SDFSX Mutual Fund (Sit Small Cap Dividend Growth Fund Class S) is managed by Sit Funds with $7.8M in net assets. SDFSX expense ratio is 1.15%, holding 94 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-03-31.

SDFSX performance shows a YTD return of 19.53%. The 1-year return is 32.62% and the 5-year return is 9.95%. SDFSX dividend yield stands at 1.56%, paid quarterly.

SDFSX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (5.0%), Argan Ord (4.3%), Emcor Group Inc (2.9%), Technipfmc Plc (2.8%), Monolithic Power Systems Inc_None_0 (2.4%). View all SDFSX holdings, sector breakdown, or dividend history.

SDFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.