Energy Transition Funds
Energy transition strategies invest in companies that are expected to benefit from the global transition away from hydrocarbon-based energy sources. This includes firms that design, supply, build, and/or operate wind, solar, and hydrogen-based energy solutions. Companies that provide other technical solutions such as carbon capture, which will help meet current or future carbon-related goals, may also be included.
|
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| ALPS Clean Energy ETF
ACES
| — | −17.97% | −4.35% | — | — | 0.550% | $99.26M | |
| Calvert Global Energy Solutions Fund Class A
CGAEX
| 9.84% | 14.77% | Above Average | Above Average | 1.240% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class C
CGACX
| 9.12% | 13.92% | Above Average | Above Average | 1.990% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class I
CAEIX
| 10.12% | 15.03% | Above Average | Above Average | 0.990% | $173.38M | ||
| Fidelity Clean Energy ETF
FRNW
| — | 3.98% | 14.72% | — | — | 0.390% | $90.60M | |
| Fidelity® Climate Fund
FSLEX
| 11.41% | 22.39% | Average | Average | 0.680% | $646.71M | ||
| First Trust Bloomberg Nuclear Power ETF
RCTR
| — | −2.86% | — | — | — | 0.700% | $29.04M | |
| First Trust Global Wind Energy ETF
FAN
| — | 14.39% | 19.64% | — | — | 0.600% | $194.56M | |
| First Trust NASDAQ® Clean Edge® Green Energy Index Fund
QCLN
| — | 15.62% | 9.28% | — | — | 0.590% | $568.76M | |
| First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund
GRID
| — | 20.42% | 27.13% | High | High | 0.560% | $12.12B | |
| Firsthand Alternative Energy Fund
ALTEX
| — | 21.79% | 19.43% | Low | Above Average | 2.010% | $13.54M | |
| Glenmede Energy Resilience Portfoilo
RESGX
| 25.37% | 18.59% | Average | Above Average | 0.850% | $14.78M | ||
| Global X ClimateTech ETF
CTEC
| 4.53% | 5.24% | Low | High | 0.500% | $24.85M | ||
| Global X Hydrogen ETF
HYDR
| — | 11.80% | 12.06% | — | — | 0.500% | $97.69M | |
| Global X Renewable Energy Producers ETF
RNRG
| — | −0.58% | 6.05% | Below Average | Low | 0.650% | $23.43M | |
| GMO Climate Change Fund Class I
GCCLX
| 10.21% | 6.11% | Below Average | High | 0.860% | $538.08M | ||
| GMO Climate Change Fund Class III
GCCHX
| 10.31% | 6.20% | Below Average | High | 0.780% | $538.08M | ||
| GMO Climate Change Fund Class R6
GCCAX
| 10.28% | 6.20% | Below Average | High | 0.780% | $538.08M | ||
| Goldman Sachs Clean Energy Income Fund Class A Shares
GCEBX
| — | 14.36% | 16.32% | Low | High | 1.260% | $35.49M | |
| Goldman Sachs Clean Energy Income Fund Class C Shares
GCEGX
| — | 13.48% | 15.40% | Low | High | 2.010% | $35.49M | |
| Goldman Sachs Clean Energy Income Fund Class P Shares
GCEPX
| — | 14.82% | 16.72% | Low | High | 0.890% | $35.49M | |
| Goldman Sachs Clean Energy Income Fund Class R6 Shares
GCEEX
| — | 14.71% | 16.72% | Low | High | 0.890% | $35.49M | |
| Goldman Sachs Clean Energy Income Fund Institutional Shares
GCEDX
| — | 14.69% | 16.71% | Low | High | 0.900% | $35.49M | |
| Goldman Sachs Clean Energy Income Fund Investor Shares
GCEJX
| — | 14.57% | 16.60% | Low | High | 1.010% | $35.49M | |
| Guinness Atkinson Alternative Energy Fund
GAAEX
| 5.99% | 10.53% | Average | Above Average | 1.110% | $19.60M |
United States