Sit Esg Growth Fund Quote
| IESGX Fund | USD 22.16 0.11 0.50% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sit Esg is trading at 22.16 as of the 17th of March 2025; that is 0.50 percent increase since the beginning of the trading day. The fund's open price was 22.05. Sit Esg has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing at least 80 percent of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance practices at the time of purchase. The Adviser invests in growth-oriented companies the advisor believes exhibit the potential for superior growth. More on Sit Esg Growth
Moving together with Sit Mutual Fund
Sit Mutual Fund Highlights
| Fund Concentration | Sit Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Sit, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Sit Esg Growth [IESGX] is traded in USA and was established 17th of March 2025. Sit Esg is listed under Sit category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Sit family. This fund currently has accumulated 6.1 M in assets under management (AUM) with minimum initial investment of 100 K. Sit Esg Growth is currently producing year-to-date (YTD) return of 0.72% with the current yeild of 0.01%, while the total return for the last 3 years was 12.4%.
Check Sit Esg Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sit Esg Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sit Esg Growth Mutual Fund Constituents
| FDX | FedEx | Stock | Industrials | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| IR | Ingersoll Rand | Stock | Industrials | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NVS | Novartis AG ADR | Stock | Health Care |
Sit Esg Growth Risk Profiles
| Mean Deviation | 0.7728 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 | |||
| Risk Adjusted Performance | (0.05) |
Sit Esg Against Markets
Other Information on Investing in Sit Mutual Fund
Sit Esg financial ratios help investors to determine whether Sit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sit with respect to the benefits of owning Sit Esg security.
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