Best Sustainability Funds
|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category (Day End)
5 Year, Day End
| |
|---|---|---|---|---|---|---|---|---|
| Amplify Etho Climate Leadership U.S. ETF
ETHO
| Mid-Cap Blend | 0.450% | — | 7.00% | 70 | |||
| Calvert Green Bond Fund Class I
CGBIX
| Intermediate Core Bond | 0.480% | Average | −0.11% | 16 | |||
| Calvert Green Bond Fund Class R6
CBGRX
| Intermediate Core Bond | 0.430% | Above Average | −0.06% | 14 | |||
LOCK|W#y!Q &J r#nTm-&%R VXLc@n$GS, Z?%?yT j!T l%NtC$?z> trnMl j%#J
BHMG
| Large Blend | 0.140% | — | — | — | |||
LOCK|kZ&S%t ^%^d#Zv %$qdg'N D%rL>zv>dD TN%q - bwb!w F<G
MJPSCF
| Large Blend | 0.570% | Below Average | 10.01% | 78 | |||
LOCK|bv> Y#P>Hd fY<%<S%t^G>Kw #^kqT#K WC@m YsB%%#G^d$wSC g#lW^yf
GLZCCT
| Global Large-Stock Blend | 0.930% | Above Average | 7.13% | 80 | |||
LOCK|^ qq!M$Bt!Fb!r LL?Q lc@^r #%y^
JKVHMH
| Global Small/Mid Stock | 1.100% | Low | 1.39% | 56 | |||
LOCK|!>% j#k^dPV LX! >hDy @f?M P%CP! #v
RNBQB
| Corporate Bond | 0.900% | High | 0.27% | 30 | |||
LOCK|n%w wr>&xvz V?B #!#! @?<& ?-K$&j
XPMTR
| Corporate Bond | 0.600% | Above Average | 0.57% | 18 | |||
LOCK|Fk< K$<kH%j N&d >rSN !Nxh j-@m
GKPHR
| Corporate Bond | 0.650% | High | 0.52% | 21 | |||
LOCK|>jc XLW@N## <gW ^?k@ @yjT $Sr?^%<>%Y@xg >N?^!
XMPDN
| Corporate Bond | 0.500% | Below Average | 0.67% | 17 | |||
LOCK|^ &P!DNHy H#L&!F !c^&x#< &bcRhlp?% %>>Vs@$Q#V jK>v tp$!C X$
QSPHM
| Government Mortgage-Backed Bond | 0.400% | Below Average | −0.46% | 66 | |||
LOCK|& sdSMMf@ $Lqn?! #$%v!!$ WLcs%d?%g p?gcchJlSZ ZZ#> SQ@?@^%!rW%$% T<n>Y&
WXWKYP
| Government Mortgage-Backed Bond | 0.450% | Below Average | −0.49% | 69 | |||
LOCK|^^#l%$^ ^$S^ >Y% v$&M&$J fWGg%d QT^hd^ ML^
HZQBQ
| Large Blend | 0.070% | — | — | — |