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 […]
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, […]