Top 14 Sit Funds

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Sit Funds

  • Net Assets
  • $2.35 B
  • Oldest Fund Launched In
  • 1982
  • # of Funds | Share Classes
  • 14 | 19
  • AVG Manager Tenure
  • 14.3 years
  • Expense range
  • 0.6% to 2.0% AVG: 0.9%
  • % of no load funds
  • 100%

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Overview

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.

Short-Term Returns

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.

Long-Term Returns

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.

Expenses

This list includes all management costs and other fee information for Sit Funds.

Dividend

This page includes relevant dividend information on Sit Funds.

Managers

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.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Sit Funds.

Asset Allocation

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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