- What are the top holdings of SDVSX?
- Sit Dividend Growth Fund Class S holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SDVSX have?
- SDVSX holds — positions as reported by the fund's most recent disclosure.
- What sectors does SDVSX invest in?
- Sit Dividend Growth Fund Class S (SDVSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SDVSX most exposed to?
- SDVSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SDVSX a US-only fund?
- The country allocation card on this page shows SDVSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SDVSX invest in?
- The primary goal of this fund is to generate a consistent stream of current income that not only exceeds the dividend yield of the S&P 500 Index but also grows steadily over a period of years. While capital appreciation over the long term is also a factor, it is considered a secondary objective. To achieve these aims, the fund typically invests at least 80% of its net assets in common stocks that pay dividends under normal market conditions. The remainder of its portfolio can be allocated to preferred shares, convertible debt instruments, U.S. government bonds, and closed-end investment vehicles. Furthermore, the fund has the discretion to invest up to 20% of its net assets in securities issued by companies headquartered outside the United States.
