Sit Balanced FundSIBAX
Type
Mutual fund
Peer group
Allocation
Net assets
$72.1M
Expense ratio
0.89%
1-year return
+12.9%
3 years, a year
+13.6%
5 years, a year
+7.3%
Holdings
211
What it aims to do.
The Sit Balanced Fund (the Fund) seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 7.47% |
| GOOGL Alphabet Inc. | 4.95% |
| AAPL Apple Inc. | 4.74% |
| AVGO Broadcom Inc | 4.66% |
| MSFT Microsoft Corp. | 3.84% |
| AMZN Amazon.com, Inc. | 2.80% |
| Fidelity Colchester Street Trust | 2.35% |
| GS Goldman Sachs Group, Inc. | 1.88% |
| META Meta Platforms Inc | 1.68% |
| United States Treasury Bonds | 1.55% |
More on SIBAX.
- SIBAX overview
- SIBAX holdings
- SIBAX risk
- SIBAX costs
- SIBAX money in and out
- SIBAX share classes
- Compare SIBAX 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.