Sustainable Funds Total Return Name iShares ESG Aware MSCI USA Small-Cap ETF ESML iShares® ESG Screened S&P Small-Cap ETF XJR JPMorgan Small Cap Sustainable Ldrs R5 VSSCX Kennedy Capital ESG SMID Cap I KESGX Mesirow Small Company Sustainability MSVIX Nuveen ESG Small-Cap ETF NUSC Pax Small Cap Institutional PXSIX Praxis Small Cap Index I MMSIX abrdn US Sust Ldrs Smlr Coms Instl GGUIX CCM Small/Mid-Cap Impct Val Fd Advisor QUSVX DFA US Sustainability Targeted Val Instl DAABX Calvert Floating-Rate Advantage R6 CFORX Invesco Floating Rate ESG A AFRAX AB Sustainable Thematic Credit Advisor STHYX BNY Mellon Responsible Hrzns Corp Bd ETF RHCB Calvert Income A CFICX FlexShares ESG&Clmt Invm Grd Corp Cr Idx FEIG iShares ESG Advanced Inv Grd Corp Bd ETF ELQD iShares ESG USD Corporate Bond ETF SUSC Janus Henderson Sustainable Corp Bd ETF SCRD SPDR® Blmbrg SASB Corp Bd ESG Slct ETF RBND Vanguard ESG US Corporate Bond ETF VCEB VictoryShares ESG Corporate Bond ETF UCRD BlackRock Sust Emerg Mkts Flex Bd Cl K BREDX BlackRock Sustainable Emerg Mkts Bd K BEHKX Xtrackers JPMorgan ESG EM Sovereign ETF ESEB Saturna Sustainable Bond SEBFX VanEck Green Bond ETF GRNB DFA Global Sustainability Fixed Inc Ins DGSFX DWS ESG Global Bond S SSTGX iShares USD Green Bond ETF BGRN Lord Abbett Climate Focused Bond R6 CFBUX Mirova Global Green Bond N MGGNX UBS Sustainable Development Bank Bond P UDBPX BlackRock Sustainable High Yld Bd K BSHKX Calvert High Yield Bond I CYBIX Federated Hermes SDG Eggm HY Crdt IS FHHIX iShares ESG Advanced Hi Yld Corp Bd ETF HYXF Morningstar Category Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Growth Small Value Small Value Bank Loan Bank Loan Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Corporate Bond Emerging Markets Bond Emerging Markets Bond Emerging Markets Bond Global Bond Global Bond Global Bond-USD Hedged Global Bond-USD Hedged Global Bond-USD Hedged Global Bond-USD Hedged Global Bond-USD Hedged Global Bond-USD Hedged High Yield Bond High Yield Bond High Yield Bond High Yield Bond Inception Date 4/10/18 9/22/20 12/31/96 6/28/19 12/19/18 12/13/16 3/27/08 5/1/07 12/1/20 10/12/18 7/2/20 10/10/17 8/4/20 * 5/10/21 3/21/22 10/12/82 9/20/21 11/8/21 7/11/17 9/8/21 11/5/20 9/22/20 10/4/21 2/1/08 7/27/17 5/12/20 * 3/27/15 3/3/17 11/6/18 5/1/19 * 11/13/18 5/28/20 2/28/17 10/24/18 7/22/21 7/9/01 9/25/19 6/14/16 Total Assets $Mil 35.94 1 Yr 1,362.78 -20.41 -19.38 96.73 -25.60 32.97 -17.63 15.88 -7.41 * * 850.43 -20.72 572.73 -22.95 141.48 -21.98 15.49 -23.58 16.08 295.94 -12.93 94.73 3,863.80 -5.15 -4.08 176.75 -20.61 % Rank Cat 1Yr Morningstar Rating 56 - 96 QQ Morningstar Sustainability Rating™ 64 QQQQ ;;;; ;;; ;;;;; 34 QQQQQ ;;;; 1 QQQQQ ;;;; 67 QQQQQ ;;;;; 82 QQQ ;;;; ;;;; 74 QQ -14.58 20 QQQQ ; 47 Q 35 - 71 QQ 47 QQQQ 95 - 21.65 - - - 662.71 -17.56 23.23 -18.72 15.22 - - - 852.97 -18.84 29.52 -17.93 21.53 -18.57 311.64 -18.03 97.57 - - - 32.96 -21.25 16.69 -25.08 16.08 -24.52 27.36 -11.46 78.53 -14.98 814.70 -17.63 52.37 -12.54 281.73 -15.05 19.06 -13.09 38.01 -18.68 74.31 -11.78 41.22 -13.92 -13.47 46.03 -16.98 131.28 -14.85 ;;;;; ;;;; - - - - ;;;;; ;;;; 29 QQQQ ;;; 56 - ;;;; ;;;;; 62 QQQ ;;;; 35 - 50 - 38 - 36 QQQ ; 75 QQQ ;;; ;; 68 QQ 14 QQQQ ;;;; 30 QQQQ ;; 76 QQ 31 QQ 70 QQ 37 - 82 QQ ;;;; ;;;; ;;; ;;;; ;;;; 25 QQQQ ;;;;; 54 - - 437.16 46 QQQ 92 QQ 73 QQQ - ;;; - ;;;;; ;;;;; No ;;;; ;;;; - - - - - - - - - - No - - - - - - No - No Low Carbon Designation™ - - - - - - - - - - - morningstar.com/products/magazine 9 Fixed Income Equityhttp://www.morningstar.com/products/magazine