Morningstar

Sustainable Index Funds

Sustainability-focused mutual funds and ETFs consider environmental, social, and governance (ESG) factors at some level when selecting the stocks or bonds of a company for inclusion in a portfolio. Here we higlight passive fund and ETF portfolios. Index funds and ETFs generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the assets of the fund or ETF to mirror the construction of an index, giving investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings.

Screen With Investor

Name	Morningstar Category	Medalist Rating Overall	Morningstar Rating for Funds Overall	Morningstar ESG Risk Rating for Funds	Total Return 1 Year	Total Return 3 Year	Total Return 5 Year	Adjusted Expense Ratio
Amplify Etho Climate Leadership U.S. ETF ETHO	Mid-Cap Blend				−8.19%	−2.69%	12.05%	0.450%
Calvert US Large-Cp Div, Eq AndIncETF CDEI	Large Blend		—		1.65%	—	—	0.140%
Humankind US Stock ETF HKND	Large Value				1.18%	3.34%	—	0.110%
Impact Shares NAACP Minority Empwrmt ETF NACP	Large Blend				5.27%	7.97%	19.06%	0.490%
Impact Shares YWCA Women's Empwrmt ETF WOMN	Large Blend				3.60%	7.80%	21.02%	0.750%
Invesco WilderHill Clean Energy ETF PBW	Small Growth				−32.05%	−36.84%	−7.38%	0.650%
SPDR® MSCI USA Gender Diversity ETF SHE	Large Blend				5.96%	7.29%	15.60%	0.200%
Xtrackers MSCI USA Clmt Actn Eq ETF USCA	Large Blend		—		6.13%	—	—	0.070%

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