Sit Balanced Mutual Fund Money Managers
SIBAX Fund | USD 36.79 0.30 0.82% |
Break down of Sit Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Sit Balanced's future under-performance.
Sit |
Symbol | SIBAX |
Name | Sit Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Sit Balanced Fund Leadership is currently not available.
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Sit Balanced Net Asset Comparison
Sit Balanced Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 1.35 Billion. Sit Balanced holds roughly 49.45 Million in net asset claiming about 4% of funds in Allocation--50% to 70% Equity category.
Sit Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Sit Balanced Price Series Summation is a cross summation of Sit Balanced price series and its benchmark/peer.
About Sit Balanced Management Performance
The success or failure of an entity such as Sit Balanced often depends on how effective the management is. Sit Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Sit management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Sit management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests between 35 percent and 65 percent of its assets in common stocks and between 35 percent and 65 percent in fixed-income securities. The equity portion of the funds portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of 5 billion or more. The fixed-income portion of the funds portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the funds portfolio of 3 to 7 years.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Sit Mutual Fund
Sit Balanced 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 Balanced security.
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