STAAR Investment Trust is a unique family of no-load mutual funds, dedicated to helping you with Investment Strategies You Can Understand
no front-end or back-end sales charges (loads).
With few exceptions, you can deposit, withdraw or switch funds when you want to without charges. It's simple and straightforward.
We offer six funds from which to choose:
General Bond Fund (GBF)
Short Term Bond Fund (STBF)
Larger Company Stock Fund (LCSF)
Smaller Company Stock Fund (SCSF)
International Fund (INTF)
AltCat (Alternative Categories) Fund (ACF)
Five are designed to have a high correlation to asset allocation categories, making for
The four equity funds of the Trust own other mutual funds (fund of funds) and provide the opportunity to own a variety of excellent load and no-load funds without having to pay front-end or back-end sales charges. This use of multiple managers provides
Yet combining a group of managers within each fund
simplifies your life
-- with the STAAR Investment Trust, you can own over 40 different mutual funds and only have one statement and one 1099! Less confusion, easier to understand and easier for you to manage.
two bond funds
own diversified portfolios of investment quality government, government agency and corporate bonds.
All of the funds may own individual securities managed by inside or outside managers.
Professional management and oversight of your investments frees you from day-to-day decisions.
A single consolidated statement
showing activity, values and an asset allocation chart provides a simple, easy-to-understand view of your investments.
The Trust is an excellent choice for
IRAs, Rollovers, 401(k) and other Retirement Plans
College Education Savings
Any long-term investment accounts