Morningstar - Q3 2021 - M6

Data Dashboard
Sustainable Funds
Total Return
Name
Brown Advisory Sustainable Growth I BAFWX
Calvert Equity A CSIEX
Calvert US Large Cap Growth Rspnb Idx I CGJIX
ClearBridge Large Cap Growth ESG ETF LRGE
Fisher IIG US Lrg Cp Eq Env & Scl Val ILESX
FundX Sustainable Impact SRIFX
Green Century Equity Individual Investor GCEQX
Lateef Focused Sustainable Growth CL I LIMIX
Nuveen ESG Large-Cap Growth ETF NULG
Nuveen Winslow Large-Cap Growth ESG I NVLIX
Praxis Growth Index I MMDEX
Putnam Sustainable Future A PMVAX
Putnam Sustainable Future ETF PFUT
Putnam Sustainable Leaders A PNOPX
Putnam Sustainable Leaders ETF PLDR
Reynders McVeigh Core Equity Instl ESGEX
TrueShares ESG Active Opportunities ETF ECOZ
Baywood Socially Responsible Instl BVSIX
Calvert US Large Cap Value Rspnb Idx I CFJIX
Coho Relative Value ESG CESGX
Columbia Sustainable US Equity Inc ETF ESGS
Gabelli Love Our Planet & People ETF LOPP
Glenmede Women in Leadership US Eq GWILX
Gotham ESG Large Value Institutional GESGX
Impact Shares Sus Dev Gls Glb Eq ETF SDGA
Nuveen ESG Large-Cap Value ETF NULV
Parnassus Endeavor Investor PARWX
PIMCO RAFI ESG US ETF RAFE
Praxis Value Index A MVIAX
Segall Bryant&Hamill Workplace Eq Ret WEQRX
Transamerica Sustainable Equity Inc I TDFIX
Boston Trust Midcap BTMFX
Boston Trust SMID Cap BTSMX
Boston Trust Walden Midcap WAMFX
Boston Trust Walden SMID Cap WASMX
Calvert Mid-Cap A CCAFX
Calvert US Mid Cap Core Rspnb Idx I CMJIX
Cavanal Hill Mid Cap Diverse Ldrsp Instl AIWVX
6
Morningstar Category
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Large Value
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Inception
Date
Total Assets
$Mil
1 Yr
6/29/12 5,828.5 39.42
8/24/87 5,880.7 34.32
6/19/15
5/22/17
7/17/20
3/31/17
9/13/95
9/1/20
162.1 37.13
26.2
12/13/16
2/3/20
5/1/07
3/1/18
5/25/21
5/25/21
3/29/19
2/28/20
1/3/05
6/19/15
11/27/19
6/13/16
1/29/21
12/22/15
12/28/18
9/24/18
12/13/16
3/1/18 6,508.6 40.81 50 QQQ ;;;;
5.2 - - - -
53.8 52.41
*
*
*
*
9 -
9.8 42.56 36 -
6.8 54.82
9 QQ
;;;;
;;;;
;;;;
1,515.0 47.77 28 QQQQ ;;;
21.7 27.67 94 -
5.4 50.99
19 QQQ ;;;
10.0 - - - -
29.7 48.22 26 QQQQQ ;;;;;
;;;;;
;;;;
1.5
41.61
55 -
5.5 38.42 69 -
4/29/05 4,947.9 74.28
12/18/19
5/1/01
7/11/19
12/1/20
5/1/20
5/1/20
8/1/11
*
*
*
*
6/28/12
10/31/94
10/30/15
12/28/20*
81.8 42.67
1,029.7 37.19 72 QQQ ;;;;; No
1 QQQQQ ;;;;;
;;;;
20.5 46.63 33 -
396.2 38.49 68 QQQQ ;;;;
25.7 36.69 74 QQQQ ;;;;;
;;;;
337.1 34.06 84 Q
157.2 36.68 92 QQQQ ;;;;;
545.4 43.88 78 QQQQ ;;;;;
97.7 36.62 93 QQQQ ;;;;;
81 QQQQ ;;;;;
317.9 36.86 92 QQQ ;;;;;
255.8 49.95 52 QQQQQ ;;;
47.47 64 QQQQ ;;;;
1.3
No
No
;;;;;
No
-
777.2
% Rank
Cat 1Yr
Morningstar
Rating
Morningstar
Sustainability
Rating™
61 QQQQ ;;;;
91 QQQ ;;;;;
241.8 41.32 46 QQQQ ;;;
77 QQQ ;;;;
;;;;
;;;
0.2 - - -
28.26
98 Q
508.8 40.25 54 QQ
63.0 55.31
7 QQ
;;;;;
;;
44.24 24 QQQQ ;;;;;
869.7 38.64 67 QQQ ;;;;;
478.0 40.13 55 QQQQ ;;;;
8 QQQ ;;;
649.1 53.30
5.4 - - - -
-
-
Low Carbon
Designation™
-
No
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