| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#71 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 15.42 percent over the past year, and 10.22 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.1% |
| 1 Year | 15.4% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income that exceeds the dividend yield of a composite index (comprised of 60% S&P 500 Index and 40% MSCI EAFE Index) and that grows over a period of years; long-term capital appreciation is as a secondary consideration. The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world, but not fewer than three countries. The fund will invest significantly (at least 30% of its net assets) in companies outside the U.S.
Fees
Fees are Above Average compared to funds in the same category.
Sit Global Dividend Growth Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
