Sit Balanced Fund

Sit Balanced Fund is a registered fund series of SIT MUTUAL FUNDS INC (series S000003462). Net assets $72.1M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp.$5.4M747.54%
Alphabet Inc.$3.6M494.63%
Apple Inc.$3.4M474.39%
Broadcom Inc$3.4M465.84%
Microsoft Corp.$2.8M383.83%
Amazon.com, Inc.$2.0M280.24%
Fidelity Colchester Street Trust$1.7M235.35%
Goldman Sachs Group, Inc.$1.4M187.77%
Meta Platforms Inc$1.2M167.86%
United States Treasury Bonds$1.1M155.49%
Alphabet Inc.$1.1M146.24%
United States Treasury Notes$981K136.04%
JPMorgan Chase & Co.$860K119.35%
Visa Inc$846K117.39%
The TJX Companies Inc.$814K112.98%

Net asset history

Report dateNet assets
2026-03-31$72.1M
2025-12-31$75.4M
2025-09-30$73.2M
2025-06-30$68.1M
2025-03-31$64.0M
2024-12-31$68.9M
2024-09-30$67.4M
2024-06-28$64.3M

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