SESGX Mutual Fund

SESGX Mutual Fund (Sit ESG Growth Fund Class S) is managed by Sit Funds with $7.1M in net assets. SESGX expense ratio is 1.26%, holding 55 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-07-01.

SESGX performance shows a YTD return of 7.63%. The 1-year return is 10.34% and the 5-year return is 10.07%. SESGX dividend yield stands at 0.90%, paid annually.

SESGX 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 SESGX holdings, SESGX sectors, or SESGX dividends.

SESGX can be compared against other funds. Use SESGX overlap to find shared positions, or SESGX vs another fund for a side-by-side view. SESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.