Financial advisory firms on an aggressive growth track should be mindful of where they might be headed.
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Although performance can be lumpy, Silver-rated ClearBridge Aggressive Growth has delivered great returns by holding on to fast-growing, quality businesses for the long haul.
We examine high-rated and low-rated funds through our sustainability lens.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
Bronze-rated Alger Spectra has successfully focused on emerging firms with high unit volume growth as well as established firms undergoing positive life-cycle changes.
These strong funds score well on Morningstar’s new Sustainability Rating.