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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1044 | 1208 | 1157 | 1638 | 2371 |
Fund Return | 11.46% | 4.36% | 20.81% | 4.99% | 10.37% | 9.02% |
Place in category | 27 | 15 | 14 | 74 | 27 | 17 |
% in Category | 6 | 3 | 3 | 14 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 402.95M | 3.35 | -1.19 | 2.08 | ||
Sit Large Cap Growth | 220.71M | 18.41 | 7.17 | 14.25 | ||
Sit Mid Cap Growth | 208.44M | 9.00 | 0.84 | 8.70 | ||
Sit Dividend Growth I | 224.66M | 14.88 | 8.98 | 10.32 | ||
Sit Small Cap Growth | 121.67M | 14.60 | -0.06 | 8.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.68B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.37B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.40 | 121.40 | -2.13% | |
Microsoft | US5949181045 | 5.21 | 428.02 | -0.76% | |
Apple | US0378331005 | 4.43 | 227.79 | +0.12% | |
Alphabet A | US02079K3059 | 3.52 | 163.95 | +0.75% | |
Broadcom | US11135F1012 | 3.09 | 172.69 | -3.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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