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Let the world be your oyster.
Sit Global Dividend Growth Fund
We see
.
Opportunities
Opportunities



International Investing
Sit Developing Markets Growth Fund
Sit Global Dividend Growth Fund
Sit International Growth Fund
Fund Details
Inception Dates | ||
I Class | 9/30/08 | |
S Class | 9/30/08 | |
Fund Assets | ||
I Class | $37.4M | |
S Class | $3.7M | |
Tickers | ||
I Class | GDGIX | |
S Class | GDGSX | |
CUSIP Numbers | ||
I Class | 82980D‑88‑9 | |
S Class | 82980D‑87‑1 | |
Minimum Investment Amounts | ||
I Class | $100,000 | |
S Class | $5,000 | |
Minimum IRA Investment Amount | ||
I Class | $100,000 | |
S Class | $2,000 | |
Expense Ratios | ||
I Class | 1.00% | |
S Class | 1.25% |
Average Annual Returns
Fund Objectives and Strategy
The Sit Global Dividend Growth Fund seeks current income that exceeds the dividend yield of the MSCI World Index® and grows over a period of years and long-term capital appreciation. To achieve its objectives, the Fund invests, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. The Fund will invest significantly (at least 30% of its net assets) in companies outside the U.S. The Adviser believes that a company’s earnings growth is a primary determinant of its potential long-term return and that a record of increasing dividend payments is a strong indicator of financial health and growth prospects.
Risk-Reward Profile
Investment Style
The Fund invests in large cap, growth-oriented stocks that pay dividends. The Fund’s holdings exhibit a blend of growth and value characteristics.
Investment Adviser
The Sit Mutual Funds’ investment adviser is Sit Investment Associates, Inc., an employee-owned firm founded in 1981 in Minneapolis, Minnesota and currently manages $14.9 billion (as of 12/31/20). The firm’s sole business is investment management.