GDGSX : Sit Global Dividend Growth Fund Class S

GDGSX is a US Stocks Market Large Blend with HIGH fees.

GDGSX

Sit Global Dividend Growth Fund Class S

FI Score

22 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

22% FI Score
  • gdgsx
  • Mutual Fund
  • US Stocks
  • Large Blend

Sit Global Dividend Growth Fund Class S

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide current income that exceeds the dividend yield of the fund's benchmark and that grows over a period of years; long-term capital appreciation is as a secondary consideration. The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable).

Largest Holdings

Amount Holding
6.44% Microsoft Corp
3.43% Apple Inc
3.06% Johnson & Johnson
2.60% Nestle SA
2.34% PepsiCo Inc
2.32% AstraZeneca PLC ADR
2.31% Verizon Communications Inc
2.23% JPMorgan Chase & Co
2.21% Abbott Laboratories
2.19% Starbucks Corp
2.08% London Stock Exchange Group PLC
2.02% Accenture PLC Class A
2.01% Lonza Group Ltd
2.00% Allianz SE ADR
1.99% Iberdrola SA
1.93% Union Pacific Corp
1.88% Logitech International SA
1.84% Waste Management Inc
1.83% WEC Energy Group Inc
1.82% Atlassian Corporation PLC A
1.81% Diageo PLC ADR
1.79% Lockheed Martin Corp
1.76% Alphabet Inc A
1.62% BAE Systems PLC
1.61% The Home Depot Inc

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