Siit Dynamic Asset Allocation FundSDLAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.9B
Expense ratio
0.67%
1-year return
+18.9%
3 years, a year
+21.3%
5 years, a year
+13.0%
12-month yield
12.30%
Holdings
536
What it aims to do.
Long-term total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 21.63% |
| NVDA Nvidia Corporation | 5.60% |
| Apple Inc. | 5.07% |
| Apple Inc. | 4.01% |
| MSFT Microsoft Corporation | 3.79% |
| N/A | 3.02% |
| Amazon.Com, Inc. | 2.66% |
| GOOGL Alphabet Inc. | 2.36% |
| Goldman Sachs & Co. Llc | 2.20% |
| AVGO Broadcom Inc. | 1.96% |
More on SDLAX.
- SDLAX overview
- SDLAX holdings
- SDLAX risk
- SDLAX costs
- SDLAX money in and out
- SDLAX share classes
- Compare SDLAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.