Sit Small Cap Growth
3300 Ids Ctr, 80 South 8th St Minneapolis MN 55402-4130
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Phone: 800-332-5580
| Category: | Mid-Cap Growth | | Fund Family: | Sit | | Net Assets: | 78.31M | | Year-to-Date Return: | -22.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-94 |
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Robert W. Sit
Lead Manager since
21-Dec-97 | | | Sit is a vice president in Sit Investment Associates, Inc., his employer since 1993. Prior to that he worked with Sit International Investment Associates, Inc., Research Associate from 1991 to 1993. Sit holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks of companies with capitalizations of $2.5 billion or less at the time of purchase. It invests in domestic growth-oriented small companies the management believes exhibit the potential for superior growth. |
| Last Dividend
(20-Dec-94):
| 0.02 | | Last Cap Gain
(11-Dec-01):
| 0.04 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 117.22% |
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| Expense | SSMGX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$477 | $700 | | 5 Yr Expense Projection*: |
$824 | $1,078 | | 10 Yr Expense Projection*: |
$1,801 | $2,120 |
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11.08% Nasdaq 0.00%
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