Morningstar

Sit ESG Growth Fund Class I IESGX

Morningstar Medalist Rating
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Medalist Rating as of See Sit Investment Hub
  • NAV / 1-Day Return $28.69  /  −0.80 %
  • Fund Size $15.2M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.50%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis IESGX

Will IESGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IESGX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IESGX

More IESGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.02 2M
Technology

Apple Inc

7.96 1M
Technology

Microsoft Corp

6.81 1M
Technology

Alphabet Inc Class A

5.71 860,200
Communication Services

Fidelity Inv MM Government I

4.63 697,467
Cash and Equivalents

Broadcom Inc

4.49 676,041
Technology

The Goldman Sachs Group Inc

3.59 540,216
Financial Services

Singapore Technologies Engineering Ltd

2.83 426,359
Industrials

Trane Technologies PLC Class A

2.62 395,482
Industrials

Iberdrola SA ADR

2.51 377,541
Utilities

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