SIBAX Mutual Fund

SIBAX Mutual Fund (Sit Balanced Fund) is managed by Sit Funds with $80.2M in net assets. SIBAX expense ratio is 0.89%, holding 211 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-12-31.

SIBAX performance shows a YTD return of 4.19%. The 1-year return is 11.57% and the 5-year return is 7.10%. SIBAX dividend yield stands at 3.28%, paid quarterly.

SIBAX top holdings include Nvidia Corp. (7.5%), Alphabet Inc Common Stock USD 0.001 (5.0%), Apple, Inc (4.7%), Broadcom Inc (4.7%), Microsoft Corp (3.8%). Go to all SIBAX holdings, SIBAX sectors, or SIBAX dividends.

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