SESGX Mutual Fund

SESGX Mutual Fund (Sit ESG Growth Fund Class S) is managed by Sit Funds with $6.8M 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 4.22%. The 1-year return is 13.88% and the 5-year return is 9.91%. SESGX dividend yield stands at 0.93%, paid annually.

SESGX 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%). 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.