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