Chart of the Week: June 8, 2026: Best performing funds-May 2026
Sustainable Bottom Line: May 2026 returns by top 10 fund performers, up 21.5% and powered by three overlapping themes, are not likely to be repeated. Notes of Explanation: Funds listed in descending order based on their total return performance in May 2026. In the case of mutual funds with multiple share classes, only the best… Continue reading about Chart of the Week: June 8, 2026: Best performing funds-May 2026
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