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Satuit Capital U.S. Emerging Companies Fund Class A (SATMX)

26.09
Net Asset Value
+0.58%
1 Day
+3.49%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.95%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investors with long-term capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its assets in a diversified portfolio of U.S. common stocks of emerging companies. The fund's investment adviser considers a company to be an emerging company when its market capitalization, at the time of purchase, is within the range of market capitalizations of those companies comprising the Russell Micro Cap Index (RMicro).

Performance

1 month+3.22% 3 years+0.05%
3 months+9.31% 5 years+7.38%
1 year-2.55% Since inception+10.48%
Data through --

Peer Comparisonvs. Small growth

 SATMXCategory
Performance 5-yr return+7.38%+7.26%
Expense ratio1.95%1.33%
Risk 5 year sharpe ratio0.270.61
Net assets$39.3M$849.2M
Average market cap$610.4M$3.0B
Average P/E24.026.1
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familySATUIT FUNDS
Fund manager & tenureRobert Sullivan / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock91.47%
International stock6.23%
Fixed income1.33%
Cash0.97%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 16.34%
Financial service 12.73%
Consumer goods 12.20%
Consumer service 12.13%
Energy 11.31%
Top 10 Holdings
Portfolio weighting
PWX Providence and Worcester Railroad Co2.10%
-- 1.63%
REIS Reis Inc1.60%
SQBG Sequential Brands Group Inc1.59%
CYBR Cyberark Software Ltd1.51%
ESXB Community Bankers Trust Corp1.50%
IMOS ChipMOS Technologies Bermuda Ltd1.48%
APOG Apogee Enterprises Inc1.48%
KMG KMG Chemicals Inc1.42%
CBM Cambrex Corp1.41%

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