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9.48
-0.01
-0.11%
- Morningstar Rating:
- Total Assets: 400.45M
Sit MN Tax-Free Income
9.48
-0.01
-0.11%
- Overview
- Profile
- Historical Data
- Holdings
Sit Minnesota Tax-free Income Fund Overview
On this page you'll find an in-depth profile of Sit Minnesota Tax-free Income Fund. Learn about the key management, total assets, investment strategy and contact information of SMTFX among other information.
Investment Strategy
The investment seeks high current income that is exempt from federal regular income tax and Minnesota regular personal income tax consistent with preservation of capital. The fund seeks to achieve its objective by investing primarily in municipal securities that generate interest income that is exempt from regular federal income tax and Minnesota regular personal income tax. It invests 100% (and, as a fundamental policy, no less than 80%) of its net assets in such tax-exempt municipal securities. It is non-diversified.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Todd S. Emerson | Research Analyst | 2018 | Now |
| Biography | Todd S. Emerson, Vice President and Portfolio Manager, has served as a portfolio manager since July 2020 and as a research analyst from August 2018 through July 2020. | ||
| Kevin P. O’Brien | Research Analyst | 2018 | Now |
| Biography | Kevin P. O’Brien, Vice President and Portfolio Manager, has served as a portfolio manager since July 2020 and as a research analyst from August 2018 through July 2020. | ||
| Paul J. Jungquist | Portfolio Manager | 2000 | Now |
| Biography | Paul J. Jungquist is Vice President of Sit Investment Associates, Inc. Jungquist joined Sit Investment Associates in January 1994 and has been a portfolio manager since 2000. Previously, he worked as an auditor for Grant Thornton and has served as an assistant controller for a publicly held engineering services company. Jungquist holds the Chartered Financial Analyst designation. | ||
| Michael C. Brilley | Senior Vice President | 1993 | 2019 |
| Biography | Michael C. Brilley is Senior Vice President ,Senior Fixed Income Officer of Sit Investment Associates, Inc; Director and President and Chief Fixed Income Officer of Sit Investment Fixed Income Advisors, Inc. (“SF”). | ||
| Debra A. Sit | Portfolio Manager | 1993 | 2015 |
| Biography | Sit has been a fixed-income portfolio manager with Sit Investment Associates since September 1987. From 1982 to 1985, she worked for the company as an administrator and computer applications specialist. Sit is a Chartered Financial Analyst and a member of the Twin Cities Society of Security Analysts. | ||
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