Actively Managed Sustainable Funds

These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
Screen With Investor
Name
Morningstar Category
Medalist Rating
Overall
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Adjusted Expense Ratio
Carbon Collective Climate Solutions U.S. Equity ETF
CCSO
Mid-Cap Growth
−3.23%15.66%—0.350%
Fidelity Advisor Women's Leadership Fund - Class A
FWOAX
Large Blend
16.85%22.02%7.95%0.970%
Fidelity Advisor Women's Leadership Fund - Class C
FWOCX
Large Blend
16.04%21.12%7.14%1.720%
Fidelity Advisor Women's Leadership Fund - Class I
FWMNX
Large Blend
17.18%22.37%8.26%0.690%
Fidelity Advisor Women's Leadership Fund - Class M
FWOEX
Large Blend
16.58%21.72%7.67%1.220%
Fidelity Advisor Women's Leadership Fund - Class Z
FWOZX
Large Blend
17.34%22.53%8.39%0.570%
Fidelity Women's Leadership Fund
FWOMX
Large Blend
17.25%22.39%8.22%0.670%
Glenmede Energy Resilience Portfoilo
RESGX
Large Value
20.63%19.76%8.65%0.850%
Hypatia Women Ceo ETF
WCEO
Small Blend
18.02%19.59%—0.850%
TCW Transform Systems ETF
PWRD
Large Blend
−3.46%25.77%—0.750%

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