Sit Small Cap Fund Quote
| SDFSX Fund | USD 17.75 0.03 0.17% |
PerformanceSolid
| Odds Of DistressLow
|
Sit Small is trading at 17.75 as of the 20th of July 2025; that is 0.17 percent down since the beginning of the trading day. The fund's open price was 17.78. Sit Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks to achieve its objectives by investing at least 80 percent of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities , and closed-end investment companies. More on Sit Small Cap
Moving together with Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Funds, Small Blend Funds, Small Blend, Sit, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Sit Small Cap [SDFSX] is traded in USA and was established 20th of July 2025. Sit Small is listed under Sit category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Sit family. This fund at this time has accumulated 18.82 M in assets with no minimum investment requirementsSit Small Cap is currently producing year-to-date (YTD) return of 5.29% with the current yeild of 0.01%, while the total return for the last 3 years was 13.78%.
Check Sit Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sit Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sit Small Cap Mutual Fund Constituents
| THO | Thor Industries | Stock | Consumer Discretionary | |
| EWBC | East West Bancorp | Stock | Financials | |
| HUBB | Hubbell | Stock | Industrials | |
| AFG | American Financial Group | Stock | Financials | |
| WTFC | Wintrust Financial | Stock | Financials | |
| STE | STERIS plc | Stock | Health Care | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| SHEN | Shenandoah Telecommunications Co | Stock | Communication Services |
Sit Small Cap Risk Profiles
| Mean Deviation | 0.7444 | |||
| Semi Deviation | 0.6421 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 |
Sit Small Against Markets
Other Information on Investing in Sit Mutual Fund
Sit Small financial ratios help investors to determine whether Sit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sit with respect to the benefits of owning Sit Small security.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |