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December 2018 SRI Funds Performance Scorecard

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Notes of Explanation for fixed income funds.  Results are total returns.  Fixed income funds include designated sustainable taxable and tax exempt bond funds and ETFs as well as money market funds, a total of 231 funds and share classes, ETFs, ETNs with performance for the full month of December. Top 10 defined as top 10 funds which may include a larger number due to more than one share class.  V=Values-based strategy, E=Exclusionary strategy, Impact/Theme=Impact and/or thematic strategy, ESG=environmental, social, governance integration, S/P=shareholder engagement and proxy voting.  Sources:  STEELE Mutual Fund Expert, Morningstar data and Sustainable Research and Analysis.

Notes of Explanation for equity and all other funds.  Results are total returns.  Equity funds include all designated sustainable US and international equity as well as all other funds, except for fixed income funds, a total of 1,040 funds and share classes, ETFs, ETNs with performance for the full month of December. Top 10 defined as top 10 funds which may include a larger number due to more than one share class.  V=Values-based strategy, E=Exclusionary strategy, Impact/Theme=Impact and/or thematic strategy, ESG=environmental, social, governance integration, S/P=shareholder engagement and proxy voting.  Sources:  STEELE Mutual Fund Expert, Morningstar data and Sustainable Research and Analysis.

 

 

 

 

 

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