Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Sit Small Cap Dividend Growth S (SDFSX)

14.74
-0.36
(-2.38%)
As of 8:07:15 AM EDT. Market Open.
Loading Chart for SDFSX
  • Previous Close 15.10
  • YTD Return -5.89%
  • Expense Ratio 1.16%
  • Category Small Blend
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 35.04M
  • Beta (5Y Monthly) 1.11
  • Yield 0.76%
  • 5y Average Return --
  • Holdings Turnover 12.81%
  • Last Dividend 0.02
  • Inception Date Mar 31, 2015

The fund seeks to achieve its objectives by investing at least 80% of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities (including Treasury bills, notes and bonds), 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.

Sit

Fund Family

Small Blend

Fund Category

35.04M

Net Assets

2015-03-31

Inception Date

Performance Overview: SDFSX

View More

Trailing returns as of 4/17/2025. Category is Small Blend.

YTD Return

SDFSX
5.89%
Category
20.19%
 

1-Year Return

SDFSX
1.34%
Category
60.18%
 

3-Year Return

SDFSX
3.56%
Category
11.32%
 

5-Year Return

SDFSX
14.40%
Category
13.88%
 

People Also Watch

Holdings: SDFSX

View More

Sector Weightings

SectorSDFSX
Industrials   24.99%
Healthcare   12.30%
Energy   11.07%
Technology   8.03%
Real Estate   6.22%
Utilities   1.27%

Recent News: SDFSX

View More

Research Reports: SDFSX

View More

Top Mutual Funds