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 136 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IESGX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | IESGX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IESGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IESGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | IESGX vs VTWAX |
Best Risk-Adjusted Alternatives to IESGX
IESGX has a PortfoliosLab risk / return rank of 35. There are 129 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | IESGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | IESGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | IESGX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | IESGX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | IESGX vs PGVFX |
Top Performing IESGX Alternatives (YTD)
IESGX is at 7.08% YTD. There are 174 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | IESGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | IESGX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | IESGX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | IESGX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | IESGX vs YFSNX |
Lowest Volatility Alternatives to IESGX
IESGX has 12.57% 1-year volatility. There are 63 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | IESGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | IESGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | IESGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | IESGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | IESGX vs SGMAX |
Lowest Drawdown Alternatives to IESGX
IESGX has a 1-year max drawdown of -9.65%. There are 68 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | IESGX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | IESGX vs CSUAX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SSMGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 74 | 8.98% | — | Dec 2003 | IESGX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 61 | 18.40% | — | Mar 2015 | IESGX vs SSCDX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 53 | 19.31% | — | Jul 1994 | IESGX vs SSMGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 28 | 0.34% | — | Jun 1987 | IESGX vs SNGVX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 30 | 6.37% | — | Sep 1982 | IESGX vs SNIGX | |
| SIT Balanced Fund | Diversified Portfolio | 36 | 4.45% | — | Dec 1993 | IESGX vs SIBAX | |
| Sit Quality Income Fund | Ultrashort Bond | 54 | 0.50% | — | Dec 2012 | IESGX vs SQIFX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 29 | 12.73% | — | Sep 1982 | IESGX vs NBNGX | |
| Sit Global Dividend Growth Fund | Global Equities | 48 | 10.27% | — | Sep 2008 | IESGX vs GDGIX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 74 | 20.84% | — | Jun 1994 | IESGX vs SDMGX |
Often Compared With IESGX
Investors most often compare IESGX with CAEIX, SMTFX, ARTHX. These 20 comparison targets span 4 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