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
Chart of the Week: August 10, 2026: Top performing sustainable funds-July 2026
Sustainable Bottom Line: While each of the top performing funds in July share a common sustainable label, they arrive at it through meaningfully different methodologies. Notes of Explanation: Notes of Explanation: Chart only covers funds in operation for the trailing 12 months. BTCK, which has not been in operation for 12 months, is not displayed… Continue reading about Chart of the Week: August 10, 2026: Top performing sustainable funds-July 2026
Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally
Sustainable Bottom Line: The same small-cap rally produced different outcomes as a value tilt contributed to the divergence in performance over the trailing twelve months. Notes of Explanation: Chart displays funds that comprise Small Blend funds (9 funds), Small Growth funds (comprised of just one fund–Calvert Small/Mid-Cap) and Small Value funds (also comprised of just… Continue reading about Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally
Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds
Sustainable Bottom Line: The 10 largest labeled sustainable taxable bond funds offer investors varying investment strategy and sustainability options that invite under the hood examinations. Notes of Explanation: Bubble size = $AUM as of June 30, 2026, which in the case of mutual funds combines all share classes. Also in the case of mutual funds,… Continue reading about Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds
Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds
Sustainable Bottom Line: The top ten firms managing 502 sustainable funds offer committed investors a sound starting point for evaluating and selecting sustainable investment candidates. Notes of Explanation: Data as of June 30, 2026. Investment management firms listed in order of $US AUM as of June 30, 2026 attributable to dedicated sustainable mutual funds and… Continue reading about Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds
Chart of the Week: July 13, 2026: Xtrackers Semiconductor Select Equity (CHPS) drops ESG
Sustainable Bottom Line: Dropping the CHPS fund sustainable investing criteria leaves sustainable investors with some but limited options for those seeking a focused semiconductor strategy. Notes of Explanation: Top 10 holdings data based on CHPS reporting as of July 9, 2026. Sources: Yahoo Finance and Sustainable Research and Analysis LLC. Observations: • The $128.8 million… Continue reading about Chart of the Week: July 13, 2026: Xtrackers Semiconductor Select Equity (CHPS) drops ESG
Chart of the Week: July 6, 2026: Disappearing dedicated sustainable TDFs
Sustainable Bottom Line: The latest target date fund liquidation announced on June 11, 2026 by BlackRock leaves just two dedicated sustainable investing target date funds. Notes of Explanation: Data as of June 30 of each year. Fidelity offers two TDFs, including the Fidelity Advisor Sustainable Target Date Fund and Fidelity Sustainable Target Date Fund. Source:… Continue reading about Chart of the Week: July 6, 2026: Disappearing dedicated sustainable TDFs
Chart of the Week: June 29, 2026: SpaceX assigned ESG rating of CCC by MSCI
Sustainable Bottom Line: Assignment of CCC ESG Rating to SpaceX means that up to 42 funds tracking MSCI sustainable indices could reject addition of SpaceX. Notes of Explanation: Fund firms listed in alphabetical order. Number of funds exclude share classes. Data as of May 31, 2026. Sources: Morningstar, fund prospectuses and other public information, Sustainable… Continue reading about Chart of the Week: June 29, 2026: SpaceX assigned ESG rating of CCC by MSCI