Energy Transition Funds
Energy transition strategies invest in companies that are expected to benefit from the global transition away from hydrocarbon-based energy sources. This includes firms that design, supply, build, and/or operate wind, solar, and hydrogen-based energy solutions. Companies that provide other technical solutions such as carbon capture, which will help meet current or future carbon-related goals, may also be included.
|
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| ALPS Clean Energy ETF
ACES
| — | −16.92% | −8.20% | — | — | 0.550% | $98.09M | |
| Calvert Global Energy Solutions Fund Class A
CGAEX
| 8.87% | 12.42% | Above Average | Above Average | 1.240% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class C
CGACX
| 8.06% | 11.58% | Above Average | Above Average | 1.990% | $173.38M | ||
| Calvert Global Energy Solutions Fund Class I
CAEIX
| 9.16% | 12.72% | Above Average | Above Average | 0.990% | $173.38M | ||
| Fidelity Clean Energy ETF
FRNW
| — | 6.11% | 11.04% | — | — | 0.390% | $90.27M | |
| Fidelity® Climate Fund
FSLEX
| 8.41% | 20.88% | Average | Average | 0.680% | $646.71M | ||
| First Trust Bloomberg Nuclear Power ETF
RCTR
| — | −2.04% | — | — | — | 0.700% | $28.76M | |
| First Trust Global Wind Energy ETF
FAN
| — | 15.82% | 17.12% | — | — | 0.600% | $197.23M | |
| First Trust NASDAQ® Clean Edge® Green Energy Index Fund
QCLN
| — | 12.51% | 4.86% | — | — | 0.590% | $553.32M | |
| First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund
GRID
| — | 18.60% | 25.12% | High | High | 0.560% | $11.90B | |
| Firsthand Alternative Energy Fund
ALTEX
| — | 21.46% | 16.46% | Low | Above Average | 2.010% | $13.27M | |
| Glenmede Energy Resilience Portfoilo
RESGX
| 23.89% | 17.39% | Average | Above Average | 0.850% | $14.60M | ||
| Global X ClimateTech ETF
CTEC
| 6.66% | 1.66% | Low | High | 0.500% | $24.64M | ||
| Global X Hydrogen ETF
HYDR
| — | 21.80% | 7.67% | — | — | 0.500% | $96.18M | |
| Global X Renewable Energy Producers ETF
RNRG
| — | −0.74% | 3.18% | Below Average | Low | 0.650% | $23.09M | |
| GMO Climate Change Fund Class I
GCCLX
| 8.92% | 3.35% | Below Average | High | 0.860% | $529.84M | ||
| GMO Climate Change Fund Class III
GCCHX
| 8.98% | 3.43% | Below Average | High | 0.780% | $529.84M | ||
| GMO Climate Change Fund Class R6
GCCAX
| 8.99% | 3.42% | Below Average | High | 0.780% | $529.84M | ||
| Goldman Sachs Clean Energy Income Fund Class A Shares
GCEBX
| — | 13.99% | 12.92% | Low | High | 1.260% | $35.10M | |
| Goldman Sachs Clean Energy Income Fund Class C Shares
GCEGX
| — | 13.11% | 12.05% | Low | High | 2.010% | $35.10M | |
| Goldman Sachs Clean Energy Income Fund Class P Shares
GCEPX
| — | 14.45% | 13.35% | Low | High | 0.890% | $35.10M | |
| Goldman Sachs Clean Energy Income Fund Class R6 Shares
GCEEX
| — | 14.34% | 13.32% | Low | High | 0.890% | $35.10M | |
| Goldman Sachs Clean Energy Income Fund Institutional Shares
GCEDX
| — | 14.42% | 13.33% | Low | High | 0.900% | $35.10M | |
| Goldman Sachs Clean Energy Income Fund Investor Shares
GCEJX
| — | 14.20% | 13.20% | Low | High | 1.010% | $35.10M | |
| Guinness Atkinson Alternative Energy Fund
GAAEX
| 5.72% | 8.19% | Average | Above Average | 1.110% | $19.34M |
United States