Best Sustainability Funds
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|
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
5 Year
|
|---|---|---|---|---|---|---|---|
| Amplify Etho Climate Leadership U.S. ETF
ETHO
| Mid-Cap Blend | 0.450% | — | 8.48% | 69 | ||
| Calvert Global Energy Solutions A
CGAEX
| Global Small/Mid Stock | 1.240% | Below Average | 9.61% | 10 | ||
| Calvert Global Energy Solutions I
CAEIX
| Global Small/Mid Stock | 0.990% | Below Average | 9.86% | 8 | ||
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BPYTZ
| Intermediate Core Bond | 0.480% | Average | −0.02% | 31 | ||
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WFQVB
| Intermediate Core Bond | 0.430% | Average | 0.03% | 28 | ||
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RZLL
| Equity Energy | 0.300% | — | — | — | ||
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ZPQB
| Natural Resources | 0.450% | — | — | — | ||
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QBW
| Natural Resources | 0.400% | — | 9.61% | 50 | ||
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PZGQG
| Global Large-Stock Growth | 1.300% | Above Average | — | — | ||
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BLJWY
| Global Large-Stock Growth | 2.050% | High | — | — | ||
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WFKW
| Global Large-Stock Growth | 1.050% | High | — | — | ||
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BRBNB
| Global Large-Stock Growth | 1.550% | High | — | — | ||
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LJHQF
| Global Large-Stock Growth | 0.900% | Average | — | — | ||
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RSZGB
| Intermediate Core-Plus Bond | 0.710% | Below Average | — | — | ||
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CMKDP
| Intermediate Core-Plus Bond | 0.580% | High | — | — | ||
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QWDC
| Intermediate Core-Plus Bond | 0.690% | Low | — | — | ||
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QRRLM
| Intermediate Core-Plus Bond | 0.360% | Low | — | — | ||
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WRQV
| Large Blend | 0.670% | Average | 11.26% | 81 | ||
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BSNJR
| Large Blend | 0.550% | Below Average | 11.39% | 80 | ||
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LRZPFP
| Global Large-Stock Growth | 1.050% | Above Average | — | — | ||
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TFJVV
| Intermediate Core-Plus Bond | 0.450% | Below Average | — | — | ||
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QNTKZ
| Natural Resources | 0.930% | Below Average | — | — | ||
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QQSY
| Large Blend | 0.680% | Below Average | 11.19% | 82 | ||
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DZH
| Large Blend | 0.590% | — | — | — | ||
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CMFV
| Global Small/Mid Stock | 1.100% | Below Average | 12.56% | 5 |