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Large Cap Growth Fund

Ticker: SNIGX

Fund Type: Large Cap Growth
Overview


Performance

Average Annual Returns as of December 31, 2006

 
Three Month*
One Year
Three Year
Five Year
Ten Year
Since Inception**
Sit Large Cap Growth Fund
6.25%
9.54%
10.63%
3.50%
5.43%
11.06%
Russell 1000® Growth Index
5.93
9.08
6.87
2.69
5.44
11.94
*Not Annualized; **Inception Date of 9/2/82

About the Fund

Net Assets (as of 12/31/06): $106.9 Million
Inception Date: 9/2/82
Lead Manager Tenure: Since 9/2/82
Ticker Symbol: SNIGX
Sit Fund Number: 2
CUSIP Number: 829797-10-9
Minimum Investment
Amount:
$5,000
Minimum IRA
Investment Amount:
$2,000

Fund Management

Eugene C. Sit, CFA
  • Founded Sit Investment Associates in 1981.
  • 44 Years of industry experience.
Peter L. Mitchelson, CFA
  • 38 Years of industry experience.
Roger J. Sit
  • 16 Years of industry experience.
Ronald D. Sit, CFA
  • 22 Years of industry experience.

Click for Full Biographies

Fund Facts

  • The Fund seeks to maximize long-term capital appreciation.
  • Lead portfolio manager has been at the helm of this Fund since inception over 24 years ago.

 

Risk-Reward Spectrum

 

Top Five Stock Holdings

as of December 31, 2006

  • Cisco Systems, Inc.
  • General Electric Co.
  • Citigroup, Inc.
  • Microsoft Corp.
  • Franklin Resources Inc.


Notes

Performance listed above is current to the most recent quarter-end. Performance data current to the most recent month-end can be found on the Performance Summary page.

Performance figures are historical and do not guarantee future results. Investment returns and principal value will vary, and you may have gain or loss when you sell shares. Average annual total returns include changes in share price as well as reinvestment of all dividends and capital gains. Current performance may be lower or higher than the performance data quoted.

For more complete information about the Fund, call for a free prospectus at 800-332-5580 or download a prospectus from this site. The prospectus contains information about the investment objectives, risks, and charges and expenses. Please read it carefully before investing or sending money.


Important Legal Information

The Sit Mutual Funds referred to in this site are offered and sold only to persons residing in the United States, and are offered by Prospectus only. By using this site you agree to our Terms of Use. Information in this site does not constitute an offer to sell, or a solicitation of an offer to buy shares of any Sit Mutual Funds. Shares of the Sit Mutual Funds will not be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Mutual fund investing involves risk. Loss of principal is possible. For more information on any of our Funds, download a Prospectus from this site or call 800-332-5580 to have one sent to you. The Prospectus contains important information about a fund’s investment objectives, risks, and charges and expenses, and should be read carefully before investing.
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