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Sit Mid Cap Growth NBNGX

Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 19.59  /  0.25 %
  • Total Assets 176.8 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 7%

Morningstar’s Analysis NBNGX

Will NBNGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sit Mid Cap 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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings NBNGX

  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.14
7,191,663
Technology
3.87
6,715,239
Technology
2.87
4,987,136
Technology
2.82
4,903,954
Consumer Cyclical
2.58
4,482,132
Healthcare
2.23
3,874,665
Consumer Cyclical
2.19
3,794,700
Industrials
1.97
3,415,594
Technology
1.94
3,371,258
Technology
1.94
3,361,312
Technology