SDVSX Mutual Fund
SDVSX Mutual Fund
Sit Dividend Growth Fund Class S Shares
SDVSX Mutual Fund Overview
SDVSX Mutual Fund (Sit Dividend Growth Fund Class S Shares) is managed by Sit Funds with $16.7M in net assets. SDVSX expense ratio is 0.95%, holding 80 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2006-03-31.
SDVSX performance shows a YTD return of 6.74%. The 1-year return is 19.01% and the 5-year return is 10.23%. SDVSX dividend yield stands at 9.28%, paid quarterly.
SDVSX 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 SDVSX holdings, sector breakdown, or dividend history.
SDVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.