Sit Dividend Growth S
3300 Ids Ctr, 80 South 8th St Minneapolis MN 55402-4130
Map
Phone: 800-332-5580
| Category: | Large Blend | | Fund Family: | Sit | | Net Assets: | 25.76M | | Year-to-Date Return: | 22.25% | | Yield: | 1.70% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-06 |
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Roger J. Sit
Lead Manager since
31-Dec-03 | | | Sit is president of Sit Investment Associates and Sit/Kim International Investment Associates, joining the firm in January 1998 as senior vice president, research and investment management. Prior to joining the firm, he spent seven years at Goldman Sachs Asset Management as a vice president and senior equity research analyst. Prior to that, he was a Captain in the U.S. Air Force with financial management responsibilities at Headquarters Space Division. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 index and that grows over a period of years. Long-term capital appreciation is a secondary consideration. The fund normally invests at least 80% of net assets in dividend-paying common stocks. It may invest the balance of assets in preferred stocks, convertible bonds, and U.S. Treasury securities. The fund may invest up to 20% of net assets in securities of issuers domiciled outside the U.S. |
| Last Dividend
(8-Oct-09):
| 0.04 | | Last Cap Gain
(19-Dec-08):
| 0.39 | | Annual Holdings Turnover
| 69.10% | | Average for Category:
| 78.74% |
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| Expense | SDVSX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.83% Nasdaq 
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