SDFSX Mutual Fund

SDFSX Mutual Fund (Sit Small Cap Dividend Growth Fund Class S) is managed by Sit Funds with $7.1M in net assets. SDFSX expense ratio is 1.15%, holding 95 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-03-31.

SDFSX performance shows a YTD return of 7.74%. The 1-year return is 11.59% and the 5-year return is 8.04%. SDFSX dividend yield stands at 0.54%, paid quarterly.

SDFSX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (3.8%), Monolithic Power Systems Inc (2.9%), Emcor Group Inc (2.9%), Technipfmc Plc Ordinary Shares (2.7%), Coherent, Inc (2.6%). Go to all SDFSX holdings, SDFSX sectors, or SDFSX dividends.

SDFSX can be compared against other funds. Use SDFSX overlap to find shared positions, or SDFSX vs another fund for a side-by-side view. SDFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.