Morningstar - Q3 2021 - M9

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 Income
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