Sit Dividend Growth Fund Class I (SDVGX) Research

Under ordinary market conditions, the fund aims to meet its investment goals by dedicating a substantial majority—at least 80% of its net assets—to common equities that yield dividends. The remaining assets can be allocated among preferred shares, convertible debt, U.S. government bonds, and closed-end funds. Additionally, the fund has the discretion to commit up to one-fifth of its net assets to international securities issued by non-U.S. companies.

Market snapshot

Symbol
SDVGX
Price
$17.99
Day change
+0.56%
Market cap
$241.8M
52-week range
16.04-18.65
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Boston Trust Midcap Fund (BTMFX)
  • Columbia Adaptive Risk Allocation Fund A (CRAAX)
  • BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)
  • Ashmore Emerging Markets Equity Fund - Class A (EMEAX)
  • Ashmore Emerging Markets Equity Fund - Institutional Class (EMFIX)
  • Meeder Spectrum Fund - Retail Class (FLSPX)
  • Royce Small-Cap Value Fund - Service Class (RYVFX)
  • Sit Dividend Growth Fund Class S (SDVSX)

Open Sit Dividend Growth Fund Class I (SDVGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.