SIBAX

AS OF

Feb 4 closing price

Price

$38.28

Change

-$0.23 (-0.60%)

Net Assets

75.83M

Intraday BUY SELL Signals

OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

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

75.8M

Fund Existence

about 32 years

Turnover

35.11

Total Expense Ratio

0.89

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

0.89

Assets in Top Ten Holdings

20.2M

Average Credit Quality

Average Effective Duration

6.07

Average Effective Maturity

9.59

Fund of Funds

Fund Share Class Net Assets

75.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

6.04

No Load Fund

Yes

Number of Long Holdings

213.00

Number of Net Holdings

213.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.09

Weighting Top Ten Holdings

38.08%

Gain YTD

-1.720

Annual Yield % from dividends

1.49

Returns for 1 year

8.06

Returns for 3 years

48.36

Returns for 5 years

32.64

Returns for 10 years

123.83

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading for SIBAX

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details