Sit Inv Md-Cap Gr (S:0P00003F0R)
668.87
-5.22
(-0.77%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 21, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Broadcom Inc. | 9.99% | 327.79 | -1.45% |
| Arista Networks, Inc. | 8.14% | 127.24 | -0.22% |
| The TJX Cos., Inc. | 3.29% | 155.82 | -0.17% |
| Applied Materials, Inc. | 2.50% | 325.09 | 2.16% |
| Ulta Beauty, Inc. | 2.39% | 683.70 | 1.20% |
| PTC, Inc. | 2.37% | 161.27 | 0.10% |
| The Carlyle Group Inc. | 2.33% | 62.39 | 0.94% |
| Ameriprise Financial, Inc. | 2.26% | 503.45 | 2.21% |
| Monolithic Power Systems, Inc. | 2.25% | 1074.91 | 3.91% |
| Autodesk, Inc. | 2.02% | 257.41 | 1.39% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |