Actively Managed Sustainable Funds
These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
| |
|---|---|---|---|---|---|---|---|---|---|
| Carbon Collective Climate Solutions U.S. Equity ETF
CCSO
| Mid-Cap Growth | −1.77% | 10.84% | — | 0.350% | ||||
| Fidelity Advisor Healthy Future Fund - Class A
FAPJX
| Large Growth | 5.75% | 12.16% | — | 1.300% | ||||
| Fidelity Advisor Healthy Future Fund - Class C
FAPKX
| Large Growth | 5.03% | 11.34% | — | 2.050% | ||||
| Fidelity Advisor Healthy Future Fund - Class I
FAPMX
| Large Growth | 6.04% | 12.45% | — | 1.050% | ||||
| Fidelity Advisor Healthy Future Fund - Class M
FAPLX
| Large Growth | 5.54% | 11.90% | — | 1.550% | ||||
| Fidelity Advisor Healthy Future Fund - Class Z
FAPNX
| Large Growth | 6.23% | 12.64% | — | 0.900% | ||||
| Fidelity Advisor Women's Leadership Fund - Class A
FWOAX
| Large Blend | 19.90% | 20.66% | 9.35% | 0.970% | ||||
| Fidelity Advisor Women's Leadership Fund - Class C
FWOCX
| Large Blend | 19.05% | 19.78% | 8.53% | 1.720% | ||||
| Fidelity Advisor Women's Leadership Fund - Class I
FWMNX
| Large Blend | 20.29% | 21.04% | 9.67% | 0.690% | ||||
| Fidelity Advisor Women's Leadership Fund - Class M
FWOEX
| Large Blend | 19.65% | 20.36% | 9.07% | 1.220% | ||||
| Fidelity Advisor Women's Leadership Fund - Class Z
FWOZX
| Large Blend | 20.37% | 21.15% | 9.79% | 0.570% | ||||
| Fidelity Healthy Future Fund
FAPHX
| Large Growth | 6.06% | 12.47% | — | 1.050% | ||||
| Fidelity Women's Leadership Fund
FWOMX
| Large Blend | 20.30% | 21.03% | 9.63% | 0.670% | ||||
| Glenmede Energy Resilience Portfoilo
RESGX
| Large Value | 23.89% | 17.39% | 9.22% | 0.850% | ||||
| Hypatia Women Ceo ETF
WCEO
| Small Blend | 15.30% | 15.15% | — | 0.850% | ||||
| TCW Transform Systems ETF
PWRD
| Large Blend | 7.73% | 27.89% | — | 0.750% |