Morningstar - Q3 2021 - M10

Data Dashboard
Sustainable Funds
Total Return
Name
KraneShares MSCI China Clean Tech ETF KGRN
KraneShares MSCI China ESG Leaders ETF KESG
Aberdeen Emerging Mkts SustLdrs InstlSvc GIGSX
Alpha Architect Freedom 100 Em Mkts ETF FRDM
Amana Developing World Investor AMDWX
Ashmore Emerging Markets Equity ESG Ins ESIGX
BlackRock Advantage ESG Em Mkts Eq Ins BLZIX
Calvert Emerging Markets Advancement I CEFIX
Calvert Emerging Markets Equity I CVMIX
DFA Em Mkts Sustnby Cor 1 Instl DESIX
Goldman Sachs ESG Em Mkts Eq R6 GEBSX
iShares ESG Advanced MSCI EM ETF EMXF
iShares ESG Aware MSCI EM ETF ESGE
iShares® ESG MSCI EM Leaders ETF LDEM
Nuveen ESG Emerging Markets Equity ETF NUEM
Oaktree Emerging Markets Equity New I OEQIX
SPDR® MSCI Em Mkts Fossil Fuel Free ETF EEMX
WCM Sustainable Developing World Ins WCMDX
WisdomTree Emerging Markets ESG ETF RESE
Xtrackers MSCI EMs ESG Leaders Eq ETF EMSG
Aberdeen International Sust Ldrs I JIEIX
BlackRock Advantage ESG Intl Eq Ins BRZIX
BlackRock World ex US Cbn Tnstn Rdns ETF LCTD
Boston Common ESG Impact Intl BCAIX
Boston Trust Walden International Eq WIEFX
Calvert International Responsible Idx I CDHIX
DFA Intl Sustainability Core 1 DFSPX
Domini Impact International Equity Inv DOMIX
DWS ESG International Core Eq S DURSX
Fidelity® Intl Sustainability Idx FNIDX
Fisher IIG All Frgn Eq Env & Scl Val IAFEX
Goldman Sachs International Eq ESG Svc GSISX
Green Century MSCI Intl Indx Instl GCIFX
IQ Candriam ESG International Equity ETF IQSI
iShares ESG Advanced MSCI EAFE ETF DMXF
iShares ESG Aware MSCI EAFE ETF ESGD
JHancock ESG International Equity R6 JTQRX
Mirova International Sustainable Eq N MRVNX
10
Morningstar Category
China Region
China Region
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Foreign Large Blend
Inception
Date
10/12/17
7/29/20
12/1/20
5/22/19
9/21/17
2/26/20
8/18/20
10/1/19
3/27/18
5/31/18
10/6/20
2/5/20
6/6/17
6/3/21
Total Assets
$Mil
1 Yr
180.7 127.73
*
*
% Rank
Cat 1Yr
Morningstar
Rating
13.3 - - -
59.5 47.25
15.8 56.54
21 -
5 -
Morningstar
Sustainability
Rating™
1 QQQQQ ;;;
;;;;
235.0 34.21 84 QQQQ ;;;;;
;;;;
71.5 33.95 85 QQQ ;;;;;
;;;;
;;;;
;;;;
Low Carbon
Designation™
-
-
No
-
12.3 - - -
49.3 38.88 66 -
10/31/12 4,630.9 40.96 55 QQQQ ;;;;
973.4 41.80 49 QQQ ;;;
29.0 46.54 24 QQQQQ ;;;;;
;;;;
13.6 - - -
6/28/16 7,807.3 42.20 47 QQQQ ;;;
;;;
894.4 43.42 39 -
108.3 49.26
10/24/16
3/31/20
11/1/20
12/4/18
12/1/20
8/18/20
4/6/21
12/29/10
6/9/15
10/30/15
3/12/08
1.2 - - - -
183.8 39.61
2.0 31.60
*
*
17.2
41.21
53 -
-
No
-
No
No
16 QQQQ ;;;; No
-
62 QQQ ;;;
91 -
;;;;;
34.9 43.80 35 QQQ ;;;;
;;;;
144.0 37.82
12.6 - - -
607.1 - - -
21 QQQ ;;;;
;;;
;;;
480.6 29.17 83 QQQQ ;;;;;
86.0 27.52 88 QQQ ;;;;
31 QQQQ ;;;;
581.4 35.88
12/27/06 1,561.0 33.44 50 QQ
12/1/19*
5/9/17
366.0 34.12
7/17/20
2/28/18*
9/30/16
12/16/19
6/16/20
12/14/16
12/28/18
0.2 - - -
256.4 43.65
3,171.4 37.95 20 QQQQ ;;;
;;;
9.9 33.74 47 QQQ ;;;;
44 QQQQ ;;;
;;;;
7 QQQQQ ;;;;
156.2 30.67 74 QQQQQ ;;;;;
;;;
191.5 32.80 56 -
183.8 33.65 48 -
;;;;;
6/28/16 6,020.2 33.17 52 QQQQ ;;;
94.4 35.11 38 QQQQQ ;;;;
30.3 33.56 49 -
No
;;;;;
No
No
No
-
No
-
-
No
International Equity

Morningstar - Q3 2021

Table of Contents for the Digital Edition of Morningstar - Q3 2021

Contents
Morningstar - Q3 2021 - Cover1
Morningstar - Q3 2021 - Cover2
Morningstar - Q3 2021 - 1
Morningstar - Q3 2021 - 2
Morningstar - Q3 2021 - Contents
Morningstar - Q3 2021 - 4
Morningstar - Q3 2021 - 5
Morningstar - Q3 2021 - 6
Morningstar - Q3 2021 - 7
Morningstar - Q3 2021 - 8
Morningstar - Q3 2021 - 9
Morningstar - Q3 2021 - 10
Morningstar - Q3 2021 - 11
Morningstar - Q3 2021 - 12
Morningstar - Q3 2021 - 13
Morningstar - Q3 2021 - 14
Morningstar - Q3 2021 - 15
Morningstar - Q3 2021 - 16
Morningstar - Q3 2021 - 17
Morningstar - Q3 2021 - 18
Morningstar - Q3 2021 - 19
Morningstar - Q3 2021 - 20
Morningstar - Q3 2021 - 21
Morningstar - Q3 2021 - 22
Morningstar - Q3 2021 - 23
Morningstar - Q3 2021 - 24
Morningstar - Q3 2021 - 25
Morningstar - Q3 2021 - 26
Morningstar - Q3 2021 - 27
Morningstar - Q3 2021 - 28
Morningstar - Q3 2021 - 29
Morningstar - Q3 2021 - 30
Morningstar - Q3 2021 - 31
Morningstar - Q3 2021 - 32
Morningstar - Q3 2021 - 33
Morningstar - Q3 2021 - 34
Morningstar - Q3 2021 - 35
Morningstar - Q3 2021 - 36
Morningstar - Q3 2021 - 37
Morningstar - Q3 2021 - 38
Morningstar - Q3 2021 - 39
Morningstar - Q3 2021 - 40
Morningstar - Q3 2021 - 41
Morningstar - Q3 2021 - 42
Morningstar - Q3 2021 - 43
Morningstar - Q3 2021 - 44
Morningstar - Q3 2021 - 45
Morningstar - Q3 2021 - 46
Morningstar - Q3 2021 - 47
Morningstar - Q3 2021 - 48
Morningstar - Q3 2021 - 49
Morningstar - Q3 2021 - 50
Morningstar - Q3 2021 - 51
Morningstar - Q3 2021 - 52
Morningstar - Q3 2021 - 53
Morningstar - Q3 2021 - 54
Morningstar - Q3 2021 - 55
Morningstar - Q3 2021 - 56
Morningstar - Q3 2021 - 57
Morningstar - Q3 2021 - 58
Morningstar - Q3 2021 - 59
Morningstar - Q3 2021 - 60
Morningstar - Q3 2021 - 61
Morningstar - Q3 2021 - 62
Morningstar - Q3 2021 - 63
Morningstar - Q3 2021 - 64
Morningstar - Q3 2021 - 65
Morningstar - Q3 2021 - 66
Morningstar - Q3 2021 - 67
Morningstar - Q3 2021 - 68
Morningstar - Q3 2021 - 69
Morningstar - Q3 2021 - 70
Morningstar - Q3 2021 - 71
Morningstar - Q3 2021 - 72
Morningstar - Q3 2021 - 73
Morningstar - Q3 2021 - 74
Morningstar - Q3 2021 - 75
Morningstar - Q3 2021 - 76
Morningstar - Q3 2021 - 77
Morningstar - Q3 2021 - 78
Morningstar - Q3 2021 - 79
Morningstar - Q3 2021 - 80
Morningstar - Q3 2021 - 81
Morningstar - Q3 2021 - 82
Morningstar - Q3 2021 - 83
Morningstar - Q3 2021 - 84
Morningstar - Q3 2021 - 85
Morningstar - Q3 2021 - 86
Morningstar - Q3 2021 - 87
Morningstar - Q3 2021 - 88
Morningstar - Q3 2021 - 89
Morningstar - Q3 2021 - 90
Morningstar - Q3 2021 - 91
Morningstar - Q3 2021 - 92
Morningstar - Q3 2021 - 93
Morningstar - Q3 2021 - 94
Morningstar - Q3 2021 - 95
Morningstar - Q3 2021 - 96
Morningstar - Q3 2021 - Cover3
Morningstar - Q3 2021 - Cover4
Morningstar - Q3 2021 - M1
Morningstar - Q3 2021 - M2
Morningstar - Q3 2021 - M3
Morningstar - Q3 2021 - M4
Morningstar - Q3 2021 - M5
Morningstar - Q3 2021 - M6
Morningstar - Q3 2021 - M7
Morningstar - Q3 2021 - M8
Morningstar - Q3 2021 - M9
Morningstar - Q3 2021 - M10
Morningstar - Q3 2021 - M11
Morningstar - Q3 2021 - M12
Morningstar - Q3 2021 - M13
Morningstar - Q3 2021 - M14
Morningstar - Q3 2021 - M15
Morningstar - Q3 2021 - M16
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com