Morningstar

Sit Small Cap Dividend Growth I SSCDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Sit Investment Hub

Morningstar’s Analysis SSCDX

Will SSCDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSCDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in its Process Pillar rating is the primary driver of Sit Small Cap Dividend Growth I's upgrade to a Morningstar Medalist Rating of Gold from Silver.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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