Nasdaq - Delayed Quote USD

Sit Small Cap Dividend Growth S (SDFSX)

14.74
-0.36
(-2.38%)
At close: 8:07:15 AM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
20
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Small Blend
Fund Family Sit
Net Assets 35.04M
YTD Return -5.89%
Yield 0.76%
Morningstar Rating
Inception Date Mar 31, 2015

Performance & Risk

YTD Return -10.99%
5y Average Return 11.89%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

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