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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
Morningstar Sustainability Rating
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Adjusted Expense Ratio
BNY Mellon Women's Opportunities ETF
BKWO
Large Blend 19.58%0.500%
Carbon Collective Climate Sol US Eq ETF
CCSO
Mid-Cap Blend −5.83%0.350%
Fidelity Advisor Healthy Future A
FAPJX
Large Growth 14.72%1.300%
Fidelity Advisor Healthy Future C
FAPKX
Large Growth 13.76%2.050%
Fidelity Advisor Women's Leadership A
FWOAX
Large Blend 14.15%4.24%10.81%0.960%
Fidelity Advisor Women's Leadership C
FWOCX
Large Blend 14.07%3.14%9.93%1.710%
Fidelity Advisor Women's Leadership I
FWMNX
Large Blend 14.40%4.53%11.10%0.670%
Fidelity Advisor Women's Leadership M
FWOEX
Large Blend 13.87%3.97%10.51%1.210%
Fidelity Advisor Women's Leadership Z
FWOZX
Large Blend 14.61%4.66%11.26%0.550%
Fidelity Healthy Future
FAPHX
Large Growth 14.97%1.050%
Fidelity Healthy Future I
FAPMX
Large Growth 14.93%1.050%
Fidelity Healthy Future M
FAPLX
Large Growth 14.40%1.550%
Fidelity Healthy Future Z
FAPNX
Large Growth 15.10%0.900%
Fidelity Women's Leadership
FWOMX
Large Blend 14.44%4.47%11.05%0.680%
Fidelity Women's Leadership ETF
FDWM
Large Blend 14.84%5.04%0.590%
Glenmede Women in Leadership US Eq
GWILX
Large Value 12.55%4.96%9.81%0.850%
Hypatia Women CEO ETF
WCEO
Small Blend 10.16%0.850%
Neuberger Berman Crbn Trnstn & Infrs ETF
NBCT
Mid-Cap Blend 9.50%0.550%
Newday Ocean Health ETF
AHOY
Large Blend 14.78%0.750%
NexPoint Climate Tech A
HSZAX
Small Blend −13.54%−5.83%−12.69%1.380%
NexPoint Climate Tech C
HSZCX
Small Blend −14.04%−6.47%−13.33%2.130%
NexPoint Climate Tech Y
HSZYX
Small Blend −13.14%−5.55%−12.44%1.130%
Pear Tree Essex Environmental Opps Ins
GEOSX
Mid-Cap Growth −9.95%−7.90%7.10%0.990%
Pear Tree Essex Environmental Opps Odnry
EEOFX
Mid-Cap Growth −10.16%−8.10%6.84%1.240%
Pear Tree Essex Environmental Opps R6
GEORX
Mid-Cap Growth −9.82%0.950%

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