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SESGX Sit ESG Growth S

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Fund SESGX Sit ESG Growth S PXWGX Pax ESG Beta Quality Individual Investor NBSTX Neuberger Berman Socially Rspns Tr  
100% 86% 86%
Annual Fees
(1.50% Exp. Ratio)
(0.90% Exp. Ratio)
(1.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$32,949.77 $39,534.39 $38,007.78
Est. savings over 30 yrs +$6,584.63 +$5,058.02
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.45%
3 YR 9.07%
5 YR 13.78%
10 YR 6.88%
1 YR RETURN 12.38%
3 YR 8.41%
5 YR 14.51%
10 YR 6.84%
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 it 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 Depositary Receipts and Global Depositary Receipts of foreign companies.
The investment seeks long-term growth of capital. The fund invests primarily in large-capitalization domestic equity securities that the Adviser believes have strong Environmental, Social and Governance (ESG) profiles that exhibit higher "quality" characteristics and reasonable valuations. It may invest a portion of its assets in securities of non-U.S. issuers, including emerging market investments and American Depositary Receipts ("ADRs"), but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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