Satuit Capital Micro Cap
15 Eastlake Road Sullivan's Island SC 29482
Map
Phone: 866-972-8848
| Category: | Small Growth | | Fund Family: | Satuit Capital Management Trust | | Net Assets: | 71.79M | | Year-to-Date Return: | -34.45% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-00 |
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Robert J. Sullivan
Lead Manager since
12-Dec-00 | | | Sullivan is portfolio manager with Satuit Capital Management, LLC. He has over 20 years of investment experience. Prior to joining Satuit Capital Management, LLC., Sullivan was employed from 1993 to 2000 by Cadence Capital Management where he served as portfolio manager senior equity analyst. Sullivans position included direct research, analysis and investment responsibility. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in a diversified portfolio of U.S. common stocks with market capitalizations under $500 million. The advisor attempts to select securities for the fund that exhibit both reasonable valuations and favorable growth prospects. |
| Last Dividend
| N/A | | Last Cap Gain
(27-Dec-07):
| 1.23 | | Annual Holdings Turnover
| 142.00% | | Average for Category:
| 115.78% |
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| Expense | SATMX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,174 | $680 | | 5 Yr Expense Projection*: |
$1,610 | $1,078 | | 10 Yr Expense Projection*: |
$2,819 | $2,142 |
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2.63% Nasdaq 0.00%
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