Sit ESG Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Sit ESG Growth Fund Class I IESGX
- NAV / 1-Day Return 27.61 / −2.16 %
- Total Assets 14.7M
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.50%
- Turnover 4%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:42 AM GMT+0
Morningstar’s Analysis IESGX
Will IESGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IESGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IESGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.25 | 2M | Technology |
Apple Inc | 6.94 | 913,644 | Technology |
Microsoft Corp | 5.62 | 740,340 | Technology |
Alphabet Inc Class A | 5.46 | 718,900 | Communication Services |
Broadcom Inc | 4.52 | 595,807 | Technology |
Fidelity Inv MM Government I | 4.25 | 559,507 | Cash and Equivalents |
The Goldman Sachs Group Inc | 3.85 | 507,594 | Financial Services |
Singapore Technologies Engineering Ltd | 3.22 | 423,513 | Industrials |
Iberdrola SA ADR | 2.84 | 373,572 | Utilities |
Trane Technologies PLC Class A | 2.77 | 364,648 | Industrials |
United States