Skip to Content
Morningstar

Sit International Growth SNGRX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 22.01  /  +0.92 %
  • Total Assets 27.6 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.33%
  • Turnover 8%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SNGRX

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

  • People Pillar

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

A strong management team and sound investment process underpin Sit International Growth's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SNGRX

More SNGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.94 1.6 Mil
Technology

ASML Holding NV ADR

3.78 1.0 Mil
Technology

Schneider Electric SE

3.44 953,650
Industrials

Shell PLC ADR (Representing - Ordinary Shares)

3.19 884,205
Energy

BAE Systems PLC

2.92 809,277
Industrials

AstraZeneca PLC ADR

2.85 789,649
Healthcare

Novo Nordisk A/S ADR

2.43 674,446
Healthcare

Partners Group Holding AG

2.27 629,373
Financial Services

Allianz SE

2.26 625,301
Financial Services

London Stock Exchange Group PLC

2.19 606,010
Financial Services