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STAAR Investment Trust - STAAR Disciplined Strategies Fund Investor Class (SITAX)
As of April 23 at 8:00:51 PM EDT. Market Open.
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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
View MoreTrailing returns as of 8/31/2019. Category is Allocation--85%+ Equity.
Holdings: SITAX
View MoreTop 10 Holdings (98.15% of Total Assets)
Sector Weightings
SectorSITAX
Technology 31.41%
Financial Services 13.66%
Healthcare 12.58%
Industrials 11.81%
Consumer Cyclical 10.18%
Basic Materials 5.19%
Consumer Defensive 4.21%
Energy 3.73%
Communication Services 2.62%
Utilities 2.50%
Real Estate 2.11%
Recent News: SITAX
View MoreResearch Reports: SITAX
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