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Sustainability Matters

How Did Large-Cap Sustainable Stock Funds Perform in Q3?

Stock-pickers led the way, particularly high-conviction funds.

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Over a half of the sustainability large-cap stock funds and exchange-traded funds beat the Morningstar US Large-Mid Cap Index in the third quarter, a larger percentage than the 33% of conventional large-cap funds that beat the index, according to data provided by Morningstar Direct. High-conviction funds produced some of the strongest returns.

Leslie Norton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.