SDFSX Mutual Fund

SDFSX Mutual Fund (Sit Small Cap Dividend Growth Fund Class S) is managed by Sit Funds with $8.1M in net assets. SDFSX expense ratio is 1.15%, holding 94 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-03-31.

SDFSX performance shows a YTD return of 17.52%. The 1-year return is 25.94% and the 5-year return is 8.92%. SDFSX dividend yield stands at 1.55%, paid quarterly.

SDFSX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (5.0%), Argan Inc Common Stock USD 0.15 (4.3%), Emcor Group Inc (2.9%), Technipfmc Plc Ordinary Shares (2.8%), Monolithic Power Systems Inc Mpwr Us Equity (2.4%). Go to all SDFSX holdings, SDFSX sectors, or SDFSX dividends.

SDFSX can be compared against other funds. Use SDFSX overlap to find shared positions, or SDFSX vs another fund for a side-by-side view. SDFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.