Morningstar

Sit Global Dividend Growth Fund Class S GDGSX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 34.99  /  +0.46 %
  • Total Assets 67.6M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 4%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:35 AM GMT+0

Morningstar’s Analysis GDGSX

Will GDGSX outperform in the 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 GDGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sit Global Dividend Growth S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GDGSX

More GDGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

9.72 7M
Technology

Apple Inc

7.27 5M
Technology

Applied Materials Inc

6.57 4M
Technology

Microsoft Corp

5.21 3M
Technology

NVIDIA Corp

4.81 3M
Technology

Alphabet Inc Class A

4.68 3M
Communication Services

JPMorgan Chase & Co

3.50 2M
Financial Services

Fidelity Inv MM Government I

3.03 2M
Cash and Equivalents

Iberdrola SA

2.19 1M
Utilities

The Goldman Sachs Group Inc

2.06 1M
Financial Services

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