Actively Managed Sustainable Funds
These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
|
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% |