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 | −1.83% | 12.74% | — | 0.350% | ||||
| Fidelity Advisor Women's Leadership Fund - Class A FWOAX | Large Blend | 15.38% | 19.31% | 7.22% | 0.970% | ||||
| Fidelity Advisor Women's Leadership Fund - Class C FWOCX | Large Blend | 14.47% | 18.41% | 6.41% | 1.720% | ||||
| Fidelity Advisor Women's Leadership Fund - Class I FWMNX | Large Blend | 15.72% | 19.63% | 7.53% | 0.690% | ||||
| Fidelity Advisor Women's Leadership Fund - Class M FWOEX | Large Blend | 15.05% | 18.99% | 6.93% | 1.220% | ||||
| Fidelity Advisor Women's Leadership Fund - Class Z FWOZX | Large Blend | 15.76% | 19.78% | 7.64% | 0.570% | ||||
| Fidelity Women's Leadership Fund FWOMX | Large Blend | 15.72% | 19.65% | 7.49% | 0.670% | ||||
| Glenmede Energy Resilience Portfoilo RESGX | Large Value | 16.94% | 16.16% | 6.92% | 0.850% | ||||
| Hypatia Women Ceo ETF WCEO | Small Blend | 24.20% | 18.33% | — | 0.850% | ||||
| TCW Transform Systems ETF PWRD | Large Blend | 1.93% | 23.36% | — | 0.750% |