Chart of the Week: October 5, 2026: Do actively managed labeled sustainable funds beat the odds? A SPIVA-style scorecard
Sustainable Bottom Line: Actively managed labeled sustainable funds trailed their benchmarks at SPIVA-like rates over one and three years but fared worse over five years. Notes of Explanation: Percentage of actively managed labeled sustainable funds trailing their benchmarks (S&P 500, S&P MidCap 400, S&P SmallCap 600 and Bloomberg U.S. Aggregate) for periods ended August… Continue reading about Chart of the Week: October 5, 2026: Do actively managed labeled sustainable funds beat the odds? A SPIVA-style scorecard
Chart of the Week: September 28, 2026: Most large cap active funds trailed the S&P 500 in H1 2026
Sustainable Bottom Line: Most active large-cap funds trailed the S&P 500 again in H1 2026; bond managers fared better, but long-term odds still favor indexing. Notes of Explanation: Percentage of actively managed funds underperforming their benchmarks on an absolute return basis, net of fees, for periods ended June 30, 2026. Funds merged or liquidated during… Continue reading about Chart of the Week: September 28, 2026: Most large cap active funds trailed the S&P 500 in H1 2026
Chart of the Week: September 21, 2026: 10 highest yielding labeled sustainable taxable bond funds
Sustainable Bottom Line: The highest yielding labeled sustainable taxable bond funds posted 12-month trailing yields ranging from 5.8% to 9.8% and are expected to rise. Notes of Explanation: Funds listed in order of trailing 12-month yields. In the case of mutual funds with multiple share classes, listing limited to highest yielding share class, typically charging… Continue reading about Chart of the Week: September 21, 2026: 10 highest yielding labeled sustainable taxable bond funds
Chart of the Week: September 14, 2026: Nuclear energy mutual funds & ETFs are a poor fit for sustainable investors
Sustainable Bottom Line: 11 mutual funds and ETFs offer investors nuclear or uranium exposure but none of these funds may qualify as a sustainable investment. Notes of Explanation: Funds are listed by category (refer to definitions). Total return performance to August 31, 2026. NA Not Applicable as fund has not been in operation for a… Continue reading about Chart of the Week: September 14, 2026: Nuclear energy mutual funds & ETFs are a poor fit for sustainable investors
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