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Sit Balanced Fund (0P00002RSO)

US Funds

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35.830 +0.250 +0.70%

17/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Sit

Asset Class: Equity

Morningstar Rating:
Total Assets: 69.61M

General
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0P00002RSO Holdings

Comprehensive information about top holdings and Key Holding Information for the Sit Balanced Fund (0P00002RSO) fund. Our Sit Balanced Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.260	5.640	0.380
Stocks	62.350	62.350	0.000
Bonds	32.260	32.400	0.140
Convertible	0.020	0.020	0.000
Preferred	0.020	0.020	0.000
Other	0.090	0.100	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.434	18.697
Price to Book	6.551	3.246
Price to Sales	4.401	2.269
Price to Cash Flow	17.692	12.691
Dividend Yield	1.007	1.932
5 Years Earnings Growth	13.352	11.496

Sector Allocation

Name	Net %	Category Average
Technology	45.460	24.008
Consumer Cyclical	9.850	9.927
Healthcare	9.710	12.892
Industrials	9.510	10.304
Communication Services	9.340	7.431
Financial Services	7.430	15.374
Energy	2.850	4.968
Consumer Defensive	2.720	6.146
Basic Materials	2.300	3.340
Utilities	0.830	3.260

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 224

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	6.68	137.71	+3.10%
Microsoft	US5949181045	4.77	429.03	+1.05%
Apple	US0378331005	4.66	229.98	+0.75%
Alphabet A	US02079K3059	3.05	196.00	+1.60%
Broadcom	US11135F1012	2.92	237.44	+3.50%
Amazon.com	US0231351067	2.68	225.94	+2.39%
United States Treasury Notes 4%	-	2.00	-	-
United States Treasury Bonds 4.75%	-	1.88	-	-
UnitedHealth	US91324P1021	1.65	509.76	-0.16%
Salesforce Inc	US79466L3024	1.48	324.56	+1.43%

Top Equity Funds by Sit

Name	Total Assets	YTD%	3Y%	10Y%
Sit MN Tax-Free Income	393.63M	4.01	-1.03	2.00
Sit Large Cap Growth	234.21M	25.42	9.01	14.45
Sit Dividend Growth I	223.16M	22.14	9.68	11.26
Sit Mid Cap Growth	219.93M	18.78	4.64	9.32
Sit Small Cap Growth	122.63M	22.27	3.53	8.54

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sit Balanced Fund	35.830	+0.250	+0.70%