Sit Global Dividend Fund Quote

GDGSX Fund  USD 28.68  0.05  0.17%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Sit Global is trading at 28.68 as of the 3rd of December 2024; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 28.63. Sit Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Sit Global Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .. More on Sit Global Dividend

Moving together with Sit Mutual Fund

  0.77SSCDX Sit Small CapPairCorr
  1.0GDGIX Sit Global DividendPairCorr
  0.83SSMGX Sit Small CapPairCorr
  0.77SDFSX Sit Small CapPairCorr
  0.72SDMGX Sit Developing MarketsPairCorr

Moving against Sit Mutual Fund

  0.37SNGVX Sit U SPairCorr
  0.31SQIYX Sit Mutual FundsPairCorr

Sit Mutual Fund Highlights

Fund ConcentrationSit Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Sit, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Sit Global Dividend [GDGSX] is traded in USA and was established 3rd of December 2024. Sit Global is listed under Sit category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Sit family. This fund currently has accumulated 47.95 M in assets under management (AUM) with minimum initial investment of 5 K. Sit Global Dividend is currently producing year-to-date (YTD) return of 16.84% with the current yeild of 0.01%, while the total return for the last 3 years was 6.58%.
Check Sit Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sit Global Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Sit Global Dividend Mutual Fund Constituents

UNPUnion PacificStockIndustrials
RHHVFRoche Holding AGOTC StockDrug Manufacturers—General
LOGNLogansport Financial CorpOTC StockFinancials
VZVerizon CommunicationsStockCommunication Services
TEAMAtlassian Corp PlcStockInformation Technology
SBUXStarbucksStockConsumer Discretionary
PFEPfizer IncStockHealth Care
PEPPepsiCoStockConsumer Staples
More Details

Sit Global Dividend Risk Profiles

Sit Global Against Markets

Other Information on Investing in Sit Mutual Fund

Sit Global financial ratios help investors to determine whether Sit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sit with respect to the benefits of owning Sit Global security.
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