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Sit Balanced Fund (0P00002RSO)

US Funds

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35.980 -0.130 -0.36%

31/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 69.83M

Type: Fund

Market: United States

Issuer: Sit

Asset Class: Equity

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0P00002RSO 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.

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Technical Chart

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Rating

1-Year Change13.88%

Prev. Close36.11

Risk Rating

TTM Yield1.41%

ROE39.71%

IssuerSit

Turnover33.30%

ROA20.01%

Inception DateDec 31, 1993

Total Assets69.83M

Expenses0.80%

Min. Investment5,000

Market Cap497.46B

CategoryAllocation - - 50% to 70% Equity

What is your sentiment on Sit Balanced Fund?

Market is currently closed. Voting is open during market hours.

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	394.26M	4.01	-1.03	2.00
Sit Large Cap Growth	235.25M	25.42	9.01	14.45
Sit Dividend Growth I	225.21M	22.14	9.68	11.26
Sit Mid Cap Growth	221.33M	18.78	4.64	9.32
Sit Small Cap Growth	121.18M	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	112.6B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.46B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Balanced K	42.26B	16.13	4.98	9.68

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	6.68	120.07	-3.67%
Microsoft	US5949181045	4.77	415.06	+0.02%
Apple	US0378331005	4.66	236.00	-0.67%
Alphabet A	US02079K3059	3.05	204.02	+1.57%
Broadcom	US11135F1012	2.92	221.27	+2.60%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sit Balanced Fund	35.980	-0.130	-0.36%