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Nasdaq - Delayed Quote USD

Sit Dividend Growth S (SDVSX)

14.68
+1.06
+(7.78%)
At close: 8:02:12 PM EDT
Loading Chart for SDVSX
  • Previous Close 13.62
  • YTD Return -1.80%
  • Expense Ratio 0.95%
  • Category Large Blend
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 230.34M
  • Beta (5Y Monthly) 0.86
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 41.64%
  • Last Dividend 0.15
  • Inception Date Mar 31, 2006

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.

Sit

Fund Family

Large Blend

Fund Category

230.34M

Net Assets

2006-03-31

Inception Date

Performance Overview: SDVSX

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Trailing returns as of 4/7/2025. Category is Large Blend.

YTD Return

SDVSX
1.80%
Category
5.31%
 

1-Year Return

SDVSX
7.09%
Category
20.31%
 

3-Year Return

SDVSX
6.94%
Category
6.48%
 

5-Year Return

SDVSX
16.30%
Category
11.78%
 

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Holdings: SDVSX

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Sector Weightings

SectorSDVSX
Technology   28.09%
Healthcare   16.24%
Industrials   12.16%
Utilities   5.98%
Energy   5.15%
Real Estate   1.78%

Recent News: SDVSX

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Research Reports: SDVSX

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