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Morningstar

Sit Small Cap Growth SSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 67.70  /  +1.21 %
  • Total Assets 116.6 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 Small Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SSMGX

Will SSMGX 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 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.

Strength in Sit Small Cap Growth's People Pillar is partially offset by an Average Process Pillar rating, leading to 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSMGX

More SSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

3.81 4.3 Mil
Technology

Monolithic Power Systems Inc

3.68 4.1 Mil
Technology

EMCOR Group Inc

2.80 3.1 Mil
Industrials

PTC Inc

2.49 2.8 Mil
Technology

Altair Engineering Inc Class A

2.26 2.5 Mil
Technology

Chord Energy Corp Ordinary Shares - New

2.25 2.5 Mil
Energy

KBR Inc

2.20 2.5 Mil
Industrials

Waste Connections Inc

2.19 2.5 Mil
Industrials

Northern Oil & Gas Inc

2.17 2.4 Mil
Energy

TFI International Inc

2.14 2.4 Mil
Industrials