Satuit Capital Small Cap Y
15 Eastlake Road Sullivan's Island SC 29482
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Phone: 866-972-8848
| Category: | Small Growth | | Fund Family: | Satuit Capital Management Trust | | Net Assets: | 1.92M | | Year-to-Date Return: | -38.19% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-00 |
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Robert J. Sullivan
Lead Manager since
15-Jan-03 | | | 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 capital appreciation. The Fund seeks to achieve its investment objective by investing at least 80% of assets in a diversified portfolio of U.S. common stocks of small-cap companies. The Adviser considers a company to be a small-cap company when its market capitalization, at the time of purchase, is within the market capitalization range of companies in the Russell 2000 (R) index at reconstitution each June ($261.8 million to $2.5 billion as of June 2007). |
| Last Dividend
| N/A | | Last Cap Gain
(13-Aug-01):
| 0.14 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 115.78% |
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| Expense | SATSX | Category
Avg | | Total Expense Ratio: | 1.90%
| 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*: |
$1,389 | $680 | | 5 Yr Expense Projection*: |
$2,565 | $1,078 | | 10 Yr Expense Projection*: |
$5,418 | $2,142 |
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2.63% Nasdaq 0.00%
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