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Morningstar

Sit ESG Growth I IESGX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 19.19  /  −0.31 %
  • Total Assets 10.2 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.71%
  • Turnover 7%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IESGX

Will IESGX outperform in 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.

Sit ESG Growth I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.48 903,560
Technology

Microsoft Corp

7.89 841,440
Technology

Apple Inc

5.79 617,328
Technology

Alphabet Inc Class A

3.54 377,325
Communication Services

The Home Depot Inc

2.68 285,782
Consumer Cyclical

Allianz SE ADR

2.47 263,384
Financial Services

Trane Technologies PLC Class A

2.46 262,675
Industrials

Accenture PLC Class A

2.44 259,958
Technology

Salesforce Inc

2.40 256,003
Technology

The Goldman Sachs Group Inc

2.35 250,614
Financial Services