Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

26.12
Net Asset Value
+0.04%
1 Day
+3.61%
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+10.44% 3 years-2.90%
3 months-0.61% 5 years+6.50%
1 year-1.36% Since inception+9.99%
Data through --

Peer Comparisonvs. Small growth

 SATMXCategory
Performance 5-yr return+6.50%+14.42%
Expense ratio1.95%1.33%
Risk 5 year sharpe ratio0.360.75
Net assets$32.4M$846.2M
Average market cap$686.8M$2.9B
Average P/E23.524.6
Portfolio turnover99%99%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock91.43%
International stock7.82%
Fixed income0.93%
Cash0.00%
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
PDFS PDF Solutions Inc1.91%
IL Intralinks Holdings Inc1.84%
BOFI BofI Holding Inc1.75%
NLS Nautilus Inc1.75%
EGL Engility Holdings Inc1.72%
DPRX Dipexium Pharmaceuticals Inc1.71%
IMOS ChipMOS Technologies Inc1.70%
-- 1.69%
SQBG Sequential Brands Group Inc1.68%
GNBC Green Bancorp Inc1.66%

Search for Jobs