SIBAX Mutual Fund (Sit Balanced Fund) is managed by Sit Funds with $78.5M in net assets. SIBAX expense ratio is 0.89%, holding 211 positions across sectors including Information Technology, Financials, Other. Inception date: 1993-12-31.

SIBAX performance shows a YTD return of 2.05%. The 1-year return is 11.94% and the 5-year return is 7.45%. SIBAX dividend yield stands at 3.27%, paid quarterly.

SIBAX top holdings include Nvidia Corp. (7.5%), Alphabet Inc Common Stock USD 0.001 (5.0%), Apple, Inc (4.7%), Broadcom Inc (4.7%), Microsoft Corp (3.8%). View all SIBAX holdings, sector breakdown, or dividend history.

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