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

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

Fireside chat with new firms at Fuse

Fuse continues to attract new fintech firms to the event every year. Hear directly from the newcomers of Asset-Map and Quik! as to why they chose to attend.

Video Spotlight

Are Your Clients Prepared For Market Downturns?

Sponsored by Prudential

Recommended Video

Path to growth

Latest news & opinion

HighTower faces pressure to let investors cash out

After an IPO planned for last year didn't happen, the company could opt to satisfy its backers with a sale.

Jerry Schlichter's fee lawsuits have left an indelible mark on the 401(k) industry

After a decade of litigation, fees are lower and retirement plans are more transparent. But have the lawsuits gone too far?

10 best financial adviser jokes

How many financial advisers does it take to screw in a lightbulb?

With margins crashing, broker-dealers look to merge: report

Increased regulation is straining profit margins among broker-dealers, sending many of them into the arms of their bigger brethren.

Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print