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March 2019 Sustainable Investment Funds Performance Scorecard

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Fixed Income Mutual Funds, ETF and ETNs
Fixed Income Mutual Funds, ETF and ETNs 2Fixed Income Mutual Funds, ETF and ETNs 3Fixed Income Mutual Funds, ETF and ETNs 4Fixed Income Mutual Funds, ETF and ETNs 5Fixed Income Mutual Funds, ETF and ETNs 5

Notes of Explanation covering 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 432 funds/share classes, ETFs, ETNs with performance for the full month of March 2019. 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/bondholder 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 1,483 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/bondholder engagement and proxy voting. Sources: STEELE Mutual Fund Expert, Morningstar data and Sustainable Research and Analysis.

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