Best Sustainability Funds
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| Amplify Etho Climate Leadership U.S. ETF
ETHO
| Mid-Cap Blend | 0.450% | — | 8.71% | 66 | ||
| Calvert Global Energy Solutions A
CGAEX
| Global Small/Mid Stock | 1.240% | Below Average | 9.69% | 11 | ||
| Calvert Global Energy Solutions I
CAEIX
| Global Small/Mid Stock | 0.990% | Below Average | 9.96% | 9 | ||
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NCBD
| Intermediate Core Bond | 0.480% | Average | 0.06% | 32 | ||
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FQDTXD
| Intermediate Core Bond | 0.430% | Average | 0.13% | 28 | ||
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PWGV
| Equity Energy | 0.300% | — | — | — | ||
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WTHZP
| Natural Resources | 0.450% | — | — | — | ||
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LYLK
| Natural Resources | 0.400% | — | 10.03% | 49 | ||
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NFBNDN
| Large Blend | 0.670% | Average | 11.41% | 80 | ||
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LMVFV
| Large Blend | 0.550% | Below Average | 11.56% | 78 | ||
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GBDX
| Natural Resources | 0.930% | Below Average | — | — | ||
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ZWHGT
| Large Blend | 0.680% | Below Average | 11.35% | 80 | ||
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GFNN
| Global Small/Mid Stock | 1.100% | Below Average | 12.63% | 5 | ||
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SFG
| Health | 0.450% | — | — | — | ||
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TJRDQ
| Global Large-Stock Blend | 1.160% | Average | 9.25% | 49 | ||
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QQPBPN
| Global Large-Stock Blend | 0.910% | Above Average | 9.52% | 44 | ||
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GRFRQ
| Global Large-Stock Blend | 1.160% | High | 9.23% | 49 | ||
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VPBY
| Global Real Estate | 0.390% | — | — | — | ||
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ZMJRZ
| Corporate Bond | 0.610% | Above Average | — | — | ||
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PMCKC
| Corporate Bond | 0.510% | Average | — | — | ||
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LSGQPP
| Intermediate Government | 0.800% | Average | −1.19% | 84 | ||
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QTYKN
| Intermediate Government | 0.450% | Average | −0.85% | 70 | ||
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PVDSW
| Intermediate Government | 0.400% | Below Average | −0.81% | 63 | ||
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NQFR
| Equity Energy | 0.450% | — | 11.13% | 54 | ||
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KSFV
| Equity Energy | 0.790% | — | — | — |