Sit ESG Growth FundIESGX
Type
Mutual fund
Peer group
Global equity
Net assets
$13.2M
Expense ratio
1.01%
1-year return
+16.6%
3 years, a year
+16.4%
5 years, a year
+9.8%
Holdings
55
What it aims to do.
Sit ESG Growth Fund (the Fund) seeks to maximize long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 12.24% |
| AAPL Apple Inc. | 6.93% |
| MSFT Microsoft Corp. | 5.62% |
| GOOGL Alphabet Inc. | 5.45% |
| AVGO Broadcom Inc | 4.52% |
| Fidelity Colchester Street Trust | 4.24% |
| GS Goldman Sachs Group, Inc. | 3.85% |
| JOBY Singapore Technologies Engineering Ltd. | 3.21% |
| Iberdrola, S.A. | 2.83% |
| JOBY Trane Technologies PLC | 2.77% |
More on IESGX.
- IESGX overview
- IESGX holdings
- IESGX risk
- IESGX costs
- IESGX money in and out
- IESGX share classes
- Compare IESGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.