.3M | $2.1B |
| Average market cap | $27.4B | $45.3B |
| Average P/E | 18.1 | 19.9 |
| Portfolio turnover | 6% | 6% |
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 | -- |
| Industrial materials | 18.82% |
| Healthcare | 15.84% |
| Financial service | 12.16% |
| Consumer service | 10.41% |
| Hardware | 9.90% |
| FRDPX Franklin Rising Dividends A | 15.90% |
| MPGFX Mairs & Power Growth Inv | 13.15% |
| YACKX Yacktman Svc | 11.04% |
| AFIFX American Funds Fundamental Invs F-1 | 9.80% |
| BIAGX Brown Advisory Growth Equity Inv | 8.64% |
| IWP iShares Russell Midcap Growth Index | 6.28% |
| IVV iShares Core S&P 500 ETF | 4.40% |
| HRSVX Heartland Select Value | 3.69% |
| CVGRX Calamos Growth A | 3.02% |
| SPY SPDR S&P 500 | 2.92% |
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