What does Sit Balanced do?

Sit Balanced (SIBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SIBAX's market cap?

Sit Balanced (SIBAX) has a market capitalization of approximately $76.4 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SIBAX pay a dividend?

Yes — Sit Balanced (SIBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 3.70%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SIBAX

Sit Balanced

NASDAQ·Asset Management · Financial Services

$39.71$0.47−1.17%

Market cap$76.44M·Market closed·Jul 23 8:00 PM UTC

Price Chart

$39.71−$0.47 (−1.17%)today

+17.42%CAGR +3.27%

Select date range

FromTo

Dec 31, 1993Jul 24, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.65%

Annual Dividend (FWD)$0.65

Dividend Growth (5Y)+18.9%

Dividend Safety—

Payout Ratio110.0%

FCF Payout Ratio—

Most Recent Dividend$0.164

Ex-Dividend DateJul 9

Payment DateJul 9

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

See exactly how SIBAX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.

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About Sit Balanced

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.

CEO: Biography
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.sitinvest.com

Peers

Peers Tab

PLHHX

Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund

Rational Dynamic Brands Fund Institutional Class

Cap

$50.3M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SIBAX

What does Sit Balanced do?: Sit Balanced (SIBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SIBAX's market cap?: Sit Balanced (SIBAX) has a market capitalization of approximately $76.4 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SIBAX pay a dividend?: Yes — Sit Balanced (SIBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 3.70%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.