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This is a list of Sit Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Sit Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Sit Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Sit Funds.
This page includes relevant dividend information on Sit Funds.
The table below illustrates valuable information regarding the primary fund manager for Sit Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Sit Funds.
This list includes asset allocation proportions of the underlying holdings for Sit Funds.
|Fund Name||Share Class & Symbol||Primary Theme||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Theme||Exp Ratio||Primary Manager Tenure (yrs)|
|SIT Minnesota Tax Free Income Fund||No Load (SMTFX)||$643.39||1.39%||93.54%||0.80%||19.68|
|SIT U.S. Government Securities Fund||No Load (SNGVX)||$461.71||3.49%||70.24%||0.80%||24.68|
|SIT Tax Free Income Fund||No Load (SNTIX)||$323.27||1.41%||93.75%||0.80%||19.84|
|SIT Dividend Growth Fund||Inst (SDVGX)||$216.26||15.31%||95.06%||1.00%||16.68|
|SIT Mid Cap Growth Fund||No Load (NBNGX)||$189.59||24.07%||34.90%||1.25%||22.68|
|SIT Large Cap Growth Fund||No Load (SNIGX)||$150.69||41.13%||78.12%||1.00%||36.27|
|SIT Small Cap Growth Fund||No Load (SSMGX)||$111.55||22.11%||72.57%||1.50%||N/A|
|Sit Quality Income Fund||Other (SQIFX)||$96.90||2.68%||38.80%||0.90%||7.67|
|SIT Balanced Fund||No Load (SIBAX)||$54.43||21.24%||44.75%||1.00%||24.68|
|Sit Global Dividend Growth Fund||Inst (GDGIX)||$38.30||16.32%||34.95%||1.25%||11.93|
|SIT International Growth Fund||No Load (SNGRX)||$25.50||17.06%||82.06%||1.50%||22.76|
|Sit Small Cap Dividend Growth Fund||Inst (SSCDX)||$17.07||8.38%||36.41%||1.25%||N/A|
|SIT Developing Markets Growth Fund||No Load (SDMGX)||$11.48||20.36%||44.78%||2.00%||26.1|
|Sit ESG Growth Fund||Inst (IESGX)||$7.46||19.19%||27.18%||1.25%||4.17|
|Fund Name||YTD||YTD Rank in Primary Theme||1 Year Return||1 Year Rank in Primary Theme||3 Year Return||3 Year Rank in Primary Theme|
|Fund Name||5 Year Return||5 Year Rank in Primary Theme||10 Year Return||10 Year Rank in Primary Theme||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Sit is a company that sells mutual funds with $2,348M in assets under management. The average expense ratio from all mutual funds is 0.93%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1982. The average manager tenure for all managers at Sit is 14.32 years. The company offers investors 14 mutual funds, in terms of the number of individual fund symbols.
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