Satuit Capital U.S. Smid Cap Fund

Class Other (SATDX)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 43.33 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 9.9%
1 Year 43.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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).

Fees

Fees are Above Average compared to funds in the same category.
Satuit Capital U.S. Smid Cap Fund has an expense ratio of 1.50 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Satuit Capital Management Trust Funds