The top-performing socially conscious funds

A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity

Mar 6, 2016 @ 9:40 am

By Ellie Zhu

Investing in socially-friendly funds is expanding rapidly. In the United States, at least $7 trillion is invested in strategies focused on environmental, social and corporate governance causes, so-called ESG strategies, an 89% increase since 2012, according to The Forum for Sustainable and Responsible Investment.

This interactive graphic shows the top socially conscious funds across four categories.

Please click on the buttons and hover over the graphic to see the details of each category. Also, be sure to read InvestmentNews' feature on ESG investing's coming of age.

Note: Returns as of Feb. 17; assets as of Jan. 31. Distinct share classes only. Three-year and five-year returns annualized. N/A=not available (fund has been in operation for less than the period indicated. *Net prospectus.
Source: Lipper, a Thomson Reuters Company

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