SIT Small Cap Growth Fund

Class No Load (SSMGX)
Scorecard
3 / 5 Stars
Lipper
3 4 3 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#63 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth 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 32.69 percent over the past year, 13.42 percent over the past three years, 25.60 percent over the past five years, and 9.35 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.3%
1 Year 32.7%
3 Years (Annualized) 13.4%
5 Years (Annualized) 25.6%
10 Years (Annualized) 9.4%

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Summary

The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000 Index measured at the end of the previous twelve months. It invests in domestic growth-oriented small companies it believes exhibit the potential for superior growth.

Fees

Fees are Low compared to funds in the same category.
SIT Small Cap Growth Fund has an expense ratio of 1.50 percent.

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Risk

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

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