SUSTAIN Large Cap Equity Fund Index Declines 0.15% in August and Narrowly Trails S&P 500 Index
Summary The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap U.S. oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, declined 0.15% in August versus a narrow 0.31% total return gain recorded by the S&P 500… Continue reading about SUSTAIN Large Cap Equity Fund Index Declines 0.15% in August and Narrowly Trails S&P 500 Index
SUSTAIN Large Cap Equity Fund Index Gains 1.7% in July but Slightly Trails S&P 500 Index
The SUSTAIN Large Cap Equity Fund Index gained 1.68% in July, trailing the S&P 500 by 0.38% or 38 bps. On a year-to-date basis, the index is up 10.83% versus the 11.59% registered by the S&P 500 Index. Refer to Chart 1. All ten of the SUSTAIN index mutual fund constituents delivered positive returns during… Continue reading about SUSTAIN Large Cap Equity Fund Index Gains 1.7% in July but Slightly Trails S&P 500 Index
Sustainable Portfolios Performance Summary: July 2017
Major Asset Classes End the Month of July Higher; U.S. Dollar Decline is the Exception Except for the U.S. dollar that declined 2.9% in the month of July, major asset classes ended the month higher. The S&P 500 Index, which registered its second best monthly performance so far this year, gained 2.1% in July on… Continue reading about Sustainable Portfolios Performance Summary: July 2017
Sustainable Portfolios Performance Summary: April 2017
Late Month Rally Helps Stocks Achieve 1.03% Gain; Bonds Add 0.77% A rally late in the month helped stocks achieve a gain of 1.03%, the third best monthly result since the start of the year and an improvement relative to the previous month’s 0.12% increase. The upward change pushed year-to-date results for the S&P 500… Continue reading about Sustainable Portfolios Performance Summary: April 2017
Introducing the Sustainable Large Cap Equity Fund Index
SUSTAIN Large Cap Equity Fund Index Description The index is designed to track the total return financial performance of actively managed sustainable mutual funds investing in large cap domestic stocks and provide a basis for comparison to other similarly managed funds and various securities market indexes. Initiated as of June 30, 2017 with data back to… Continue reading about Introducing the Sustainable Large Cap Equity Fund Index
Sustainable Portfolios Performance Summary: June 2017
Stock Markets Register Best First Half Year Gains Since 2009 While slowing down in June, collectively, global stock markets registered their best first half year gains since 2009 as twenty-six of the world’s top 30-stock market indexes recorded gains. Strengthening corporate earnings, improving economies and continued support from central banks contributed to the strong year-to-date… Continue reading about Sustainable Portfolios Performance Summary: June 2017
Sustainable Portfolios Performance Summary: February 2017
New Equity Market Highs Reached in February; Fixed Income Gains Too Even as political uncertainties continued to make headlines, equity markets achieved record highs across the globe during the month of February. Strong corporate earnings in the US and a weaker Euro combined with higher commodity prices that foreshadowed positive earnings growth for European companies… Continue reading about Sustainable Portfolios Performance Summary: February 2017