Sit ESG Growth Fund (IESGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IESGX
IESGX charges 1.00% annually. There are 138 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | IESGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IESGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IESGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | IESGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IESGX vs UCEQX |
Best Risk-Adjusted Alternatives to IESGX
IESGX has a PortfoliosLab risk / return rank of 38. There are 137 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | IESGX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | IESGX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | IESGX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | IESGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | IESGX vs EPSYX |
Top Performing IESGX Alternatives (YTD)
IESGX is at 7.65% YTD. There are 175 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | IESGX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | IESGX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | IESGX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | IESGX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | IESGX vs PGVFX |
Lowest Volatility Alternatives to IESGX
IESGX has 12.81% 1-year volatility. There are 64 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | IESGX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | IESGX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | IESGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | IESGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | IESGX vs SVTAX |
Lowest Drawdown Alternatives to IESGX
IESGX has a 1-year max drawdown of -9.65%. There are 71 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | IESGX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | IESGX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | IESGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | IESGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | IESGX vs SGMAX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SDMGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 71 | 9.28% | — | Dec 2003 | IESGX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 67 | 17.71% | — | Mar 2015 | IESGX vs SSCDX | |
| SIT Developing Markets Growth Fund | Emerging Markets Equities | 65 | 19.68% | — | Jun 1994 | IESGX vs SDMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 29 | 6.88% | — | Sep 1982 | IESGX vs SNIGX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 45 | 17.03% | — | Jul 1994 | IESGX vs SSMGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 23 | -0.22% | — | Jun 1987 | IESGX vs SNGVX | |
| SIT Balanced Fund | Diversified Portfolio | 31 | 4.14% | — | Dec 1993 | IESGX vs SIBAX | |
| Sit Quality Income Fund | Ultrashort Bond | 40 | 0.08% | — | Dec 2012 | IESGX vs SQIFX | |
| Sit Global Dividend Growth Fund | Global Equities | 62 | 10.58% | — | Sep 2008 | IESGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 28 | 11.44% | — | Sep 1982 | IESGX vs NBNGX |
Often Compared With IESGX
Investors most often compare IESGX with CAEIX, SMTFX, SNGRX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IESGX with Any Fund or Stock
Compare IESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IESGX with funds that move differently
Sit ESG Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IESGX.
Explore IESGX Diversifiers