Sit Dividend Growth FundSDVGX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$223.5M
Expense ratio
0.70%
1-year return
+17.5%
3 years, a year
+15.4%
5 years, a year
+10.6%
Holdings
80
What it aims to do.
The Sit Dividend Growth Fund (the Fund) primarily seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 5.08% |
| MSFT Microsoft Corp. | 4.53% |
| AVGO Broadcom Inc | 3.89% |
| NVDA NVIDIA Corp. | 3.77% |
| GOOGL Alphabet Inc. | 2.56% |
| XOM Exxon Mobil Corp. | 2.43% |
| WMB Williams Companies Inc. (The) | 2.37% |
| JNJ Johnson & Johnson | 1.71% |
| AMZN Amazon.com, Inc. | 1.65% |
| JPM JPMorgan Chase & Co. | 1.62% |
More on SDVGX.
- SDVGX overview
- SDVGX holdings
- SDVGX risk
- SDVGX costs
- SDVGX money in and out
- SDVGX share classes
- Compare SDVGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.