Chart of the Week – July 22, 2024: Sustainable strategies of top performing funds in June
The Bottom Line: Top financial results achieved by sustainable funds in June, as well as more generally, are driven largely due to fundamental investment strategies. Notes of explanation: Chart displays the asset weighted sustainable investing approach/strategy of the top 10 performing funds in June 2024. Assets in US$ billions as of June 30, 2024. Funds […]
Chart of the Week – July 15 2024: June performance of sustainable mutual funds vs. ETFs
The Bottom Line: Comparisons between sustainable mutual funds and ETFs have to account for the variations in composition of the two investment company types. Notes of explanation: Chart displays arithmetic average performance of the five best and worst performing sustainable mutual fund and ETF investment categories as of June 2024 and number of funds that […]
Chart of the Week – July 8, 2024: Focused sustainable MMKT funds are disappearing while sustainable MMKT funds expand
The Bottom Line: Focused sustainable money market fund assets are disappearing while non-focused sustainable money market funds are expanding along with conventional money fund assets. Notes of explanation: Focused sustainable money market fund assets include the assets of funds that have been liquidated between 12/21 and 6/24. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. […]
Chart of the Week – July 1, 2024: Highest yielding sustainable investment funds
The Bottom Line: The top yielding sustainable investment funds, mutual funds and ETFs, recorded an average 12-month yield of 9.3% at the end of May. Notes of Explanation: Notes of explanation: Funds with multiple share classes are only listed once based on the highest yielding share class as of May 31, 2024. Sources: Morningstar Direct; […]
Chart of the Week – June 24, 2024: Sustainable mutual funds dominated by institutional share classes
The Bottom Line: Institutional share classes with minimum investments of $100,000 or mor account for over 50% of assets attributable to focused sustainable mutual funds. Notes of Explanation: Size=total net assets by share class as of May 31, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. Focused sustainable mutual funds are dominated by institutional investors […]
Chart of the Week – June 17, 2024: Municipal National Intermediate funds end May in the red
The Bottom Line: The Municipal National Intermediate funds category, which offers investors a core focused sustainable municipal funds holding option, posts negative results in May. Notes of Explanation: For each mutual fund with multiple share classes, only the best performing share class is displayed. May performance results arrayed in descending order. Results over 3-year […]
Chart of the Week – June 10, 2024: Limited supply of worthy sustainable small-cap funds
The Bottom Line: A limited number of worthy focused sustainable small-cap blended investment funds is available to various investors once screened against five key characteristics. Notes of Explanation: Funds arrayed in descending order based on May 2024 total return performance results. Small cap blended funds consist of non-thematic small cap funds defined by their prospectus. * […]
Chart of the Week – June 3, 2024: Drought in sustainable investment fund formations
The Bottom Line: The drought in sustainable investment fund launches continued through May, during which there were no new listings of mutual funds or ETFs. Notes of Explanation: Number of mutual fund launches excludes share class introductions. Morningstar Direct; Sustainable Research and Analysis LLC. Observations: The drought in focused sustainable investment fund […]