Chart of the Week – June 10, 2024: Limited supply of worthy sustainable small-cap funds
The Bottom Line: A limited number of worthy focused sustainable small-cap blended investment funds is available to various investors once screened against five key characteristics. Notes of Explanation: Funds arrayed in descending order based on May 2024 total return performance results. Small cap blended funds consist of non-thematic small cap funds defined by their prospectus. * […]
Chart of the Week – June 3, 2024: Drought in sustainable investment fund formations
The Bottom Line: The drought in sustainable investment fund launches continued through May, during which there were no new listings of mutual funds or ETFs. Notes of Explanation: Number of mutual fund launches excludes share class introductions. Morningstar Direct; Sustainable Research and Analysis LLC. Observations: The drought in focused sustainable investment fund […]
Chart of the Week – May 27, 2024: Smallest sustainable funds
The Bottom Line: Small sustainable fund firms may introduce unique or innovative investment opportunities, but investors should exercise caution when considering making investments in them. Notes of Explanation: Fund firms listed in descending order based on total net assets as of April 30, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. […]
Chart of the Week – May 20, 2024: Largest sustainable investment funds
The Bottom Line: With one exception, the composition of the top ten sustainable investment funds by assets under management remains unchanged so far this year. Notes of Explanation: # Index fund. Total net assets as of April 30, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. Ten largest sustainable mutual […]
Chart of the Week – May 13, 2024: April performance of sustainable funds
The Bottom Line: Sustainable funds posted an average -3.2% in April, while the leading Commodity Funds category added 7.2% and the lagging category dropped 58.9%. Notes of explanation: Notes of Explanation: Sustainable funds fall into one of 75 fund categories, as determined by Morningstar Direct. Returns are the average returns for each […]
Chart of the Week – May 6, 2024: Global sustainable ETFs
The Bottom Line: Sustainable ETFs listed across the globe in 23 jurisdictions with $US3.9 trillion in assets under management are dominated by 10 management firms. Notes of explanation: Assets under management denominated in US dollars as of early May 2024. All Other includes Netherlands, Switzerland, Japan, Mexico, Singapore, South Korea, HK, New Zealand, […]
Chart of the Week – April 29, 2024
The Bottom Line: While divestment approaches have an important symbolic meaning and serve as a signaling mechanism, the financial impact on companies is likely limited. Notes of explanation: *Indicates no divestment of fossil fuel companies. Source: UB University Business, 2/15/2024, based on a report published by the National Association of College and University […]
Chart of the Week – April 22, 2024
The Bottom Line: Returns from sustainable and conventional bond funds have been disappointing, but investing opportunities are available and improvements may come later this year. Notes of explanation: Performance of sustainable bond fund categories, 19 in total, listed in order of first quarter 2024 average total returns. Quartile rankings are based on Q1 […]