Data Dashboard Sustainable Funds Total Return Name Trillium ESG Global Equity Fund Retail PORTX UBS Engage For Impact P UEIPX USAA Sustainable World USAWX Vanguard Global ESG Select Stk Admiral VESGX AB Sustainable Global Thematic A ALTFX Aberdeen Global Equity Impact Instl JETIX AGF Global Sustainable Growth Equity I AGPIX Baillie Gifford Global Stwdsp Eqs K BGSKX Baillie Gifford Positive Chg Eqs K BPEKX BlackRock Global Impact Institutional BGIMX Domini Sustainable Solutions Ins LIFEX Fisher IIG ESG Stck for Ret Plns QDVSX Frontier MFG Global Sustainable Instl FMSGX Janus Henderson Global Sust Eq I JEUIX Mirova Global Sustainable Equity Y ESGYX Nationwide Global Sust Eq R6 GGEIX Pax Global Opportunities Institutional PXGOX Pioneer Global Sustainable Growth Y SUGYX Virtus AllianzGI Global Sust Instl ASTNX Pioneer Global Sustainable Value Y PSUYX Calvert Global Energy Solutions I CAEIX Federated Hermes Global Small Cap IS FHSIX Federated Hermes SDG Engagement Eq IS FHESX GMO Climate Change III GCCHX Guinness Atkinson Alternative Energy GAAEX Hartford Climate Opportunities Y HEOYX Hartford Global Impact R6 HGXVX New Alternatives A NALFX Defiance Next Gen H2 ETF HDRO SmartETFs Sustainable Energy II ETF SULR SPDR® Kensho Clean Power ETF CNRG Invesco MSCI Green Building ETF GBLD Third Avenue International RE Val Fndrs REIFX Vert Global Sustainable Real Estate Inst VGSRX Eventide Healthcare & Life Sciences I ETIHX IQ Healthy Hearts ETF HART Fidelity® Envir and Alt Engy Fund FSLEX VanEck Vectors Environmental Svcs ETF EVX 12 Morningstar Category World Large-Stock Blend World Large-Stock Blend World Large-Stock Blend World Large-Stock Blend World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Growth World Large-Stock Value World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock World Small/Mid Stock Equity Energy Equity Energy Equity Energy Global Real Estate Global Real Estate Global Real Estate Health Health Industrials Industrials Inception Date 9/30/99 10/24/18 10/1/20* 6/5/19 11/1/16 2/28/19 11/15/17 4/29/20 12/14/17 5/27/20 4/1/20 * * * 12/13/19 10/9/19 6/25/20 3/31/16 12/10/15* 6/27/18 5/7/21 12/9/14 5/7/21 5/31/07 4/23/19 11/6/18 4/5/17 3/31/06 2/29/16 2/28/17 9/3/82 3/26/21 11/11/20 10/19/18 4/22/21 5/8/14 10/31/17 Total Assets $Mil 1 Yr 931.9 46.14 % Rank Cat 1Yr Morningstar Rating 50.3 41.71 26 - Morningstar Sustainability Rating™ 11 QQQQQ ;;;;; ;; 1,533.7 37.24 56 QQQQQ ;; 575.9 41.65 28 - No ;;;;; 2,311.0 43.24 30 QQQ ;;;; 72.8 43.04 30 QQ 2.0 46.98 6.8 53.19 152.9 65.50 57.4 50.04 37.8 42.70 33 - 0.2 41.89 40 - 31.0 22.05 100 - 31.8 41.20 42 - 62.8 45.80 12 QQQQ ;;;; 6 QQQQQ ;; 1 QQQQQ ;; ;; ;; ;;; ;;;; ;;;;; 1,155.1 36.57 75 QQQ ;;;; ;;;; 13 QQ 119.3 36.62 75 QQQ ;;;;; 2.2 - - - - 132.5 33.86 86 QQ ;;;;; 1.9 - - - - 220.5 73.07 3.5 44.86 75 - 59.0 39.19 83 - 477.6 77.74 36.4 85.55 9 QQQ ;;; ;;; ;;; 7 QQQQ ; 6 QQQ ;;; - - - No No - 136.5 55.99 35 QQQQ ;;;;; No 122.3 52.49 46 QQQQ ;;;;; 484.1 57.04 30 QQQQ ;;;; 36.7 - - - - 5.2 - - - 395.1 115.52 7 - 5.1 - - - ;;;;; ;;; ;;;;; 44.5 35.49 23 QQQQ ; 12/27/12 2,087.7 10.54 97 QQQ 1/14/21 6/29/89 10/10/06 7.0 - - - 501.9 57.37 129.9 34.72 32 QQQ ;;;;; - ;;;;; 31 QQQ ;;; 62.1 52.29 54 QQQQ ;;; - - - - - - No - - 10 - ;;;;; Low Carbon Designation™ - - No - Specialty International Equity