Chart of the Week – October 23, 2023
The Bottom Line: Sustainable large cap value funds reflect greater variations in their holdings and broader diversification than their sustainable large cap growth funds counterparts. Top 11 stocks most widely held by sustainable large cap value funds: September 30, 2023 Notes of Explanation: Sustainable funds based on Morningstar’s classification. Data as of September 30, 2023. […]
Chart of the Week – October 16, 2023
The Bottom Line: Methodologies used to analyze the outperformance or underperformance of sustainable and conventional mutual funds and ETFs may produce distortions and skew outcomes. Average 12-month performance of actively managed sustainable and conventional funds-Taxable bond funds and US equity funds across mutual funds and ETFs Notes of Explanation: Sustainable funds based on Morningstar’s classification. […]
Chart of the Week – October 9, 2023
The Bottom Line: Sustainable large cap growth funds exposure to some of the market’s top performers so far in 2023 drove their average 14.9% results. Top 10 stocks held by the best performing sustainable large cap growth funds: September 30, 2023 Notes of Explanation: Stocks listed based on the number of top performing […]
Chart of the Week – October 2, 2023
The Bottom Line: Short-term performance results in the volatile renewable energy sector may be poised for gains due to demand surge in the coming years. Top 10 clean energy funds by assets under management and performance to August 31, 2023Notes of Explanation: Funds listed in size order. Top 10 funds by assets under management selected […]
Sustainable index tracking ETFs expense ratios
The Bottom Line: Sustainable index tracking ETF fees range from a low of 0.1% to a 0.75% high, offering investors a range of pricing options. Assets and average expense ratios for top 10 sustainable index tracking ETF investment categories Contact Us for this chart. Notes of Explanation: Assets=total net assets. Expense ratios are average for […]
Carbon credit and voluntary offset funds post declines in August
The Bottom Line: Eight thematic sustainable investment vehicles investing in futures contracts on carbon credits and voluntary offset credits are listed, but volatilities are high. Performance of thematic sustainable investment funds investing in carbon credits and voluntary offset credits, to August 31, 2023Notes of Explanation: Eight funds include, iPath Series B Carbon ETN (GRN), iPath […]
Short duration bond funds dominate top sustainable performers in August
The bottom line: Best performing sustainable funds in August 2023 dominated by short-dated bond funds investing in fixed or floating rate securities and integrating ESG. Sustainable mutual funds and ETFs: Top 10 performers in August 2023Notes of Explanation: Performance results limited to best performing share class, to August 31, 2023. Calvert Ultra-Short Investment Grade ETF […]
ESG interest in DC plans high, but usage remains low
The Bottom Line: Expressions of interest in sustainable investments may be high, but usage remains low in employer-sponsored defined contribution plans, calling for additional education. MFS US Retirement Survey, 2022: Interest in more sustainable (ESG) investments in employer-sponsored retirement plansNotes of Explanation: Percentages represent the sum of respondents that chose somewhat interested, very interested and […]