Our Fund Ratings

In our initial sample, we chose to rate about 50 fund managers. We picked managers that with US listed equity funds that were in the top global AUM, plus specialty SRI firms.

This list is a broad sample of funds, but not comprehensive. Please contact us if you would like to see a particular fund, or a more full list.
Last Updated: 9/11/17

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What's important to you?

Pick the top issues that you want to make sure your fund addresses.

Global Warming

LGBTQ Rights

Healthy Communities


Equal Pay

Gender Diversity in the Workplace

Money in Politics

Privatized Prisons


Racial Equality

Fair Treatment of Animals

Human Rights and Human Trafficking

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Send your letter!


I am a shareholder in your fund family. On top of strong and stable financial performance, I care deeply about creating positive impact for the world. To me, that means exercising our shareholder rights to engage with companies so that they adopt environmental and social best practices, and publicly standing up for our values when tested. 


I am encouraging you to step up your activity. I would be very happy to see you achieve top marks in the 2018 version of the Real Impact Tracker fund ratings, to know that you are working hard to create positive impact with my dollars. 



Summary

Description Information Quantity Price
Discount :
Total :

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A     Pax Global Environmental Markets 9.6

9.6     Walden Equity A

A     Green Century Equity 9.5

A     Calvert Equity Portfolio 9.1

8.6     Mirova Global Sustainable Equity A

8.4     Boston Common Large Cap Core Equity A

8.4     Natixis Funds Trust I U.S. Equity Opportunities A

8.4     Portfolio 21 Global EquityA

7.9     Domini Impact Equity B

7.8     Parnassus Endeavor B

7.7     BlackRock Impact U.S. EquityB

7.5     iShares MSCI ACWI Low Carbon Target ETF B

7.5     SPDR SSGA Gender Diversity Index B

7.5     UBS International Sustainable EquityB

7.1     SPDR S&P 500 Fossil Fuel Free ETFB

6.9     Miller Howard Income-EquityB

6.9     TIAA Social Choice EquityB

6.8     iShares Core S&P 500 ETFB

6.6     AllianzGI Global SustainabilityB

6.5     SPDR S&P 500 ETFB

B     ClearBridge Sustainability Leaders6.0

5.8     AB Sustainable LeadersB

5.8     John Hancock ESG Large Cap CoreB

5.6     Eaton Vance Large-Cap ValueB

5.6     Deutsche Core Equity B

5.6     ClearBridge AppreciationB

5.6     Brown Advisory Sustainable GrowthB

5.5     TIAA Equity IndexB

5.5     Columbia Dividend IncomeB

5.3     Neuberger Berman Socially ResponsiveB

5.3     DFA U.S. Sustainability Core 1 PortfolioB

5.2     MFS ValueC

5.2     Vanguard Dividend GrowthC

5.1     Parnassus Core EquityC

5.1     Franklin Mutual Global DiscoveryC

4.8     Northern Global Sustainability IndexC

4.8     T. Rowe Price Growth Stock C

4.7     Principal Equity IncomeC

4.5     Vanguard FTSE Social IndexC

4.3     Azzad Ethical FundC

4.3     PowerShares QQQ C

4.3     AB Large Cap GrowthC

4.2     Northern Stock IndexC

4.0     Neuberger Berman FocusC

3.9     Vanguard Total Stock MarketC

3.9     Powershares Global Clean Energy ETFC

3.8     AllianzGI NFJ Dividend ValueC

3.6     American Funds Growth Fund of AmericaC

3.6     American Funds Washington MutualC

3.4     Fidelity US Sustainability IndexD

3.2     DFA U.S. Large Cap ValueD

3.1     Praxis ValueD

2.7     Fidelity ContrafundD

2.3     John Hancock Fundamental Large CapD

2.3     Oppenheimer ESG Revenue ETFD

1.9     Sentinel Sustainable Core OpportunitiesF

1.7     Oppenheimer Main Street F

1.4     American Century Equity IncomeF

1.4     Fidelity Select Enviro and Alt Energy PortfolioF

1.3     Putnam Equity IncomeF

1.3     American Century Sustainable EquityF

1.0     Fidelity 500 IndexF

0.9     Thrivent Large Cap StockF

0.8     Ariel Appreciation FundF

0.0     Dodge & Cox Stock FundF

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About Our Process

Choosing Funds

We looked at the world’s largest financial institutions managing public equity, covering approximately 70% of global assets under management, and firms focused on social and environmental impact. Included in our coverage are funds managed by the largest asset managers in the U.S., members of the US Sustainable Investment Forum, and large European firms with U.S. funds.

Communication with Fund Managers

We collected data on firms’ impact from a smorgasbord of sources, using a 2016 baseline. Subsequently, we made best efforts to reach out to each fund. If, after best efforts, some datapoints remained non-reported, we assigned those sections low scores.

Scoring

We collected substantial data to score funds on

  1. Shareholder engagement, both formal and informal
  2. ESG strategy depth and performance
  3. Public sphere advocacy, such as public letters and collaboration with civil society

We did not verify self-reported information.
Our weightings and categories derive from our academic research on the pathways to impact in public equities. For more details on our methodology, please see our page “More Methodology”