Data Dashboard Sustainable Funds Total Return Name Putnam Sustainable Leaders A PNOPX Reynders McVeigh Core Equity Instl ESGEX Calvert US Large Cap Value Rspnb Idx I CFJIX Coho Relative Value ESG CESGX Columbia Sustainable US Equity Inc ETF ESGS Glenmede Women in Leadership US Eq GWILX Humankind US Stock ETF HKND Nuveen ESG Large-Cap Value ETF NULV Parnassus Endeavor Investor PARWX PIMCO RAFI ESG US ETF RAFE Praxis Value Index A MVIAX Segall Bryant&Hamill Workplace Eq Ret WEQRX Transamerica Sustainable Equity Inc I2 TRDIX Boston Trust Midcap BTMFX Boston Trust SMID Cap BTSMX Boston Trust Walden Midcap WAMFX Boston Trust Walden SMID Cap WASMX Calvert Mid-Cap A CCAFX Calvert US Mid Cap Core Rspnb Idx I CMJIX Eventide Dividend Opportunities I ETIDX iShares® ESG Screened S&P Mid-Cap ETF XJH Parnassus Mid-Cap PARMX Quantified Common Ground Investor QCGDX Trillium ESG Small/Mid Cap Inst TSMDX American Century Mid Cap Growth Imp ETF MID Domini Sustainable Solutions Ins LIFEX Etho Climate Leadership US ETF ETHO Eventide Gilead N ETGLX HSBC RadiantESG US Smaller Companies I RESCX Nuveen ESG Mid-Cap Growth ETF NUMG Parnassus Mid Cap Growth Investor PARNX Pear Tree Essex Environmental Opps Ins GEOSX Putnam Sustainable Future A PMVAX Shelton Green Alpha NEXTX Nuveen ESG Mid-Cap Value ETF NUMV Boston Trust Walden Small Cap BOSOX Brown Advisory Sustainable Sml-Cp Cr Ins BAFYX Calvert Small-Cap A CCVAX 8 Morningstar Category Large Growth Large Growth Large Value Large Value Large Value Large Value Large Value Large Value Large Value Large Value Large Value Large Value Large Value Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend 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 Small Blend Small Blend Small Blend Inception Date 3/1/18* 3/29/19 6/19/15 11/27/19 6/13/16 12/22/15 2/24/21 12/13/16 4/29/05 12/18/19 5/1/01 7/11/19 12/1/20 5/1/20 5/1/20 8/1/11 6/28/12 10/31/94 10/30/15 9/29/17 9/22/20 4/29/05 12/27/19 8/31/15 7/15/20 4/1/20 11/18/15 7/8/08 9/3/96 12/13/16 12/27/84 9/1/17 11/1/99 3/12/13 12/13/16 12/16/05 9/30/21 10/1/04 Total Assets $Mil 1 Yr 4,735.26 -21.40 48.08 -24.41 1,610.78 -15.52 45.85 36.60 -6.22 -6.05 * * * * 20.50 -18.05 110.62 -11.39 1,402.59 -13.86 4,172.16 -17.48 25.28 -14.85 359.52 -11.20 21.65 -20.47 260.91 -17.08 143.54 -11.21 448.67 -12.59 87.44 -11.13 106.57 -13.15 240.47 -22.06 325.18 -20.97 408.05 -17.62 86.53 -16.48 5,876.38 -21.44 35.87 1.39 33.29 -17.12 22.47 -29.54 24.93 -31.41 148.05 -21.58 3,344.68 -31.64 34.34 -28.16 289.08 -31.33 647.88 -33.33 66.06 -26.67 352.02 -38.09 197.12 -29.97 285.53 912.99 36.12 -22.70 2,411.14 -17.82 % Rank Cat 1Yr Morningstar Rating Morningstar Sustainability Rating™ 27 QQQQ ;;;; 43 QQQQ ;;;; 92 QQQ ;;; 20 - ;;;; 19 QQQ ;;; 97 QQ 71 - No ;;;;; ;;; 86 QQQ ;;;;; No 96 QQQQQ ;;;;; 90 - - 68 QQQ ;;;;; No ;;;;; ;;;;; 99 QQ 95 Q 21 QQQQQ ;;;;; 27 QQQQ ;;;;; 21 QQQQ ;;;;; 30 QQQQ ;;;;; ;;;;; 90 QQ 87 QQQQ ;;;; 68 QQQQQ ;;;;; No ;;; 60 - 88 QQQ ;;;;; ;;; 1 - 64 QQQ ;;;; ;;;; ;;; 57 - 67 - 17 QQQQ ;;;;; 68 QQQQQ ;;;; 47 QQQ ;;; 66 QQQ ;;;;; ;;;;; 76 QQ 37 QQQ ;;; 86 QQQ ;;;;; 61 QQQQQ ;;;; -16.41 -12.01 - - 91 QQQ ;;;;; No 10 QQQQQ ;;;; ;;;; - 80 - 36 QQQQQ ;;;; - - No Low Carbon Designation™ Equity