Morningstar

Sit International Growth Fund SNGRX

Morningstar Medalist Rating
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Medalist Rating as of See Sit Investment Hub
  • NAV / 1-Day Return $28.03  /  −0.46 %
  • Fund Size $35.3M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 1.03%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis SNGRX

Will SNGRX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sit International Growth holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SNGRX

More SNGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

9.54 3M
Technology

ASML Holding NV ADR

5.25 2M
Technology

Schneider Electric SE

3.71 1M
Industrials

Recruit Holdings Co Ltd

3.38 1M
Communication Services

Shell PLC ADR (Representing - Ordinary Shares)

3.29 1M
Energy

Iberdrola SA

3.03 1M
Utilities

DBS Group Holdings Ltd

2.94 1M
Financial Services

Safran SA

2.77 980,810
Industrials

Siemens AG

2.74 967,169
Industrials

Samsung Electronics Co Ltd DR

2.56 905,020
Technology

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