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Sustainability Matters

U.S. ESG Funds Outperformed Conventional Funds in 2019

A look back at the year in sustainability.

Sustainable funds outperformed their conventional fund peers in 2019, helped in part by underweighting energy company investments but also by continuing a general trend from recent years of better performance than non-environmental, social, and governance funds.

Overall Performance by Morningstar Category Rank
To evaluate the investment performance of sustainable funds, we examined the rankings of their returns relative to their Morningstar Categories. The following chart groups those return ranks by quartile.