Sit Tax-Free Income Fund SNTIX

Morningstar Medalist Rating

Strategy

The investment seeks high current income that is exempt from federal income tax consistent with preservation of capital. The fund seeks to achieve its objective by investing primarily in municipal securities that generate interest income that is exempt from regular federal income tax. Under normal circumstances, the fund invests 100% (and, as a fundamental policy, no less than 80%) of its net assets in such tax‑exempt municipal securities plus the amount of any borrowings for investment purposes.

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
SNTIX
Sit Tax-Free Income FundNo LoadOpen $78.23M0.950%High$5,000−$10.33M
SNTYX
Sit Tax-Free Income Fund Class YInstitutionalOpen $46.39M0.700%High$1M$855,246.99

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