SDVSX Mutual Fund
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 $16.8M in net assets. SDVSX expense ratio is 0.95%, holding 81 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-03-31.
SDVSX performance shows a YTD return of 9.92%. The 1-year return is 11.73% and the 5-year return is 10.21%. SDVSX dividend yield stands at 0.69%, paid quarterly.
SDVSX 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 SDVSX holdings, SDVSX sectors, or SDVSX dividends.
SDVSX can be compared against other funds. Use SDVSX overlap to find shared positions, or SDVSX vs another fund for a side-by-side view. SDVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.