Sit Balanced Fund Quote

SIBAX Fund  USD 34.22  0.24  0.71%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Sit Balanced is trading at 34.22 as of the 4th of May 2025; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 33.98. Sit Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund invests between 35 percent and 65 percent of its assets in common stocks and between 35 percent and 65 percent in fixed-income securities. Sit Balanced is traded on NASDAQ Exchange in the United States. More on Sit Balanced Fund

Moving together with SIT Mutual Fund

  0.99FBONX American Funds AmericanPairCorr
  0.99FBAFX American Funds AmericanPairCorr
  0.99ABALX American BalancedPairCorr
  0.99BALCX American BalancedPairCorr
  0.99BALFX American BalancedPairCorr
  0.99RLBCX American BalancedPairCorr

Moving against SIT Mutual Fund

  0.58KO Coca ColaPairCorr
  0.57T ATT Inc Earnings Call This WeekPairCorr
  0.41MCD McDonaldsPairCorr
  0.35TRV The Travelers CompaniesPairCorr

SIT Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Sit (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Sit Balanced Fund [SIBAX] is traded in USA and was established 4th of May 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Sit family. This fund at this time has accumulated 49.45 M in assets with minimum initial investment of 5 K. Sit Balanced is currently producing year-to-date (YTD) return of 0.11% with the current yeild of 0.02%, while the total return for the last 3 years was 7.95%.
Check Sit Balanced Probability Of Bankruptcy

Instrument Allocation

Top Sit Balanced Fund Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
SHWSherwin Williams CoStockMaterials
AVGOBroadcomStockInformation Technology
HDHome DepotStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
PYPLPayPal HoldingsStockFinancials
NVDANVIDIAStockInformation Technology
More Details

Sit Balanced Risk Profiles

Sit Balanced Against Markets

Other Information on Investing in SIT Mutual Fund

Sit Balanced financial ratios help investors to determine whether SIT Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SIT with respect to the benefits of owning Sit Balanced security.
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