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SIBAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sit Balanced (SIBAX) Ownership - Who owns Sit Balanced?

The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SIBAX

Net Assets

65.7M

Fund Existence

over 31 years

Turnover

33.30

Total Expense Ratio

0.91

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.11

Assets in Top Ten Holdings

20.2M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

65.7M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

204.00

Number of Net Holdings

204.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.11

Weighting Top Ten Holdings

32.84%

Gain YTD

0.690

Annual Yield % from dividends

1.48

Returns for 1 year

6.32

Returns for 3 years

40.68

Returns for 5 years

45.84

Returns for 10 years

85.32

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details