About SESGX
The Sit ESG Growth Fund - Class S is an open-end mutual fund focused on maximizing long-term capital appreciation by investing predominantly in companies recognized for strong environmental, social, and corporate governance (ESG) practices. Managed by Sit Investment Associates, an employee-owned firm established in 1981, the fund targets large- and mid-cap companies, both within the United States and internationally, with a market capitalization above $2 billion. The fund adheres to a disciplined ESG screening process, considering metrics such as resource management, workplace diversity, business ethics, and sustainability policies. At least 80% of its net assets are invested in firms meeting these ESG criteria at the time of purchase. The fund's portfolio typically features a concentrated selection of holdings, reflecting high conviction in its ESG-oriented investment approach. With an inception date of June 30, 2016, and overseen by a team with decades of industry experience, the Sit ESG Growth Fund - Class S plays a role in aligning investment objectives with broader sustainability and responsible investment considerations in the financial market.
Fund Family Sit
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SESGX
Share Class - Class S
Index MSCI World NR USD
SESGX had a total return of 17.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.99%.
