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Sustainable Investment 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
Mid-Cap Blend
1.510
Allocation--50% to 70% Equity
Yes
1.260
High Yield Muni
0.000
World Large Stock
Yes
1.270
Foreign Large Growth
Yes
1.440
Mid-Cap Value
Yes
0.930
Intermediate Core Bond
0.550
Intermediate Core-Plus Bond
0.480
World Large Stock
Yes
1.780
Intermediate Government
0.450
Emerging Markets Bond
0.800
World Allocation
1.010
World Large Stock
Yes
0.690
Intermediate Core-Plus Bond
0.500
Natural Resources
Yes
0.940
Equity Energy
1.490
Diversified Emerging Mkts
1.310
Large Growth
Yes
1.030
Large Blend
Yes
1.060
Short-Term Bond
0.860
World Allocation
1.250
Tactical Allocation
No
0.950
Mid-Cap Value
Yes
1.140
Large Value
No
1.000
Mid-Cap Value
Yes
1.020
Diversified Emerging Mkts
No
1.200
Diversified Emerging Mkts
1.170
Large Blend
Yes
2.500
World Allocation
0.150
World Large Stock
0.850
Intermediate Core-Plus Bond
0.370
Foreign Large Growth
Yes
1.000
Allocation--70% to 85% Equity
0.900
Large Blend
No
0.910
Mid-Cap Blend
Yes
1.000
Mid-Cap Blend
No
0.750
Intermediate Core-Plus Bond
0.570
Muni National Interm
0.580
Multialternative
1.240
Intermediate Government
0.920
Allocation--50% to 70% Equity
0.930
Intermediate Core-Plus Bond
0.730
Allocation--30% to 50% Equity
1.060
Diversified Emerging Mkts
0.950
Diversified Emerging Mkts
No
0.990
Large Growth
Yes
0.990
Nontraditional Bond
0.690
World Small/Mid Stock
0.990
Natural Resources
1.240
Intermediate Core-Plus Bond
0.480
Allocation--85%+ Equity
Yes
0.910
High Yield Bond
0.770
Corporate Bond
0.950
Foreign Large Blend
Yes
1.150
Foreign Small/Mid Growth
No
1.090
Foreign Large Blend
Yes
0.290
Long-Term Bond
0.920
Mid-Cap Blend
No
1.180
Allocation--50% to 70% Equity
0.950
Muni National Interm
0.750
Short-Term Bond
0.760
Small Blend
1.210
Foreign Large Growth
Yes
1.840
Foreign Small/Mid Value
1.080
Foreign Large Value
No
1.260
Mid-Cap Blend
No
1.180
Mid-Cap Growth
Yes
0.850
Mid-Cap Growth
1.170
Small Blend
1.940
Large Blend
No
1.750
Energy Limited Partnership
0.900
Large Value
0.790
Muni National Long
0.450

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