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
−1.77%10.84%—0.350%
Fidelity Advisor Healthy Future Fund - Class A
FAPJX
Large Growth
7.49%12.52%—1.300%
Fidelity Advisor Healthy Future Fund - Class C
FAPKX
Large Growth
6.65%11.69%—2.050%
Fidelity Advisor Healthy Future Fund - Class I
FAPMX
Large Growth
7.85%12.84%—1.050%
Fidelity Advisor Healthy Future Fund - Class M
FAPLX
Large Growth
7.30%12.27%—1.550%
Fidelity Advisor Healthy Future Fund - Class Z
FAPNX
Large Growth
7.96%13.01%—0.900%
Fidelity Advisor Women's Leadership Fund - Class A
FWOAX
Large Blend
20.59%20.57%9.54%0.970%
Fidelity Advisor Women's Leadership Fund - Class C
FWOCX
Large Blend
19.63%19.67%8.71%1.720%
Fidelity Advisor Women's Leadership Fund - Class I
FWMNX
Large Blend
20.93%20.92%9.85%0.690%
Fidelity Advisor Women's Leadership Fund - Class M
FWOEX
Large Blend
20.22%20.25%9.26%1.220%
Fidelity Advisor Women's Leadership Fund - Class Z
FWOZX
Large Blend
21.06%21.05%9.98%0.570%
Fidelity Healthy Future Fund
FAPHX
Large Growth
7.80%12.84%—1.050%
Fidelity Women's Leadership Fund
FWOMX
Large Blend
20.93%20.92%9.81%0.670%
Glenmede Energy Resilience Portfoilo
RESGX
Large Value
23.89%17.39%9.22%0.850%
Hypatia Women Ceo ETF
WCEO
Small Blend
15.30%15.15%—0.850%
TCW Transform Systems ETF
PWRD
Large Blend
7.73%27.89%—0.750%

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