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Sit Small Cap Growth Fund: (MF: SSMGX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:49 PM ET

$78.17 USD

+0.24 (0.31%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 18.00 7
3 months 11.58 6
6 months 17.86 21
1 Year 43.02 23
3 Year 17.87 26
5 Year 5.20 55
10 Year 11.15 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 152.98
Bear Market (10/07 - 2/09) -54.72
Bull Market (2/09 - 3/21) 725.58

Load Adjusted Returns as of Apr 30, 2026

1 Year 27.78
5 Year 3.75
10 Year 9.85
Since Inception 9.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 4.89 NA NA NA
2025 -10.16 11.12 7.46 2.01
2024 11.50 -2.86 7.72 -2.74
2023 6.23 6.50 -5.49 9.26
2022 -11.09 -19.03 -2.90 4.71
2021 7.67 4.39 -2.07 5.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 18.009.4413.4716.83-26.8116.2435.9229.16-10.7115.713.54
% Total Return Rel to Index 9.23-8.78-11.54-9.41-8.60-12.4417.51-2.32-6.31-6.08-8.39
% Total Return Rel to Peer 4.192.131.540.75-7.29-3.0716.923.730.060.11-12.40
% Perf Quintile vs Peer* 1.002.002.003.004.004.002.002.003.003.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.733.071.890.0011.572.511.744.353.720.08
Expense Ratio 0.001.501.501.501.501.501.501.501.501.501.50

* 1 = Top 20%, 5 = Bottom 20%