Energy Transition Funds
Energy transition strategies invest in companies that are expected to benefit from the global transition away from hydrocarbon-based energy sources. This includes firms that design, supply, build, and/or operate wind, solar, and hydrogen-based energy solutions. Companies that provide other technical solutions such as carbon capture, which will help meet current or future carbon-related goals, may also be included.
|
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| ALPS Clean Energy ETF
ACES
| — | −25.59% | −2.91% | — | — | 0.550% | $90.24M | |
| Axs Green Alpha ETF
NXTE
| 9.19% | 21.95% | Average | High | 1.000% | $48.56M | ||
| Calvert Global Energy Solutions Fund Class A
CGAEX
| 2.25% | 15.26% | Above Average | Above Average | 1.240% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class C
CGACX
| 1.46% | 14.39% | Above Average | Above Average | 1.990% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class I
CAEIX
| 2.50% | 15.53% | Above Average | Above Average | 0.990% | $173.38M | ||
| Carbon Collective Climate Solutions U.S. Equity ETF
CCSO
| −3.23% | 15.66% | Below Average | Above Average | 0.350% | $44.40M | ||
| Fidelity Clean Energy ETF
FRNW
| — | −3.22% | 14.73% | — | — | 0.390% | $84.92M | |
| Fidelity® Climate Fund
FSLEX
| 7.03% | 23.07% | Average | Average | 0.680% | $646.71M | ||
| First Trust Bloomberg Nuclear Power ETF
RCTR
| — | −11.35% | — | — | — | 0.700% | $29.36M | |
| First Trust Global Wind Energy ETF
FAN
| — | 10.33% | 19.00% | — | — | 0.600% | $189.57M | |
| First Trust NASDAQ® Clean Edge® Green Energy Index Fund
QCLN
| — | −2.06% | 9.82% | — | — | 0.590% | $488.06M | |
| First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund
GRID
| — | 6.65% | 26.29% | High | High | 0.560% | $11.36B | |
| Firsthand Alternative Energy Fund
ALTEX
| — | 0.51% | 17.57% | Low | Above Average | 2.010% | $11.86M | |
| Glenmede Energy Resilience Portfoilo
RESGX
| 20.63% | 19.76% | Average | Above Average | 0.850% | $14.52M | ||
| Global X ClimateTech ETF
CTEC
| −10.08% | 5.77% | Low | High | 0.500% | $21.69M | ||
| Global X Hydrogen ETF
HYDR
| — | −7.39% | 9.21% | — | — | 0.500% | $81.41M | |
| Global X Renewable Energy Producers ETF
RNRG
| — | −5.26% | 5.03% | Below Average | Low | 0.650% | $22.64M | |
| GMO Climate Change Fund Class I
GCCLX
| −0.93% | 7.53% | Below Average | High | 0.860% | $512.38M | ||
| GMO Climate Change Fund Class III
GCCHX
| −0.86% | 7.62% | Below Average | High | 0.780% | $512.38M | ||
| GMO Climate Change Fund Class R6
GCCAX
| −0.83% | 7.61% | Below Average | High | 0.780% | $512.38M | ||
| Goldman Sachs Clean Energy Income Fund Class A Shares
GCEBX
| — | 8.66% | 15.61% | Low | High | 1.260% | $35.01M | |
| Goldman Sachs Clean Energy Income Fund Class C Shares
GCEGX
| — | 7.88% | 14.73% | Low | High | 2.010% | $35.01M | |
| Goldman Sachs Clean Energy Income Fund Class P Shares
GCEPX
| — | 9.09% | 16.03% | Low | High | 0.890% | $35.01M | |
| Goldman Sachs Clean Energy Income Fund Class R6 Shares
GCEEX
| — | 9.09% | 16.04% | Low | High | 0.890% | $35.01M | |
| Goldman Sachs Clean Energy Income Fund Institutional Shares
GCEDX
| — | 8.98% | 16.02% | Low | High | 0.900% | $35.01M |
United States