Morningstar

Sit Mutual Funds

View all of Sit’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Sit Funds List

Share Class Type

1 to 21 of 21 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Sit BalancedSIBAXModerate Allocation14.76%90.850%AverageNo Load$5,000
Sit ESG Growth IIESGXGlobal Large-Stock Blend18.72%111.010%HighInstitutional$100,000
Sit ESG Growth SSESGXGlobal Large-Stock Blend18.51%121.260%HighNo Load$5,000
Sit Global Dividend Growth IGDGIXGlobal Large-Stock Blend15.92%421.000%HighInstitutional$100,000
Sit Global Dividend Growth SGDGSXGlobal Large-Stock Blend15.71%431.250%HighNo Load$5,000
Sit Large Cap GrowthSNIGXLarge Growth19.03%641.000%Above AverageNo Load$5,000
Sit MN Tax-Free IncomeSMTFXMuni Minnesota—5.17%140.810%HighNo Load$5,000
Sit Mid Cap GrowthNBNGXMid-Cap Growth10.71%501.250%HighNo Load$5,000
Sit Quality IncomeSQIFXShort-Term Bond—4.83%570.800%HighNo Load$5,000
Sit Quality Income YSQIYXShort-Term Bond—5.13%360.550%Above AverageInstitutional$1.0 Mil
Sit Small Cap Dividend Growth ISSCDXSmall Blend17.37%30.990%Above AverageInstitutional$100,000
Sit Small Cap Dividend Growth SSDFSXSmall Blend17.17%31.240%Above AverageNo Load$5,000
Sit Tax-Free IncomeSNTIXMuni National Interm—6.70%10.940%HighNo Load$5,000
Sit US Government SecuritiesSNGVXShort Government—4.35%220.800%HighNo Load$5,000
Sit Developing Markets GrowthSDMGXDiversified Emerging Mkts18.18%180.980%Below AverageNo Load$5,000
Sit Dividend Growth ISDVGXLarge Blend17.20%690.700%AverageInstitutional$100,000
Sit Dividend Growth SSDVSXLarge Blend16.97%710.950%Above AverageNo Load$5,000
Sit International GrowthSNGRXForeign Large Growth8.56%760.860%AverageNo Load$5,000
Sit Small Cap GrowthSSMGXMid-Cap Growth15.41%221.500%HighNo Load$5,000
Sit Tax-Free Income YSNTYXMuni National Interm—6.90%10.690%HighInstitutional$1.0 Mil
Sit US Government Securities YSNGYXShort Government—4.56%150.550%Above AverageInstitutional$1.0 Mil

Sit Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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