SIT Dividend Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.44 percent over the past year, 12.29 percent over the past three years, 20.38 percent over the past five years, and 9.12 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.5%
1 Year 18.4%
3 Years (Annualized) 12.3%
5 Years (Annualized) 20.4%
10 Years (Annualized) 9.1%

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Summary

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

Fees are Above Average compared to funds in the same category.
SIT Dividend Growth Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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