Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Sit Large Cap Growth SNIGX
- NAV / 1-Day Return 75.91 / +0.94 %
- Total Assets 219.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.06%
- Turnover 11%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis SNIGX
Will SNIGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 11.34 | 25.1 Mil | Technology |
Microsoft Corp | 10.67 | 23.7 Mil | Technology |
NVIDIA Corp | 9.48 | 21.0 Mil | Technology |
Alphabet Inc Class C | 5.54 | 12.3 Mil | Communication Services |
Amazon.com Inc | 5.29 | 11.7 Mil | Consumer Cyclical |
Broadcom Inc | 4.08 | 9.1 Mil | Technology |
Fidelity Inv MM Government I | 3.13 | 6.9 Mil | Cash and Equivalents |
UnitedHealth Group Inc | 2.67 | 5.9 Mil | Healthcare |
Meta Platforms Inc Class A | 2.51 | 5.6 Mil | Communication Services |
Applied Materials Inc | 2.02 | 4.5 Mil | Technology |