Morningstar - Q4 2022 - S7

Sustainable Funds
Total Return
Name
Pax US Sustainable Economy Investor PXWGX
PFG BR Equity ESG Strategy R Shares PFESX
Pioneer A PIODX
Russell Inv Sustainable Equity Y REUYX
SPDR MSCI USA Climate Paris Aligned ETF NZUS
SPDR® S&P 500 Fossil Fuel Rsrv Free ETF SPYX
SPDR® S&P 500® ESG ETF EFIV
SPDR® SSGA Gender Diversity ETF SHE
Stance Equity ESG Large Cap Core ETF STNC
Sterling Capital Diverse Mlt Mgr Atv ETF DEIF
TIAA-CREF Social Choice Eq Instl TISCX
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX
US Vegan Climate ETF VEGN
Vanguard ESG US Stock ETF ESGV
Vanguard FTSE Social Index I VFTNX
WisdomTree U.S. ESG ETF RESP
Xtrackers MSCI USA ESG Leaders Eq ETF USSG
Xtrackers Net Zero Pwy Par Alg US Eq ETF USNZ
Xtrackers S&P 500 ESG ETF SNPE
AB Sustainable US Thematic Advisor FFTYX
abrdn US Sustainable Leaders A GXXAX
Alger Responsible Investing A SPEGX
Amana Growth Investor AMAGX
AMG Boston Common Global Impact I BRWIX
Brown Advisory Sustainable Growth I BAFWX
Calvert Equity A CSIEX
Calvert US Large Cap Growth Rspnb Idx I CGJIX
ClearBridge All Cap Growth ESG ETF CACG
ClearBridge Large Cap Growth ESG ETF LRGE
Cromwell Tran Sustainable Focus Instl LIMIX
Domini Impact Equity Investor DSEFX
FundX Sustainable Impact SRIFX
Green Century Equity Individual Investor GCEQX
iShares® ESG Advanced MSCI USA ETF USXF
Janus Henderson US Sustainable Eq ETF SSPX
Nuveen ESG Large-Cap Growth ETF NULG
Nuveen Winslow Large-Cap Growth ESG I NVLIX
Praxis Growth Index I MMDEX
Morningstar Category
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
Large Blend
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 Growth
Large Growth
Inception
Date
6/11/97
5/1/20
2/10/28
1/1/19 *
4/21/22
11/30/15
7/27/20
3/7/16
3/12/21
12/13/21
7/1/99
8/7/15
9/9/19
9/18/18
Total Assets
$Mil
1 Yr
234.81 -17.01
179.76 -23.59
6,250.71 -18.01
-12.17
200.53
1,105.80
% Rank
Cat 1Yr
Morningstar
Rating
62 QQ
96 -
Morningstar
Sustainability
Rating™
;;;;;
;;;;
81.47 - - -
-17.00
466.42 -14.24
191.66 -26.98
-10.20
41.19
5,598.30 -17.98
981.07 -18.99
-23.16
56.84
5,263.70 -20.52
1/14/03 12,218.37 -20.09
10/26/20 *
3/6/19
2,745.11
6/27/22
6/25/19
6/28/17
12/1/20
12/4/00
9/21/17
12/30/85
6/29/12
8/24/87
6/19/15
5/3/17
5/22/17
9/6/07
6/3/91
3/31/17
9/13/95
6/16/20
9/8/21
12/13/16
2/3/20 *
5/1/07
63.59 -16.84
-16.97
77 QQQQ ;;;
19 QQQQ ;;;;
;;;;
61 QQQQ ;;;;
;;;;
;;;;
31 -
99 Q
11 -
85.33 - - -
;;;;;
;
76 QQQ ;;;;
84 QQQ ;;;;;
;;;;;
*
*
66.98 - - -
639.09 -14.25
107.09 -22.31
318.77 -27.00
62.04 -27.41
2,886.15 -17.27
-29.90
540.13
5,384.96 -26.69
-16.35
5,254.18
345.60 -21.66
138.69 -26.84
157.72 -28.64
37.82 -33.64
777.73 -22.56
15.24 -20.37
442.54 -19.73
557.75 -21.54
18.56 -24.75
724.35 -25.87
564.30 -30.73
434.07 -20.65
70 Q
89 QQQ ;;;;
88 QQQQ ;;;;
59 QQQ ;;;;
60 QQQQ ;;;;;
;;;;
31 QQQQQ ;;;;
32 QQQQ ;;;;;
;;
57 QQ
60 QQQ ;;;;;
8 QQQQQ ;;;;;
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56 QQQQQ ;;;;;
7 QQQQQ ;;;;;
29 QQQQQ ;;;
56 QQ
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65 QQQ ;;;;
;;
;;;;
;;;;
80 QQ
34 QQ
21 QQ
18 QQQ ;;;;;
;;;;;
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28 -
46 -
52 QQQQ ;;;;;
72 QQQ ;;;;;
23 QQQQ ;;;;;
morningstar.com/products/magazine
7
-
Low Carbon
Designation™
-
95 QQ
-
Equity
http://www.morningstar.com/products/magazine

Morningstar - Q4 2022

Table of Contents for the Digital Edition of Morningstar - Q4 2022

Contents
Morningstar - Q4 2022 - Cover1
Morningstar - Q4 2022 - Cover2
Morningstar - Q4 2022 - 1
Morningstar - Q4 2022 - 2
Morningstar - Q4 2022 - Contents
Morningstar - Q4 2022 - 4
Morningstar - Q4 2022 - 5
Morningstar - Q4 2022 - 6
Morningstar - Q4 2022 - 7
Morningstar - Q4 2022 - 8
Morningstar - Q4 2022 - 9
Morningstar - Q4 2022 - 10
Morningstar - Q4 2022 - 11
Morningstar - Q4 2022 - 12
Morningstar - Q4 2022 - 13
Morningstar - Q4 2022 - 14
Morningstar - Q4 2022 - 15
Morningstar - Q4 2022 - 16
Morningstar - Q4 2022 - 17
Morningstar - Q4 2022 - 18
Morningstar - Q4 2022 - 19
Morningstar - Q4 2022 - 20
Morningstar - Q4 2022 - 21
Morningstar - Q4 2022 - 22
Morningstar - Q4 2022 - 23
Morningstar - Q4 2022 - 24
Morningstar - Q4 2022 - 25
Morningstar - Q4 2022 - 26
Morningstar - Q4 2022 - 27
Morningstar - Q4 2022 - 28
Morningstar - Q4 2022 - 29
Morningstar - Q4 2022 - 30
Morningstar - Q4 2022 - 31
Morningstar - Q4 2022 - 32
Morningstar - Q4 2022 - 33
Morningstar - Q4 2022 - 34
Morningstar - Q4 2022 - 35
Morningstar - Q4 2022 - 36
Morningstar - Q4 2022 - 37
Morningstar - Q4 2022 - 38
Morningstar - Q4 2022 - 39
Morningstar - Q4 2022 - 40
Morningstar - Q4 2022 - 41
Morningstar - Q4 2022 - 42
Morningstar - Q4 2022 - 43
Morningstar - Q4 2022 - 44
Morningstar - Q4 2022 - 45
Morningstar - Q4 2022 - 46
Morningstar - Q4 2022 - 47
Morningstar - Q4 2022 - 48
Morningstar - Q4 2022 - 49
Morningstar - Q4 2022 - 50
Morningstar - Q4 2022 - 51
Morningstar - Q4 2022 - 52
Morningstar - Q4 2022 - 53
Morningstar - Q4 2022 - 54
Morningstar - Q4 2022 - 55
Morningstar - Q4 2022 - 56
Morningstar - Q4 2022 - 57
Morningstar - Q4 2022 - 58
Morningstar - Q4 2022 - 59
Morningstar - Q4 2022 - 60
Morningstar - Q4 2022 - 61
Morningstar - Q4 2022 - 62
Morningstar - Q4 2022 - 63
Morningstar - Q4 2022 - 64
Morningstar - Q4 2022 - 65
Morningstar - Q4 2022 - 66
Morningstar - Q4 2022 - 67
Morningstar - Q4 2022 - 68
Morningstar - Q4 2022 - 69
Morningstar - Q4 2022 - 70
Morningstar - Q4 2022 - 71
Morningstar - Q4 2022 - 72
Morningstar - Q4 2022 - 73
Morningstar - Q4 2022 - 74
Morningstar - Q4 2022 - 75
Morningstar - Q4 2022 - 76
Morningstar - Q4 2022 - 77
Morningstar - Q4 2022 - 78
Morningstar - Q4 2022 - 79
Morningstar - Q4 2022 - 80
Morningstar - Q4 2022 - Cover3
Morningstar - Q4 2022 - Cover4
Morningstar - Q4 2022 - S1
Morningstar - Q4 2022 - S2
Morningstar - Q4 2022 - S3
Morningstar - Q4 2022 - S4
Morningstar - Q4 2022 - S5
Morningstar - Q4 2022 - S6
Morningstar - Q4 2022 - S7
Morningstar - Q4 2022 - S8
Morningstar - Q4 2022 - S9
Morningstar - Q4 2022 - S10
Morningstar - Q4 2022 - S11
Morningstar - Q4 2022 - S12
Morningstar - Q4 2022 - S13
Morningstar - Q4 2022 - S14
Morningstar - Q4 2022 - S15
Morningstar - Q4 2022 - S16
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
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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
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
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