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SDVSX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Sit Dividend Growth S (SDVSX) Ownership - Who owns Sit Dividend Growth S?

The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Sit Mutual Funds Inc3300 Ids Ctr, 80 South 8th StMinneapolis
Phone
N/A
Web
www.sitfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.95
Min. Initial Investment
5000.00
Fund Existence
over 19 years
Turnover
41.64
Front Load
N/A
Net Assets
223094640.00
Manager Tenure
N/A

Fundamentals

SDVSX
Net Assets
223M
Fund Existence
over 19 years
Turnover
41.64
Total Expense Ratio
0.95
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.25
Assets in Top Ten Holdings
71.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
17.1M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
81.00
Number of Net Holdings
81.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
30.14%
Gain YTD
10.959
Annual Yield % from dividends
0.74
Returns for 1 year
3.29
Returns for 3 years
11.54
Returns for 5 years
25.92
Returns for 10 years
11.00
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Sit Mutual Funds Inc3300 Ids Ctr, 80 South 8th StMinneapolis
Phone
N/A
Web
www.sitfunds.com