Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.
Use this screener tool to find funds that meet your ESG criteria.
|
Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| Invesco Energy Transition Fund | Other Equity | Yes | No | 0.90 | ||
| Invesco Energy Transition Fund | Other Equity | Yes | No | 1.35 | ||
| Invesco Sustainable US Struct Eq Fd | Other Equity | Yes | Yes | 1.42 | ||
| Invesco Sustainable US Struct Eq Fd | Other Equity | Yes | Yes | 1.02 | ||
| Pictet-Timber | Other Equity | Yes | No | 2.06 | ||
| Pictet-Timber | Sector Equity Natural Resources | Yes | No | 2.01 | ||
| Pictet-Timber | Sector Equity Natural Resources | Yes | No | 2.01 | ||
| MS INVF Sustainable Emerging Markets Eq | Global Emerging Markets Equity | Yes | Yes | 2.69 | ||
| Invesco Energy Transition Fund | Sector Equity Alternative Energy | Yes | No | 1.35 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
| AB Sustainable US Thematic Equity | Other Equity | Yes | Yes | 2.12 | ||
| AB Sustainable US Thematic Equity | Other Equity | Yes | Yes | 0.87 | ||
| AB Sustainable US Thematic Equity | Other Equity | Yes | Yes | 1.67 | ||
| Pictet - Global Environmental Opps | Sector Equity Ecology | Yes | Yes | 2.01 | ||
| Pictet - Global Environmental Opps | Sector Equity Ecology | Yes | Yes | 2.01 | ||
| Pictet - Global Environmental Opps | Sector Equity Ecology | Yes | Yes | 2.01 | ||
| Pictet - Global Environmental Opps | Sector Equity Ecology | Yes | Yes | 2.01 | ||
