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
- 15.60%
- Avg. 5 Year Return
- 6.87%
- Median Risk/Return Score
- 49 / 100
Sit Mutual Funds List
4 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 Minnesota Tax Free Income Fund | Municipal Bonds | Nov 30, 1993 | 0.80% | 0.65% | 1.63% | 2.92% | 84 | ||||||||
| SIT U.S. Government Securities Fund | Government Bonds | Jun 1, 1987 | 0.80% | 0.15% | 1.50% | 3.52% | 31 | ||||||||
| SIT Tax Free Income Fund | Municipal Bonds | Sep 28, 1988 | 0.80% | 1.30% | 2.00% | 3.43% | 91 | ||||||||
| Sit Quality Income Fund | Ultrashort Bond | Dec 31, 2012 | 0.90% | 0.29% | 2.05% | 3.54% | 63 |
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 SNTIX (91) and SMTFX (84).
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 Tax Free Income Fund | 91 | — | Sep 1988 | |
| SIT Minnesota Tax Free Income Fund | 84 | — | Nov 1993 | |
| SIT Dividend Growth Fund | 73 | — | Dec 2003 | |
| Sit Small Cap Dividend Growth Fund | 68 | — | Mar 2015 | |
| Sit Global Dividend Growth Fund | 63 | — | Sep 2008 |
Best-Performing Sit Mutual funds Over 5 Years
The top Sit Mutual funds is NBNGX (14.80%).
Across the lineup, Sit Mutual funds show an average 1-year return of 15.60% and an average 5-year return of 6.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| SIT Mid Cap Growth Fund | 14.80% | — | Sep 1982 | |
| SIT Dividend Growth Fund | 10.82% | — | Dec 2003 | |
| SIT Large Cap Growth Fund | 10.57% | — | Sep 1982 | |
| Sit Global Dividend Growth Fund | 10.40% | — | Sep 2008 | |
| Sit ESG Growth Fund | 10.19% | — | Jun 2016 |
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 Tax Free Income Fund | 0.80% | — | Sep 1988 | |
| SIT Minnesota Tax Free Income Fund | 0.80% | — | Nov 1993 | |
| Sit Quality Income Fund | 0.90% | — | Dec 2012 |
Highest-Yield Sit Mutual funds
The top Sit Mutual funds is SDVGX (9.28%).
Across the lineup, Sit Mutual funds show an average dividend yield of 2.98%, 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 | 9.28% | — | Dec 2003 | |
| SIT Small Cap Growth Fund | 4.71% | — | Jul 1994 | |
| Sit Quality Income Fund | 3.54% | — | Dec 2012 | |
| SIT U.S. Government Securities Fund | 3.52% | — | Jun 1987 | |
| SIT Tax Free Income Fund | 3.43% | — | Sep 1988 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.