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Sit International Growth (SNGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Sit International Growth (SNGRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Sit International Growth Fund (SNGRX) ManagerFund Manager - Roger J. Sit

Fund Manager Information

Fund Manager Tenure: 20.9 years
Fund Family: Sit
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of Sit International Growth Fund (SNGRX) ProfileSit International Growth Fund (SNGRX) Profile

Fund Profile and Description

Sit International Growth Fund seeks long-term growth. Sit International Growth Fund normally invests at least 90% of net assets in common stocks of companies domiciled outside the United States. It seeks industries and sectors that it believes have earnings growth prospects that are greater than the average. Within the selected industries and sectors, the fund invests in foreign growth-oriented companies management believes exhibit the potential for superior growth. It invests in common stocks of issuers domiciled in at least three foreign countries.

 

Sit International Growth (SNGRX) Fund Strength What we like about Sit International Growth (SNGRX) Fund

Data for Sit International Growth Fund (SNGRX) as of May 30, 2016

  • Sit International Growth Fund (SNGRX) management has been with Sit International Growth Fund for 20.9 years
  • Sit International Growth Fund (SNGRX) has good short-term performance (1-year return -6.71% vs -7.92% Foreign Large Growth category median performance)
  • Sit International Growth Fund (SNGRX) ratio of up-years vs down years is greater than 2
  • Asset base in Sit International Growth Fund (SNGRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Sit International Growth Fund (SNGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.02, lower than category average of 12.66
  • Sit International Growth Fund (SNGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Sit International Growth Fund (SNGRX) Weakness What we are cautious about Sit International Growth (SNGRX) Fund

Data for Sit International Growth Fund (SNGRX) as of May 30, 2016

  • Sit International Growth Fund (SNGRX) has a less-than-ideal mid-term performance (3-year return 2.28% vs 2.71% Foreign Large Growth category median performance)
  • Sit International Growth Fund (SNGRX) has a less-than-ideal Long-term performance (5-year return 2.22% vs 2.51% Foreign Large Growth category median performance)
  • Sit International Growth Fund (SNGRX) has a Morningstar rating of 3 and below
  • Sit International Growth Fund (SNGRX) is less safe compared to its Foreign Large Growth peers
  • Sit International Growth Fund (SNGRX) has an annual stock turnover rate of 56.97% that is higher than the Foreign Large Growth average of 52.29%. This could mean Sit International Growth is more nimble, but also signal potential high tax impact and high trading fees
  • Sit International Growth Fund (SNGRX) does not have a good risk adjusted return as its 3-year Alpha of 2.05 is worse than category average of 2.16, and its 3-year Sharpe ratio is 0.24
  • Sit International Growth Fund (SNGRX) has a higher expense ratio of 1.50% than its Foreign Large Growth average of 1.30%
See Sit International Growth Fund (SNGRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Sit International Growth Fund (SNGRX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sit International Growth-1.05-6.712.282.22
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Sit International Growth Fund (SNGRX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Sit International Growth Fund (SNGRX) Net Asset TrackingSit International Growth (SNGRX) Fund Net Asset

Track net asset change of Sit International Growth fund (SNGRX)

DateNet Asset
05/2016$21.33M
03/2016$20.90M
02/2016$19.81M
More historic net asset information on Sit International Growth Fund (SNGRX)

  

Graph of Sit International Growth Fund (SNGRX) Portfolio TrackingSit International Growth (SNGRX) Fund Portfolio Allocation

Track portfolio allocation change of Sit International Growth fund (SNGRX)

DateCashStockBondOther
03/20162.13%97.88%0%0%
12/20151.82%98.18%0%0%
09/20152.21%96.88%0%0.91%
Click here to see more historic asset allocation information on Sit International Growth Fund (SNGRX)

 

graph of Sit International Growth Fund (SNGRX) Top 10 Position TrackingTop 10 Holdings in Sit International Growth (SNGRX) Fund

Discover what Sit International Growth Fund (SNGRX) manager is buying

Mar 30, 2016
NESTLE SA CHAM ET VE [3.24%]
Diageo PLC ADR [2.57%]
Medtronic plc. Ordinary Shares [2.38%]
Smith (DS) PLC [2.06%]
British American Tobacco PLC [2.05%]
Reckitt Benckiser Group PLC [2.02%]
easyJet PLC [1.99%]
SEVEN & I HOLDINGS C [1.99%]
BCE INC. [1.97%]
Iberdrola SA [1.95%]

Dec 30, 2015
NESTLE SA CHAM ET VE [3.05%]
Diageo PLC ADR [2.49%]
Medtronic plc. Ordinary Shares [2.41%]
SEVEN & I HOLDINGS C [2.05%]
Babcock International Group PLC [2.01%]
British American Tobacco PLC [2%]
Reckitt Benckiser Group PLC [1.99%]
ROCHE HLDG AG DIV RT [1.99%]
NOVARTIS AG BASL [1.97%]
Smith (DS) PLC [1.97%]

Sep 29, 2015
NESTLE SA CHAM ET VE [3.33%]
Diageo PLC ADR [2.62%]
Medtronic plc. Ordinary Shares [2.42%]
Smith (DS) PLC [2.33%]
NOVARTIS AG BASL [2.19%]
SEVEN & I HOLDINGS C [2.12%]
British American Tobacco PLC [2.07%]
Siemens AG [2.06%]
ROCHE HLDG AG DIV RT [1.99%]
BCE INC. [1.99%]
Click here for Stock Holding Change Map in Sit International Growth Fund (SNGRX)

  

Latest News on Sit International Growth (SNGRX) Fund

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Sit International Growth Fund (SNGRX) Related ResourcesSee more information on Sit International Growth (SNGRX) Fund

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