Actively Managed Sustainable Funds

These actively managed funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
Screen With Investor
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%

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