Morningstar

Sit Mid Cap Growth Fund NBNGX

Morningstar Medalist Rating
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Medalist Rating as of See Sit Investment Hub
  • NAV / 1-Day Return $28.00  /  +0.04 %
  • Fund Size $227.4M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis NBNGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sit Mid Cap Growth holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings NBNGX

More NBNGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

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Technology

Broadcom Inc

8.57 20M
Technology

Applied Materials Inc

4.69 11M
Technology

Monolithic Power Systems Inc

3.15 7M
Technology

CrowdStrike Holdings Inc Class A

2.98 7M
Technology

TJX Companies Inc

2.67 6M
Consumer Cyclical

Ciena Corp

2.52 6M
Technology

Coherent Corp

2.48 6M
Technology

Ameriprise Financial Inc

2.13 5M
Financial Services

Natera Inc

2.10 5M
Healthcare

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