Sit Global Dividend Growth FundGDGSX

MUTUAL FUNDSit
Type
Mutual fund
Peer group
Global equity
Net assets
$59.4M
Expense ratio
1.25%
1-year return
+14.7%
3 years, a year
+15.0%
5 years, a year
+9.3%
Holdings
58

What it aims to do.

The Sit Global Dividend Growth Fund (the Fund) seeks to provide current income that exceeds the dividend yield of the Funds benchmark index and that grows over a period of years.

Top 10 holdings.

Holding% of fund
AVGO Broadcom Inc9.00%
AAPL Apple Inc.7.21%
MSFT Microsoft Corp.5.84%
NVDA NVIDIA Corp.4.73%
GOOGL Alphabet Inc.4.25%
JPM JPMorgan Chase & Co.3.55%
AMAT Applied Materials Inc.3.51%
SHEL Shell PLC2.53%
JOBY Iberdrola, S.A.2.27%
JOBY Singapore Technologies Engineering Ltd.2.21%

More on GDGSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.