| 13.45 Net Asset Value | +1.05% 1 Day | +17.36% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 3.07% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -- | 3 years | -- | |
| 3 months | -- | 5 years | -- | |
| 1 year | -- | Since inception | +6.60% |
| SITSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +7.67% |
| Expense ratio | 3.07% | 1.34% |
| Risk 5 year sharpe ratio | 0.28 | 0.38 |
| Net assets | $3.7M | $764.6M |
| Average market cap | $994.9M | $2.0B |
| Average P/E | 18.2 | 17.8 |
| Portfolio turnover | 15% | 15% |
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 | 19.63% |
| Financial service | 18.28% |
| Business service | 10.80% |
| Consumer service | 10.74% |
| Consumer goods | 9.77% |
| IJT iShares S&P SmallCap 600 Growth | 12.28% |
| FRMCX Franklin MicroCap Value A | 10.89% |
| DES WisdomTree SmallCap Dividend | 10.12% |
| WMCVX Wasatch Small Cap Value | 9.87% |
| ACRNX Columbia Acorn Z | 8.11% |
| SATMX Satuit Capital US Emerging Companies | 6.84% |
| GSXAX Aberdeen Small Cap A | 6.65% |
| KSCVX Keeley Small Cap Value A | 5.27% |
| RYOTX Royce Micro-Cap Invmt | 4.55% |
| BVDIX William Blair Small Cap Value I | 4.47% |
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