Sit Small Cap Fund Quote
| SDFSX Fund | USD 20.69 0.34 1.62% |
PerformanceSolid
| Odds Of DistressLow
|
Sit Small is trading at 20.69 as of the 13th of February 2026; that is 1.62 percent down since the beginning of the trading day. The fund's open price was 21.03. Sit Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 15th of November 2025 and ending today, the 13th of February 2026. Click here to learn more.
The fund seeks to achieve its objectives by investing at least 80 percent 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 , and closed-end investment companies. More on Sit Small Cap
Moving together with Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Funds, Small Blend Funds, Small Blend, Sit, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
Sit Small Cap [SDFSX] is traded in USA and was established 13th of February 2026. Sit Small is listed under Sit category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Sit family. This fund at this time has accumulated 18.82 M in assets with no minimum investment requirementsSit Small Cap is currently producing year-to-date (YTD) return of 11.57% with the current yeild of 0.01%, while the total return for the last 3 years was 14.79%.
Check Sit Small 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 Small 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.
Sit Small Cap Risk Profiles
| Mean Deviation | 0.771 | |||
| Semi Deviation | 0.7163 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 |
Sit Small Against Markets
Sit Mutual Fund Analysis Notes
The fund maintains 95.18% of assets in stocks. Sit Small Cap last dividend was 0.04 per share. Large To find out more about Sit Small Cap contact the company at 800-332-5580.Sit Small Cap Investment Alerts
Top Sit Small Cap Mutual Fund Constituents
| MSA | MSA Safety | Stock | |
| CHRD | Chord Energy Corp | Stock | |
| MLAB | Mesa Laboratories | Stock | |
| MPWR | Monolithic Power Systems | Stock | |
| EVR | Evercore Partners | Stock | |
| AFG | American Financial Group | Stock | |
| CHGG | Chegg Inc | Stock | |
| SAIC | Science Applications International | Stock | |
| CWH | Camping World Holdings | Stock | |
| BAH | Booz Allen Hamilton | Stock | |
| OLN | Olin Corporation | Stock | |
| PIPR | Piper Sandler Companies | Stock | |
| CG | Carlyle Group | Stock | |
| OEC | Orion Engineered Carbons | Stock | |
| ATRC | AtriCure | Stock | |
| BCO | Brinks Company | Stock | |
| NXST | Nexstar Broadcasting Group | Stock | |
| EHC | Encompass Health Corp | Stock | |
| GLOB | Globant SA | Stock | |
| SF | Stifel Financial | Stock | |
| HUBB | Hubbell | Stock | |
| OSK | Oshkosh | Stock | |
| THC | Tenet Healthcare | Stock | |
| WTFC | Wintrust Financial | Stock | |
| SMG | Scotts Miracle Gro | Stock | |
| CSL | Carlisle Companies Incorporated | Stock |
Sit Small Outstanding Bonds
Sit Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sit Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sit bonds can be classified according to their maturity, which is the date when Sit Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Sit Small Predictive Daily Indicators
Sit Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sit Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 20.69 | |||
| Day Typical Price | 20.69 | |||
| Price Action Indicator | (0.17) | |||
| Period Momentum Indicator | (0.34) |
Sit Small Forecast Models
Sit Small's time-series forecasting models are one of many Sit Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sit Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Sit Mutual Fund
Sit Small 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 Small security.
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