Morningstar - Q3 2021 - M4

Data Dashboard
Sustainable Funds
Total Return
Name
AVDR US LargeCap ESG ETF AVDG
BlackRock Advantage ESG US Eq Instl Shrs BIRIX
BlackRock US Carbon Transition Rdnss ETF LCTU
BNY Mellon Sustainable US Eq Fd Z DRTHX
Boston Common ESG Impact US Equity BCAMX
Boston Trust Equity BTEFX
Boston Trust Walden Equity WSEFX
Calvert US Large Cap Core Rspnb Idx I CISIX
CCM Core Impact Equity Fund Advisor QUAGX
Change Finance US LgCp FossilFuel Fr ETF CHGX
ClearBridge Dividend Strategy ESG ETF YLDE
ClearBridge Sustainability Leaders I LCISX
Dana Epiphany ESG Equity Inst ESGIX
DFA US Sustainability Core 1 DFSIX
Direxion MSCI USA ESG Ldrs vs Lggds ETF ESNG
Domini Impact Equity Investor DSEFX
DWS ESG Core Equity Institutional MIDIX
Fidelity Sustainability US Equity Retail FSEBX
Fidelity® Sustainability U.S. Equity ETF FSST
Fidelity® U.S. Sustainability Index FITLX
Fidelity® Women's Leadership FWOMX
Fidelity® Women's Leadership ETF FDWM
First Trust TCW ESG Premier Equity ETF EPRE
FlexShares STOXX US ESG Select ETF ESG
Gabelli ESG I ESGKX
Glenmede Responsible ESG US Equity RESGX
Global X Conscious Companies ETF KRMA
Goldman Sachs JUST US Large Cap Eq ETF JUST
Goldman Sachs U.S. Equity ESG Ins GINGX
Horizon ESG Defensive Core Inv HESGX
Humankind US Stock ETF HKND
Impact Shares NAACP Minority Empwrmt ETF NACP
Morningstar Category
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Impact Shares YWCA Women's Empwrmt ETF WOMN Large Blend
Integrity ESG Growth & Income A IGIAX
Invesco US Large Cap Core ESG ETF IVLC
IQ Candriam ESG US Equity ETF IQSU
iShares ESG Aware MSCI USA ETF ESGU
iShares ESG MSCI USA Leaders ETF SUSL
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
4
Inception
Date
12/29/20
10/5/15
4/6/21
3/29/72
4/30/12
5/1/20*
6/18/99
Total Assets
$Mil
1.6
1,410.3
1 Yr
% Rank
Cat 1Yr
Morningstar
Rating
- - -
- - -
Morningstar
Sustainability
Rating™
;;;;;
392.2 44.10 23 QQQQQ ;;;;
;;;;
535.8 37.02 78 QQQQ ;;;;
59.3 39.31 66 QQ
203.1 42.03
6/30/00 4,571.3 43.07
10/2/18*
10/9/17
5/22/17
3/31/15
12/19/18*
60.3 48.13
52.3 37.30
3/12/08 5,077.6 47.74
2/5/20
220.0 46.23
324.4 40.99 48 QQQ ;;;;
31 QQQQQ ;;;
72.4 43.65 26 QQQ ;;;;
75.1 44.16 23 QQQQQ ;;;;;
20.2 33.88 88 QQQ ;;;;
11 QQQQQ ;;;;;
;;;;
77 QQ
11 QQQ ;;
8.6 37.72 76 -
14 QQ
;;;;;
6/3/91 1,086.5 39.05 69 QQQ ;;;;
9/23/19*
6/15/21
6/15/21
5/9/17
5/1/19
1.8 - - - -
2.6 - - - -
1,281.8 40.78
128.7 45.45
6/15/21
5/25/21
7/13/16
6/1/07
12/22/15
7/11/16
6/7/18
11/30/09
12/27/19
2/24/21
7/12/18
8/24/18
1/3/95
12/18/20
12/16/19
51 QQQQQ ;;;;;
;;;;;
16 -
2.0 - - - -
2.1 - - - -
167.6 42.37 38 QQQQ ;;;
;;
40.3 44.43 20 Q
31.1 44.61
19 QQ
;;;;;
480.8 42.72 34 QQQ ;;;;
245.6 40.71 53 QQQQ ;;;
15.8 42.37 38 QQQQ ;;;;
132.9 42.98
31 -
76.2 - - -
32.3 43.89 25 -
30.1 59.33
80.3 38.86
2 -
6.9 - - -
453.4 41.81 43 -
;;;;
;;;;
71 QQQ ;;;;;
;;;;;
;;;;;
12/1/16 18,866.6 42.49 37 QQQQQ ;;;;
5/7/19 3,656.2 40.84 49 -
;;;;;
-
-
;;;;;
-
-
-
;;;;;
41 QQQ ;;;;;
Low Carbon
Designation™
-
-
No
;;;;;
;;
-
-
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