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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
Large Value
Yes
0.790
Muni National Long
0.460
World Large-Stock Blend
1.150
Diversified Emerging Mkts
No
0.520
World Bond-USD Hedged
0.280
Foreign Large Blend
Yes
0.260
Large Blend
Yes
0.680
World Bond-USD Hedged
0.780
Foreign Large Blend
No
1.080
Intermediate Core-Plus Bond
0.870
Large Blend
Yes
1.090
Foreign Large Blend
Yes
1.380
World Large-Stock Growth
1.150
Intermediate Core Bond
0.580
Mid-Cap Growth
1.380
Short-Term Bond
No
0.800
Allocation--50% to 70% Equity
No
0.820
World Large-Stock Blend
Yes
0.740
World Small/Mid Stock
No
0.940
Foreign Large Blend
No
0.200
Intermediate Core Bond
0.100
Natural Resources
No
1.000
Foreign Large Blend
No
0.680
Intermediate Core Bond
0.040
World Large-Stock Growth
Yes
0.000
Muni National Long
0.460
World Large-Stock Growth
Yes
0.800
Large Growth
Yes
1.980
World Small/Mid Stock
0.780
Large Blend
Yes
0.920
Diversified Emerging Mkts
Yes
1.130
Foreign Large Blend
Yes
1.360
Large Value
Yes
0.750
Muni California Intermediate
0.750
Allocation--50% to 70% Equity
Yes
1.470
Large Growth
Yes
1.250
Foreign Large Blend
Yes
0.980
World Small/Mid Stock
1.980
World Small/Mid Stock
No
0.790
World Small/Mid Stock
0.690
Muni National Interm
0.470
Muni National Long
0.700
Bank Loan
1.010
World Large-Stock Blend
Yes
0.190
Intermediate Core Bond
0.510
Foreign Large Blend
Yes
0.860
World Large-Stock Blend
0.950
Muni National Interm
0.450
World Large-Stock Growth
Yes
0.910
Natural Resources
No
1.100
World Large-Stock Blend
No
0.850
China Region
1.490
World Bond-USD Hedged
0.450
Allocation--50% to 70% Equity
0.830
Pacific/Asia ex-Japan Stk
1.200
World Bond-USD Hedged
No
0.630
World Large-Stock Growth
Yes
0.950
Foreign Large Blend
Yes
0.930
World Large-Stock Blend
Yes
0.900
World Large-Stock Growth
Yes
0.950
Target-Date 2015
0.550

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