Morningstar - Q3 2021 - M8

Data Dashboard
Sustainable Funds
Total Return
Name
SPDR® Blmbrg SASB Corp Bd ESG Slct ETF RBND
Vanguard ESG US Corporate Bond ETF VCEB
Xtrackers BBG US Invmt Grd Corp ESG ETF ESCR
Ashmore Emerging Markets Corp Inc ESGIns ECIEX
Xtrackers JPMorgan ESG EM Sovereign ETF ESEB
AXS Sustainable Income I AXSKX
Calvert High Yield Bond I CYBIX
Federated Hermes SDG Eggm HY Crdt IS FHHIX
iShares ESG Advanced Hi Yld Corp Bd ETF HYXF
Nuveen ESG High Yield Corporate Bd ETF NUHY
Pax High Yield Bond Investor PAXHX
Transamerica High Yield ESG I TAJEX
Xtrackers JPMorgan ESG USD HY Corp BdETF ESHY
AMG GW&K Enhanced Core Bond ESG Z MFDYX
AMG GW&K ESG Bond N MGFIX
Brown Advisory Sustainable Bond Investor BASBX
Calvert Bond A CSIBX
Calvert Green Bond I CGBIX
Domini Impact Bond Investor DSBFX
IQ MacKay ESG Core Plus Bond ETF ESGB
iShares ESG Advanced Ttl USD Bd Mrkt ETF EUSB
Parnassus Fixed-Income PRFIX
PIMCO Total Return ESG Institutional PTSAX
TIAA-CREF Green Bond Institutional TGRNX
Transamerica Sustainable Bond I TAPKX
AMG GW&K Core Bond ESG I MBDFX
BlackRock Systematic ESG Bond K BIAKX
Eventide Core Bond I ETIRX
Fidelity® Sustainability Bond Index FNDSX
Fisher IIG ESG Fixed Inc for Ret Plns QDVBX
iShares ESG U.S. Aggregate Bond ETF EAGG
JHancock ESG Core Bond R6 JBORX
Nuveen ESG US Aggregate Bond ETF NUBD
Pacific Funds ESG Core Bond I PLEBX
Pax Core Bond Fund Institutional PXBIX
Praxis Impact Bond A MIIAX
RBC Impact Bond R6 RIBRX
TIAA-CREF Core Impact Bond Instl TSBIX
8
Morningstar Category
Corporate Bond
Corporate Bond
Corporate Bond
Emerging Markets Bond
Emerging Markets Bond
High Yield Bond
High Yield Bond
High Yield Bond
High Yield Bond
High Yield Bond
High Yield Bond
High Yield Bond
High Yield Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Interm Core-Plus Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Intermediate Core Bond
Inception
Date
11/5/20
9/22/20
5/12/20*
2/26/21
5/12/20
10/19/20
7/9/01
*
*
9/25/19
6/14/16
9/25/19
10/8/99
7/31/20
5/12/20
5/1/19
6/1/84
8/7/17
Total Assets
$Mil
1 Yr
% Rank
Cat 1Yr
Morningstar
Rating
30.1 - - -
172.1 - - -
7.8
1.99 94 Q
10.0 - - -
30.5
53.0 12.30
6.77 86 QQ
77 QQ
452.0 12.03 80 QQQ
11.40 84 QQQQ
Morningstar
Sustainability
Rating™
;;;;;
;;;;
;;;;
;;;;
-
-
-
44.6 13.93 60 - -
110.2
-
89.0 11.68 82 - -
635.0 11.72 82 QQQ
-
*
*
21.2 - - - -
21.4 15.59 35 QQ
54.8
-
940.6
224.1
8/24/87 2,326.9
10/31/13
6/1/00
6/28/21
6/23/20
8/31/92
11/16/18
7/31/20
5/1/19*
8/23/16
7/31/20
6/19/18
12/13/19
10/18/18
12/14/16
9/29/17
12/14/20
12/16/16
5/12/99
12/18/17
1/6/17 2,283.3
53.9
*
195.9
66.4
890.7
248.8
299.6
461.6
3.22 36 QQQ ;;;;;
11 QQQQ ;;;;
5.38
2.39 56 QQQ
4.16 22 QQQ
2.38 56 QQ
2.19
61 QQQ
-
-
-
-
20.1 - - - -
0.23 94 - -
-0.75 98 QQ
2.00 65 QQQ
-
-
3.02 39 - -
24.8 - - - -
0.57 47 QQQ ;;;;;
0.01 65 QQQQ
122.7 - - -
231.3 -0.86 93 QQQ
3.2
2.99
1,351.3
63.5
259.2
761.8
8 -
;;;;
;;;;;
-0.44 79 - -
-0.01 66 QQ
-1.20 97 QQ
-
-
27.3 - - - -
-0.06 68 QQ
-
774.8 -0.24 73 QQ
197.5
9/21/12 6,854.2
-0.03 67 QQQ
2.06
;;;;;
-
15 QQQQ
-
Low Carbon
Designation™
-
-
No
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Fixed Income

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