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
−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%

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