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Fund Intelligence | Best Managers | SATMX Insights | SATMX Score | SATMX Performance | SATMX Manager | SATMX News | SATMX Allocation | SATMX Holdings Change

Mutual Fund Insights: Satuit Capital Micro Cap Fund (SATMX)

In-depth Analysis of Satuit Capital Micro Cap Fund (SATMX)

Mutual fund chart: Satuit Capital Micro Cap Fund (SATMX)

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See Satuit Capital Micro Cap Fund (SATMX) performance details as of January 31, 2010

  

    Last Trade: $26.04 on 3/19/2010, Change: -0.37 (-1.4%)
Experiment our closing price forecasting tool for Satuit Capital Micro Cap Fund (SATMX) (alpha release)

  

Fund Manager - Robert J. Sullivan

Fund Manager Tenure: 9.3 years
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
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. Sullivan's position included direct research, analysis and investment responsibility.  Get more insights on Robert J. Sullivan

  

What we like about Satuit Capital Micro Cap Fund (SATMX) What we like about Satuit Capital Micro Cap Fund (SATMX)

Data for Satuit Capital Micro Cap Fund (SATMX) as of January 31, 2010

  • Satuit Capital Micro Cap Fund (SATMX) management has been with Satuit Capital Micro Cap Fund for 9.3 years
  • Satuit Capital Micro Cap Fund (SATMX) has good short-term performance (1-year return 51.96% vs 39.62% Small Growth category average)
  • Satuit Capital Micro Cap Fund (SATMX) has good mid-term performance (3-year return -1.55% vs -6.96% Small Growth category average)
  • Satuit Capital Micro Cap Fund (SATMX) has good Long-term performance (5-year return 4.94% vs 0.25% Small Growth category average)
  • Satuit Capital Micro Cap Fund (SATMX) ratio of up-years vs down years is greater than 2
  • Satuit Capital Micro Cap Fund (SATMX) has a Morningstar rating of 4 and above

  

What we are cautious about Satuit Capital Micro Cap Fund (SATMX) What we are cautious about Satuit Capital Micro Cap Fund (SATMX)

Data for Satuit Capital Micro Cap Fund (SATMX) as of January 31, 2010

  • Satuit Capital Micro Cap Fund (SATMX) has an annual stock turnover rate of 142.15% that is higher than the Small Growth average of 131.92%. This could mean Satuit Capital Micro Cap is more nimble, but also signal potential high tax impact and high trading fees
  • Satuit Capital Micro Cap Fund (SATMX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.23 that is higher than category average of 24.84
  • Satuit Capital Micro Cap Fund (SATMX) has a higher management fee of 1.95% than its Small Growth average of 1.60%
  • Even though Satuit Capital Micro Cap Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Satuit Capital Micro Cap Fund (SATMX) performance details as of January 31, 2010

  

  

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Satuit Capital Micro Cap Fund (SATMX) Net Asset

Track net asset change of Satuit Capital Micro Cap fund (SATMX)

DateNet Asset
01/2010$71.39M
11/2009$67.86M
10/2009$64.30M
More historic net asset information on Satuit Capital Micro Cap Fund (SATMX)

  

Satuit Capital Micro Cap Fund (SATMX) Portfolio Allocation

Track portfolio allocation change of Satuit Capital Micro Cap fund (SATMX)

DateCashStockBondOther
09/20091.43%97.69%0%0.87%
07/20095.7%93.29%0%1.01%
Click here to see more historic asset allocation information on Satuit Capital Micro Cap Fund (SATMX)

  

Most Recent Top 10 Holdings in Satuit Capital Micro Cap Fund (SATMX)

Discover what Satuit Capital Micro Cap Fund (SATMX) manager is buying

30-Sep-09
VERIFONE HLDGS INC [1.64%]
SmartHeat Inc. [1.63%]
CNinsure Inc. [1.6%]
Semitool, Inc. [1.45%]
Deer Consumer Products, Inc. [1.44%]
Brigham Exploration Company [1.44%]
PowerSecure International, Inc [1.41%]
Telvent GIT, S.A. [1.41%]
Monro Muffler Brake, Inc. [1.31%]
Fuel Systems Solutions, Inc. [1.28%]

31-Jul-09
STEC, Inc. [1.83%]
SOLUTIA INC NEW [1.8%]
Smith Micro Software, Inc. [1.6%]
CNinsure Inc. [1.54%]
NetLogic Microsystems, Inc. [1.51%]
Semitool, Inc. [1.49%]
HHGREGG INC [1.49%]
Brigham Exploration Company [1.46%]
Harbin Electric, Inc. [1.43%]
Epoch Holding Corporation [1.41%]
Click here for Stock Holding Change Map in Satuit Capital Micro Cap Fund (SATMX)

  

Related books and products to Satuit Capital Micro Cap Fund (SATMX)

  

Latest News on Satuit Capital Micro Cap (SATMX)

See what is happening with Satuit Capital Micro Cap Fund (SATMX)

 

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