Sit Global Dividend Fund Quote
| GDGSX Fund | USD 27.87 0.21 0.76% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sit Global is trading at 27.87 as of the 20th of March 2025; that is 0.76 percent up since the beginning of the trading day. The fund's open price was 27.66. Sit Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Sit, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Sit Global Dividend [GDGSX] is traded in USA and was established 20th of March 2025. 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 1.4% with the current yeild of 0.01%, while the total return for the last 3 years was 10.51%.
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
| UNP | Union Pacific | Stock | Industrials | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Sit Global Dividend Risk Profiles
| Mean Deviation | 0.7313 | |||
| Standard Deviation | 0.928 | |||
| Variance | 0.8611 | |||
| Risk Adjusted Performance | (0.04) |
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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