Error: Could not add to watchlist. X
+ Watchlist

Sit Balanced Fund

SIBAX:US
NASDAQ GM
24.33
USD
0.04
0.16%
As of 12/14/2017
Fund Type
Open-End Fund
52Wk Range
20.91 - 24.37
1 Yr Return
16.71%
YTD Return
17.33%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
24.37
52Wk Range
20.91 - 24.37
1 Yr Return
16.85%
YTD Return
17.33%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/14/2017)
24.33
Total Assets (m USD) (on 12/13/2017)
27.300
Inception Date
12/31/1993
Last Dividend (on 10/12/2017)
0.060125
Dividend Indicated Gross Yield
0.99%
Fund Managers
ROGER JEROME SIT / BRYCE ALAN DOTY
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.00%

Top Fund Holdings

Name Position Value % of Fund
846.61 k 846.61 k 3.26
4.35 k 670.42 k 2.58
5.65 k 594.61 k 2.29
7.58 k 564.26 k 2.17
2.88 k 491.25 k 1.89
8.40 k 437.56 k 1.68
4.58 k 436.96 k 1.68
1.71 k 414.74 k 1.60
400.00 389.49 k 1.50
1.80 k 335.84 k 1.29
Profile
Sit Balanced Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital growth consistent with the preservation of principal and seeks to provide shareholders with regular income. The Fund invests in a diversified portfolio of stocks and bonds. Between 35% and 65% of the Fund's assets will be invested in common stocks and between 35% and 65% in fixed-income securities.
Address
SIT Mutual Funds Inc
3300 IDS Center
Minneapolis, Minnesota 55402
Phone
-