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February 2019 Sustainable Investment Funds Performance Scorecard

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Top 10 Performinng ESG Funds Mutual Funds ETFs and ETNs





1. Applies only to environmental and social considerations.
2. Fund announced closure effective March 20, 2019.

Notes of Explanation covering equity and all other equity related 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 1,150 funds/share classes, ETFs, ETNs with performance for the full month of February. 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 covering fixed income funds. Results are total returns. Fixed income funds include long-term taxable and tax-exempt bond funds and ETFs, a total of 291 funds/share classes, ETFs, ETNs with the performance for the full month of February. 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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