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
|
|---|---|---|---|---|---|---|
| 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 | ||
| Schroder ISF Global Sustainable Growth | Other Equity | Yes | Yes | 1.67 | ||
| 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 | 1.67 | ||
| BGF US Government Mortgage Impact Fund | USD Government Bond | Yes | Yes | 0.65 | ||
| Invesco Energy Transition Fund | Sector Equity Alternative Energy | Yes | No | 1.35 | ||
| Hang Seng Corporate Sustnby Idx Fd | Hong Kong Equity | Yes | No | 1.19 | ||
| Schroder ISF Global Sustainable Growth | Other Equity | Yes | Yes | 1.67 | ||
| AB Sustainable US Thematic Equity | Other Equity | Yes | Yes | 1.67 | ||
| AB Sustainable US Thematic Equity | Other Equity | Yes | Yes | 1.67 | ||
