Chart of the Week – November 27, 2023
The Bottom Line: Average size of newly launched sustainable ETFs has been significantly larger than mutual funds in 2023, offering investors the benefit of scale. Net assets of top 10 newly listed (2023) sustainable mutual funds and ETFs: October 31, 2023 Notes of Explanation: Net assets as of October 31, 2023. Mutual fund assets combine […]
Chart of the Week – November 20, 2023
The Bottom Line: Lineup and assets of the top 10 managers of sustainable funds have experienced some but limited changes since the start of year. Net assets attributable to the top 10 sustainable mutual fund and ETF managers: December 31, 2022, and October 31, 2023 Notes of Explanation: Net assets as of December 31, […]
Chart of the Week – November 13, 2023
The Bottom Line: Investors in sustainable taxable mutual funds and ETFs exhibited a level of stickiness during a very challenging six-month period for fixed income. Net assets of sustainable taxable and municipal bond funds: May 31, 2013 – October 31, 2013 Notes of Explanation: Bond funds include mutual funds and ETFs. Source: Morningstar Direct, Sustainable […]
Chart of the Week – November 6, 2023
The Bottom Line: ESG litigation is on the rise worldwide while ESG investment practices in the US have faced fewer lawsuits, but this could change. Quarterly totals for ESG-related lawsuits in the US federal district courts: Q1 2022 – Q1 2023 Notes of Explanation: Source: Source: Bloomberg Law docket search of complaints filed in federal […]
Chart of the Week – October 30, 2023
The Bottom Line: For investors contemplating sustainable high yield funds, firms with strong credit research teams have shown that they can outperform high yield indices. Top 10 performing sustainable high yield mutual funds and ETFs, based on Q3 2023 resultsNotes of Explanation: Top performing sustainable funds listed based on Q3 2023 results, limited to the […]
Chart of the Week – October 23, 2023
The Bottom Line: Sustainable large cap value funds reflect greater variations in their holdings and broader diversification than their sustainable large cap growth funds counterparts. Top 11 stocks most widely held by sustainable large cap value funds: September 30, 2023 Notes of Explanation: Sustainable funds based on Morningstar’s classification. Data as of September 30, 2023. […]
Chart of the Week – October 16, 2023
The Bottom Line: Methodologies used to analyze the outperformance or underperformance of sustainable and conventional mutual funds and ETFs may produce distortions and skew outcomes. Average 12-month performance of actively managed sustainable and conventional funds-Taxable bond funds and US equity funds across mutual funds and ETFs Notes of Explanation: Sustainable funds based on Morningstar’s classification. […]
Chart of the Week – October 9, 2023
The Bottom Line: Sustainable large cap growth funds exposure to some of the market’s top performers so far in 2023 drove their average 14.9% results. Top 10 stocks held by the best performing sustainable large cap growth funds: September 30, 2023 Notes of Explanation: Stocks listed based on the number of top performing […]