4 / 5 Stars
4 4 5 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 485 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 22.40 percent over the past year, 14.77 percent over the past three years, and 14.51 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||21.4%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||N/A|
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 normally invests 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, and U.S. Treasury securities. 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 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.