SIBAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sit Balanced (SIBAX) Ownership - Who owns Sit Balanced?

The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SIBAX

Net Assets

60.5M

Fund Existence

over 31 years

Turnover

33.30

Total Expense Ratio

0.91

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.11

Assets in Top Ten Holdings

20.2M

Average Credit Quality

Average Effective Duration

6.45

Average Effective Maturity

10.21

Fund of Funds

Fund Share Class Net Assets

60.5M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

6.40

No Load Fund

Yes

Number of Long Holdings

222.00

Number of Net Holdings

223.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.11

Weighting Top Ten Holdings

34.56%

Gain YTD

-8.556

Annual Yield % from dividends

1.52

Returns for 1 year

3.14

Returns for 3 years

16.40

Returns for 5 years

40.84

Returns for 10 years

67.46

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details