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Sit Small Cap Growth SSMGX

Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 62.24  /  0.97 %
  • Total Assets 112.9 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 14%

Morningstar’s Analysis SSMGX

Will SSMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sit Small Cap Growth's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

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Portfolio Holdings SSMGX

  • Current Portfolio Date
  • Equity Holdings 84
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.92
3,169,670
Technology
2.89
3,138,171
Technology
2.83
3,079,296
Technology
2.48
2,701,073
Technology
2.24
2,430,865
Energy
2.22
2,410,335
Industrials
2.13
2,319,999
Healthcare

Fidelity® Inv MM Government I

2.11
2,293,987
Cash and Equivalents
2.07
2,247,070
Industrials