SDVSX Rating, Research - Sit Dividend Growth S

Sit Dividend Growth S (sdvsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 142

Threats + Weaknesses = 96

When strengths & opportunities substantially exceed threats & weaknesses an investment in the sdvsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Sit Dividend Growth S (SDVSX) Description: SDVSX is a mutual fund, which is an investment that owns a basket of assets. The SDVSX mutual fund was provided by Sit and this investment vehicle derives the majority of its value from equity holdings (stocks). Sits mutual fund has a medium management tenure and is in the small fund size classification. SDVSXs minimum initial investment amount is $5000 while the IRA minimum is $2000. SDVSXs expense ratio is roughly 1%. The latest SDVSXs front end load was 0% and the back end load was 0%. The Sit Dividend Growth S (SDVSX) mutual fund falls under the large-cap mixed category. SDVSX focuses its investments in USA and SDVSX is not affiliated with a particular industry or fund sector. The Sit Dividend Growth S (SDVSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SDVSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SDVSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 65% of assets in equity and equity-related securities of companies that believe will provide investment returns above those of the Russell 1000 Value Index and, over the long term, the Standard & Poors 500 Composite Stock Price Index (S&P 500 Index).

Management Analysis Update

Performance Analysis Update