Sit Small Cap Fund Quote
| SSMGX Fund | USD 68.38 0.85 1.26% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Sit Small is trading at 68.38 as of the 31st of January 2025; that is 1.26 percent increase since the beginning of the trading day. The fund's open price was 67.53. Sit Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal market conditions, at least 80 percent of its net assets in common stocks of companies with capitalizations at the time of purchase of up to 3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000 Index measured at the end of the previous twelve months. More on Sit Small Cap
Moving together with Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Sit, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Sit Small Cap [SSMGX] is traded in USA and was established 31st of January 2025. Sit Small 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 at this time has accumulated 109.84 M in assets with minimum initial investment of 5 K. Sit Small Cap is currently producing year-to-date (YTD) return of 6.17%, while the total return for the last 3 years was 5.97%.
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.
Top Sit Small Cap Mutual Fund Constituents
| THO | Thor Industries | Stock | Consumer Discretionary | |
| THC | Tenet Healthcare | Stock | Health Care | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| PACB | Pacific Biosciences of | Stock | Health Care | |
| YETI | YETI Holdings | Stock | Consumer Discretionary | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| EEFT | Euronet Worldwide | Stock | Industrials | |
| OLN | Olin Corporation | Stock | Materials |
Sit Small Cap Risk Profiles
| Mean Deviation | 0.9257 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Risk Adjusted Performance | (0.02) |
Sit Small Against Markets
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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