Sit Balanced Fund (SIBAX) Research
The fund strategically allocates its capital, with 35% to 65% invested in equity shares and an equivalent proportion, 35% to 65%, dedicated to fixed-income instruments. Its stock portfolio primarily focuses on growth-oriented U.S. businesses boasting a market capitalization of at least $5 billion. Within the fixed-income segment, investments are predominantly made in a diverse collection of debt securities. The managing adviser aims to uphold an average effective duration for these debt holdings, targeting a range of 3 to 7 years.
Market snapshot
- Symbol
- SIBAX
- Price
- $40.13
- Day change
- +0.85%
- Market cap
- $79.1M
- 52-week range
- 35.56-40.95
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Virtus NFJ International Value Fund (AFJAX)
- Baron FinTech Fund (BFINX)
- Destra Multi-Alternative Fund (DMA)
- The European Equity Fund, Inc. (EEA)
- Clough Global Dividend and Income Fund (GLV)
- Rational Dynamic Brands Fund (HSUTX)
- Plumb Balanced Fund (PLBBX)
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX)
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