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IESGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$22.64
Change
+$0.14 (+0.62%)
Net Assets
11.89M

IESGX Sit ESG Growth I Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Accenture PLC (NYSE:ACN), Goldman Sachs Group (NYSE:GS).

Industry description

The investment seeks to maximize long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Sit ESG Growth I MF is 1.23T. The market cap for tickers in the group ranges from 67.38B to 3.43T. NVDA holds the highest valuation in this group at 3.43T. The lowest valued company is TT at 67.38B.

Volume

The average weekly volume growth across all stocks in the Sit ESG Growth I MF was -62%. For the same stocks of the MF, the average monthly volume growth was -57% and the average quarterly volume growth was -57%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 57
Price Growth Rating: 39
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: -20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Sit Mutual Funds Inc3300 Ids Ctr, 80 South 8th StMinneapolis
Phone
N/A
Web
www.sitfunds.com
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IESGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IESGX has been closely correlated with RWIFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if IESGX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IESGX
1D Price
Change %
IESGX100%
+0.62%
RWIFX - IESGX
95%
Closely correlated
+0.67%
CWGCX - IESGX
93%
Closely correlated
+0.66%
CWGFX - IESGX
93%
Closely correlated
+0.66%
RWIHX - IESGX
89%
Closely correlated
+0.66%
RWBEX - IESGX
89%
Closely correlated
+0.67%
More