First-Quarter Volatility Doesn’t Slow [US] Sustainable Funds.

First-Quarter Volatility Doesn’t Slow [US] Sustainable Funds.

"Driven by the strong performance of the group′s core U.S. equity funds, one third of sustainable funds finished in the top quartile of their Morningstar Categories and 55% finished in the top half. Among sustainable funds in the large-blend Morningstar Category, 20 out of 37 finished in the top quartile, 28 beat the S&P 500, and 29 finished in the category′s top half."

[COMMENTARY]These results help confirm that in unstable markets ESG-ethical investment funds likely have more stability, higher returns, and investor retention rates, than most other funds.
First-Quarter Volatility Doesn’t Slow [US] Sustainable Funds, by Jon Hale, April 12, 2018, Morningstar, USA.

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