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% | — | 8.56% | 66 | ||
| Calvert Global Energy Solutions A
CGAEX
| Global Small/Mid Stock | 1.240% | Below Average | 10.22% | 2 | ||
| Calvert Global Energy Solutions I
CAEIX
| Global Small/Mid Stock | 0.990% | Below Average | 10.49% | 2 | ||
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NQTJP
| Intermediate Core Bond | 0.480% | Average | 0.21% | 26 | ||
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PLLTQ
| Intermediate Core Bond | 0.430% | Average | 0.26% | 25 | ||
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ZVWR
| Equity Energy | 0.300% | — | — | — | ||
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PJVD
| Natural Resources | 0.450% | — | — | — | ||
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ZHYD
| Natural Resources | 0.400% | — | 10.16% | 53 | ||
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JVTZ
| Global Large-Stock Growth | 1.300% | Above Average | — | — | ||
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CMZR
| Global Large-Stock Growth | 2.050% | High | — | — | ||
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ZDZPR
| Global Large-Stock Growth | 1.050% | High | — | — | ||
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TFLYWP
| Global Large-Stock Growth | 1.550% | High | — | — | ||
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GNVTWD
| Global Large-Stock Growth | 0.900% | Average | — | — | ||
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ZGYVZ
| Intermediate Core-Plus Bond | 0.710% | Below Average | — | — | ||
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MRVBT
| Intermediate Core-Plus Bond | 0.580% | High | — | — | ||
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DPZNL
| Intermediate Core-Plus Bond | 0.690% | Low | — | — | ||
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YVHGYF
| Intermediate Core-Plus Bond | 0.360% | Low | — | — | ||
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CLLMD
| Large Blend | 0.670% | Average | 11.38% | 84 | ||
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XSTQ
| Large Blend | 0.550% | Below Average | 11.49% | 83 | ||
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DRXJV
| Global Large-Stock Growth | 1.050% | Above Average | — | — | ||
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SKJT
| Intermediate Core-Plus Bond | 0.450% | Below Average | — | — | ||
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SYHYP
| Natural Resources | 0.930% | Below Average | — | — | ||
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FKLMTL
| Large Blend | 0.680% | Below Average | 11.31% | 84 | ||
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NPD
| Large Blend | 0.590% | — | — | — | ||
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RVTD
| Global Small/Mid Stock | 1.100% | Below Average | 13.27% | 2 |