Morningstar

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 Mutual Funds List

1 to 21 of 21 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Sit ESG Growth Fund Class IIESGXGlobal Large-Stock Blend
9.21%651.010%HighInstitutional$100,000
Sit Tax-Free Income Fund Class YSNTYXMuni National Interm—−0.47%300.700%HighInstitutional$1M
Sit U.S. Government Securities Fund - Class YSNGYXGovernment Mortgage-Backed Bond—−0.27%130.550%AverageInstitutional$1M
Sit Developing Markets Growth FundSDMGXDiversified Emerging Mkts
8.59%800.990%Below AverageNo Load$5,000
Sit Tax-Free Income FundSNTIXMuni National Interm—−0.67%460.950%HighNo Load$5,000
Sit Small Cap Dividend Growth Fund Class ISSCDXSmall Blend
8.55%870.900%AverageInstitutional$100,000
Sit Mid Cap Growth FundNBNGXMid-Cap Growth
9.67%181.250%HighNo Load$5,000
Sit Minnesota Tax-Free Income FundSMTFXMuni Minnesota—−1.56%280.810%HighNo Load$5,000
Sit U.S. Government Securities FundSNGVXGovernment Mortgage-Backed Bond—−0.46%140.800%HighNo Load$5,000
Sit Balanced FundSIBAXModerate Allocation
3.19%900.890%Above AverageNo Load$5,000
Sit Large Cap Growth FundSNIGXLarge Growth
8.79%271.000%Above AverageNo Load$5,000
Sit Dividend Growth Fund Class ISDVGXLarge Blend
9.83%680.700%AverageInstitutional$100,000
Sit Quality Income FundSQIFXShort-Term Bond—0.60%700.810%HighNo Load$5,000
Sit Global Dividend Growth Fund Class SGDGSXGlobal Large-Stock Blend
10.82%491.250%HighNo Load$5,000
Sit ESG Growth Fund Class SSESGXGlobal Large-Stock Blend
8.99%671.260%HighNo Load$5,000
Sit Quality Income Fund Class YSQIYXShort-Term Bond—0.91%520.560%HighInstitutional$1M
Sit Global Dividend Growth Fund Class IGDGIXGlobal Large-Stock Blend
11.05%451.000%HighInstitutional$100,000
Sit Small Cap Growth FundSSMGXMid-Cap Growth
8.34%231.500%HighNo Load$5,000
Sit Small Cap Dividend Growth Fund Class SSDFSXSmall Blend
8.29%881.150%AverageNo Load$5,000
Sit International Growth FundSNGRXForeign Large Blend
6.98%790.860%AverageNo Load$5,000
Sit Dividend Growth Fund Class SSDVSXLarge Blend
9.58%690.950%Above AverageNo Load$5,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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