Sustainable Funds Total Return Name Eventide Dividend Opportunities I ETIDX iShares® ESG Screened S&P Mid-Cap ETF XJH Kennedy Capital ESG SMID Cap I KESGX Parnassus Mid-Cap PARMX Trillium ESG Small/Mid Cap Inst TSMDX Xtrackers S&P MidCap 400 ESG ETF MIDE American Century Mid Cap Growth Imp ETF MID AMG Boston Common Global Impact I BRWIX BlackRock US Impact Institutional BIBFX Direxion World Without Waste ETF WWOW Essex Environmental Opportunities Instl GEOSX Etho Climate Leadership US ETF ETHO Eventide Gilead N ETGLX Nuveen ESG Mid-Cap Growth ETF NUMG Parnassus Mid Cap Growth Investor PARNX Shelton Green Alpha NEXTX AIG ESG Dividend W EDFWX Nuveen ESG Mid-Cap Value ETF NUMV Boston Trust Walden Small Cap BOSOX Calvert Small-Cap A CCVAX iShares ESG Aware MSCI USA Small-Cap ETF ESML iShares® ESG Screened S&P Small-Cap ETF XJR Mesirow Financial Sm Cp Value Sust Instl MSVIX Nuveen ESG Small-Cap ETF NUSC Pax Small Cap Institutional PXSIX Praxis Small Cap Index I MMSIX Xtrackers S&P SmallCap 600 ESG ETF SMLE Aberdeen US Sust Ldrs Smlr Coms Instl GGUIX Changebridge Capital Sustainable Eq ETF CBSE Dana Epiphany ESG Small Cap Eq Instl DSCIX CCM Small/Mid-Cap Impct Val Fd Advisor QUSVX DFA US Sustainability Targeted Val Instl DAABX Calvert Floating-Rate Advantage R6 CFORX Invesco Floating Rate ESG A AFRAX AB Sustainable Thematic Credit Advisor STHYX Calvert Income A CFICX iShares ESG USD Corporate Bond ETF SUSC PIMCO Climate Bond Institutional PCEIX Morningstar Category Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Growth Mid-Cap Value Mid-Cap Value Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Blend Small Growth Small Growth Small Growth Small Value Small Value Bank Loan Bank Loan Corporate Bond Corporate Bond Corporate Bond Corporate Bond Inception Date 9/29/17 9/22/20 6/28/19 Total Assets $Mil 31.4 1 Yr % Rank Cat 1Yr Morningstar Rating 17.4 57.96 - - - 18 - Morningstar Sustainability Rating™ Low Carbon Designation™ 336.5 47.49 64 QQQQQ ;;;;; No ;;; ;;; - - 4/29/05 8,069.0 36.92 8/31/15 2/23/21 7/15/20 12/30/85 6/30/20 12/17/20 9/1/17 11/18/15 12/13/16 12/27/84 3/12/13 12/16/16 12/13/16 12/16/05 91 QQQQ ;;;;; 10.7 - - - 17.8 - - - 946.1 44.78 53 QQ 7.6 59.40 13 - 5.7 - - - 65.3 92.52 32.8 54.23 26 QQQ ;;;; ;;; ;;;;; ;;;; ;;;; ;;;; 3 QQQQ ; 169.2 48.18 38 QQQ ;;;; 7/8/08 5,287.1 49.43 32 QQQQQ ;;;; 48 QQQQ ;;;;; 340.2 45.64 1,153.1 36.99 88 QQQ ;;;;; 1 QQQQQ ;;; 304.6 112.61 39.4 35.97 98 QQQ ;;;;; 10/1/04 2,753.4 45.99 4/10/18 9/22/20 12/19/18 12/13/16 3/27/08 5/1/07 638.4 62.10 2/23/21 12/1/20 * 11/12/20 10/1/20 10/2/18 7/2/20 * * 10/10/17 8/4/20 2,285.5 12.81 5/10/21 10/12/82 7/11/17 * 8.98 12/10/19 242.7 53.09 54 QQQQ ;;;;; No 765.9 48.27 89 QQQQ ;;;; 91 QQQQQ ;;;; - - 987.7 63.04 39 QQQQQ ;;;; ;;; ;;; 11.7 - - - 12.9 64.95 31 - 961.2 65.14 30 QQQQQ ;;;; 41 QQQQ ;;; 155.2 67.13 20 QQ 10.5 - - - ;;;; ;;;; 16.2 42.69 84 QQQQ ;; 9.4 - - - 15.6 62.28 23 Q 19.3 48.79 93 Q 238.2 - - - 113.6 9.91 48 QQQ 11 QQQQ 5 QQQ - - 114.2 - - - - 740.1 781.4 20.6 - 3.06 70 QQQ ;;;; 3.84 49 - morningstar.com/lp/magazine ;;;;; ;;;; ;; ;;;;; ;;;; - - - - - - - - - - - - - - - - No - - - - - - - - - 7 Fixed Income Equityhttp://www.morningstar.com/lp/magazine