Sit Balanced

Frequently Asked Questions About SIBAX

What does SIBAX invest in?

The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% of the fund’s assets will be invested in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities.

What is the expense ratio of SIBAX?

Sit Balanced (SIBAX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SIBAX?

Sit Balanced (SIBAX) manages $77.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SIBAX actively managed or an index fund?

SIBAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SIBAX launched?

Sit Balanced (SIBAX) launched in December 1993 and is managed by the fund issuer.

How has SIBAX performed?

SIBAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.