Sit Small Cap Fund Quote
| SSCDX Fund | USD 17.76 0.03 0.17% |
PerformanceSolid
| Odds Of DistressLow
|
Sit Small is trading at 17.76 as of the 20th of July 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 17.79. 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 31st of July 2023 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 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Sit Small Cap [SSCDX] 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 21.47 M in assets with minimum initial investment of 100 K. Sit Small Cap is currently producing year-to-date (YTD) return of 5.48% with the current yeild of 0.01%, while the total return for the last 3 years was 14.05%.
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
| IRTC | iRhythm Technologies | Stock | Health Care | |
| MSA | MSA Safety | Stock | Industrials | |
| MLAB | Mesa Laboratories | Stock | Health Care | |
| WTFC | Wintrust Financial | Stock | Financials | |
| SAIC | Science Applications International | Stock | Information Technology | |
| CG | Carlyle Group | Stock | Financials | |
| EWBC | East West Bancorp | Stock | Financials | |
| EHC | Encompass Health Corp | Stock | Health Care |
Sit Small Cap Risk Profiles
| Mean Deviation | 0.7514 | |||
| Semi Deviation | 0.67 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 |
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.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |