SDVSX Mutual Fund

SDVSX Mutual Fund (Sit Dividend Growth Fund Class S Shares) is managed by Sit Funds with $17.4M in net assets. SDVSX expense ratio is 0.95%, holding 80 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2006-03-31.

SDVSX performance shows a YTD return of 8.77%. The 1-year return is 18.10% and the 5-year return is 9.96%. SDVSX dividend yield stands at 9.10%, paid quarterly.

SDVSX 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 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.