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April 2019 Sustainable Investment Funds Performance Scorecard

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Summary
High yield and bank loan funds were the best performing fixed income funds in April while global and emerging market bond funds posted the worst results. Returns ranged from a high of 1.88% to a low of -0.4%.

In the equity and all other funds segment, alternative energy, solar and clean tech led the performance rankings in April while precious metals, healthcare and real estate trailed behind. Returns ranged from a high of 23.28% to a low of -7.21%.

Notes of Explanation covering sustainable fixed income funds: Results are total returns. Fixed income funds include short and long-term taxable and tax-exempt bond funds and ETFs, a total of 469 funds/share classes, ETFs, ETNs with performance for the full month of April 2019. Blanks for other time periods indicate that the fund was not in operations during the entire time interval. Top 10 defined as top 10 funds, excluding multiple share classes of the same fund. V=Values-based strategy, E=Exclusionary strategy, Impact/Theme=Impact and/or thematic strategy, ESG=environmental, social, governance integration, S/P=shareholder/bondholder engagement and proxy voting. Sources: STEELE Mutual Fund Expert, Morningstar data and Sustainable Research and Analysis.

Notes of Explanation covering sustainable equity and all other funds: Results are total returns. Equity funds include all US and international equity as well as all other funds, except for fixed income funds, a total of 1,598 funds/share classes, ETFs, ETNs with performance for the full month of April 2019. Blanks for other time periods indicate that the fund was not in operations during the entire time interval. Top 10 defined as top 10 funds, excluding multiple share classes of the same fund. V=Values-based strategy, E=Exclusionary strategy, Impact/Theme=Impact and/or thematic strategy, ESG=environmental, social, governance integration, S/P=shareholder/bondholder engagement and proxy voting. Sources: STEELE Mutual Fund Expert, Morningstar data and Sustainable Research and Analysis.

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