Morningstar

Sit ESG Growth Fund Class S SESGX

Morningstar Medalist Rating
Medalist Rating as of | See Sit Investment Hub
  • NAV / 1-Day Return 28.74  /  −0.10 %
  • Total Assets 15.5M
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 4%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SESGX

Will SESGX 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 SESGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SESGX 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 SESGX’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 S 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
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Portfolio Holdings SESGX

More SESGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.66 2M
Technology

Apple Inc

7.13 1M
Technology

Alphabet Inc Class A

6.11 893,425
Communication Services

Fidelity Inv MM Government I

5.84 853,448
Cash and Equivalents

Microsoft Corp

5.10 746,040
Technology

Broadcom Inc

4.97 727,169
Technology

The Goldman Sachs Group Inc

4.15 606,822
Financial Services

Trane Technologies PLC Class A

2.94 429,765
Industrials

Iberdrola SA ADR

2.77 404,595
Utilities

Singapore Technologies Engineering Ltd

2.74 400,743
Industrials

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