Sit Balanced Fund Quote
| SIBAX Fund | USD 36.11 0.13 0.36% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Sit Balanced is trading at 36.11 as of the 31st of January 2025; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 35.98. Sit Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests between 35 percent and 65 percent of its assets in common stocks and between 35 percent and 65 percent in fixed-income securities. The equity portion of the funds portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of 5 billion or more. More on Sit Balanced Fund
Moving together with Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Sit (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Sit Balanced Fund [SIBAX] is traded in USA and was established 31st of January 2025. Sit Balanced is listed under Sit category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Sit family. This fund at this time has accumulated 49.45 M in assets with minimum initial investment of 5 K. Sit Balanced is currently producing year-to-date (YTD) return of 2.59% with the current yeild of 0.01%, while the total return for the last 3 years was 8.23%.
Check Sit Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| AVGO | Broadcom | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Sit Balanced Risk Profiles
| Mean Deviation | 0.5174 | |||
| Semi Deviation | 0.7526 | |||
| Standard Deviation | 0.7114 | |||
| Variance | 0.5061 |
Sit Balanced Against Markets
Other Information on Investing in Sit Mutual Fund
Sit Balanced 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 Balanced security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |