Sustainable Investment Funds

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
AB - American Growth Portfolio I Acc US Large-Cap Growth Equity No Yes 0.93
Schroder International Selection Fund Global Equity Yield A1 Distribution USD M Global Equity Income No No 2.36
BlackRock Global Funds - Euro Bond Fund A3 EUR Diversified Bond No No 0.94
BlackRock Global Funds - US Dollar Bond Fund A3 USD USD Diversified Bond No No 1.05
MFS Meridian Funds - Global Research Focused Fund I1 USD Global Large-Cap Blend Equity No Yes 0.75
MFS Meridian Funds - Limited Maturity Fund I1 USD USD Corporate Bond - Short Term No 0.50
Schroder International Selection Fund Global Equity Yield C Accumulation USD Global Equity Income No No 1.06
MFS Meridian Funds - Inflation Adjusted Bond Fund I1 USD USD Inflation-Linked Bond No 0.50
AB - American Growth Portfolio S1 Acc US Large-Cap Growth Equity No Yes 0.69
JPMorgan Funds - US Value Fund A (acc) - USD US Large-Cap Value Equity No No 1.69
MFS Meridian Funds - U.S. Total Return Bond Fund I1 USD USD Diversified Bond No 0.50
PineBridge Global Funds-PineBridge US Research Enhanced Core Equity Fund Class A US Large-Cap Blend Equity No No 1.67
Schroder International Selection Fund EURO Corporate Bond I Accumulation EUR EUR Corporate Bond No No 0.09
Janus Henderson Horizon Pan European Smaller Companies Fund I2 EUR Europe Small-Cap Equity No Yes 1.29
Schroder International Selection Fund Global Equity Yield C Distribution USD Q Global Equity Income No No 1.06
Schroder International Selection Fund Japanese Equity A1 Accumulation EUR Hedged Other Equity No Yes 2.38
Schroder International Selection Fund Global Equity Alpha I Accumulation USD Global Large-Cap Blend Equity No Yes 0.05
Fidelity Funds - US Dollar Bond Fund A-MDIST-USD USD Diversified Bond No 1.04
MFS Meridian Funds - Global Research Focused Fund A1 EUR Global Large-Cap Blend Equity No Yes 1.85
Schroder International Selection Fund Global Equity Alpha A1 Accumulation USD Global Large-Cap Blend Equity No Yes 2.33
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