Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Sit ESG Growth I (IESGX)

20.89
-0.05
(-0.24%)
At close: April 17 at 8:01:13 PM EDT
Loading Chart for IESGX
  • Previous Close 20.94
  • YTD Return -2.79%
  • Expense Ratio 1.00%
  • Category World Large-Stock Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.37M
  • Beta (5Y Monthly) 0.99
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 3.31%
  • Last Dividend 0.13
  • Inception Date Jul 1, 2016

The fund seeks to achieve its objective by investing at least 80% of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance (ESG) practices at the time of purchase. The Adviser invests in growth-oriented companies the advisor believes exhibit the potential for superior growth. The fund focuses on stocks issued by companies with long records of earnings and revenue growth. It invests in the common stock of U.S. and foreign companies, and in American Depository Receipts and Global Depository Receipts of foreign companies.

Sit

Fund Family

World Large-Stock Blend

Fund Category

11.37M

Net Assets

2016-07-01

Inception Date

Performance Overview: IESGX

View More

Trailing returns as of 4/17/2025. Category is World Large-Stock Blend.

YTD Return

IESGX
2.79%
Category
12.08%
 

1-Year Return

IESGX
8.02%
Category
38.01%
 

3-Year Return

IESGX
8.97%
Category
12.74%
 

5-Year Return

IESGX
14.66%
Category
12.82%
 

Holdings: IESGX

View More

Sector Weightings

SectorIESGX
Technology   35.96%
Industrials   14.22%
Healthcare   11.42%
Utilities   2.72%
Energy   2.61%
Real Estate   0.00%

Recent News: IESGX

View More

Research Reports: IESGX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.