Sit ESG Growth Fund

Shareclass

Sit ESG Growth S (SESGX)

Type

Open-end mutual fund

Manager

Sit

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

90.1

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 107 out of 1,069 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Diageo PLC ADR
0.93% of assets
$110,167 invested
2. AstraZeneca PLC ADR
2.38% of assets
$282,424 invested
3. Allianz SE ADR
2.43% of assets
$288,816 invested
4. Iberdrola SA ADR
2.11% of assets
$251,060 invested
5. BAE Systems PLC ADR
1.79% of assets
$212,320 invested
6. JPMorgan Chase & Co
1.91% of assets
$226,674 invested
7. Recruit Holdings Co Ltd
1.58% of assets
$187,758 invested
8. Accenture PLC Class A
2.23% of assets
$265,110 invested
9. PepsiCo Inc
1.25% of assets
$148,794 invested
10. Novo Nordisk AS ADR
1.28% of assets
$151,814 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Keyence Corp
0.8% of assets
$95,126 invested
2. Broadcom Inc
1.82% of assets
$215,625 invested
3. Chubb Ltd
0.61% of assets
$72,098 invested
4. Cheniere Energy Inc
1.17% of assets
$139,376 invested
5. CRH PLC
0.94% of assets
$111,288 invested
6. The AES Corp
0.51% of assets
$60,682 invested
7. Sony Group Corp ADR
1.77% of assets
$210,040 invested
8. Terumo Corp
1.39% of assets
$165,316 invested
9. TJX Companies Inc
1.37% of assets
$162,205 invested
10. DHL Group
0.58% of assets
$69,067 invested

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Financial performance

Performance data provided by

Find more financial data on SESGX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SESGX

Sit ESG Growth Fund

Family

Sit

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.32% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SESGX

Sit ESG Growth Fund

Family

Sit

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.32% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SESGX

Sit ESG Growth Fund

Family

Sit

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.32% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SESGX - Sit ESG Growth Fund

34%

6.24%

11%

59 / 100 points

Benchmark

32%

5.53%

11%

9.19%

55 / 100 points

Fund compared to benchmark

1.82%

0.71%

0.32%

4 / 100 points higher

Find more financial data on SESGX at Morningstar.com

What's next?

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