THE TOP SUSTAINABLE MUTUAL FUNDS

SPECIAL REPORT:

THE TOP SUSTAINABLE MUTUAL FUNDS

Barron¡¯s selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns. Of the 203, 37% or 76 funds beat the Standard & Poor¡¯s 500 index¡¯s 18.6% return in the year ended Sept. 30. Green denotes funds with a sustainable mandate¡ªESG-focused, socially responsible, or religious. The others come by their

sustainable portfolios via their stock-picking process. The ranking was based on data provided by independent research firms Morningstar and Sustainalytics.

FUND HAS BEATEN THE S&P 500

FUND HAS SUSTAINABLE MANDATE

Fund Name

Ticker

1.

CGM Focus

CGMFX

2.

Vanguard Capital Opportunity

VHCOX

3.

MassMutual Select Equity Opportunities

MFVSX

4.

Putnam Multi-Cap Core

PMYYX

5.

Pioneer Core Equity

6.

Pioneer Disciplined Value

7.

First Investors Select Growth

8.

9.

T O T A L R E T U R N

% Rank in Category

One-Year Returns

One-Year

Three-Year*

Five-Year*

43.3%

9.3%

8

25.8

13.8

19.7

High

15,338

58

2

25.7

9.2

14.9

High

712

N/R

3

24.5

9.8

16.1

Above Average

529

N/R

PIOTX

3

24.5

9.4

12.5

Above Average

1,645

195

CVFCX

3

24.3

9.2

12.0

Above Average

584

N/R

FICGX

14

24.2

12.0

14.1

Above Average

534

N/R

BlackRock Advantage Large Cap Gr

BMCAX

14

24.0

9.8

9.5

Above Average

438

N/R

Dodge & Cox Stock

DODGX

3

23.9

9.8

15.6

Above Average

66,062

76

10. AllianzGI NFJ Large-Cap Value

1

13.6%

Fund 2016

Sustainability Rating

Assets (mil)

Ranking

Above Average

$993

N/R

ANVIX

3

23.8

8.4

12.6

Above Average

366

N/R

11. Oakmark

OAKMX

3

23.8

10.4

15.4

Above Average

18,777

82

12. Vanguard Primecap

VPMCX

16

23.8

13.0

18.4

High

56,381

24

13. Janus Henderson VIT Forty

JACAX

18

23.4

15.3

15.5

Above Average

767

N/R

14. Goldman Sachs Large Cap Gr Insghts

GCGIX

19

23.2

12.7

16.4

Above Average

1,699

N/R

15. Hotchkis & Wiley Large Cap Value

HWLIX

4

23.2

8.9

15.1

High

441

156

16. Vanguard Primecap Core

VPCCX

20

23.1

12.6

17.7

High

9,833

32

17. Putnam Growth Opportunities

POGAX

21

22.9

11.4

15.6

Above Average

4,296

N/R

18. Eagle Capital Appreciation

HRCPX

22

22.7

12.8

15.3

Above Average

378

144

19. Hotchkis & Wiley Value Opps

HWAIX

5

22.7

8.7

14.9

High

20. Primecap Odyssey Growth

POGRX

22

22.7

13.7

17.5

Above Average

21. Oakmark Select

OAKLX

6

22.6

8.5

15.5

22. JHancock Classic Value

PZFVX

5

22.4

8.9

14.5

23. Parnassus Endeavor

PARWX

25

22.3

15.3

17.8

Above Average

24. Primecap Odyssey Stock

POSKX

8

22.0

12.2

16.5

High

8,455

44

25. Putnam Investors

PINVX

8

22.0

9.1

14.0

Above Average

1,922

N/R

MXLGX

27

22.0

11.6

13.8

Above Average

881

191

26. Great-West Multi-Manager Lg Cp Growth

561

N/R

9,319

23

High

6,222

145

Above Average

2,188

93

4,756

7

27. Janus Henderson Forty

JARTX

27

21.9

14.5

15.1

Above Average

11,280

N/R

28. Strategic Advisers Growth

FSGFX

34

21.2

11.6

14.8

Above Average

11,250

N/R

29. Franklin Growth

FKGRX

35

21.1

12.0

14.7

Above Average

13,778

121

30. Natixis US Equity Opportunities

NEFSX

36

21.0

13.8

17.4

Above Average

954

31. Invesco Growth and Income

ACGIX

11

20.9

9.0

13.4

Above Average

8,230

103

32. Pioneer Disciplined Growth

9

PINDX

37

20.9

10.2

13.7

High

1,195

189

33. USAA Aggressive Growth

USAUX

39

20.7

11.2

13.7

Above Average

1,365

N/R

34. Glenmede Large Cap Core Portfolio

GTLOX

12

20.7

11.7

16.4

Above Average

2,580

N/R

35. Federated Clover Value

36. Amana Growth

37. American Funds Fundamental Investors

38. VY Invesco Growth and Income

VFCAX

13

20.5

5.1

10.5

Above Average

685

N/R

AMAGX

42

20.4

11.3

12.6

High

1,603

101

ANCFX

14

20.3

11.5

14.6

Above Average

91,441

N/R

IVGSX

15

20.3

9.0

13.4

High

573

90

39. Waddell & Reed Vanguard

UNVGX

44

20.2

11.3

14.3

Above Average

1,730

181

40. Ivy Large Cap Growth

WLGAX

44

20.2

11.3

14.4

Above Average

1,819

184

41. AB Concentrated Growth

WPSGX

44

20.2

10.6

13.9

Above Average

426

N/R

ACLTX

44

20.2

11.7

13.4

Above Average

1,360

116

115

42. American Century NT Growth

43. Glenmede Large Cap Growth

GTLLX

45

20.2

12.6

17.4

Above Average

3,849

44. American Century Growth

TWCGX

46

20.0

11.6

13.2

Above Average

8,031

118

45. Vanguard US Growth

VWUSX

47

20.0

12.3

15.5

Above Average

7,904

163

46. Columbia Large Cap Enhanced Core

NMIMX

16

20.0

10.1

14.3

Above Average

391

N/R

Fund Name

Ticker

47. Wells Fargo Large Cap Growth

48. Thrivent Large Cap Value

49. PACE Large Co Growth Equity

50. Voya Index Plus LargeCap Portfolio

51. Dreyfus Appreciation

52. Fidelity Large Cap Growth Enhanced

53. Voya Large-Cap Growth

T O T A L R E T U R N

% Rank in Category

One-Year Returns

One-Year

Three-Year*

Five-Year*

Fund 2016

Sustainability Rating

Assets (mil)

Ranking

STNFX

47

20.0%

9.8%

12.7%

Above Average

$1,083

N/R

TLVIX

17

19.9

9.4

13.5

Above Average

980

N/R

PCLCX

48

19.9

11.1

14.1

High

1,339

154

IPLIX

17

19.9

10.2

14.0

Above Average

839

N/R

DGAGX

18

19.8

7.9

9.6

Above Average

1,934

N/R

FLGEX

50

19.8

11.0

14.5

Above Average

943

139

IGOWX

50

19.7

11.6

13.7

Above Average

532

N/R

54. Voya Large Cap Growth Portfolio

IEOSX

50

19.7

11.5

14.0

Above Average

6,260

117

55. QS US Large Cap Equity

LMISX

19

19.7

8.9

13.3

Above Average

666

N/R

MGRSX

52

19.6

9.1

13.4

Above Average

820

N/R

56. MassMutual Select Growth Opps

57. Pioneer

PIODX

22

19.5

9.4

13.0

Above Average

4,906

141

58. Polen Growth

POLIX

53

19.5

15.2

14.3

High

1,650

188

59. Thrivent Large Cap Growth

THLCX

53

19.5

9.7

14.0

Above Average

833

N/R

60. USAA Growth

USAAX

54

19.5

13.2

16.5

Above Average

2,753

41

61. JPMorgan US Equity

JMUEX

24

19.4

10.2

14.6

Above Average

14,916

110

62. Columbia Disciplined Core

RQEYX

24

19.4

9.9

13.7

Above Average

4,185

N/R

63. MFS Massachusetts Investors Trust

MITTX

24

19.3

10.1

13.3

Above Average

6,387

158

64. Loomis Sayles Growth

65. American Funds Washington Mutual

66. Dreyfus US Equity

67. BlackRock Equity Dividend

LSGRX

55

19.3

15.3

17.7

Above Average

7,188

4

AWSHX

21

19.3

9.8

13.5

Above Average

95,936

57

DPUIX

56

19.2

9.9

12.2

High

526

45

MBDVX

22

19.1

9.1

10.8

High

21,251

99

JPIEX

26

19.1

8.9

13.7

Above Average

7,664

168

SENCX

26

19.1

10.2

13.3

Above Average

1,945

84

70. Hartford Dividend and Growth HLS

HIADX

23

19.1

9.8

13.7

High

3,527

79

71. GMO Quality IV

GQEFX

27

19.0

12.0

13.0

High

8,088

N/R

72. Hartford Dividend and Growth

HDGYX

23

19.0

9.6

13.5

High

8,209

96

PPIIX

59

18.9

11.0

13.0

Above Average

485

132

68. JPMorgan Disciplined Equity

69. Sentinel Common Stock

73. Principal Large Cap Growth II

74. Valic Company I Dividend Value

VCIGX

24

18.9

10.4

12.9

Above Average

764

50

75. AB Relative Value

CABDX

24

18.8

9.6

13.1

Above Average

1,758

N/R

76. Delaware US Growth

DUGAX

61

18.7

9.5

13.0

High

2,994

N/R

77. TCW Relative Value Large Cap

TGDVX

26

18.6

8.3

13.3

Above Average

491

N/R

78. Wells Fargo Disciplined US Core

EVSAX

37

18.5

10.7

14.6

Above Average

1,057

100

79. Gamco Growth AAA

GABGX

63

18.5

10.6

13.5

Above Average

573

N/R

80. TIAA-CREF Social Choice Eq

TISCX

39

18.5

9.5

13.9

High

2,754

55

81. GuideStone Funds Growth Equity

GGEYX

65

18.4

10.6

13.8

Above Average

1,634

N/R

82. Fidelity Mega Cap Stock

FGRTX

44

18.4

8.9

13.2

Above Average

2,178

N/R

KLCIX

65

18.4

9.8

15.7

Above Average

3,178

N/R

84. GE RSP US Equity

GESSX

45

18.3

8.9

13.7

Above Average

5,391

N/R

85. State Street Instl US Equity

SUSIX

47

18.3

8.9

13.5

Above Average

462

N/R

HOVLX

29

18.3

9.8

14.6

High

1,051

39

87. Columbia Dividend Income

GSFTX

29

18.2

10.5

13.0

Above Average

10,727

36

88. Deutsche Croci US

DCUIX

29

18.2

N/A

N/A

Above Average

901

N/R

89. Principal Equity Income

PQIAX

30

18.2

9.1

12.1

Above Average

6,379

67

90. Nationwide Institutional Service

MUIFX

50

18.1

9.7

13.7

Above Average

1,009

94

91. Prudential Jennison Equity Opportunity

PJGZX

50

18.1

8.0

13.0

Above Average

418

129

92. GMO US Equity Allocation III

GMUEX

50

18.1

9.6

11.9

Above Average

1,508

68

93. Great-West T. Rowe Price Eq Income

MXEQX

30

18.1

7.8

11.6

Above Average

867

29

N/R

83. Federated Kaufmann Large Cap

86. Homestead Value

94. Vulcan Value Partners

VVPLX

52

18.0

6.9

12.5

High

1,346

95. DFA US Large Cap Growth

DUSLX

68

18.0

10.7

N/A

Above Average

1,590

85

96. Frontier MFG Global Plus

FMGPX

54

17.9

N/A

N/A

Above Average

390

N/R

97. Fidelity Large Cap Core Enhanced

FLCEX

55

17.9

9.1

13.6

Above Average

547

139

98. SEI Large Cap

SLGAX

55

17.9

8.5

12.8

Above Average

2,519

N/R

99. Russell Inv Tax-Managed US Large Cap

RETSX

69

17.9

9.5

13.0

Above Average

2,316

N/R

Fund Name

Ticker

T O T A L R E T U R N

% Rank in Category

One-Year Returns

One-Year

Three-Year*

Five-Year*

100. ClearBridge Large Cap Growth

SBLGX

69

17.8%

101. Putnam Equity Income

PEYAX

33

17.8

Fund 2016

Sustainability Rating

Assets (mil)

Ranking

12.7%

16.5%

High

$8,682

N/R

8.7

13.5

Above Average

11,616

137

149

102. Great-West Putnam Equity Income

MXQIX

33

17.8

8.5

13.3

Above Average

627

103. Vanguard Growth & Income

VQNPX

58

17.7

10.6

14.3

Above Average

7,657

N/R

104. Frontier MFG Global Equity

FMGEX

71

17.6

9.7

12.2

Above Average

1,165

200

PIGFX

72

17.6

11.2

13.9

Above Average

6,123

166

105. Pioneer Fundamental Growth

106. Bridge Builder Large Cap Growth

107. Sentinel Sustainable Core Opp

108. SEI Large Cap

BBGLX

72

17.6

N/A

N/A

Above Average

4,674

150

MYPVX

60

17.5

8.7

12.7

High

389

124

SLCAX

61

17.4

8.8

13.4

High

1,874

N/R

327

N/R

109. LKCM Equity

LKEQX

74

17.4

8.2

11.6

Above Average

110. MFS Massachusetts Inv Growth Stock

MIGFX

75

17.4

10.9

13.2

High

7,044

75

111. Parnassus

PARNX

75

17.3

10.8

15.0

Above Average

1,056

165

112. Brown Advisory Sustainable Growth

BAFWX

75

17.3

14.5

15.8

High

113. SEI Tax-Managed Large Cap

TMLCX

63

17.2

7.9

12.6

Above Average

114. Valic Company I Large Capital Growth

VLCGX

76

17.2

10.9

12.8

High

420

77

115. Janus Henderson VIT Research

JAGRX

77

17.2

10.5

13.5

Above Average

522

N/R

458

65

3,704

N/R

116. Hartford Equity Income

HQIYX

40

17.2

10.0

12.9

Above Average

4,237

34

117. PMC Diversified Equity

PMDEX

65

17.1

6.5

10.2

Above Average

677

193

118. Davenport Core

DAVPX

78

17.0

9.9

13.0

Above Average

440

164

119. JPMorgan Equity Income

HLIEX

42

17.0

9.5

13.1

Above Average

15,536

98

120. Sound Shore

SSHFX

42

17.0

7.7

14.9

High

2,106

61

121. Janus Henderson Research

JNRFX

78

16.9

10.4

14.7

Above Average

12,937

N/R

122. MFS Value

MEIAX

43

16.9

10.2

13.7

Above Average

45,540

60

123. SEI Large Cap Growth

SELCX

79

16.9

9.7

12.4

Above Average

1,491

182

124. New Covenant Growth

NCGFX

79

16.8

7.8

11.6

High

426

151

125. Madison Investors

MINVX

80

16.8

11.3

13.7

High

302

N/R

126 Nuveen Santa Barbara Dividend Growth

NSBRX

67

16.8

9.2

11.8

Above Average

2,965

152

127. PACE Large Company Value Equity

PCLVX

46

16.8

8.8

13.3

Above Average

1,350

69

128 Pioneer Equity Income

PEQIX

47

16.7

11.7

13.7

Above Average

2,197

21

130

129. Cambiar Opportunity

130. Vanguard Equity-Income

131. Vanguard Windsor II

132. Fidelity Focused Stock

CAMOX

47

16.7

8.8

13.0

Above Average

350

VEIPX

47

16.7

10.2

13.3

Above Average

28,546

26

VWNFX

49

16.5

7.8

12.2

Above Average

47,676

131

107

FTQGX

81

16.5

8.9

13.0

Above Average

1,643

133. Sterling Capital Equity Income

BEGIX

49

16.5

8.7

10.5

Above Average

1,567

78

134. Calvert Equity

CSIEX

82

16.4

9.7

12.6

High

2,122

196

135. Valic Company II Socially Responsible

VCSRX

71

16.4

10.2

14.6

High

808

52

136. Neuberger Berman Socially Responsible

NBSRX

83

16.4

9.1

13.9

High

2,440

120

137. American Funds Invmt Co of America

AIVSX

71

16.2

9.3

13.8

Above Average

87,549

19

138. Sterling Capital Special Opps

BOPIX

84

16.2

9.6

14.4

Above Average

1,145

N/R

KDHAX

53

16.2

9.0

11.3

Above Average

1,100

6

BIGRX

56

16.0

8.2

12.9

Above Average

2,139

30

GXXAX

74

15.9

7.6

10.9

Above Average

360

112

139. Deutsche Croci Equity Dividend

140. American Century Income and Growth

141. Aberdeen US Multi-Cap Equity

142. BlackRock High Equity Income

BMCIX

58

15.8

8.7

14.1

High

885

N/R

143. Northern Active M US Equity

NMUSX

75

15.8

N/A

N/A

Above Average

562

N/R

144. Sit Dividend Growth

SDVGX

75

15.8

9.5

12.4

High

1,011

74

145. Becker Value Equity

BVEFX

58

15.8

7.6

13.3

Above Average

433

56

146. ClearBridge Appreciation

SHAPX

75

15.7

9.1

11.9

Above Average

5,919

104

147. Jensen Quality Growth

JENSX

87

15.7

12.4

14.5

High

6,264

12

148. ClearBridge Dividend Strategy

SOPTX

76

15.6

8.3

10.9

Above Average

6,008

40

N/R

149. Optimum Large Cap Value

150. American Funds American Mutual

151. T. Rowe Price Dividend Growth

152. BBH Core Select

OILVX

61

15.5

6.3

10.6

Above Average

1,411

AMRMX

61

15.5

9.5

12.5

Above Average

46,638

33

PRDGX

79

15.2

11.1

13.7

Above Average

8,079

27

BBTEX

80

15.1

7.1

10.4

Above Average

2,793

172

Fund Name

Ticker

T O T A L R E T U R N

% Rank in Category

One-Year Returns

One-Year

Three-Year*

Five-Year*

Fund 2016

Sustainability Rating

Assets (mil)

Ranking

153. Brown Advisory Growth Equity

BIAGX

91

15.0%

9.5%

11.1%

Above Average

$1,821

N/R

154. Waddell & Reed Dividend Opps

WDVYX

82

14.9

6.5

10.6

Above Average

550

170

155. AB Equity Income

AUIAX

69

14.8

6.9

10.7

High

645

122

156. USAA Income Stock

USISX

70

14.7

8.3

12.2

Above Average

2,800

49

157. AIG Focused Dividend Strategy

FDSAX

70

14.7

10.0

14.0

Above Average

14,288

N/R

158. Eagle Growth & Income

HRCVX

71

14.6

7.5

11.4

Above Average

599

N/R

159. Ivy Dividend Opportunities

IVDAX

84

14.5

6.2

10.2

Above Average

357

171

160. Cullen High Dividend Equity

CHDEX

71

14.5

8.7

11.2

Above Average

1,859

17

161. JHancock US Global Leaders Growth

USGLX

92

14.5

11.3

12.3

High

1,467

92

162. Domini Impact Equity

DSEFX

84

14.5

5.5

10.9

Above Average

868

187

163. American Century NT Large Co Value

ACLLX

72

14.5

7.4

12.1

Above Average

1,976

91

164. Delaware Select Growth

DVEAX

93

14.4

7.7

10.0

High

401

197

165. Franklin Rising Dividends

FRDPX

85

14.4

9.7

12.3

Above Average

18,090

10

166. Hartford Stock HLS

HSTAX

85

14.3

9.8

12.9

Above Average

1,496

95

167. American Century Large Company Value

ALVIX

73

14.3

7.6

12.1

Above Average

847

83

168. Russell Inv US Defensive Equity

REQEX

85

14.2

9.5

12.4

Above Average

587

N/R

169. Vanguard Dividend Growth

VDIGX

86

14.1

9.6

12.8

Above Average

31,910

97

170. AAM/Bahl & Gaynor Income Growth

AFNIX

86

14.1

8.9

11.3

High

509

31

171. Touchstone Focused

TFFYX

86

14.1

9.3

14.2

High

1,219

N/R

172. First Investors Growth & Income

FGINX

86

14.0

6.3

11.6

Above Average

1,867

146

173. American Century Equity Income

TWEIX

76

14.0

11.0

12.0

Above Average

12,459

3

174. Lord Abbett Calibrated Dividend Growth

LAMYX

87

13.9

10.1

12.5

Above Average

2,347

N/R

175. Gabelli Equity Income AAA

GABEX

87

13.9

6.2

10.4

Above Average

1,471

159

176. Wells Fargo Intrinsic Value

EIVIX

87

13.8

7.3

11.7

Above Average

922

N/R

177. AMG Managers Montag & Caldwell Growth

MCGFX

94

13.7

7.8

10.0

Above Average

909

N/R

178. Payden Equity Income

PYVLX

78

13.7

9.1

12.0

Above Average

919

N/R

179. State Farm Growth

STFGX

88

13.6

7.7

11.4

Above Average

4,758

46

37

180. Amana Income

AMANX

89

13.6

8.1

11.7

High

1,358

181. TCW Relative Value Dividend Appreciation

TGIGX

79

13.5

7.2

12.0

High

631

48

182. MainStay Epoch US Equity Yield

EPLCX

80

13.5

9.6

13.0

Above Average

1,228

N/R

183. Ave Maria Rising Dividend

AVEDX

90

13.3

7.2

12.2

High

924

38

184. AMG Yacktman

YACKX

91

13.1

6.8

10.4

Above Average

8,488

105

IFPUX

92

13.0

11.7

13.3

High

1,929

8

186. Parnassus Core Equity

PRBLX

93

12.9

8.8

13.5

Above Average

15,851

N/R

187. Neuberger Berman Equity Income

NBHIX

85

12.6

7.7

8.4

High

1,703

35

HHDFX

86

12.5

7.4

12.1

High

850

N/R

2,758

N/R

185. Independent Franchise Partners US Equity

188. Hamlin High Dividend Equity

189. Nicholas

190. Coho Relative Value Equity

191. Invesco Charter

192. First Eagle US Value

NICSX

98

12.2

6.2

13.1

Above Average

COHOX

95

12.0

8.3

N/A

High

537

87

CHTRX

95

11.8

4.9

9.8

High

3,837

136

FEVIX

95

11.6

6.7

8.6

High

2,146

51

DDVIX

89

11.6

8.3

13.6

High

12,572

13

UNACX

98

11.4

7.4

12.0

Above Average

1,398

N/R

195. Virtus Rampart Equity Trend

VAPIX

96

11.4

-0.6

5.8

Above Average

541

N/R

196. Columbia Dividend Opportunity

INUTX

90

11.3

6.7

10.7

High

3,832

22

197. ClearBridge Aggressive Growth

SHRAX

99

10.8

4.4

13.1

Above Average

11,510

173

198. Prudential Jennison Equity Income

193. Delaware Value

194. Waddell & Reed Accumulative

AGOCX

97

10.7

3.2

9.0

Above Average

2,061

199

199. Invesco Diversified Dividend

LCEAX

93

10.3

8.9

12.5

Above Average

23,722

148

200. Federated Strategic Value Dividend

SVAIX

93

10.1

9.1

11.3

High

14,166

16

201. BlackRock Basic Value

MABAX

96

8.9

5.5

12.0

High

3,298

N/R

202. Lazard US Equity Concentrated

LEVIX

100

6.7

10.9

14.5

High

1,605

18

203. SkyBridge Dividend Value

SKYIX

100

3.4

7.6

N/A

High

341

5

STANDARD & POOR'S 500 INDEX

18.6

10.8

14.2

Average

*Three- and five-year returns are annualized through September 30 N/A=Not applicable

N/R=Not Ranked 

Sources: Morningstar, Sustainalytics

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download