Morningstar

Sit Balanced Fund SIBAX

Morningstar Medalist Rating
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Medalist Rating as of See Sit Investment Hub
  • NAV / 1-Day Return $39.75  /  −0.35 %
  • Fund Size $75.6M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.45%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis SIBAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sit Balanced 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 SIBAX

More SIBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Palo Alto Networks Inc

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Meta Platforms Inc Class A

1.99 2M
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The Goldman Sachs Group Inc

1.76 1M
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Alphabet Inc Class C

1.63 1M
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