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Investing Specialists

ESG Mutual Fund Bucket Portfolios for Retirees

These portfolios are composed of mutual funds with strong ESG and investing track records.

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Younger investors may be most closely associated with wanting to invest in companies that align with their principles, but plenty of older adults are interested in doing so, too. With them in mind, I’ve created model “bucket” portfolios featuring exposure to environmental, social, and governance funds.

I’ve created portfolios composed of exchange-traded funds as well as this series, which features mutual funds. The ETF portfolios are designed to incorporate investments that pass muster on the ESG front but have low “tracking error,” meaning that the portfolios’ performance is likely to hew closely to that of a portfolio consisting of plain-vanilla, non-ESG ETFs. With the mutual fund portfolios, I’ve incorporated mutual funds, mainly actively managed ones, that garner very high Morningstar Sustainability Ratings.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.