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Morningstar

Sit Large Cap Growth SNIGX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 66.27  /  −0.35 %
  • Total Assets 189.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.06%
  • Turnover 3%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SNIGX

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

  • People Pillar

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

Sit Large Cap Growth’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SNIGX

More SNIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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