Morningstar - Q3 2021 - M7

Sustainable Funds
Total Return
Name
Eventide Dividend Opportunities I ETIDX
iShares® ESG Screened S&P Mid-Cap ETF XJH
Kennedy Capital ESG SMID Cap I KESGX
Parnassus Mid-Cap PARMX
Trillium ESG Small/Mid Cap Inst TSMDX
Xtrackers S&P MidCap 400 ESG ETF MIDE
American Century Mid Cap Growth Imp ETF MID
AMG Boston Common Global Impact I BRWIX
BlackRock US Impact Institutional BIBFX
Direxion World Without Waste ETF WWOW
Essex Environmental Opportunities Instl GEOSX
Etho Climate Leadership US ETF ETHO
Eventide Gilead N ETGLX
Nuveen ESG Mid-Cap Growth ETF NUMG
Parnassus Mid Cap Growth Investor PARNX
Shelton Green Alpha NEXTX
AIG ESG Dividend W EDFWX
Nuveen ESG Mid-Cap Value ETF NUMV
Boston Trust Walden Small Cap BOSOX
Calvert Small-Cap A CCVAX
iShares ESG Aware MSCI USA Small-Cap ETF ESML
iShares® ESG Screened S&P Small-Cap ETF XJR
Mesirow Financial Sm Cp Value Sust Instl MSVIX
Nuveen ESG Small-Cap ETF NUSC
Pax Small Cap Institutional PXSIX
Praxis Small Cap Index I MMSIX
Xtrackers S&P SmallCap 600 ESG ETF SMLE
Aberdeen US Sust Ldrs Smlr Coms Instl GGUIX
Changebridge Capital Sustainable Eq ETF CBSE
Dana Epiphany ESG Small Cap Eq Instl DSCIX
CCM Small/Mid-Cap Impct Val Fd Advisor QUSVX
DFA US Sustainability Targeted Val Instl DAABX
Calvert Floating-Rate Advantage R6 CFORX
Invesco Floating Rate ESG A AFRAX
AB Sustainable Thematic Credit Advisor STHYX
Calvert Income A CFICX
iShares ESG USD Corporate Bond ETF SUSC
PIMCO Climate Bond Institutional PCEIX
Morningstar Category
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Blend
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Growth
Mid-Cap Value
Mid-Cap Value
Small Blend
Small Blend
Small Blend
Small Blend
Small Blend
Small Blend
Small Blend
Small Blend
Small Blend
Small Growth
Small Growth
Small Growth
Small Value
Small Value
Bank Loan
Bank Loan
Corporate Bond
Corporate Bond
Corporate Bond
Corporate Bond
Inception
Date
9/29/17
9/22/20
6/28/19
Total Assets
$Mil
31.4
1 Yr
% Rank
Cat 1Yr
Morningstar
Rating
17.4 57.96
- - -
18 -
Morningstar
Sustainability
Rating™
Low Carbon
Designation™
336.5 47.49 64 QQQQQ ;;;;; No
;;;
;;;
-
-
4/29/05 8,069.0 36.92
8/31/15
2/23/21
7/15/20
12/30/85
6/30/20
12/17/20
9/1/17
11/18/15
12/13/16
12/27/84
3/12/13
12/16/16
12/13/16
12/16/05
91 QQQQ ;;;;;
10.7 - - -
17.8 - - -
946.1 44.78 53 QQ
7.6 59.40
13 -
5.7 - - -
65.3 92.52
32.8 54.23 26 QQQ ;;;;
;;;
;;;;;
;;;;
;;;;
;;;;
3 QQQQ ;
169.2 48.18 38 QQQ ;;;;
7/8/08 5,287.1 49.43 32 QQQQQ ;;;;
48 QQQQ ;;;;;
340.2 45.64
1,153.1 36.99 88 QQQ ;;;;;
1 QQQQQ ;;;
304.6 112.61
39.4 35.97 98 QQQ ;;;;;
10/1/04 2,753.4 45.99
4/10/18
9/22/20
12/19/18
12/13/16
3/27/08
5/1/07
638.4 62.10
2/23/21
12/1/20 *
11/12/20
10/1/20
10/2/18
7/2/20
*
*
10/10/17
8/4/20 2,285.5 12.81
5/10/21
10/12/82
7/11/17
*
8.98
12/10/19
242.7 53.09 54 QQQQ ;;;;; No
765.9 48.27 89 QQQQ ;;;;
91 QQQQQ ;;;;
-
-
987.7 63.04 39 QQQQQ ;;;;
;;;
;;;
11.7 - - -
12.9 64.95
31 -
961.2 65.14 30 QQQQQ ;;;;
41 QQQQ ;;;
155.2 67.13 20 QQ
10.5 - - -
;;;;
;;;;
16.2 42.69 84 QQQQ ;;
9.4 - - -
15.6 62.28 23 Q
19.3 48.79 93 Q
238.2 - - -
113.6
9.91 48 QQQ
11 QQQQ
5 QQQ
-
-
114.2 - - - -
740.1
781.4
20.6
-
3.06 70 QQQ ;;;;
3.84 49 -
morningstar.com/lp/magazine
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-
-
-
-
-
-
-
7
Fixed Income
Equity
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