Chart of the Week: September 7, 2026: Climate funds after the 1.5°C warning: 66 funds, seven strategies, one crowded trade
Sustainable Bottom Line: Limiting Overshoot report finds that temperatures are likely to cross 1.5°C within several years; it may stimulate interest in climate-focused funds. Notes of Explanation: Chart covers the seven climate approaches identified across 66 distinct funds (18 mutual funds and 48 exchange-traded products) as of July 31, 2026. Left axis = number of… Continue reading about Chart of the Week: September 7, 2026: Climate funds after the 1.5°C warning: 66 funds, seven strategies, one crowded trade
Chart of the Week: August 31, 2026: Expense ratios of actively managed labeled sustainable funds
Sustainable Bottom Line: Expense ratios of actively managed labeled sustainable mutual funds and ETFs, averaging 86 basis points, are driven by complexity rather than size. Notes of Explanation: Average (arithmetic average) expense ratio calculated across funds and share classes. Sources: Morningstar, fund documents and Sustainable Research and Analysis LLC. Observations: Actively managed, labeled-sustainable funds and… Continue reading about Chart of the Week: August 31, 2026: Expense ratios of actively managed labeled sustainable funds
Chart of the Week: August 24, 2026: Labeled sustainable infrastructure funds
Sustainable Bottom Line: July’s dispersion of returns by the seven labeled sustainable infrastructure funds is explained by their very different points on an investment spectrum. Notes of Explanation: Funds arrayed based on July 2026 returns. Redwheel Next Generation Power Infrastructure Fund, formerly the Ecofin Global Resources Infrastructure Fund, offers two share classes, but only the… Continue reading about Chart of the Week: August 24, 2026: Labeled sustainable infrastructure funds
Chart of the Week: August 17, 2026: One benchmark, three sustainable philosophies-Bloomberg US Agg Bond Index tracking funds
Sustainable Bottom Line: The sustainable Bloomberg US Aggregate Bond Index tracking fund variants offer investors slightly differentiated approaches to sustainable investing at varying expense ratios. Notes of Explanation: Three- and five-year returns are average annual total returns to July 31, 2026. Funds/Index listed in order of the highest returns posted over the 12-month interval to… Continue reading about Chart of the Week: August 17, 2026: One benchmark, three sustainable philosophies-Bloomberg US Agg Bond Index tracking funds
Chart of the Week: August 10, 2026: Top performing sustainable funds-July 2026
Sustainable Bottom Line: While each of the top performing funds in July share a common sustainable label, they arrive at it through meaningfully different methodologies. Notes of Explanation: Notes of Explanation: Chart only covers funds in operation for the trailing 12 months. BTCK, which has not been in operation for 12 months, is not displayed… Continue reading about Chart of the Week: August 10, 2026: Top performing sustainable funds-July 2026
Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally
Sustainable Bottom Line: The same small-cap rally produced different outcomes as a value tilt contributed to the divergence in performance over the trailing twelve months. Notes of Explanation: Chart displays funds that comprise Small Blend funds (9 funds), Small Growth funds (comprised of just one fund–Calvert Small/Mid-Cap) and Small Value funds (also comprised of just… Continue reading about Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally
Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds
Sustainable Bottom Line: The 10 largest labeled sustainable taxable bond funds offer investors varying investment strategy and sustainability options that invite under the hood examinations. Notes of Explanation: Bubble size = $AUM as of June 30, 2026, which in the case of mutual funds combines all share classes. Also in the case of mutual funds,… Continue reading about Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds
Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds
Sustainable Bottom Line: The top ten firms managing 502 sustainable funds offer committed investors a sound starting point for evaluating and selecting sustainable investment candidates. Notes of Explanation: Data as of June 30, 2026. Investment management firms listed in order of $US AUM as of June 30, 2026 attributable to dedicated sustainable mutual funds and… Continue reading about Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds