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Morningstar

Sit MN Tax-Free Income SMTFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.52  /  0.20 %
  • Total Assets 480.8 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.810%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Muni Minnesota
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.89%
  • Effective Duration 4.90 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis SMTFX

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

People Pillar

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

Summary

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Sit MN Tax-Free Income's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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