Morningstar - Q3 2021 - M12

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

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