Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio |
|---|---|---|---|---|---|---|---|
| Carbon Collective Climate Solutions U.S. Equity ETF | CCSO | Mid-Cap Growth | −2.68% | 75 | 0.350% | ||
| Carbon Collective Short Duration Green Bond ETF | CCSB | Short-Term Bond | — | −0.53% | 95 | 0.510% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.