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Morningstar

Sit Small Cap Dividend Growth I SSCDX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 16.27  /  −0.06 %
  • Total Assets 29.0 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 15%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:19 PM GMT+0

Morningstar’s Analysis SSCDX

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

  • People Pillar

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

Sit Small Cap Dividend Growth I’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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSCDX

More SSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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