Sit Dividend Growth Fund Quote
| SDVSX Fund | USD 17.85 0.06 0.34% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Sit Dividend is trading at 17.85 as of the 27th of November 2024; that is 0.34 percent down since the beginning of the trading day. The fund's open price was 17.91. Sit Dividend has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Sit Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80 percent of its net assets in 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 Dividend Growth
Moving together with Sit Mutual Fund
| 0.96 | SSCDX | Sit Small Cap | PairCorr |
| 0.86 | GDGIX | Sit Global Dividend | PairCorr |
| 0.85 | GDGSX | Sit Global Dividend | PairCorr |
| 0.95 | SSMGX | Sit Small Cap | PairCorr |
| 0.96 | SDFSX | Sit Small Cap | PairCorr |
| 0.66 | SDMGX | Sit Developing Markets | PairCorr |
Moving against Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Value Funds, Large Blend Funds, Large Blend, Sit (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Sit Dividend Growth [SDVSX] is traded in USA and was established 27th of November 2024. Sit Dividend is listed under Sit category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Sit family. This fund at this time has accumulated 231.2 M in assets with no minimum investment requirementsSit Dividend Growth is currently producing year-to-date (YTD) return of 21.39% with the current yeild of 0.01%, while the total return for the last 3 years was 8.07%.
Check Sit Dividend 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 Dividend Growth 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 Dividend Growth Mutual Fund Constituents
| ABT | Abbott Laboratories | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MS | Morgan Stanley | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology |
Sit Dividend Growth Risk Profiles
| Mean Deviation | 0.5043 | |||
| Semi Deviation | 0.5829 | |||
| Standard Deviation | 0.6767 | |||
| Variance | 0.4579 |
Sit Dividend Against Markets
Other Information on Investing in Sit Mutual Fund
Sit Dividend 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 Dividend security.
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