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
|
|---|---|---|---|---|---|---|---|---|
| Hypatia Women CEO ETF
WCEO
| Small Blend | — | 10.34% | — | — | 0.850% | ||
| Newday Ocean Health ETF
AHOY
| Large Blend | — | 18.92% | — | — | 0.750% | ||
| Neuberger Berman Crbn Trnstn & Infrs ETF
NBCT
| Mid-Cap Blend | — | 13.26% | — | — | 0.550% | ||
| Fidelity Advisor Women's Leadership C
FWOCX
| Large Blend | 16.49% | 3.24% | 10.52% | 1.710% | |||
| Fidelity Women's Leadership ETF
FDWM
| Large Blend | — | 18.51% | 4.75% | — | 0.590% | ||
| Glenmede Women in Leadership US Eq
GWILX
| Large Value | 16.51% | 4.99% | 10.26% | 0.850% | |||
| Fidelity Advisor Women's Leadership Z
FWOZX
| Large Blend | 17.81% | 4.44% | 11.81% | 0.550% | |||
| Fidelity Women's Leadership
FWOMX
| Large Blend | 17.72% | 4.24% | 11.62% | 0.680% | |||
| Fidelity Advisor Women's Leadership M
FWOEX
| Large Blend | 17.07% | 3.75% | 11.07% | 1.210% | |||
| Fidelity Advisor Women's Leadership I
FWMNX
| Large Blend | 17.75% | 4.33% | 11.67% | 0.670% | |||
| Fidelity Advisor Women's Leadership A
FWOAX
| Large Blend | 17.43% | 4.02% | 11.35% | 0.960% | |||
| Fidelity Advisor Healthy Future A
FAPJX
| Large Growth | — | 19.32% | — | — | 1.300% | ||
| Fidelity Advisor Healthy Future C
FAPKX
| Large Growth | — | 18.47% | — | — | 2.050% | ||
| Fidelity Healthy Future Z
FAPNX
| Large Growth | — | 19.83% | — | — | 0.900% | ||
| Pear Tree Essex Environmental Opps R6
GEORX
| Mid-Cap Growth | −6.38% | — | — | 0.950% | |||
| Fidelity Healthy Future
FAPHX
| Large Growth | — | 19.59% | — | — | 1.050% | ||
| BNY Mellon Women's Opportunities ETF
BKWO
| Large Blend | — | 24.01% | — | — | 0.500% | ||
| Fidelity Healthy Future I
FAPMX
| Large Growth | — | 19.55% | — | — | 1.050% | ||
| Fidelity Healthy Future M
FAPLX
| Large Growth | — | 19.01% | — | — | 1.550% | ||
| Pear Tree Essex Environmental Opps Ins
GEOSX
| Mid-Cap Growth | −6.44% | −7.52% | 7.45% | 0.990% | |||
| Carbon Collective Climate Sol US Eq ETF
CCSO
| Mid-Cap Blend | — | −1.35% | — | — | 0.350% |