Chart of the Week – August 5, 2024: Green bond funds should benefit from lower rates
The Bottom Line: A declining rate environment should continue to favor conventional and sustainable bond funds, including green bond funds, especially with longer weighted maturities. Notes of explanation: Funds listed in order of portfolio weighted average maturities (WAM), as of June 30, 2024. Carbon Collective Short Duration Green Bond ETF WAM is not available; […]
Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
The Bottom Line: A limited number of focused sustainable small-cap blended funds is available to investors in pursuit of exposure to the recent market rotation. Notes of explanation: Notes of explanation: Funds arrayed using a ranking scale that runs from A (highest ranking) to D (lowest ranking) based on a screening and evaluation methodology […]
Chart of the Week – July 22, 2024: Sustainable strategies of top performing funds in June
The Bottom Line: Top financial results achieved by sustainable funds in June, as well as more generally, are driven largely due to fundamental investment strategies. Notes of explanation: Chart displays the asset weighted sustainable investing approach/strategy of the top 10 performing funds in June 2024. Assets in US$ billions as of June 30, 2024. Funds […]
Chart of the Week – July 15 2024: June performance of sustainable mutual funds vs. ETFs
The Bottom Line: Comparisons between sustainable mutual funds and ETFs have to account for the variations in composition of the two investment company types. Notes of explanation: Chart displays arithmetic average performance of the five best and worst performing sustainable mutual fund and ETF investment categories as of June 2024 and number of funds that […]
Chart of the Week – July 8, 2024: Focused sustainable MMKT funds are disappearing while sustainable MMKT funds expand
The Bottom Line: Focused sustainable money market fund assets are disappearing while non-focused sustainable money market funds are expanding along with conventional money fund assets. Notes of explanation: Focused sustainable money market fund assets include the assets of funds that have been liquidated between 12/21 and 6/24. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. […]
Chart of the Week – July 1, 2024: Highest yielding sustainable investment funds
The Bottom Line: The top yielding sustainable investment funds, mutual funds and ETFs, recorded an average 12-month yield of 9.3% at the end of May. Notes of Explanation: Notes of explanation: Funds with multiple share classes are only listed once based on the highest yielding share class as of May 31, 2024. Sources: Morningstar Direct; […]
Chart of the Week – June 24, 2024: Sustainable mutual funds dominated by institutional share classes
The Bottom Line: Institutional share classes with minimum investments of $100,000 or mor account for over 50% of assets attributable to focused sustainable mutual funds. Notes of Explanation: Size=total net assets by share class as of May 31, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. Focused sustainable mutual funds are dominated by institutional investors […]
Chart of the Week – June 17, 2024: Municipal National Intermediate funds end May in the red
The Bottom Line: The Municipal National Intermediate funds category, which offers investors a core focused sustainable municipal funds holding option, posts negative results in May. Notes of Explanation: For each mutual fund with multiple share classes, only the best performing share class is displayed. May performance results arrayed in descending order. Results over 3-year […]