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SDFSX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$16.85
Change
-$0.25 (-1.46%)
Net Assets
36.76M

SDFSX Sit Small Cap Dividend Growth S Forecast, Technical & Fundamental Analysis

The investment seeks to provide current income that exceeds the fund's benchmark index and that grows over a period of years; secondarily the fund seeks long-term capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks to provide current income that exceeds the fund's benchmark index and that grows over a period of years; secondarily the fund seeks long-term capital appreciation. The fund seeks to achieve its objectives by investing at least 80% of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities (including Treasury bills, notes and bonds), and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Market Cap

The average market capitalization across the Sit Small Cap Dividend Growth S MF is 11.33B. The market cap for tickers in the group ranges from 4B to 32.22B. MPWR holds the highest valuation in this group at 32.22B. The lowest valued company is NOG at 4B.

Volume

The average weekly volume growth across all stocks in the Sit Small Cap Dividend Growth S MF was 100%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 111%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 70
Price Growth Rating: 58
SMR Rating: 37
Profit Risk Rating: 38
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SDFSX has been closely correlated with NAESX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if SDFSX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SDFSX
1D Price
Change %
SDFSX100%
-1.46%
NAESX - SDFSX
85%
Closely correlated
-1.61%
VSCPX - SDFSX
85%
Closely correlated
-1.61%
VSCIX - SDFSX
85%
Closely correlated
-1.61%
VSMAX - SDFSX
84%
Closely correlated
-1.61%
FTHFX - SDFSX
57%
Loosely correlated
-1.55%
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