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 Dow Up 0.07% Nasdaq Down 0.08%

Satuit Capital US Smid Cap (SATDX)

14.23 Down 0.10(0.70%) Jul 25
Prev Close:14.23
YTD Return*:9.92%
Net Assets*:1.03M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
GTAT2.35121.00
SYNA2.1577.34
ONNN2.0912.50
OCR1.9411.28
RICE1.54-8.83

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:1.03M
Category:Small Growth
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:9.92%
5y Avg Return:N/A
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in a diversified portfolio of U.S. common stocks of SMID cap companies. The adviser considers a company to be a SMID cap company when its market capitalization, at the time of purchase, is within the range of market capitalization of those companies comprising the Russell 2500 Index (R2500). View More
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