Chart of the Week – March 4, 2024
The Bottom Line: Passively managed mutual funds and ETFs surpassed actively managed conventional funds in 2023 but sustainable funds are still dominated by active strategies. Notes of explanation: Sources: Long-term funds exclude sustainable money market funds. Morningstar Direct, Sustainable Research and Analysis LLC. Observations: According to Morningstar, passively managed funds, or index funds, surpassed actively… Continue reading about Chart of the Week – March 4, 2024
Chart of the Week – February 26, 2024
The Bottom Line: Mean expense ratios are lower, but average weighted expense ratios of sustainable, actively managed, large-cap funds are higher than conventional fund counterparts. Notes of Explanation: Universe includes actively managed sustainable and conventional mutual funds and ETFs, based on Morningstar classifications. Basis points =1/100 of 1%. Data as of December 31, 2023. Sources:… Continue reading about Chart of the Week – February 26, 2024
Chart of the Week – February 19, 2024
The Bottom Line: Of 75 sustainable fund categories covering all fund asset classes, only 30 categories, or 40%, posted average positive results in January 2024. Notes of Explanation: Left side displays leading sustainable fund categories while right side displays lagging sustainable fund categories. Red dots indicate the fund category’s total size in terms of assets… Continue reading about Chart of the Week – February 19, 2024
Chart of the Week – February 12, 2024
The Bottom Line: The worst ten performing funds in January, all thematic ETFs and ETNs focusing on renewable energy, posted an average decline of 22.4%. Notes of Explanation: Universe of sustainable funds includes mutual funds and ETFs. Funds are listed in descending order of performance based on January 2024 results. Volatility, which is not available… Continue reading about Chart of the Week – February 12, 2024
Chart of the Week – February 5, 2024
The Bottom Line: Sustainable mutual fund and ETF investors interested in ESG integration may have to conduct research that extends beyond their fund’s prospectus language. Long-term sustainable funds vs. conventional funds and growth of sustainable fund assets in 2023 Notes of Explanation: Notes of explanation: Sustainable funds include long-term mutual funds and ETFs but exclude… Continue reading about Chart of the Week – February 5, 2024
Chart of the Week – January 29, 2024
The Bottom Line: Sustainable investors with a greater tolerance for risk with cash can take advantage of higher returns available in short-term and ultrashort funds. Sustainable short-term, ultrashort and money market funds returns and volatility: 2023 Notes of Explanation: Average 12-month return and volatility applicable to sustainable short-term bond funds adjusted for one fund’s outlier… Continue reading about Chart of the Week – January 29, 2024
Chart of the Week – January 22, 2024
The Bottom Line: Sustainable actively managed taxable bond funds gained an average of 7% in 2023, while returns by category ranged from 4.4% to 12.3%. Sustainable actively managed taxable fixed income funds by category: 1-M and 12-M TR% 2023Notes of Explanation: Average total return performance results apply to taxable actively managed sustainable fixed income mutual… Continue reading about Chart of the Week – January 22, 2024
Chart of the Week – January 15, 2024
The Bottom Line: Blended portfolios of growth and value stocks across market capitalizations offer investors the benefits of diversification and higher returns with lower risks. Average performance of actively managed sustainable US equity mutual funds and ETFs: 2023 Notes of Explanation: Average returns for calendar year 2023 cover all actively managed sustainable funds within their… Continue reading about Chart of the Week – January 15, 2024