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SDFSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sit Small Cap Dividend Growth S (SDFSX) Ownership - Who owns Sit Small Cap Dividend Growth S?

The investment seeks to provide current income that exceeds the fund's benchmark index and that grows over a period of years; secondarily the fund seeks long-term capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SDFSX

Net Assets

39.7M

Fund Existence

over 10 years

Turnover

12.81

Total Expense Ratio

1.16

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.56

Assets in Top Ten Holdings

8.15M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

7.05M

Fund Type

OpenEnd

Index Fund

Management Fee

1.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

96.00

Number of Net Holdings

96.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.06

Weighting Top Ten Holdings

24.83%

Gain YTD

7.884

Annual Yield % from dividends

0.68

Returns for 1 year

9.39

Returns for 3 years

26.08

Returns for 5 years

52.97

Returns for 10 years

98.99

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General Information

Category SmallBlend

Profile

Fundamentals

Details