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SESGX Sit ESG Growth S Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), 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 S MF is 1.17T. The market cap for tickers in the group ranges from 67.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TT at 67.38B.

Volume

The average weekly volume growth across all stocks in the Sit ESG Growth S MF was 87%. For the same stocks of the MF, the average monthly volume growth was 84% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 57
Price Growth Rating: 33
SMR Rating: 33
Profit Risk Rating: 25
Seasonality Score: -56 (-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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LMMRX31.26N/A
N/A
ClearBridge Dividend Strategy R
RWGIX5.63-0.02
-0.35%
Wedgewood Institutional
WISIX12.97-0.05
-0.38%
William Blair International Sm Cap Gr I
BBTSX12.61-0.08
-0.63%
Bridge Builder Tax Managed Sm/Md Cp
JNUSX15.51-0.10
-0.64%
JPMorgan Developed International Value L

SESGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SESGX 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 SESGX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SESGX
1D Price
Change %
SESGX100%
-0.68%
RWIFX - SESGX
95%
Closely correlated
-0.22%
CWGCX - SESGX
93%
Closely correlated
-0.24%
CWGFX - SESGX
92%
Closely correlated
-0.22%
FCWGX - SESGX
92%
Closely correlated
-0.24%
FWCGX - SESGX
92%
Closely correlated
-0.22%
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