Actively Managed Sustainable Funds

These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
Screen With Investor
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%

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