Category | Fund Name | Summary | Net Assets ($ M)* | YTD (%) |
---|---|---|---|---|
Mixed-Regions | Sit Developing Markets Growth Fund | 9.3 | -3.8 | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies domiciled or operating in a developing market. In selecting securities for the portfolio, the team selects countries or regions that exhibit positive economic trends, earnings outlook, liquidity within the market, fiscal & monetary policy, currency exchange rate expectations, investment valuation, market sentiment, and social & political trends. Also, the team favors industries and sectors that demonstrate superior earnings growth prospects. Within the selected industries and sectors, the team invests in foreign growth-oriented companies that exhibit the potential for superior growth. In addition, the team evaluates companies on the basis of attributes such as unique product or service, growing product demand, dominant and growing market share, management experience and capabilities, and financial strength. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. Additionally, the fund may also invest in depository receipts, including American Depositary Receipts, European Depository Receipts and Global Depository Receipts. |
||||
Equity-Income | Sit Dividend Growth Fund | 218.3 | 0 | |
The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in dividend-paying common stocks. The team prefers dividend paying growth-oriented companies that exhibit the potential for growth and growing dividend payments. In addition, the team favors companies with a unique product or service, growing product demand, dominant and growing market share, proven management team, and superior financial condition. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S. Also, the fund may invest in open-end investment companies (mutual funds) and closed-end investment companies which invest in the same types of securities in which the fund may invest directly. |
||||
Multi-Cap-Growth | Sit ESG Growth Fund | 7.6 | 0 | |
The fund seeks to maximize capital appreciation in the long term by investing in mid-and large-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that have strong environmental, social and corporate governance practices. The team prefers growth-oriented companies that exhibit the potential for superior growth. In addition, the team prefers companies having a track record of earnings and revenue growth. The team also evaluates whether a company offers unique product or service, has growing product demand and dominant market share, experienced management team, and financial strength. Additionally, the team considers ESG screens from third-party providers that rank companies within an industry or sector based on characteristics, such as a company’s sustainability policies, management systems and performance. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests in the stock of U.S. and foreign companies, and in American Depository Receipts and Global Depository Receipts of foreign companies. |
||||
Equity-Income | Sit Global Dividend Growth Fund | 42 | 2.8 | |
The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in mid-and large-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in dividend-paying common stocks issued by U.S. and foreign companies. The team prefers dividend paying growth-oriented companies that exhibit the potential for growth and growing dividend payments. In addition, the team also evaluates whether a company has a record of paying dividends, as well as prospects for growing dividend payments. Other factors in consideration are whether a company offers unique product or service, has growing product demand and dominant market share, experienced management team, and financial strength. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund diversifies its investments among a number of different countries throughout the world. Also, the fund will invest at least 40% of its net assets in stocks of foreign companies tied to at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable). |
||||
Large-Cap-Growth | Sit International Growth Fund | 23.1 | 3.1 | |
The fund seeks growth in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on stocks of companies domiciled outside the United States. In selecting securities for the portfolio, the team selects countries or regions that exhibit positive economic trends, earnings outlook, liquidity within the market, fiscal & monetary policy, currency exchange rate expectations, investment valuation, market sentiment, and social & political trends. Also, the team favors industries and sectors that exhibit above-average earnings growth prospects. Within the selected industries and sectors, the team invests in foreign growth-oriented companies that exhibit the potential for superior growth. In addition, the team evaluates companies on the basis of attributes such as unique product or service, growing product demand, dominant and growing market share, management experience and capabilities, and superior financial condition. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests in stocks of issuers domiciled in at least three foreign countries. Additionally, the fund may also invest in depository receipts, including American Depositary Receipts, European Depository Receipts and Global Depository Receipts. |
||||
Large-Cap-Growth | Sit Large Cap Growth Fund | 132.1 | 1.1 | |
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States. The investment process is designed to highlight companies exhibiting superior growth potential. The process focuses on companies with a history of earnings and revenue growth. Next, the research team evaluates a company on attributes that include unique product or service, growing product demand and market share, capabilities of management, and financial strength. |
||||
Mid-Cap-Growth | Sit Mid Cap Growth Fund | 170.1 | -0.1 | |
The fund seeks capital appreciation in the long term by investing in mid-size and small-size companies in the United States. The investment process is based on a belief that a company’s earnings growth reflects its potential long-term return outlook. The process starts with companies in the benchmark index that exhibit superior growth characteristics. Next, the research team employs fundamental research and quantitative analysis to identify companies with above-average earnings and revenue growth. The research team narrows the list to include companies that exhibit unique product or service, growing product demand and market share with management and financial strength. The fund favors companies with positive and improving business fundamentals and anticipated earnings. The fund also has a flexibility to invest in other mutual funds and closed-end investment companies which invest in the same type of securities in which the fund may invest directly. |
||||
Equity-Income | Sit Small Cap Dividend Growth Fund | 19.5 | 5.1 | |
The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in dividend-paying common stocks. The team prefers dividend paying growth-oriented companies that exhibit the potential for growth and growing dividend payments. In addition, the team favors companies with a unique product or service, growing product demand, dominant and growing market share, proven management team, and superior financial condition. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S. Also, the fund may invest in open-end investment companies (mutual funds) and closed-end investment companies which invest in the same types of securities in which the fund may invest directly. |
||||
Small-Cap-Growth | Sit Small Cap Growth Fund | 98.9 | 0.5 | |
The fund seeks to maximize capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that exhibit superior growth potential. The team also evaluates a company’s potential for above average long-term earnings and revenue growth. In addition, the team also assesses whether a company has a unique product or service, growing product demand, dominant and growing market share, management experience and capabilities, and superior financial condition. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
* Net Assets include for all classes