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STAAR Investment Trust - STAAR Disciplined Strategies Fund Investor Class (SITAX)

5.88 0.00 (0.00%)
As of April 23 at 8:00:51 PM EDT. Market Open.
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DELL
  • Previous Close 5.88
  • YTD Return 9.40%
  • Expense Ratio 2.54%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 13.33M
  • Beta (5Y Monthly) 1.02
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 153.19%
  • Last Dividend 0.00
  • Inception Date Apr 4, 1996

The investment seeks to pursue long-term growth of investors' capital. The fund's main strategy is to identify investment opportunities that the Advisor expects to benefit from market, economic, and/or fundamental trends. The Advisor has broad discretion as to the asset categories and investments owned by the fund. A broad mix of investment types and management styles may be employed. Under normal conditions, 80% or more of its total assets are invested in other mutual funds or exchange traded funds (ETFs).

STAAR Investment Trust

Fund Family

Allocation--85%+ Equity

Fund Category

13.33M

Net Assets

1996-04-04

Inception Date

Performance Overview: SITAX

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Trailing returns as of 8/31/2019. Category is Allocation--85%+ Equity.

YTD Return

SITAX
9.40%
Category
13.38%
 

1-Year Return

SITAX
5.28%
Category
40.77%
 

3-Year Return

SITAX
2.70%
Category
13.59%
 

5-Year Return

SITAX
0.16%
Category
13.52%
 

Holdings: SITAX

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Top 10 Holdings (98.15% of Total Assets)

SymbolCompany% Assets
JHQRX
JHQRX 37.34%
VARBX
VARBX 28.68%
LASYX
LASYX 21.38%
LFMIX
LFMIX 5.53%
IWP
IWP 0.93%
FIS
FIS 0.89%
SPHD
SPHD 0.86%
IYW
IYW 0.86%
EFZ
EFZ 0.85%
SH
SH 0.83%

Sector Weightings

SectorSITAX
Technology   31.41%
Healthcare   12.58%
Industrials   11.81%
Energy   3.73%
Utilities   2.50%
Real Estate   2.11%

Recent News: SITAX

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Research Reports: SITAX

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