SIBAX Mutual Fund

SIBAX Mutual Fund (Sit Balanced Fund) is managed by Sit Funds with $73.2M in net assets. SIBAX expense ratio is 0.89%, holding 238 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-12-31.

SIBAX performance shows a YTD return of 2.38%. The 1-year return is 1.83% and the 5-year return is 6.11%. SIBAX dividend yield stands at 1.54%, paid quarterly.

SIBAX top holdings include Nvidia Corp (8.4%), Apple Inc (5.7%), Alphabet Inc (5.5%), Microsoft Corp (5.0%), Broadcom Inc (4.8%). 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.