Data Dashboard Sustainable Funds Total Return Name SPDR® Blmbrg SASB Corp Bd ESG Slct ETF RBND Vanguard ESG US Corporate Bond ETF VCEB Xtrackers BBG US Invmt Grd Corp ESG ETF ESCR Ashmore Emerging Markets Corp Inc ESGIns ECIEX Xtrackers JPMorgan ESG EM Sovereign ETF ESEB AXS Sustainable Income I AXSKX Calvert High Yield Bond I CYBIX Federated Hermes SDG Eggm HY Crdt IS FHHIX iShares ESG Advanced Hi Yld Corp Bd ETF HYXF Nuveen ESG High Yield Corporate Bd ETF NUHY Pax High Yield Bond Investor PAXHX Transamerica High Yield ESG I TAJEX Xtrackers JPMorgan ESG USD HY Corp BdETF ESHY AMG GW&K Enhanced Core Bond ESG Z MFDYX AMG GW&K ESG Bond N MGFIX Brown Advisory Sustainable Bond Investor BASBX Calvert Bond A CSIBX Calvert Green Bond I CGBIX Domini Impact Bond Investor DSBFX IQ MacKay ESG Core Plus Bond ETF ESGB iShares ESG Advanced Ttl USD Bd Mrkt ETF EUSB Parnassus Fixed-Income PRFIX PIMCO Total Return ESG Institutional PTSAX TIAA-CREF Green Bond Institutional TGRNX Transamerica Sustainable Bond I TAPKX AMG GW&K Core Bond ESG I MBDFX BlackRock Systematic ESG Bond K BIAKX Eventide Core Bond I ETIRX Fidelity® Sustainability Bond Index FNDSX Fisher IIG ESG Fixed Inc for Ret Plns QDVBX iShares ESG U.S. Aggregate Bond ETF EAGG JHancock ESG Core Bond R6 JBORX Nuveen ESG US Aggregate Bond ETF NUBD Pacific Funds ESG Core Bond I PLEBX Pax Core Bond Fund Institutional PXBIX Praxis Impact Bond A MIIAX RBC Impact Bond R6 RIBRX TIAA-CREF Core Impact Bond Instl TSBIX 8 Morningstar Category Corporate Bond Corporate Bond Corporate Bond Emerging Markets Bond Emerging Markets Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond High Yield Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Interm Core-Plus Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Intermediate Core Bond Inception Date 11/5/20 9/22/20 5/12/20* 2/26/21 5/12/20 10/19/20 7/9/01 * * 9/25/19 6/14/16 9/25/19 10/8/99 7/31/20 5/12/20 5/1/19 6/1/84 8/7/17 Total Assets $Mil 1 Yr % Rank Cat 1Yr Morningstar Rating 30.1 - - - 172.1 - - - 7.8 1.99 94 Q 10.0 - - - 30.5 53.0 12.30 6.77 86 QQ 77 QQ 452.0 12.03 80 QQQ 11.40 84 QQQQ Morningstar Sustainability Rating™ ;;;;; ;;;; ;;;; ;;;; - - - 44.6 13.93 60 - - 110.2 - 89.0 11.68 82 - - 635.0 11.72 82 QQQ - * * 21.2 - - - - 21.4 15.59 35 QQ 54.8 - 940.6 224.1 8/24/87 2,326.9 10/31/13 6/1/00 6/28/21 6/23/20 8/31/92 11/16/18 7/31/20 5/1/19* 8/23/16 7/31/20 6/19/18 12/13/19 10/18/18 12/14/16 9/29/17 12/14/20 12/16/16 5/12/99 12/18/17 1/6/17 2,283.3 53.9 * 195.9 66.4 890.7 248.8 299.6 461.6 3.22 36 QQQ ;;;;; 11 QQQQ ;;;; 5.38 2.39 56 QQQ 4.16 22 QQQ 2.38 56 QQ 2.19 61 QQQ - - - - 20.1 - - - - 0.23 94 - - -0.75 98 QQ 2.00 65 QQQ - - 3.02 39 - - 24.8 - - - - 0.57 47 QQQ ;;;;; 0.01 65 QQQQ 122.7 - - - 231.3 -0.86 93 QQQ 3.2 2.99 1,351.3 63.5 259.2 761.8 8 - ;;;; ;;;;; -0.44 79 - - -0.01 66 QQ -1.20 97 QQ - - 27.3 - - - - -0.06 68 QQ - 774.8 -0.24 73 QQ 197.5 9/21/12 6,854.2 -0.03 67 QQQ 2.06 ;;;;; - 15 QQQQ - Low Carbon Designation™ - - No - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Fixed Income