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.
- NAV / 1-Day Return 26.82 / 0.67 %
- Total Assets 45.7 Mil
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Adj. Expense Ratio
- 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.