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Sit Balanced Fund (0P00002RSO)
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Sit Balanced Fund
34.270
+0.030
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
0P00002RSO Overview
On this page you'll find an in-depth profile of Sit Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00002RSO among other information.
Investment Strategy
The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income. The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% 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. The adviser seeks to maintain an average effective duration for the fixed-income portion of the fund's portfolio of 3 to 7 years.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ronald D. Sit | Vice President | 2016 | Now |
| Biography | Ronald D. Sit, CFA, is Vice President of Sit Investment Associates, Inc. He is a Research and Investment Management analyst on consumer non-durable, commercial services, and retail sectors. He received his MM and BA from Northwestern University. Employment History: Sit Investment Associates, Inc. (1984-Present) Gelco Corporation, Treasury Assistant (1981-1982) Piper Jaffray, Research Assistant (1977) | ||
| Roger J. Sit | Portfolio Manager | 2008 | Now |
| Biography | Roger J. Sit – CEO and Global Chief Investment Officer Roger Sit directs investment management activities for Sit Investment Associates, a diverse financial asset management firm with capabilities in both domestic and international investment products. Roger joined the organization in January 1998 and worked closely with firm founder Gene Sit for over ten years. Prior to joining the firm, Roger was a Vice President and Senior Equity Research Analyst at Goldman Sachs & Co. in New York for seven years. Additionally, he was a Captain in the U.S. Air Force, serving six years active duty with financial management responsibilities at Headquarters Space Division. Roger graduated with Military Distinction from the U.S. Air Force Academy in 1984. He earned a M.S. in Systems Management from the University of Southern California in 1987 and an M.B.A. with honors from the Harvard Graduate School of Business in 1991. Roger serves on the boards of Convergent Capital, TCF Financial Corporation, the Minneapolis Institute of Arts and the McKnight Foundation. | ||
| Bryce A. Doty | Portfolio Manager | 1995 | Now |
| Biography | Bryce A. Doty, Vice President – Investments, served as Senior Vice President and Senior Portfolio Manager of Sit Investment Fixed Income Advisors, Inc. Prior to joining Sit Investment Associates in 1995, Bryce gained extensive experience during his seven years with Minnesota Mutual in management consulting. Bryce earned his M.B.A. degree, with a concentration in finance, from the Carlson School of Management at the University of Minnesota in 1992. He earned a B.A. degree in business management, with minors in physics and psychology, from Hamline University in 1988. Bryce is a CFA charter holder. | ||
| John M. Bernstein | Vice President | 2008 | 2016 |
| Biography | John is the Vice President - Research and Investment Management of Sit Investment Associates, Inc. He joined Sit Investment Associates in March 1995. He currently provides fundamental research on both domestic and global financial companies. Prior to joining SIA, John was an equity research analyst for an investment advisory firm. He received a B.A. degree from Carleton College in 1986 and an M.B.A. in Finance and Marketing from the University of Minnesota Carlson School of Management in 1992. | ||
| Peter L. Mitchelson | Director, Vice Chairman | 1993 | 2008 |
| Biography | Mitchelson is director and vice chairman of Sit Investment Associates, his employer since 1981. Previously, he spent three years as a senior vice president with IDS Advisory and 10 years as a vice president with McLean, Budden Ltd. From 1966 to 1968, Mitchelson worked as an internal auditor in Montreal. He belongs to both the Association for Investment Management and Research and the Twin Cities Society of Security Analysts. Mitchelson holds the Chartered Financial Analyst designation. | ||
| Eugene C. Sit | Founder, CIO, CFO | 1993 | 2008 |
| Biography | Sit is chief investment officer and chief financial officer with of Sit Investment Associates, founding the firm in 1981. He joined American Express Financial Services in 1968 and managed the company's growth mutual funds until 1976. From 1976 to 1981, he was president, chief executive officer, and chief investment officer of that firm. Sit is a trustee of the Institute of Chartered Financial Analysts. Sit holds the Chartered Financial Analyst and Certified Public Accountant designations. | ||
| Douglas S. Rogers | Portfolio Manager | 1993 | 1995 |
| Biography | Rogers is employed as a balanced- portfolio manager with National Bank of Detroit NA from 1988. Rogers is a Chartered Financial Analyst holder. | ||
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