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ESG Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Fund Name
Morningstar Category
Sustainability Rating
Low Carbon Designation
Adjusted Expense Ratio %
Morningstar Rating for Funds
Target-Date 2045
Yes
0.590
Target-Date 2050
Yes
0.600
Target-Date 2055
Yes
0.600
Target-Date 2060
Yes
0.600
Muni National Interm
0.430
World Small/Mid Stock
No
0.960
World Large-Stock Blend
Yes
0.250
Intermediate Core-Plus Bond
0.000
World Large-Stock Value
Yes
1.000
Intermediate Core-Plus Bond
0.500
Multisector Bond
0.500
Short-Term Bond
0.500
Intermediate Core-Plus Bond
0.500
Intermediate Core Bond
0.480
Ultrashort Bond
0.750
Ultrashort Bond
0.500
Large Blend
Yes
0.840
Large Value
Yes
0.940
Intermediate Core-Plus Bond
0.680
Mid-Cap Blend
Yes
0.980
Mid-Cap Growth
Yes
0.830
Intermediate Core Bond
0.460
World Large-Stock Blend
Yes
0.780
World Large-Stock Blend
Yes
0.950
World Large-Stock Growth
Yes
0.980
High Yield Bond
0.960
Foreign Large Blend
Yes
0.480
Large Blend
Yes
0.700
Small Blend
0.940
Allocation--50% to 70% Equity
Yes
0.870
Muni California Intermediate
0.450
Allocation--50% to 70% Equity
Yes
0.660
World Large-Stock Growth
0.700
World Large-Stock Value
0.700
Allocation--50% to 70% Equity
Yes
0.970
Allocation--30% to 50% Equity
1.090
Allocation--70% to 85% Equity
Yes
1.010
Large Growth
Yes
0.370
Intermediate Core Bond
0.900
Foreign Large Blend
No
0.610
Small Blend
0.450
Large Value
No
0.870
Large Growth
Yes
1.070
Allocation--50% to 70% Equity
1.860
Intermediate Core Bond
0.400
World Large-Stock Blend
Yes
0.750
Diversified Emerging Mkts
Yes
1.480
Mid-Cap Growth
1.280
Foreign Large Blend
Yes
0.990
Large Blend
Yes
1.000
Large Blend
Yes
0.910
Intermediate Core Bond
0.360
Intermediate Core-Plus Bond
0.450
Foreign Large Blend
No
0.400
Global Real Estate
1.000
Foreign Large Blend
Yes
1.090
World Large-Stock Blend
Yes
1.170
Intermediate Core Bond
0.610
Foreign Large Blend
Yes
1.170
High Yield Bond
0.750
Intermediate Core-Plus Bond
0.450
World Large-Stock Blend
Yes
1.300
Mid-Cap Blend
0.980
World Large-Stock Blend
Yes
0.850
Foreign Large Blend
Yes
1.000
World Bond-USD Hedged
Yes
0.250
World Large-Stock Blend
No
1.090
Foreign Large Blend
Yes
0.630
World Large-Stock Blend
Yes
0.450
World Large-Stock Growth
Yes
0.690
Natural Resources
Yes
0.940
Diversified Emerging Mkts
Yes
1.290
Foreign Large Growth
Yes
1.280
Muni National Interm
0.400
Multisector Bond
1.310

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