SDVGX Mutual Fund
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 $229.1M in net assets. SDVGX expense ratio is 0.70%, holding 81 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-12-31.
SDVGX performance shows a YTD return of 10.16%. The 1-year return is 12.03% and the 5-year return is 10.49%. SDVGX dividend yield stands at 0.92%, paid quarterly.
SDVGX top holdings include Microsoft Corp (5.9%), Apple Inc (5.4%), NVIDIA Corp (5.2%), Broadcom Inc (3.7%), Alphabet Inc,class A (3.3%). Go to all SDVGX holdings, SDVGX sectors, or SDVGX dividends.
SDVGX can be compared against other funds. Use SDVGX overlap to find shared positions, or SDVGX vs another fund for a side-by-side view. SDVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.