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

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
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).


1 month-1.00% 3 years+4.34%
3 months+9.83% 5 years+8.59%
1 year+14.77% Since inception+10.94%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.59%+13.02%
Expense ratio2.05%1.29%
Risk 5 year sharpe ratio0.621.02
Net assets$26.2M$1.0B
Average market cap$1.0B$3.8B
Average P/E25.229.4
Portfolio turnover90%90%

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Fund Management and Purchase Info

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


U.S. stock89.11%
International stock10.77%
Fixed income0.00%
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 Inc3.38%
SUM Summit Materials Inc3.05%
UCTT Ultra Clean Holdings Inc2.93%
-- 2.92%
ACFC Atlantic Coast Financial Corp2.72%
FIVN Five9 Inc2.68%
USCR US Concrete Inc2.65%
NVEE NV5 Global Inc2.63%
BEAT BioTelemetry Inc2.53%
TBK Triumph Bancorp Inc2.45%