Top 1 STAAR Investment Trust Funds

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STAAR Investment Trust Funds

  • Net Assets
  • $13.3 M
  • Oldest Fund Launched In
  • 2019
  • # of Funds | Share Classes
  • 1 | 3
  • AVG Manager Tenure
  • 1.6 years
  • Expense range
  • N/A to N/A AVG: 0.0%
  • % of no load funds
  • 33%

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Overview

This is a list of STAAR Investment Trust Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on STAAR Investment Trust Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for STAAR Investment Trust Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for STAAR Investment Trust Funds.

Dividend

This page includes relevant dividend information on STAAR Investment Trust Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for STAAR Investment Trust Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in STAAR Investment Trust Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for STAAR Investment Trust Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
STAAR Investment Trust - STAAR Disciplined Strategies Fund No Load (SITAX) Fund of Funds $13.33 -56.86% 100.00% 3.35% 1.56
STAAR Dynamic Capital Fund No Load (SITLX) U.S. Large-Cap Growth Equity $1.54 -46.09% 99.76% 3.33% 1.56
STAAR Adaptive Discovery Fund No Load (SITSX) U.S. Small-Cap Blend Equity $1.42 -37.82% 99.26% 3.32% 1.56
STAAR General Bond Fund No Load (SITGX) Short-Term Bond $0.92 -0.42% 96.79% 3.36% 1.56
STAAR International Fund No Load (SITIX) International and Foreign Large-Cap Blend Equity $0.86 -27.64% 99.42% 3.56% 1.56
STAAR Short Term Bond Fund No Load (SITBX) Short-Term Bond $0.27 -8.94% 100.00% 4.99% 1.56
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

STAAR Investment Trust is a company that sells mutual funds with $13M in assets under management. The average expense ratio from all mutual funds is 0.00%. 33.33% of all the mutual funds are no load funds. The oldest fund launched was in 2019. The average manager tenure for all managers at STAAR Investment Trust is 1.56 years. The company offers investors 1 mutual funds, in terms of the number of individual fund symbols.


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