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Sit Balanced Fund (0P00002RSO)

US Funds

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34.200 +0.170 +0.50%

08:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Sit

Asset Class: Equity

Morningstar Rating:
Total Assets: 64.9M

General
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Sit Balanced Fund Overview

Find basic information about the Sit Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002RSO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US82980D2027)

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Technical Chart

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Rating

1-Year Change3.94%

Prev. Close34.03

Risk Rating

TTM Yield1.41%

ROE39.71%

IssuerSit

Turnover33.30%

ROA20.01%

Inception DateDec 31, 1993

Total Assets64.9M

Expenses0.80%

Min. Investment5,000

Market Cap497.46B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1187	1042	1239	1176	1659	2403
Fund Return	18.7%	4.24%	23.86%	5.56%	10.66%	9.16%
Place in category	71	146	68	202	35	23
% in Category	11	26	12	33	8	6

Top Equity Funds by Sit

Name	Total Assets	YTD%	3Y%	10Y%
Sit MN Tax-Free Income	396.36M	1.02	0.59	2.02
Sit Large Cap Growth	211.88M	25.42	9.01	14.45
Sit Dividend Growth I	212.59M	22.14	9.68	11.26
Sit Mid Cap Growth	188.53M	18.78	4.64	9.32
Sit Small Cap Growth	103.15M	22.27	3.53	8.54

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.39B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.03	7.26	8.46
American Funds American Balanced R6	54.22B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	6.68	115.58	-0.14%
Microsoft	US5949181045	4.77	378.77	-1.17%
Apple	US0378331005	4.66	209.68	-3.36%
Alphabet A	US02079K3059	3.05	162.76	-2.60%
Broadcom	US11135F1012	2.92	191.36	-1.48%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Strong Sell	Strong Buy

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