Sit Global Dividend Growth Fund Class S GDGSX Strategy

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Strategy

The investment seeks to provide current income that exceeds the dividend yield of the fund's benchmark and that grows over a period of years; long-term capital appreciation is as a secondary consideration. The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable).

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
GDGSX
Sit Global Dividend Growth Fund Class SNo LoadOpen $5.49M1.250%High$5,000−$412,787.13
GDGIX
Sit Global Dividend Growth Fund Class IInstitutionalOpen $62.05M1.000%High$100,000−$854,510.51

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