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

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month+0.99% 3 years+13.22%
3 months-1.23% 5 years+12.25%
1 year-5.64% Since inception+12.36%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.25%+14.84%
Expense ratio1.90%1.40%
Risk 5 year sharpe ratio0.740.96
Net assets$144.5M$804.1M
Average market cap$464.2M$2.8B
Average P/E24.026.3
Portfolio turnover115%115%

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Fund Management and Purchase Info

Fund familySatuit Capital Management Trust
Fund manager & tenureRobert Sullivan / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock87.64%
International stock7.84%
Fixed income2.20%
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
USPH US Physical Therapy Inc2.09%
SMCI Super Micro Computer Inc2.07%
TASR Taser International Inc2.05%
NVEC NVE Corp1.86%
OMCL Omnicell Inc1.82%
BAGR Diversified Restaurant Holdings Inc1.82%
PSIX Power Solutions International Inc1.79%
CUBI Customers Bancorp Inc1.77%
OTIC Otonomy Inc1.72%
BABY Natus Medical Inc1.61%

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