| 35.20 Net Asset Value | +0.72% 1 Day | +13.00% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.90% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +8.57% | 3 years | +12.12% | |
| 3 months | +3.50% | 5 years | +10.72% | |
| 1 year | +25.59% | Since inception | +12.76% |
| SATMX | Category | |
|---|---|---|
| Performance 5-yr return | +10.72% | +8.20% |
| Expense ratio | 1.90% | 1.48% |
| Risk 5 year sharpe ratio | 0.52 | 0.39 |
| Net assets | $178.0M | $699.1M |
| Average market cap | $288.5M | $2.1B |
| Average P/E | 15.7 | 22.9 |
| Portfolio turnover | 154% | 154% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Satuit Capital Management Trust |
| Fund manager & tenure | Robert Sullivan / 12 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 16.34% |
| Financial service | 12.73% |
| Consumer goods | 12.20% |
| Consumer service | 12.13% |
| Energy | 11.31% |
| AMRI Albany Molecular Research, Inc. | 1.76% |
| UACL Universal Truckload Services, Inc. | 1.66% |
| PSIX Power Solutions International Inc | 1.58% |
| CAP CAI International, Inc. | 1.58% |
| CECE CECO Environmental | 1.56% |
| PKOH Park-Ohio Holdings Corp | 1.51% |
| SRDX SurModics, Inc. | 1.44% |
| IBCA Intervest Bancshares Corporation | 1.44% |
| MX Magnachip Semiconductor Corp | 1.42% |
| HERO Hercules Offshore, Inc. | 1.41% |
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