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% | — | 8.87% | 75 | ||
| Calvert Global Energy Solutions A
CGAEX
| Global Small/Mid Stock | 1.240% | Below Average | 10.85% | 9 | ||
| Calvert Global Energy Solutions I
CAEIX
| Global Small/Mid Stock | 0.990% | Below Average | 11.13% | 6 | ||
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GTGLGL
| Intermediate Core Bond | 0.480% | Average | 0.31% | 34 | ||
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JYBV
| Intermediate Core Bond | 0.430% | Average | 0.36% | 31 | ||
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WGZL
| Equity Energy | 0.300% | — | — | — | ||
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PFNC
| Natural Resources | 0.450% | — | — | — | ||
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TSW
| Natural Resources | 0.400% | — | 11.00% | 45 | ||
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YTVTN
| Large Blend | 0.670% | Average | 11.67% | 81 | ||
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CGKQB
| Large Blend | 0.550% | Below Average | 11.81% | 80 | ||
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WHRPHR
| Large Blend | 0.680% | Below Average | 11.62% | 82 | ||
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MBDLFV
| Global Small/Mid Stock | 1.100% | Below Average | 14.24% | 5 | ||
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YYYM
| Health | 0.450% | — | — | — | ||
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LHSF
| Global Large-Stock Blend | 1.160% | Average | 10.07% | 45 | ||
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ZPZCX
| Global Large-Stock Blend | 0.910% | Above Average | 10.33% | 40 | ||
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RLRWY
| Global Large-Stock Blend | 1.160% | High | 10.06% | 45 | ||
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DKVS
| Global Real Estate | 0.390% | — | — | — | ||
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MGHH
| Corporate Bond | 0.610% | Above Average | — | — | ||
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PVFMM
| Corporate Bond | 0.510% | Average | — | — | ||
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LFSNK
| Intermediate Government | 0.800% | Average | −0.94% | 84 | ||
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HWJKXJ
| Intermediate Government | 0.450% | Average | −0.60% | 70 | ||
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KTHGV
| Intermediate Government | 0.400% | Below Average | −0.56% | 59 | ||
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WXFG
| Equity Energy | 0.450% | — | 12.96% | 28 | ||
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JWR
| Equity Energy | 0.790% | — | — | — | ||
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PDNZ
| Industrials | 0.550% | — | 11.55% | 44 |