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Morningstar

Sit International Growth SNGRX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 21.26  /  −0.09 %
  • Total Assets 27.1 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.33%
  • Turnover 8%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SNGRX

Will SNGRX 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 SNGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SNGRX 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 SNGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sit International 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SNGRX

More SNGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.89 1.4 Mil
Technology

ASML Holding NV ADR

3.58 994,732
Technology

Schneider Electric SE

3.23 897,938
Industrials

BAE Systems PLC

2.97 826,087
Industrials

Shell PLC ADR (Representing - Ordinary Shares)

2.96 821,240
Energy

Partners Group Holding AG

2.52 699,806
Financial Services

AstraZeneca PLC ADR

2.47 685,969
Healthcare

Allianz SE

2.43 674,335
Financial Services

London Stock Exchange Group PLC

2.20 610,868
Financial Services

Siemens AG

2.13 591,831
Industrials