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Sit Mutual Funds Tops Barron's 2016 Best Fund Families List

In its annual Best Fund Families issue, Barron's names Sit Mutual Funds as the top fund family. Barron's measured manager skill across five fund categories. The complete list of ranked fund families is available online.

Barron's Best Mutual Fund Families publication dated February 8, 2016. Sit Mutual Funds was ranked #1 in 2016. Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.

Third Quarter Investment Outlook and Strategy

Investor confidence recovered from uncertainty surrounding Britain’s vote to leave the European Union and the weak domestic growth experienced earlier in 2016. Investor focus has shifted from concerns about rising interest rates to the upcoming U.S. elections, but the market does not appear to be discounting a presidential winner or which political party will control Congress. Although policy specifics from both presidential candidates are scarce, we believe the election will have the largest implications for the health care, energy, and financials sectors. Equities are reasonably valued on an historical basis and cheap relative to bonds.

Treasury yields experienced a modest third-quarter increase as the yields flattened. Shorter maturities yields rose more than in longer maturities. A “risk on” environment typically causes safe-haven assets, such as Treasuries, to underperform as demand shifts to higher-yeilding products, but despite the increase in interest rates, all taxable sectors posted positive returns for the quarter except Treasuries. The tax-empt yield municipal bond yield curve rose during the quarter, with most of the movement occurring in September. The largest increases were at the both ends of the curve. For the quarter and the year (to date), bonds with lower credit quality ratings have generally outperformed higher rated bonds. Duration had a more meaningful impact on performance during the quarter than investment grate rating or sector allocation. Tax-exempt fund flows continued a 52nd consecutive week net inflow period to finish the third quarter.

Now Available!

Sit ESG Growth Fund

The Sit ESG Growth Fund invests in companies with strong environmental, social and corporate governance policies. We have confidence in these ethically-operated, financially-strong companies that employ sustainable practices that positively impact the environment and society.

Sit Mutual Funds launched the Sit ESG Growth Fund on June 30, 2016.



January 22, 2017

The Sit Mutual Funds are managed by Sit Investment Associates, Inc., which has been operating under the highest ethical and professional standards since it was founded in 1981 by Eugene C. Sit. We maintain an uncompromising commitment and adherence to our investment philosophy and style, while continually seeking ways to enhance our investment process.

Eugene Sit

Read about Sit Investment Associates & Sit Mutual Funds founder Eugene Sit.

2017 Investment Seminars

Sit Mutual Funds will be offering three different investment seminars this winter. For content and dates information please visit the 2017 Seminar page.

Important Legal Information

The Sit Mutual Funds referred to in this site are offered and sold only to persons residing in the United States, and are offered by Prospectus only. By using this site you agree to our Terms of Use. Information in this site does not constitute an offer to sell, or a solicitation of an offer to buy shares of any Sit Mutual Funds. Shares of the Sit Mutual Funds will not be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Mutual fund investing involves risk. Loss of principal is possible. For more information on any of our Funds, download a Prospectus from this site or call 800-332-5580 to have one sent to you. The Prospectus contains important information about a fund's investment objectives, risks, and charges and expenses, and should be read carefully before investing.
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