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ESG Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Fund Name
Morningstar Category
Sustainability Rating
Low Carbon Designation
Adjusted Expense Ratio %
Morningstar Rating for Funds
Allocation--50% to 70% Equity
Yes
1.160
Muni National Long
0.000
World Large-Stock Growth
Yes
1.060
Foreign Large Growth
Yes
1.120
World Large-Stock Growth
Yes
0.800
Intermediate Core-Plus Bond
0.480
Intermediate Core Bond
0.550
Intermediate Core-Plus Bond
0.680
Intermediate Core-Plus Bond
Yes
0.480
High Yield Bond
0.990
Diversified Emerging Mkts
Yes
1.150
World Large-Stock Growth
Yes
1.160
Foreign Large Blend
Yes
1.380
Intermediate Government
0.460
Diversified Emerging Mkts
Yes
1.340
Large Growth
Yes
0.990
Large Blend
Yes
1.040
Multisector Bond
0.590
World Allocation
1.000
Tactical Allocation
Yes
0.950
Emerging Markets Bond
0.870
Diversified Emerging Mkts
1.170
Large Blend
Yes
2.500
World Allocation
Yes
0.150
World Large-Stock Growth
Yes
0.650
World Large-Stock Growth
Yes
0.650
Diversified Emerging Mkts
0.860
Foreign Large Blend
0.500
World Large-Stock Growth
0.850
Foreign Large Growth
0.850
Target-Date Retirement
0.250
Intermediate Core Bond
0.260
Mid-Cap Growth
0.850
Foreign Large Blend
Yes
1.000
Allocation--70% to 85% Equity
Yes
0.880
Large Blend
Yes
0.900
Mid-Cap Blend
Yes
1.000
Mid-Cap Blend
Yes
0.750
Allocation--70% to 85% Equity
Yes
1.000
Large Blend
Yes
1.000
Foreign Large Blend
No
1.000
Mid-Cap Blend
Yes
1.000
Mid-Cap Blend
Yes
1.000
Intermediate Core-Plus Bond
0.540
Muni National Interm
0.570
Intermediate Government
0.910
Large Blend
Yes
2.090
Allocation--50% to 70% Equity
Yes
0.930
Intermediate Core-Plus Bond
0.730
Allocation--30% to 50% Equity
0.920
Long-Term Bond
0.740
Diversified Emerging Mkts
Yes
0.950
Diversified Emerging Mkts
Yes
0.990
Large Growth
Yes
0.940
Nontraditional Bond
0.670
World Small/Mid Stock
0.990
Natural Resources
1.240
Intermediate Core-Plus Bond
0.480
Allocation--85%+ Equity
Yes
0.940
High Yield Bond
0.770
Corporate Bond
0.940
Foreign Large Growth
Yes
1.140
Foreign Small/Mid Growth
Yes
1.070
Foreign Large Blend
Yes
0.290
Mid-Cap Blend
Yes
1.180
Allocation--50% to 70% Equity
0.910
Muni National Interm
0.750
Short-Term Bond
0.760
Small Blend
1.210

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