Actively Managed Sustainable Funds
These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
|---|---|---|---|---|---|---|---|---|
| Newday Ocean Health ETF
AHOY
| Large Blend | — | 17.84% | — | — | 0.750% | ||
| Hypatia Women CEO ETF
WCEO
| Small Blend | — | 12.32% | — | — | 0.850% | ||
| Neuberger Berman Crbn Trnstn & Infrs ETF
NBCT
| Mid-Cap Blend | — | 12.07% | — | — | 0.550% | ||
| Fidelity Women's Leadership ETF
FDWM
| Large Blend | — | 19.53% | 3.73% | — | 0.590% | ||
| Glenmede Women in Leadership US Eq
GWILX
| Large Value | 16.90% | 3.98% | 10.02% | 0.850% | |||
| Fidelity Advisor Women's Leadership C
FWOCX
| Large Blend | 17.76% | 2.22% | 10.28% | 1.710% | |||
| Fidelity Advisor Women's Leadership Z
FWOZX
| Large Blend | 19.13% | 3.42% | 11.56% | 0.550% | |||
| Fidelity Women's Leadership
FWOMX
| Large Blend | 18.90% | 3.22% | 11.35% | 0.680% | |||
| Fidelity Advisor Women's Leadership M
FWOEX
| Large Blend | 18.33% | 2.71% | 10.81% | 1.210% | |||
| Fidelity Advisor Women's Leadership I
FWMNX
| Large Blend | 18.93% | 3.29% | 11.41% | 0.670% | |||
| Fidelity Advisor Women's Leadership A
FWOAX
| Large Blend | 18.61% | 3.00% | 11.11% | 0.960% | |||
| Fidelity Advisor Healthy Future C
FAPKX
| Large Growth | — | 16.82% | — | — | 2.050% | ||
| Fidelity Advisor Healthy Future A
FAPJX
| Large Growth | — | 17.70% | — | — | 1.300% | ||
| Fidelity Healthy Future Z
FAPNX
| Large Growth | — | 18.30% | — | — | 0.900% | ||
| Pear Tree Essex Environmental Opps R6
GEORX
| Mid-Cap Growth | −6.83% | — | — | 0.950% | |||
| BNY Mellon Women's Opportunities ETF
BKWO
| Large Blend | — | 26.57% | — | — | 0.500% | ||
| Fidelity Healthy Future
FAPHX
| Large Growth | — | 18.06% | — | — | 1.050% | ||
| Fidelity Healthy Future I
FAPMX
| Large Growth | — | 18.02% | — | — | 1.050% | ||
| Fidelity Healthy Future M
FAPLX
| Large Growth | — | 17.47% | — | — | 1.550% | ||
| Pear Tree Essex Environmental Opps Ins
GEOSX
| Mid-Cap Growth | −6.93% | −10.38% | 6.34% | 0.990% | |||
| Carbon Collective Climate Sol US Eq ETF
CCSO
| Mid-Cap Blend | — | −3.01% | — | — | 0.350% |