Morningstar

Sit Small Cap Growth Fund SSMGX

Medalist Rating as of Aug 31, 2026 See Sit Investment Hub

Strategy

The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its objective by investing, under normal market conditions, at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000® Index measured at the end of the previous twelve months. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index (which is made up of the 3,000 largest U.S. companies based on total market capitalization).

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
SSMGX	Sit Small Cap Growth Fund	No Load	Open			Jul 1, 1994	$127.42M	1.500%	High	$5,000	−$6.36M

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