Morningstar - Q4 2022 - S8

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

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_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
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
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