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Morningstar

Sit Developing Markets Growth SDMGX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 15.60  /  +1.23 %
  • Total Assets 8.2 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.46%
  • Turnover 1%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SDMGX

Will SDMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SDMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sit Developing Markets Growth’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDMGX

More SDMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.50 900,641
Technology

Samsung Electronics Co Ltd

7.65 655,703
Technology

iShares MSCI India ETF

5.87 503,002
—

Broadcom Inc

5.49 470,521
Technology

Tencent Holdings Ltd

3.71 318,282
Communication Services

DBS Group Holdings Ltd

3.42 293,523
Financial Services

Southern Copper Corp

2.95 252,985
Basic Materials

Naspers Ltd Class N

2.95 252,614
Communication Services

HDFC Bank Ltd ADR

2.86 244,869
Financial Services

Bid Corp Ltd

2.80 240,170
Consumer Defensive