Sit Mutual Funds List
Here you can find all mutual funds issued by Sit and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 14
- Avg. Expense Ratio
- 1.03%
- Avg. 1 Year Return
- 21.04%
- Avg. 5 Year Return
- 7.45%
- Median Risk/Return Score
- 42 / 100
Sit Mutual Funds List
14 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sit Global Dividend Growth Fund | Global Equities | Sep 29, 2008 | 1.00% | 7.61% | 12.05% | 1.27% | 45 | ||||||||
| Sit ESG Growth Fund | Global Equities | Jun 30, 2016 | 1.00% | 4.95% | — | 1.13% | 35 | ||||||||
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | Sep 2, 1982 | 1.25% | 10.93% | 16.62% | 3.05% | 30 | ||||||||
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | Jun 30, 1994 | 1.20% | 27.33% | 11.59% | 0.69% | 84 | ||||||||
| SIT Dividend Growth Fund | Large Cap Blend Equities | Dec 31, 2003 | 0.70% | 6.54% | 12.66% | 9.49% | 65 | ||||||||
| SIT Balanced Fund | Diversified Portfolio | Dec 30, 1993 | 0.91% | 2.33% | 10.59% | 3.29% | 33 | ||||||||
| SIT Minnesota Tax Free Income Fund | Municipal Bonds | Nov 30, 1993 | 0.80% | 2.67% | 1.85% | 3.15% | 81 | ||||||||
| SIT International Growth Fund | Foreign Large Cap Equities | Oct 31, 1991 | 1.20% | 9.58% | 8.78% | 1.01% | 30 | ||||||||
| SIT U.S. Government Securities Fund | Government Bonds | Jun 1, 1987 | 0.80% | 0.31% | 1.57% | 3.82% | 22 | ||||||||
| SIT Large Cap Growth Fund | Large Cap Growth Equities | Sep 2, 1982 | 1.00% | 2.90% | 16.50% | 2.07% | 27 | ||||||||
| SIT Tax Free Income Fund | Municipal Bonds | Sep 28, 1988 | 0.80% | 2.58% | 2.14% | 3.65% | 79 | ||||||||
| Sit Quality Income Fund | Ultrashort Bond | Dec 31, 2012 | 0.90% | 0.12% | 2.05% | 3.89% | 40 | ||||||||
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | Mar 31, 2015 | 1.35% | 21.28% | 11.52% | 1.77% | 76 | ||||||||
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | Jul 1, 1994 | 1.50% | 21.40% | 12.01% | 4.51% | 66 |
Explore top Sit Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sit Mutual funds by Risk/Return Score
The top Sit Mutual funds by PortfoliosLab Risk/Return Score are SDMGX (84) and SMTFX (81).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SIT Developing Markets Growth Fund | 84 | — | Jun 1994 | |
| SIT Minnesota Tax Free Income Fund | 81 | — | Nov 1993 | |
| SIT Tax Free Income Fund | 79 | — | Sep 1988 | |
| Sit Small Cap Dividend Growth Fund | 76 | — | Mar 2015 | |
| SIT Small Cap Growth Fund | 66 | — | Jul 1994 |
Best-Performing Sit Mutual funds Over 5 Years
The top Sit Mutual funds is NBNGX (15.90%).
Across the lineup, Sit Mutual funds show an average 1-year return of 21.04% and an average 5-year return of 7.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| SIT Mid Cap Growth Fund | 15.90% | — | Sep 1982 | |
| SIT Dividend Growth Fund | 11.39% | — | Dec 2003 | |
| SIT Large Cap Growth Fund | 11.23% | — | Sep 1982 | |
| Sit Global Dividend Growth Fund | 10.54% | — | Sep 2008 | |
| Sit Small Cap Dividend Growth Fund | 10.33% | — | Mar 2015 |
Lowest-Cost Sit Mutual funds
The top Sit Mutual funds is SDVGX (0.70%).
With an average expense ratio of 1.03%, Sit Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SIT Dividend Growth Fund | 0.70% | — | Dec 2003 | |
| SIT U.S. Government Securities Fund | 0.80% | — | Jun 1987 | |
| SIT Minnesota Tax Free Income Fund | 0.80% | — | Nov 1993 | |
| SIT Tax Free Income Fund | 0.80% | — | Sep 1988 | |
| Sit Quality Income Fund | 0.90% | — | Dec 2012 |
Highest-Yield Sit Mutual funds
The top Sit Mutual funds is SDVGX (9.49%).
Across the lineup, Sit Mutual funds show an average dividend yield of 3.06%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SIT Dividend Growth Fund | 9.49% | — | Dec 2003 | |
| SIT Small Cap Growth Fund | 4.51% | — | Jul 1994 | |
| Sit Quality Income Fund | 3.89% | — | Dec 2012 | |
| SIT U.S. Government Securities Fund | 3.82% | — | Jun 1987 | |
| SIT Tax Free Income Fund | 3.65% | — | Sep 1988 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SDVGX vs. DGROSDVGX vs. ARGFXSDVGX vs. SCHDSDVGX vs. MGVSDVGX vs. VOOSSCDX vs. REBYXSSCDX vs. IMCGSSCDX vs. IESGXSSCDX vs. VSMAXSSCDX vs. CZMSXSSMGX vs. SSAIXSSMGX vs. IESGXSSMGX vs. SMTFXSSMGX vs. EEOFXSSMGX vs. FSMAXSQIFX vs. CBUDXSQIFX vs. FHQFXSQIFX vs. FHCOXSQIFX vs. TRSTXSQIFX vs. SMTFXSNGVX vs. IESGXSNGVX vs. SEGMXSNGVX vs. DFFGXSNGVX vs. FGMNXSNGVX vs. GGIFXSNIGX vs. RYOCXSNIGX vs. SWLSXSNIGX vs. ANFFXSNIGX vs. SMTFXSNIGX vs. SNGRXSIBAX vs. IESGXSIBAX vs. SYFISIBAX vs. SMTFXSIBAX vs. SNTIXSIBAX vs. TSAIXGDGIX vs. FDVVGDGIX vs. IESGXGDGIX vs. ARTHXGDGIX vs. SMTFXGDGIX vs. GQFPXNBNGX vs. TGFRXNBNGX vs. FMDGXNBNGX vs. SMTFXNBNGX vs. SNGRXNBNGX vs. IESGXSDMGX vs. IESGXSDMGX vs. GLLSXSDMGX vs. SNTIXSDMGX vs. DRESXSDMGX vs. WAEMX