Sit Mid Cap Fund Quote

NBNGX Fund  USD 25.42  0.27  1.07%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Sit Mid is trading at 25.42 as of the 24th of November 2024; that is 1.07 percent increase since the beginning of the trading day. The fund's open price was 25.15. Sit Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sit Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks that, at the time of purchase, have market capitalizations that fall within the range of companies included in the Russell Midcap Growth Index during the most recent 12-month period. More on Sit Mid Cap

Moving together with Sit Mutual Fund

  0.98SSCDX Sit Small CapPairCorr
  0.78GDGIX Sit Global DividendPairCorr
  0.78GDGSX Sit Global DividendPairCorr
  0.97SSMGX Sit Small CapPairCorr
  0.92SDFSX Sit Small CapPairCorr
  0.71SDMGX Sit Developing MarketsPairCorr

Moving against Sit Mutual Fund

  0.73SNGVX Sit U SPairCorr
  0.68SNGYX Sit Government SecuritiesPairCorr
  0.54SQIFX Sit Quality IncomePairCorr
  0.48SQIYX Sit Mutual FundsPairCorr

Sit Mutual Fund Highlights

Fund ConcentrationSit Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Sit, Large, Mid-Cap Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Sit Mid Cap [NBNGX] is traded in USA and was established 24th of November 2024. Sit Mid is listed under Sit category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Sit family. This fund now has accumulated 185.22 M in assets with minimum initial investment of 5 K. Sit Mid Cap is currently producing year-to-date (YTD) return of 13.78%, while the total return for the last 3 years was 1.02%.
Check Sit Mid Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sit Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Sit Mid Cap Mutual Fund Constituents

TDOCTeladocStockHealth Care
ULTAUlta BeautyStockConsumer Discretionary
ANETArista NetworksStockInformation Technology
TTTrane Technologies plcStockIndustrials
MARMarriott InternationalStockConsumer Discretionary
AMDAdvanced Micro DevicesStockInformation Technology
ANSSANSYS IncStockInformation Technology
YETIYETI HoldingsStockConsumer Discretionary
More Details

Sit Mid Cap Risk Profiles

Sit Mid Against Markets

Other Information on Investing in Sit Mutual Fund

Sit Mid financial ratios help investors to determine whether Sit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sit with respect to the benefits of owning Sit Mid security.
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