Sustainable Funds Total Return Name Touchstone Impact Bond Y TCPYX Access Capital Community Investment I ACCSX CCM Community Impact Bond CRA CRAIX Calvert Core Bond A CLDAX Angel Oak Core Impact Ins AOIIX CrossingBridge Responsible Credit Instl CBRDX Morgan Stanley Inst Strategic Income IS MSTCX PIMCO ESG Income Institutional PEGIX Zeo Sustainable Credit I ZSRIX Green California Tax-Free Income Fund CFNTX Payden California Municipal Social Imp PYCRX Brown Advisory Tax-Exempt Sust Bd Inv BITEX Calvert Responsible Municipal Income A CTTLX JPMorgan Sustainable Municipal Income I HLTAX Neuberger Berman Municipal Impact Instl NMIIX Wells Fargo Municipal Sustainability Ins WMSIX AB Impact Municipal Income ABIMX Columbia US Social Bond Inst CONZX Franklin Municipal Green Bond Adv FGBKX Calvert Flexible Bond Fund Class I CUBIX Angel Oak Financials Income Ins Class ANFIX Calvert Short Duration Income A CSDAX Eventide Limited-Term Bond A ETABX iShares ESG 1-5 Year USD Corp Bd ETF SUSB PIMCO Low Duration ESG Institutional PLDIX TIAA-CREF Short Duration Impact Bd Instl TSDJX Calvert Ultra-Short Duration Income A CULAX PIMCO Enhanced Short Mtrty Actv ESG ETF EMNT Saturna Sustainable Bond SEBFX VanEck Vectors Green Bond ETF GRNB DFA Global Sustainability Fixed Inc Ins DGSFX DWS ESG Global Bond S SSTGX Fidelity Advisor Environmental Bond I FEBFX Fidelity Environmental Bond FFEBX iShares Global Green Bond ETF BGRN Lord Abbett Climate Focused Bond I CFLIX Mirova Global Green Bond N MGGNX Morningstar Category Intermediate Core Bond Intermediate Government Intermediate Government Long-Term Bond Multisector Bond Multisector Bond Multisector Bond Multisector Bond Multisector Bond Muni California Interm Muni California Interm Muni National Interm Muni National Interm Muni National Interm Muni National Interm Muni National Interm Muni National Long Muni National Long Muni National Long Nontraditional Bond Short-Term Bond Short-Term Bond Short-Term Bond Short-Term Bond Short-Term Bond Short-Term Bond Ultrashort Bond Ultrashort Bond World Bond World Bond World Bond-USD Hedged World Bond-USD Hedged World Bond-USD Hedged World Bond-USD Hedged World Bond-USD Hedged World Bond-USD Hedged World Bond-USD Hedged UBS Sustainable Development Bank Bond P UDBPX World Bond-USD Hedged Inception Date 5/21/18* 6/23/98 Total Assets $Mil 421.0 734.4 99.0 1 Yr % Rank Cat 1Yr Morningstar Rating 1.15 32 QQQ 0.19 8/30/99 3,125.2 -0.34 26 QQQ 12/31/04 6/4/21 4.00 49 QQ 6/30/21 10/1/19* 9/30/20 5/31/19 1/1/15 1/31/20 12/2/19 8/23/83 2/28/17 6/28/18 2/28/20 9/12/17 3/26/15 10/1/19 9/30/14 11/6/19 1/31/02 12/20/18 7/11/17 1/6/17 11/16/18 10/31/06 12/10/19 3/27/15 3/3/17 11/6/18 5/1/19* 6/15/21 6/15/21 11/13/18 5/28/20 2/28/17 10/24/18 * * 27.5 Morningstar Sustainability Rating™ - 16 QQQ ;;;; - - 20.1 - - - - 1.2 - - - - 8.61 58 QQQ - 49.1 - - - - 20.1 57.0 73.2 8.97 55 - - 1.34 87 QQ - 4.84 23 QQQQ * * 179.8 401.9 325.2 67.0 26.7 484.5 70.8 8.8 * * * 198.1 162.4 2,121.8 181.0 1,047.0 459.0 34.4 939.1 153.0 26.6 96.2 831.4 64.5 - 4.57 45 - - 2.17 89 QQQ 3.82 64 QQQ 2.62 84 QQQ - - - 5.36 30 - - 8.25 4.40 79 QQQ 17 QQQQQ - - 3.71 91 - - 11.31 8.11 5.17 19 QQQQ 4 QQQQ 13 QQQQ - - - 0.45 86 QQQ ;;;; 1.92 52 QQQQQ ;;;; 1.25 71 QQQ 15 QQQ - 2.65 32 - - 1.76 1.00 - 41 - - 4.60 53 QQQQ ;;;;; 1.71 88 QQQ ;;;; 1.09 62 - 0.78 67 QQQ 214.8 17.8 42.3 4.0 - - - - 5.3 - - - - 0.86 66 - 3.97 20 - - 3.04 28 QQQQ ;;;; 84.1 -1.70 98 - ;;;;; morningstar.com/lp/magazine 9 Low Carbon Designation™ - - - - - - - - - - - - - - - - - - - - - - - No - - - - - - ;;;;; - - - - - ;;;;; - - - Fixed Incomehttp://www.morningstar.com/lp/magazine