Morningstar

Sit Balanced Fund SIBAX

Medalist Rating as of Aug 31, 2026 See Sit Investment Hub

Strategy

The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income. The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% of the fund’s assets will be invested in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIBAX	Sit Balanced Fund	No Load	Open			Dec 31, 1993	$75.56M	0.890%	Above Average	$5,000	−$889,747.71

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