Morningstar

Sit Small Cap Growth Fund SSMGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Sit Investment Hub
  • NAV / 1-Day Return $73.67  /  −0.34 %
  • Fund Size $127.4M
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis SSMGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sit Small Cap 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSMGX

More SSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

6.94 9M
Technology

Monolithic Power Systems Inc

4.21 6M
Technology

Coherent Corp

3.88 5M
Technology

EMCOR Group Inc

3.37 4M
Industrials

TechnipFMC PLC

3.19 4M
Energy

Ciena Corp

2.76 4M
Technology

MKS Inc

2.71 4M
Technology

Crane Co

2.13 3M
Industrials

Argan Inc

2.10 3M
Industrials

Fidelity Inv MM Government I

2.09 3M
Cash and Equivalents

Sponsor Center