Nasdaq - Delayed Quote USD

Sit ESG Growth S (SESGX)

23.19
-0.33
(-1.40%)
At close: 8:02:12 PM EDT

Fund Summary

The fund seeks to achieve its objective by investing at least 80% of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance (ESG) practices at the time of purchase. The Adviser invests in growth-oriented companies the advisor believes exhibit the potential for superior growth. The fund focuses on stocks issued by companies with long records of earnings and revenue growth. It invests in the common stock of U.S. and foreign companies, and in American Depository Receipts and Global Depository Receipts of foreign companies.

Sit ESG Growth S

Minneapolis, MN 55402
3300 Ids Ctr, 80 South 8th St

Fund Overview

Category World Large-Stock Blend
Fund Family Sit
Net Assets 12.37M
YTD Return 4.77%
Yield 0.34%
Morningstar Rating
Inception Date Jul 01, 2016

Fund Operations

Last Dividend 0.08
Last Cap Gain 47.00
Holdings Turnover 3.31%
Average for Category --

Fees & Expenses

Expense SESGX Category Average
Annual Report Expense Ratio (net) 1.25% 0.95%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.50% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael "Mike" T. Manns, Lead Manager since July 01, 2016
Vice President – Research and Investment Management of the Adviser, 4/2014 to present; Sr. Equity Analyst at Bloomberg Industries, 2009 – 2014.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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