Sit ESG Growth Fund (IESGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IESGX
IESGX charges 1.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among IESGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | IESGX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | IESGX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | IESGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | IESGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | IESGX vs VMNVX |
Best Risk-Adjusted Alternatives to IESGX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | IESGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | IESGX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | IESGX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | IESGX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | IESGX vs GLIFX |
Top Performing IESGX Alternatives (YTD)
IESGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | IESGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | IESGX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | IESGX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | IESGX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | IESGX vs GQRIX |
Lowest Volatility Alternatives to IESGX
IESGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | IESGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | IESGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | IESGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | IESGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | IESGX vs GLIFX |
Lowest Drawdown Alternatives to IESGX
IESGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | IESGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | IESGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | IESGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | IESGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | IESGX vs FGIAX |
Other Mutual Funds from Sit
Most popular Sit mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 54 | -5.14% | Dec 31, 2003 | IESGX vs SDVGX | |
| SIT Balanced Fund | Diversified Portfolio | 42 | -7.32% | Dec 30, 1993 | IESGX vs SIBAX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 60 | 1.24% | Jul 1, 1994 | IESGX vs SSMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 26 | -11.47% | Sep 2, 1982 | IESGX vs SNIGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | IESGX vs SSCDX | |
| Sit Quality Income Fund | Ultrashort Bond | 91 | 0.05% | Dec 31, 2012 | IESGX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 67 | -0.04% | Jun 1, 1987 | IESGX vs SNGVX | |
| Sit Global Dividend Growth Fund | Global Equities | 38 | -5.53% | Sep 29, 2008 | IESGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 30 | -6.31% | Sep 2, 1982 | IESGX vs NBNGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 86 | -3.39% | Jun 30, 1994 | IESGX vs SDMGX |
Often Compared With IESGX
What investors most often compare with IESGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | IESGX vs GAOAX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | IESGX vs FMIEX |
Compare IESGX with Any Fund or Stock
Compare IESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.