Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Sit Mutual Funds
View all of Sit’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Sit Funds List
Share Class Type
1 to 21 of 21 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Sit Balanced | SIBAX | Moderate Allocation | 6.29% | 15 | 0.850% | Average | No Load | $5,000 | ||
| Sit ESG Growth I | IESGX | Global Large-Stock Blend | 8.34% | 39 | 1.010% | High | Institutional | $100,000 | ||
| Sit ESG Growth S | SESGX | Global Large-Stock Blend | 8.25% | 40 | 1.260% | High | No Load | $5,000 | ||
| Sit Global Dividend Growth I | GDGIX | Global Large-Stock Blend | 7.03% | 59 | 1.000% | High | Institutional | $100,000 | ||
| Sit Global Dividend Growth S | GDGSX | Global Large-Stock Blend | 6.93% | 60 | 1.250% | High | No Load | $5,000 | ||
| Sit Large Cap Growth | SNIGX | Large Growth | 9.51% | 65 | 1.000% | Above Average | No Load | $5,000 | ||
| Sit MN Tax-Free Income | SMTFX | Muni Minnesota | — | 1.40% | 1 | 0.810% | High | No Load | $5,000 | |
| Sit Small Cap Dividend Growth I | SSCDX | Small Blend | 9.75% | 2 | 0.990% | Above Average | Institutional | $100,000 | ||
| Sit Small Cap Dividend Growth S | SDFSX | Small Blend | 9.70% | 3 | 1.240% | Above Average | No Load | $5,000 | ||
| Sit Tax-Free Income | SNTIX | Muni National Interm | — | 1.89% | 2 | 0.900% | High | No Load | $5,000 | |
| Sit Tax-Free Income Y | SNTYX | Muni National Interm | — | 2.01% | 1 | 0.650% | High | Institutional | $1.0 Mil | |
| Sit Dividend Growth I | SDVGX | Large Blend | 8.27% | 72 | 0.700% | Average | Institutional | $100,000 | ||
| Sit Dividend Growth S | SDVSX | Large Blend | 8.12% | 74 | 0.950% | Above Average | No Load | $5,000 | ||
| Sit International Growth | SNGRX | Foreign Large Growth | 3.39% | 82 | 0.860% | Average | No Load | $5,000 | ||
| Sit Mid Cap Growth | NBNGX | Mid-Cap Growth | 5.01% | 51 | 1.250% | High | No Load | $5,000 | ||
| Sit Small Cap Growth | SSMGX | Mid-Cap Growth | 9.41% | 22 | 1.500% | High | No Load | $5,000 | ||
| Sit US Government Securities | SNGVX | Short Government | — | −0.41% | 90 | 0.800% | High | No Load | $5,000 | |
| Sit US Government Securities Y | SNGYX | Short Government | — | −0.22% | 81 | 0.550% | Above Average | Institutional | $1.0 Mil | |
| Sit Developing Markets Growth | SDMGX | Diversified Emerging Mkts | 7.73% | 31 | 0.980% | Below Average | No Load | $5,000 | ||
| Sit Quality Income | SQIFX | Ultrashort Bond | — | 0.96% | 98 | 0.810% | High | No Load | $5,000 | |
| Sit Quality Income Y | SQIYX | Ultrashort Bond | — | 1.16% | 97 | 0.560% | High | Institutional | $1.0 Mil |
Sit Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank