Sit Small Cap Dividend Growth S (SDFSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Sit Small Cap Dividend Growth S
Minneapolis, MN 55402
3300 Ids Ctr, 80 South 8th St
Sit Mutual Funds Inc
Management Information
Michael "Mike" T. Manns,Lead Manager since March 30, 2015
Vice President – Research and Investment Management of the Adviser, 4/2014 to present; Sr. Equity Analyst at Bloomberg Industries, 2009 – 2014.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Blend
Fund FamilySit
Net Assets27.85M
YTD Return4.67%
Yield0.83%
Morningstar Rating★★★★
Inception DateMar 30, 2015
Fund Operations
Last Dividend0.03
Last Cap Gain24.00
Holdings Turnover15.05%
Average for CategoryN/A
Fees & Expenses
ExpenseSDFSXCategory Average
Annual Report Expense Ratio (net)0.99%1.03%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.34%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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