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 $8.0M in net assets. IESGX expense ratio is 1.01%, holding 55 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2016-07-01.
IESGX performance shows a YTD return of 4.33%. The 1-year return is 14.17% and the 5-year return is 10.08%. IESGX dividend yield stands at 1.14%, paid annually.
IESGX top holdings include Nvidia Corp (12.2%), Apple Inc (6.9%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Alphabet Inc series C (5.5%), Broadcom Inc (4.5%). View all IESGX holdings, sector breakdown, or dividend history.
IESGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.