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 $237.0M in net assets. SDVGX expense ratio is 0.70%, holding 80 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2003-12-31.
SDVGX performance shows a YTD return of 8.96%. The 1-year return is 18.36% and the 5-year return is 10.24%. SDVGX dividend yield stands at 9.26%, paid quarterly.
SDVGX top holdings include Apple, Inc (5.1%), Microsoft Corp (4.5%), Broadcom Inc (3.9%), Nvidia Corp. (3.8%), Alphabet Inc Common Stock USD 0.001 (2.6%). 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.