SDVGX Mutual Fund
SDVGX Mutual Fund
Sit Dividend Growth Fund Class I
SDVGX Mutual Fund Overview
SDVGX Mutual Fund (Sit Dividend Growth Fund Class I) is managed by Sit Funds with $230.0M in net assets. SDVGX expense ratio is 0.70%, holding 80 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2003-12-31.
SDVGX performance shows a YTD return of 6.87%. The 1-year return is 19.34% and the 5-year return is 10.52%. SDVGX dividend yield stands at 9.44%, paid quarterly.
SDVGX top holdings include Apple Inc (5.1%), Microsoft Corp 4.100 Feb 06 37 (4.5%), Broadcom Inc (3.9%), Nvidia Corp (3.8%), 'alphabet Inc., Class 'a'' (2.6%). View all SDVGX holdings, sector breakdown, or dividend history.
SDVGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.