Sit ESG Growth Fund - SIT
Shareclass
Sit ESG Growth Fund Sit ESG Growth Fund - Class I (IESGX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sit ESG Growth Fund - SIT
FUND COVERAGE
# of holdings57
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE1.82%$254,150
- 2. AstraZeneca PLC2.39%$333,246
- 3. Diageo PLC0.49%$67,721
- 4. Iberdrola SA2.51%$349,920
- 5. BAE Systems PLC0.97%$134,676
- 6. Man Group PLC/Jersey1.23%$171,862
- 7. JPMorgan Chase & Co2.49%$346,386
- 8. Accenture PLC1.44%$201,225
- 9. PepsiCo Inc0.9%$125,580
- 10. Goldman Sachs Group Inc/The3.79%$527,400
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Keyence Corp0.52%$72,369
- 2. Broadcom Inc4.78%$666,242
- 3. Sony Group Corp2%$278,400
- 4. Cheniere Energy Inc1.08%$150,652
- 5. Ypsomed Holding AG0.62%$85,716
- 6. Home Depot Inc/The1.84%$256,354
- 7. Medtronic PLC0.5%$69,643
- 8. D'ieteren Group1.02%$141,977
- 9. AES Corp/The0.31%$43,378
- 10. Deutsche Post AG0.61%$85,121
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Sit ESG Growth Fund - SIT
Totals
Holdings
Assets
Weight
Prisons
2.0
$1.75M
13%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$2.5M
18%
Borders high risk
1.0
$133,009
0.96%
Total
6.0
$2.5M
18%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$967,240
6.94%
2.
Alphabet Inc
:$782,500
5.62%
3.
Salesforce Inc
:$225,173
1.62%
4.
Accenture PLC
:$201,225
1.44%
5.
RELX PLC
:$189,974
1.36%
6.
Lockheed Martin Corp
:$133,009
0.96%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Sit ESG Growth Fund - SIT IESGX
Environment
Social
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