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Morningstar’s Quintessential List of Sustainable Funds

Premium exclusive: Morningstar’s head of sustainability research Jon Hale has compiled a complete and vetted list of sustainable funds.

With investor interest in sustainable investing on the rise, the number of funds dedicated to investment strategies focused on environmental, social, and governance factors has grown. There’s been an even bigger jump in the count of funds that state ESG consideration is integrated in the investment process.

This is a distinction with a real difference for investors. But it isn’t easy to ferret out the distinction without a deep dive into prospectus language.

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