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Sit Balanced SIBAX

Quantitative rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 26.82  /  0.67 %
  • Total Assets 45.7 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.09%
  • Turnover 40%

Morningstar’s Analysis SIBAX

Will SIBAX outperform in future?

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

Summary

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Sit Balanced's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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