Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
The Bottom Line: A limited number of focused sustainable small-cap blended funds is available to investors in pursuit of exposure to the recent market rotation. Notes of explanation: Notes of explanation: Funds arrayed using a ranking scale that runs from A (highest ranking) to D (lowest ranking) based on a screening and evaluation methodology that… Continue reading about Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
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… Continue reading about Chart of the Week – July 22, 2024: Sustainable strategies of top performing funds in June
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… Continue reading about Chart of the Week – July 15 2024: June performance of sustainable mutual funds vs. ETFs
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…. Continue reading about Chart of the Week – July 8, 2024: Focused sustainable MMKT funds are disappearing while sustainable MMKT funds expand
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;… Continue reading about Chart of the Week – July 1, 2024: Highest yielding sustainable investment funds
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… Continue reading about Chart of the Week – June 24, 2024: Sustainable mutual funds dominated by institutional share classes
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 and… Continue reading about Chart of the Week – June 17, 2024: Municipal National Intermediate funds end May in the red
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. *… Continue reading about Chart of the Week – June 10, 2024: Limited supply of worthy sustainable small-cap funds