STAAR Investment Trust - STAAR Disciplined Strategies Fund Class C (DSFCX)
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STAAR Investment Trust - STAAR Disciplined Strategies Fund Class C
STAAR Investment Trust
604 McKnight Park Drive
Pittsburgh, PA 15237
888-717-8227
Management information
Brett Boshco,Lead manager since 8 February 2018
Brett Boshco is the Chief Executive Officer and an indirect owner of Barrel Park Investments, LLC . Prior to founding Barrel Park Investments, LLC, Mr. Boshco was a research analyst and responsible for investment research, investment analysis, and portfolio trading (2015-2017). Prior to the Evermore Global Value Fund, Mr. Boshco was a research analyst for Steinberg Asset Management, a public equity investment company, responsible for investment research and investment analysis (2009-2013). Mr. Boshco began his career in the Media & Communications Group in the Investment Banking Division of Morgan Stanley (2006-2009). Mr. Boshco holds a BS in Economics from MIT and a BS in Management Science from the Sloan School of Management at MIT.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--85%+ Equity
Fund familySTAAR Investment Trust
Net assets13.33M
YTD return5.78%
YieldN/A
Morningstar rating★
Inception date28 Mar 2019
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover153.19%
Average for categoryN/A
Fees and expenses
ExpenseDSFCXCategory average
Annual report expense ratio (net)3.53%0.74%
Prospectus net expense ratio3.53%N/A
Prospectus gross expense ratio4.88%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.00%
Max deferred sales load1.00%1.42%
3-yr expense projection1,219N/A
5-yr expense projection2,226N/A
10-yr expense projection4,755N/A
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