4 / 5 Stars
4 4 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#133 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.26 percent over the past year, 14.33 percent over the past three years, 17.43 percent over the past five years, and 10.10 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||10.1%|
The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration. The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, closed-end investment companies, and master limited partnerships. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.
Fees are Above Average compared to funds in the same category.
SIT Dividend Growth Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.