fbpx

January 2019 Sustainable Investment Funds Performance Scorecard

Share This Article:

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on telegram
Telegram

Fixed Income Mutual Funds, ETFs and ETNs
10 Top Performing Funds—January 2019

Fixed Income Mutual Funds, ETFs and ETNs
10 Bottom Performing Funds—January 2019

Equity and all Other Mutual Funds, ETFs and ETNs
10 Top Performing Funds—January 2019

Equity and All Other Mutual Funds, ETFs and ETNs
10 Bottom Performing Funds—January 2019

Notes of Explanation
Notes of Explanation covering long-term fixed income funds: Results are total returns. Fixed income funds include long-term taxable and tax exempt bond funds and ETFs (excluding money market funds), a total of 241 funds/share classes, ETFs, ETNs with performance for the full month of January. 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 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 1,073 funds/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.

Take The Paywall Off Your Future
A source of in-depth sustainable investment management research, analysis, opinions and sustainable fund ratings

Did you like the read?

We have a lot more! Join 8,952 investors who stay ahead of the pack

Ready To Gain
Competitive Edge?

A new level of analysis, data & research about mutual funds, ETFs, ETNs & other ESG related investment vehicles