SDVGX : Sit Dividend Growth Fund Class I

SDVGX is a US Stocks Market Large Blend with MODERATE fees.

SDVGX

Sit Dividend Growth Fund Class I

FI Score

47 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

47% FI Score
  • sdvgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Sit Dividend Growth Fund Class I

Expenses: 0.70% (Better than 1% 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 S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration. The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, closed-end investment companies, and master limited partnerships. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Largest Holdings

Amount Holding
5.94% Microsoft Corp
4.30% Apple Inc
3.04% Johnson & Johnson
2.84% Verizon Communications Inc
2.21% Broadcom Inc
2.20% The Home Depot Inc
2.18% PepsiCo Inc
2.16% Merck & Co Inc
1.98% Medtronic PLC
1.88% Intel Corp
1.87% Applied Materials Inc
1.85% Abbott Laboratories
1.82% UnitedHealth Group Inc
1.76% Visa Inc Class A
1.74% Procter & Gamble Co
1.64% Union Pacific Corp
1.45% Target Corp
1.43% Accenture PLC Class A
1.43% Coca-Cola Co
1.42% Skyworks Solutions Inc
1.39% Eaton Corp PLC
1.38% Amgen Inc
1.37% NextEra Energy Inc
1.37% American Tower Corp
1.36% TJX Companies Inc

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