The Bottom Line:  A number of the largest ten sustainable investment funds can each serve as a sustainable investment portfolio’s anchor equity or bond position.Largest sustainable mutual funds and ETFs as of November 30, 2023, with trailing 12-month performance resultsNotes of Explanation:  Total net assets combine all share classes.  For mutual funds, trailing 12-month returns apply to the largest share class.  Sources:  Morningstar Direct, Sustainable Research and Analysis LLC.Largest sustainable mutual funds and ETFs going into 2024 can serve in anchor positions The largest sustainable mutual funds and ETFs going into 2024, based on total net assets as of November 30, 2023, include a diverse group of funds that, with one exception, can each serve as a sustainable investment portfolio’s anchor equity position or, in one other case, a fixed income investment option.     The top 10 funds manage $102.9 billion in assets, accounting for some 31% of the $326.9 billion in sustainable fund assets at the end of November 2023.  They are managed by seven different firms and include domestic equity, one international fund and one fixed income fund.  These funds also consist of index funds and actively managed funds as well as funds that pursue varying fundamental investing and sustainable investing approaches.

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