Morningstar - Q3 2021 - M3

Data Dashboard
Sustainable Funds
Total Return
Name
SGI Conservative SGCIX
Calvert Conservative Allocation A CCLAX
Praxis Genesis Conservative A MCONX
1919 Socially Responsive Balanced A SSIAX
Calvert Balanced A CSIFX
Calvert Moderate Allocation A CMAAX
Eventide Multi-Asset Income I ETIMX
Green Century Balanced GCBLX
MassMutual Balanced R5 MBLDX
Pax Sustainable Allocation Inv PAXWX
Pioneer Balanced ESG Y AYBLX
Praxis Genesis Balanced A MBAPX
Preserver Alternative Opportunits Instl PAOIX
Quantified Common Ground Investor QCGDX
SGI Prudent Growth SGPGX
Boston Trust Asset Management BTBFX
Boston Trust Walden Balanced WSBFX
iShares ESG Aware Aggressive Allc ETF EAOA
Praxis Genesis Growth A MGAFX
Trend Aggregation ESG ETF TEGS
Calvert Growth Allocation A CAAAX
CCM Alternative Income Institutional CCMNX
BlackRock LifePath ESG Index 2030 Instl LENIX1
Natixis Sustainable Future 2030 N NSFFX1
Appleseed Investor APPLX
BNY Mellon Sustainable Balanced K DRAKX
iShares ESG Aware Conservative Allc ETF EAOK
iShares ESG Aware Growth Allc ETF EAOR
iShares ESG Aware Moderate Allc ETF EAOM
Virtus AllianzGI Global Allocation A PALAX
Amana Income Investor AMANX
American Century Sustainable Equity A AFDAX
American Century Sustainable Equity ETF ESGA
Amplify Cleaner Living ETF DTOX
Aspiration Redwood REDWX
Morningstar Category
Alloc-15% to 30% Equity
Alloc-30% to 50% Equity
Alloc-30% to 50% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-50% to 70% Equity
Alloc-70% to 85% Equity
Alloc-70% to 85% Equity
Alloc-70% to 85% Equity
Alloc-70% to 85% Equity
Alloc-70% to 85% Equity
Alloc-85%+ Equity
Alternative Multistrategy
Target-Date 2030
Target-Date 2030
World Alloc
World Alloc
World Alloc
World Alloc
World Alloc
World Alloc
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Inception
Date
6/8/20
4/29/05
12/31/09
11/6/92
4/29/05
7/15/15
3/18/92
11/18/20
12/1/19
Total Assets
$Mil
1.4
1 Yr
% Rank
Cat 1Yr
Morningstar
Rating
4.05 98 -
294.1 16.32 65 QQQQ
29.0 10.67 98 QQ
Morningstar
Sustainability
Rating™
-
-
;;;;
730.0 26.27 42 QQQQQ ;;;;;
10/21/82 1,206.8 24.07 65 QQQQ ;;;;
41 QQQQ ;;;;
431.7 26.40
8/10/71 2,453.4 26.57 37 QQQQ ;;;;;
61 QQQQ ;;;;
12/31/09
12/30/19
12/30/19
6/8/20
6/18/99
6/12/20
12/31/09
5/7/20
6/30/05
5/31/13
8/18/20
2/28/17
12/8/06
4/1/19 *
6/12/20
6/12/20
6/12/20
10/11/19
9/21/17
*
*
*
433.9 24.44
94.0 24.24 64 QQQ ;;;;
;;;;
;;;;
;;;
6 -
14.19 98 -
29.1 23.10 78 QQ
44.2 38.99
11.2
5/1/20 *
665.5 27.29 88 QQQQQ ;;;;;
197.0 26.04 93 QQQQ ;;;;;
;;;;
20.1 32.21 54 -
96.1 33.69 39 QQQ ;;;;
;;;
16.1 23.79 99 -
289.4 38.14 69 QQQQ ;;;;
23.3 24.58
9 QQ
3.2 - - -
11.2 33.56
121.7 60.63
16.2 21.43
5.6
7.8 23.51 62 -
5.8
15.12 89 -
6/30/16 3,593.8 38.72
7/15/20
6/23/21
11/16/15
*
*
*
1 Not all funds in each target-date series are listed here. However, the other funds in these series also qualify for the Sustainable Funds Universe.
1,568.2 29.62 93 QQ
151.6 - - -
-
;;;;;
17 QQQQQ ;;;;;
1 QQQ ;;;
77 QQQQ ;;;;;
11.00 95 - -
;;;;
;;;;
300.5 22.17 73 QQQQ ;;;;
;;
71 QQQQ ;;;;;
;;;;;
1.3 - - - -
141.0 45.74
15 QQQ ;;;;;
-
-
-
-
-
-
-
-
-
-
363.0 27.12 32 QQQ ;;;;
404.1 26.74 36 QQQQ ;;;;;
162.3 25.93 46 QQQQ ;;;;
-
No
-
Low Carbon
Designation™
-
-
-
-
-
morningstar.com/lp/magazine
3
Equity
Allocation
http://www.morningstar.com/lp/magazine

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