Satuit Capital Fundamental Relationships

SATSX -- USA Fund  

USD 12.09  0.00  0.00%

The Drivers Module shows relationships between Satuit Capital's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Satuit Capital US Small Cap A over time as well as its relative position and ranking within its peers. Also please take a look at World Market Map.

Satuit Capital US One Year Return vs. Cash Position Weight Fundamental Analysis

Satuit Capital US Small Cap A is rated top fund in cash position weight among similar funds. It is rated top fund in one year return among similar funds reporting about  5.56  of One Year Return per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Satuit Capital 
Cash Percentage 
% of Cash 
in the fund 
6.83 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Satuit Capital 
One Year Return 
(Mean of Monthly Returns - 1) 
37.98 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Satuit Capital US One Year Return Comparison

Satuit Capital is currently under evaluation in one year return among similar funds.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas