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

29.58
Net Asset Value
-0.10%
1 Day
+7.64%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
2.05%
Expense Ratio
Above 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+5.45% 3 years+2.46%
3 months+2.18% 5 years+6.69%
1 year+13.38% Since inception+10.67%
Data through --

Peer Comparisonvs. Small growth

 SATMXCategory
Performance 5-yr return+6.69%+12.81%
Expense ratio2.05%1.29%
Risk 5 year sharpe ratio0.550.92
Net assets$26.1M$944.4M
Average market cap$1.0B$3.5B
Average P/E25.029.9
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familySATUIT FUNDS
Fund manager & tenureRobert Sullivan / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock82.94%
International stock9.26%
Cash7.80%
Fixed income0.00%
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
GNBC Green Bancorp Inc3.19%
UCTT Ultra Clean Holdings Inc3.08%
USCR US Concrete Inc2.71%
SUM Summit Materials Inc2.69%
FIVN Five9 Inc2.46%
ACFC Atlantic Coast Financial Corp2.44%
-- 2.40%
-- 2.33%
OCLR Oclaro Inc2.26%
TBK Triumph Bancorp Inc2.14%