IESGX Mutual Fund
IESGX Mutual Fund
IESGX Mutual Fund
Sit ESG Growth Fund Class I
IESGX Mutual Fund Overview
IESGX Mutual Fund (Sit ESG Growth Fund Class I) is managed by Sit Funds with $8.3M in net assets. IESGX expense ratio is 1.01%, holding 55 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-07-01.
IESGX performance shows a YTD return of 7.82%. The 1-year return is 10.59% and the 5-year return is 10.24%. IESGX dividend yield stands at 1.10%, paid annually.
IESGX top holdings include Nvidia Corp (14.0%), Apple, Inc (8.0%), Microsoft Corp (6.8%), Alphabet Inc (5.7%), Fidelity Inv Mmkt Govt-I 12/31/2031 (4.6%). Go to all IESGX holdings, IESGX sectors, or IESGX dividends.
IESGX can be compared against other funds. Use IESGX overlap to find shared positions, or IESGX vs another fund for a side-by-side view. IESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.