Sustainable Bottom Line: Assets of L-T labeled sustainable funds ended in June lower due to net outflows while sustainable indices delivered positive relative performance results. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 6/30/2026 In June when every major asset class gave back ground or advanced only modestly, in contrast to the broad powerful gains of April and May, dedicated sustainable long-term mutual funds and ETFs gained an average of 0.52% and closed the month at $402.3 billion in net assets, for a net decline of $0.94 billion versus last month’s $403.3 billion. This was across a universe of labeled or dedicated sustainable mutual funds and ETFs, as classified by Morningstar, consisting of 1,004 funds/share classes, including 823 mutual funds/share classes or a total of 303 individual funds (based on revised data), and 181 ETFs, for a combined total of 484 funds.
