Morningstar

Sit ESG Growth Fund Class I IESGX

Medalist Rating as of Aug 31, 2026 See Sit Investment Hub

Strategy

The investment seeks to maximize long-term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SESGX	Sit ESG Growth Fund Class S	No Load	Open			Jul 1, 2016	$7.00M	1.260%	High	$5,000	−$77,580.87
IESGX	Sit ESG Growth Fund Class I	Institutional	Open			Jul 1, 2016	$8.24M	1.010%	High	$100,000	−$178,949.10

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