Actively Managed Sustainable Funds
These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
| |
|---|---|---|---|---|---|---|---|---|---|
| Carbon Collective Climate Solutions U.S. Equity ETF
CCSO
| Mid-Cap Growth | −2.31% | 14.41% | — | 0.350% | ||||
| Fidelity Advisor Healthy Future Fund - Class A
FAPJX
| Large Growth | 8.56% | 14.19% | — | 1.300% | ||||
| Fidelity Advisor Healthy Future Fund - Class C
FAPKX
| Large Growth | 7.76% | 13.36% | — | 2.050% | ||||
| Fidelity Advisor Healthy Future Fund - Class I
FAPMX
| Large Growth | 8.83% | 14.51% | — | 1.050% | ||||
| Fidelity Advisor Healthy Future Fund - Class M
FAPLX
| Large Growth | 8.30% | 13.95% | — | 1.550% | ||||
| Fidelity Advisor Healthy Future Fund - Class Z
FAPNX
| Large Growth | 9.01% | 14.66% | — | 0.900% | ||||
| Fidelity Advisor Women's Leadership Fund - Class A
FWOAX
| Large Blend | 18.77% | 21.07% | 8.02% | 0.970% | ||||
| Fidelity Advisor Women's Leadership Fund - Class C
FWOCX
| Large Blend | 17.94% | 20.19% | 7.22% | 1.720% | ||||
| Fidelity Advisor Women's Leadership Fund - Class I
FWMNX
| Large Blend | 19.10% | 21.45% | 8.33% | 0.690% | ||||
| Fidelity Advisor Women's Leadership Fund - Class M
FWOEX
| Large Blend | 18.51% | 20.80% | 7.75% | 1.220% | ||||
| Fidelity Advisor Women's Leadership Fund - Class Z
FWOZX
| Large Blend | 19.25% | 21.56% | 8.46% | 0.570% | ||||
| Fidelity Healthy Future Fund
FAPHX
| Large Growth | 8.79% | 14.47% | — | 1.050% | ||||
| Fidelity Women's Leadership Fund
FWOMX
| Large Blend | 19.16% | 21.44% | 8.30% | 0.670% | ||||
| Glenmede Energy Resilience Portfoilo
RESGX
| Large Value | 21.22% | 17.99% | 8.03% | 0.850% | ||||
| Hypatia Women Ceo ETF
WCEO
| Small Blend | 19.96% | 18.18% | — | 0.850% | ||||
| TCW Transform Systems ETF
PWRD
| Large Blend | −2.26% | 24.17% | — | 0.750% |