Chart of the Week: June 1, 2026: Expense ratios across core sustainable fund categories
Sustainable Bottom Line: Labeled sustainable index mutual funds and ETFs cost dramatically less than actively managed counterparts, in some categories more than four times less. Notes of Explanation: Core sustainable portfolio investment categories listed in descending order, based on the arithmetic average expense gap for each of 11 categories. Sources: Sustainable Research and Analysis LLC… Continue reading about Chart of the Week: June 1, 2026: Expense ratios across core sustainable fund categories
Chart of the Week: May 25, 2026: The duration divide in sustainable bond funds
Sustainable Bottom Line: With 30-year U.S. Treasury yields marching higher, sustainable taxable bond funds tell a clear story regarding the impact of duration and yields. Notes of Explanation: Left hand chart displays average total returns Y-T-D for selected long-term sustainable taxable fund categories, as defined by Morningstar. Right hand chart displays Y-T-D average total returns… Continue reading about Chart of the Week: May 25, 2026: The duration divide in sustainable bond funds
Chart of the Week: May 18, 2026: Top fund assets gainers year-to-date
Sustainable Bottom Line: The top 10 labeled L-T sustainable fund assets gainers during the first four months of 2026 split cleanly into three sustainability groupings. Notes of Explanation: TData to April 30, 2026. Top gainers by changes in net assets limited to long-term funds (i.e. excluding money market funds). For mutual funds with multiple share… Continue reading about Chart of the Week: May 18, 2026: Top fund assets gainers year-to-date
Chart of the Week: May 11, 2026: Morgan Stanley survey on interest in sustainable investing
Sustainable Bottom Line: 92% of individual investors across three continents expressed an interest in sustainable investing, but the survey results also reveal issues/concerns that may lead to disenchantment. Notes of Explanation: Top reasons for interest in sustainable investing based on responses from those who selected very or somewhat interested in sustainable investing. Source: Morgan Stanley Institute… Continue reading about Chart of the Week: May 11, 2026: Morgan Stanley survey on interest in sustainable investing
Chart of the Week: May 4, 2026: A tale of two funds flows
Sustainable Bottom Line: Unlike the broader sustainable investing segment, environmental strategies have attracted inflows in most quarters, with a positive $2.6 billion in Q1 2026. Notes of Explanation: Quarterly net fund flows, sustainable investing categories as defined by ICI Research. Sources: ICI Research and Sustainable Research and Analysis LLC. Observations: • Last week, ICI Research… Continue reading about Chart of the Week: May 4, 2026: A tale of two funds flows
Chart of the Week: April 27, 2026: Evaluating focused sustainable index funds
Sustainable Bottom Line: At least nine key factors should be considered when evaluating and choosing focused sustainable index funds, including various financial and non-financial considerations. Notes of Explanation: The total net assets (AUM) of mutual funds with more than one share class have been combined. Trailing 12-month performance for mutual funds with multiple share classes… Continue reading about Chart of the Week: April 27, 2026: Evaluating focused sustainable index funds
Chart of the Week: April 20, 2026: Turbulent month of March for sustainable taxable bond funds
Sustainable Bottom Line: The 15 focused sustainable taxable bond fund categories delivered a tale of sharp short-term pain against a backdrop of still-intact longer-term gains. Notes of Explanation: 15 labeled sustainable taxable bond fund categories as classified by Morningstar/ Categories listed in descending order, based on March 2026 average total return results. Sources: Morningstar and… Continue reading about Chart of the Week: April 20, 2026: Turbulent month of March for sustainable taxable bond funds
Chart of the Week: April 13, 2026: The sustainable funds that survived March
Sustainable Bottom Line: For sustainable investors, March 2026 performance results reinforce the value of deeper analysis and diversification across asset classes and across sustainable sub-themes. Notes of Explanation: # denotes index fund. Funds are listed in descending order based on March 2026 total return results. GRN is an Exchange-Traded Note (ETN). Sources: Morningstar and Sustainable… Continue reading about Chart of the Week: April 13, 2026: The sustainable funds that survived March