SDVGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sit Dividend Growth I (SDVGX) Ownership - Who owns Sit Dividend Growth I?

The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SDVGX

Net Assets

227M

Fund Existence

over 21 years

Turnover

41.64

Total Expense Ratio

0.70

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.00

Assets in Top Ten Holdings

71.8M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

212M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

79.00

Number of Net Holdings

79.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.28%

Gain YTD

-2.245

Annual Yield % from dividends

1.13

Returns for 1 year

-3.52

Returns for 3 years

6.44

Returns for 5 years

27.89

Returns for 10 years

1.37

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category LargeBlend

Profile

Fundamentals

Details