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SDVGX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
218.13M

SDVGX Sit Dividend Growth I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Broadcom (NASDAQ:AVGO), Oracle Corp (NYSE:ORCL), PepsiCo (NASDAQ:PEP), AstraZeneca PLC (NASDAQ:AZN), ConocoPhillips (NYSE:COP).

Industry description

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. The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Market Cap

The average market capitalization across the Sit Dividend Growth I MF is 494.38B. The market cap for tickers in the group ranges from 144.98B to 2.75T. AAPL holds the highest valuation in this group at 2.75T. The lowest valued company is COP at 144.98B.

Volume

The average weekly volume growth across all stocks in the Sit Dividend Growth I MF was -13%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 47
Price Growth Rating: 46
SMR Rating: 38
Profit Risk Rating: 28
Seasonality Score: -28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Sit Mutual Funds Inc3300 Ids Ctr, 80 South 8th StMinneapolis
Phone
N/A
Web
www.sitfunds.com
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SDVGX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SDVGX has been closely correlated with VSMPX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SDVGX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SDVGX
1D Price
Change %
SDVGX100%
+0.28%
VSMPX - SDVGX
89%
Closely correlated
+0.39%
VTSMX - SDVGX
89%
Closely correlated
+0.39%
VTSAX - SDVGX
89%
Closely correlated
+0.39%
FXAIX - SDVGX
83%
Closely correlated
+0.41%
VFFSX - SDVGX
83%
Closely correlated
+0.40%
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