THE TOP SUSTAINABLE MUTUAL FUNDS - The Wall Street Journal
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--ESG-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
PIOTX
6. Pioneer Disciplined Value
CVFCX
7. First Investors Select Growth
FICGX
8. BlackRock Advantage Large Cap Gr
BMCAX
9. Dodge & Cox Stock
DODGX
10. AllianzGI NFJ Large-Cap Value
ANVIX
11. Oakmark
OAKMX
12. Vanguard Primecap
VPMCX
13. Janus Henderson VIT Forty
JACAX
14. Goldman Sachs Large Cap Gr Insghts
GCGIX
15. Hotchkis & Wiley Large Cap Value
HWLIX
16. Vanguard Primecap Core
VPCCX
17. Putnam Growth Opportunities
POGAX
18. Eagle Capital Appreciation
HRCPX
19. Hotchkis & Wiley Value Opps
HWAIX
20. Primecap Odyssey Growth
POGRX
21. Oakmark Select
OAKLX
22. JHancock Classic Value
PZFVX
23. Parnassus Endeavor
PARWX
24. Primecap Odyssey Stock
POSKX
25. Putnam Investors
PINVX
26. Great-West Multi-Manager Lg Cp Growth
MXLGX
27. Janus Henderson Forty
JARTX
28. Strategic Advisers Growth
FSGFX
29. Franklin Growth
FKGRX
30. Natixis US Equity Opportunities
NEFSX
31. Invesco Growth and Income
ACGIX
32. Pioneer Disciplined Growth
PINDX
33. USAA Aggressive Growth
USAUX
34. Glenmede Large Cap Core Portfolio
GTLOX
35. Federated Clover Value
VFCAX
36. Amana Growth
AMAGX
37. American Funds Fundamental Investors
ANCFX
38. VY Invesco Growth and Income
IVGSX
39. Waddell & Reed Vanguard
UNVGX
40. Ivy Large Cap Growth
WLGAX
41. AB Concentrated Growth
WPSGX
42. American Century NT Growth
ACLTX
43. Glenmede Large Cap Growth
GTLLX
44. American Century Growth
TWCGX
45. Vanguard US Growth
VWUSX
46. Columbia Large Cap Enhanced Core
NMIMX
% Rank in CategoryT O T A L R E T U R N
One-Year Returns
One-Year
Three-Year*
Five-Year*
1
43.3%
9.3%
13.6%
8
25.8
13.8
19.7
2
25.7
9.2
14.9
3
24.5
9.8
16.1
3
24.5
9.4
12.5
3
24.3
9.2
12.0
14
24.2
12.0
14.1
14
24.0
9.8
9.5
3
23.9
9.8
15.6
3
23.8
8.4
12.6
3
23.8
10.4
15.4
16
23.8
13.0
18.4
18
23.4
15.3
15.5
19
23.2
12.7
16.4
4
23.2
8.9
15.1
20
23.1
12.6
17.7
21
22.9
11.4
15.6
22
22.7
12.8
15.3
5
22.7
8.7
14.9
22
22.7
13.7
17.5
6
22.6
8.5
15.5
5
22.4
8.9
14.5
25
22.3
15.3
17.8
8
22.0
12.2
16.5
8
22.0
9.1
14.0
27
22.0
11.6
13.8
27
21.9
14.5
15.1
34
21.2
11.6
14.8
35
21.1
12.0
14.7
36
21.0
13.8
17.4
11
20.9
9.0
13.4
37
20.9
10.2
13.7
39
20.7
11.2
13.7
12
20.7
11.7
16.4
13
20.5
5.1
10.5
42
20.4
11.3
12.6
14
20.3
11.5
14.6
15
20.3
9.0
13.4
44
20.2
11.3
14.3
44
20.2
11.3
14.4
44
20.2
10.6
13.9
44
20.2
11.7
13.4
45
20.2
12.6
17.4
46
20.0
11.6
13.2
47
20.0
12.3
15.5
16
20.0
10.1
14.3
Fund 2016
Sustainability Rating
Assets (mil)
Ranking
Above Average
$993
N/R
High
15,338
58
High
712
N/R
Above Average
529
N/R
Above Average
1,645
195
Above Average
584
N/R
Above Average
534
N/R
Above Average
438
N/R
Above Average
66,062
76
Above Average
366
N/R
Above Average
18,777
82
High
56,381
24
Above Average
767
N/R
Above Average
1,699
N/R
High
441
156
High
9,833
32
Above Average
4,296
N/R
Above Average
378
144
High
561
N/R
Above Average
9,319
23
High
6,222
145
Above Average
2,188
93
Above Average
4,756
7
High
8,455
44
Above Average
1,922
N/R
Above Average
881
191
Above Average
11,280
N/R
Above Average
11,250
N/R
Above Average
13,778
121
Above Average
954
9
Above Average
8,230
103
High
1,195
189
Above Average
1,365
N/R
Above Average
2,580
N/R
Above Average
685
N/R
High
1,603
101
Above Average
91,441
N/R
High
573
90
Above Average
1,730
181
Above Average
1,819
184
Above Average
426
N/R
Above Average
1,360
116
Above Average
3,849
115
Above Average
8,031
118
Above Average
7,904
163
Above Average
391
N/R
Fund Name
Ticker
47. Wells Fargo Large Cap Growth
STNFX
48. Thrivent Large Cap Value
TLVIX
49. PACE Large Co Growth Equity
PCLCX
50. Voya Index Plus LargeCap Portfolio
IPLIX
51. Dreyfus Appreciation
DGAGX
52. Fidelity Large Cap Growth Enhanced
FLGEX
53. Voya Large-Cap Growth
IGOWX
54. Voya Large Cap Growth Portfolio
IEOSX
55. QS US Large Cap Equity
LMISX
56. MassMutual Select Growth Opps
MGRSX
57. Pioneer
PIODX
58. Polen Growth
POLIX
59. Thrivent Large Cap Growth
THLCX
60. USAA Growth
USAAX
61. JPMorgan US Equity
JMUEX
62. Columbia Disciplined Core
RQEYX
63. MFS Massachusetts Investors Trust
MITTX
64. Loomis Sayles Growth
LSGRX
65. American Funds Washington Mutual
AWSHX
66. Dreyfus US Equity
DPUIX
67. BlackRock Equity Dividend
MBDVX
68. JPMorgan Disciplined Equity
JPIEX
69. Sentinel Common Stock
SENCX
70. Hartford Dividend and Growth HLS
HIADX
71. GMO Quality IV
GQEFX
72. Hartford Dividend and Growth
HDGYX
73. Principal Large Cap Growth II
PPIIX
74. Valic Company I Dividend Value
VCIGX
75. AB Relative Value
CABDX
76. Delaware US Growth
DUGAX
77. TCW Relative Value Large Cap
TGDVX
78. Wells Fargo Disciplined US Core
EVSAX
79. Gamco Growth AAA
GABGX
80. TIAA-CREF Social Choice Eq
TISCX
81. GuideStone Funds Growth Equity
GGEYX
82. Fidelity Mega Cap Stock
FGRTX
83. Federated Kaufmann Large Cap
KLCIX
84. GE RSP US Equity
GESSX
85. State Street Instl US Equity
SUSIX
86. Homestead Value
HOVLX
87. Columbia Dividend Income
GSFTX
88. Deutsche Croci US
DCUIX
89. Principal Equity Income
PQIAX
90. Nationwide Institutional Service
MUIFX
91. Prudential Jennison Equity Opportunity
PJGZX
92. GMO US Equity Allocation III
GMUEX
93. Great-West T. Rowe Price Eq Income
MXEQX
94. Vulcan Value Partners
VVPLX
95. DFA US Large Cap Growth
DUSLX
96. Frontier MFG Global Plus
FMGPX
97. Fidelity Large Cap Core Enhanced
FLCEX
98. SEI Large Cap
SLGAX
99. Russell Inv Tax-Managed US Large Cap
RETSX
% Rank in CategoryT O T A L R E T U R N
One-Year Returns
One-Year
Three-Year*
Five-Year*
47
20.0%
9.8%
12.7%
17
19.9
9.4
13.5
48
19.9
11.1
14.1
17
19.9
10.2
14.0
18
19.8
7.9
9.6
50
19.8
11.0
14.5
50
19.7
11.6
13.7
50
19.7
11.5
14.0
19
19.7
8.9
13.3
52
19.6
9.1
13.4
22
19.5
9.4
13.0
53
19.5
15.2
14.3
53
19.5
9.7
14.0
54
19.5
13.2
16.5
24
19.4
10.2
14.6
24
19.4
9.9
13.7
24
19.3
10.1
13.3
55
19.3
15.3
17.7
21
19.3
9.8
13.5
56
19.2
9.9
12.2
22
19.1
9.1
10.8
26
19.1
8.9
13.7
26
19.1
10.2
13.3
23
19.1
9.8
13.7
27
19.0
12.0
13.0
23
19.0
9.6
13.5
59
18.9
11.0
13.0
24
18.9
10.4
12.9
24
18.8
9.6
13.1
61
18.7
9.5
13.0
26
18.6
8.3
13.3
37
18.5
10.7
14.6
63
18.5
10.6
13.5
39
18.5
9.5
13.9
65
18.4
10.6
13.8
44
18.4
8.9
13.2
65
18.4
9.8
15.7
45
18.3
8.9
13.7
47
18.3
8.9
13.5
29
18.3
9.8
14.6
29
18.2
10.5
13.0
29
18.2
N/A
N/A
30
18.2
9.1
12.1
50
18.1
9.7
13.7
50
18.1
8.0
13.0
50
18.1
9.6
11.9
30
18.1
7.8
11.6
52
18.0
6.9
12.5
68
18.0
10.7
N/A
54
17.9
N/A
N/A
55
17.9
9.1
13.6
55
17.9
8.5
12.8
69
17.9
9.5
13.0
Fund 2016
Sustainability Rating
Assets (mil)
Ranking
Above Average
$1,083
N/R
Above Average
980
N/R
High
1,339
154
Above Average
839
N/R
Above Average
1,934
N/R
Above Average
943
139
Above Average
532
N/R
Above Average
6,260
117
Above Average
666
N/R
Above Average
820
N/R
Above Average
4,906
141
High
1,650
188
Above Average
833
N/R
Above Average
2,753
41
Above Average
14,916
110
Above Average
4,185
N/R
Above Average
6,387
158
Above Average
7,188
4
Above Average
95,936
57
High
526
45
High
21,251
99
Above Average
7,664
168
Above Average
1,945
84
High
3,527
79
High
8,088
N/R
High
8,209
96
Above Average
485
132
Above Average
764
50
Above Average
1,758
N/R
High
2,994
N/R
Above Average
491
N/R
Above Average
1,057
100
Above Average
573
N/R
High
2,754
55
Above Average
1,634
N/R
Above Average
2,178
N/R
Above Average
3,178
N/R
Above Average
5,391
N/R
Above Average
462
N/R
High
1,051
39
Above Average
10,727
36
Above Average
901
N/R
Above Average
6,379
67
Above Average
1,009
94
Above Average
418
129
Above Average
1,508
68
Above Average
867
29
High
1,346
N/R
Above Average
1,590
85
Above Average
390
N/R
Above Average
547
139
Above Average
2,519
N/R
Above Average
2,316
N/R
Fund Name
Ticker
100. ClearBridge Large Cap Growth
SBLGX
101. Putnam Equity Income
PEYAX
102. Great-West Putnam Equity Income
MXQIX
103. Vanguard Growth & Income
VQNPX
104. Frontier MFG Global Equity
FMGEX
105. Pioneer Fundamental Growth
PIGFX
106. Bridge Builder Large Cap Growth
BBGLX
107. Sentinel Sustainable Core Opp
MYPVX
108. SEI Large Cap
SLCAX
109. LKCM Equity
LKEQX
110. MFS Massachusetts Inv Growth Stock
MIGFX
111. Parnassus
PARNX
112. Brown Advisory Sustainable Growth
BAFWX
113. SEI Tax-Managed Large Cap
TMLCX
114. Valic Company I Large Capital Growth
VLCGX
115. Janus Henderson VIT Research
JAGRX
116. Hartford Equity Income
HQIYX
117. PMC Diversified Equity
PMDEX
118. Davenport Core
DAVPX
119. JPMorgan Equity Income
HLIEX
120. Sound Shore
SSHFX
121. Janus Henderson Research
JNRFX
122. MFS Value
MEIAX
123. SEI Large Cap Growth
SELCX
124. New Covenant Growth
NCGFX
125. Madison Investors
MINVX
126 Nuveen Santa Barbara Dividend Growth
NSBRX
127. PACE Large Company Value Equity
PCLVX
128 Pioneer Equity Income
PEQIX
129. Cambiar Opportunity
CAMOX
130. Vanguard Equity-Income
VEIPX
131. Vanguard Windsor II
VWNFX
132. Fidelity Focused Stock
FTQGX
133. Sterling Capital Equity Income
BEGIX
134. Calvert Equity
CSIEX
135. Valic Company II Socially Responsible
VCSRX
136. Neuberger Berman Socially Responsible
NBSRX
137. American Funds Invmt Co of America
AIVSX
138. Sterling Capital Special Opps
BOPIX
139. Deutsche Croci Equity Dividend
KDHAX
140. American Century Income and Growth
BIGRX
141. Aberdeen US Multi-Cap Equity
GXXAX
142. BlackRock High Equity Income
BMCIX
143. Northern Active M US Equity
NMUSX
144. Sit Dividend Growth
SDVGX
145. Becker Value Equity
BVEFX
146. ClearBridge Appreciation
SHAPX
147. Jensen Quality Growth
JENSX
148. ClearBridge Dividend Strategy
SOPTX
149. Optimum Large Cap Value
OILVX
150. American Funds American Mutual
AMRMX
151. T. Rowe Price Dividend Growth
PRDGX
152. BBH Core Select
BBTEX
% Rank in CategoryT O T A L R E T U R N
One-Year Returns
One-Year
Three-Year*
Five-Year*
69
17.8%
12.7%
16.5%
33
17.8
8.7
13.5
33
17.8
8.5
13.3
58
17.7
10.6
14.3
71
17.6
9.7
12.2
72
17.6
11.2
13.9
72
17.6
N/A
N/A
60
17.5
8.7
12.7
61
17.4
8.8
13.4
74
17.4
8.2
11.6
75
17.4
10.9
13.2
75
17.3
10.8
15.0
75
17.3
14.5
15.8
63
17.2
7.9
12.6
76
17.2
10.9
12.8
77
17.2
10.5
13.5
40
17.2
10.0
12.9
65
17.1
6.5
10.2
78
17.0
9.9
13.0
42
17.0
9.5
13.1
42
17.0
7.7
14.9
78
16.9
10.4
14.7
43
16.9
10.2
13.7
79
16.9
9.7
12.4
79
16.8
7.8
11.6
80
16.8
11.3
13.7
67
16.8
9.2
11.8
46
16.8
8.8
13.3
47
16.7
11.7
13.7
47
16.7
8.8
13.0
47
16.7
10.2
13.3
49
16.5
7.8
12.2
81
16.5
8.9
13.0
49
16.5
8.7
10.5
82
16.4
9.7
12.6
71
16.4
10.2
14.6
83
16.4
9.1
13.9
71
16.2
9.3
13.8
84
16.2
9.6
14.4
53
16.2
9.0
11.3
56
16.0
8.2
12.9
74
15.9
7.6
10.9
58
15.8
8.7
14.1
75
15.8
N/A
N/A
75
15.8
9.5
12.4
58
15.8
7.6
13.3
75
15.7
9.1
11.9
87
15.7
12.4
14.5
76
15.6
8.3
10.9
61
15.5
6.3
10.6
61
15.5
9.5
12.5
79
15.2
11.1
13.7
80
15.1
7.1
10.4
Fund 2016
Sustainability Rating
Assets (mil)
Ranking
High
$8,682
N/R
Above Average
11,616
137
Above Average
627
149
Above Average
7,657
N/R
Above Average
1,165
200
Above Average
6,123
166
Above Average
4,674
150
High
389
124
High
1,874
N/R
Above Average
327
N/R
High
7,044
75
Above Average
1,056
165
High
458
65
Above Average
3,704
N/R
High
420
77
Above Average
522
N/R
Above Average
4,237
34
Above Average
677
193
Above Average
440
164
Above Average
15,536
98
High
2,106
61
Above Average
12,937
N/R
Above Average
45,540
60
Above Average
1,491
182
High
426
151
High
302
N/R
Above Average
2,965
152
Above Average
1,350
69
Above Average
2,197
21
Above Average
350
130
Above Average
28,546
26
Above Average
47,676
131
Above Average
1,643
107
Above Average
1,567
78
High
2,122
196
High
808
52
High
2,440
120
Above Average
87,549
19
Above Average
1,145
N/R
Above Average
1,100
6
Above Average
2,139
30
Above Average
360
112
High
885
N/R
Above Average
562
N/R
High
1,011
74
Above Average
433
56
Above Average
5,919
104
High
6,264
12
Above Average
6,008
40
Above Average
1,411
N/R
Above Average
46,638
33
Above Average
8,079
27
Above Average
2,793
172
Fund Name
Ticker
% Rank in CategoryT O T A L R E T U R N
One-Year Returns
One-Year
Three-Year*
Five-Year*
153. Brown Advisory Growth Equity
BIAGX
91
15.0%
9.5%
11.1%
154. Waddell & Reed Dividend Opps
WDVYX
82
14.9
6.5
10.6
155. AB Equity Income
AUIAX
69
14.8
6.9
10.7
156. USAA Income Stock
USISX
70
14.7
8.3
12.2
157. AIG Focused Dividend Strategy
FDSAX
70
14.7
10.0
14.0
158. Eagle Growth & Income
HRCVX
71
14.6
7.5
11.4
159. Ivy Dividend Opportunities
IVDAX
84
14.5
6.2
10.2
160. Cullen High Dividend Equity
CHDEX
71
14.5
8.7
11.2
161. JHancock US Global Leaders Growth
USGLX
92
14.5
11.3
12.3
162. Domini Impact Equity
DSEFX
84
14.5
5.5
10.9
163. American Century NT Large Co Value
ACLLX
72
14.5
7.4
12.1
164. Delaware Select Growth
DVEAX
93
14.4
7.7
10.0
165. Franklin Rising Dividends
FRDPX
85
14.4
9.7
12.3
166. Hartford Stock HLS
HSTAX
85
14.3
9.8
12.9
167. American Century Large Company Value
ALVIX
73
14.3
7.6
12.1
168. Russell Inv US Defensive Equity
REQEX
85
14.2
9.5
12.4
169. Vanguard Dividend Growth
VDIGX
86
14.1
9.6
12.8
170. AAM/Bahl & Gaynor Income Growth
AFNIX
86
14.1
8.9
11.3
171. Touchstone Focused
TFFYX
86
14.1
9.3
14.2
172. First Investors Growth & Income
FGINX
86
14.0
6.3
11.6
173. American Century Equity Income
TWEIX
76
14.0
11.0
12.0
174. Lord Abbett Calibrated Dividend Growth
LAMYX
87
13.9
10.1
12.5
175. Gabelli Equity Income AAA
GABEX
87
13.9
6.2
10.4
176. Wells Fargo Intrinsic Value
EIVIX
87
13.8
7.3
11.7
177. AMG Managers Montag & Caldwell Growth MCGFX
94
13.7
7.8
10.0
178. Payden Equity Income
PYVLX
78
13.7
9.1
12.0
179. State Farm Growth
STFGX
88
13.6
7.7
11.4
180. Amana Income
AMANX
89
13.6
8.1
11.7
181. TCW Relative Value Dividend Appreciation
TGIGX
79
13.5
7.2
12.0
182. MainStay Epoch US Equity Yield
EPLCX
80
13.5
9.6
13.0
183. Ave Maria Rising Dividend
AVEDX
90
13.3
7.2
12.2
184. AMG Yacktman
YACKX
91
13.1
6.8
10.4
185. Independent Franchise Partners US Equity
IFPUX
92
13.0
11.7
13.3
186. Parnassus Core Equity
PRBLX
93
12.9
8.8
13.5
187. Neuberger Berman Equity Income
NBHIX
85
12.6
7.7
8.4
188. Hamlin High Dividend Equity
HHDFX
86
12.5
7.4
12.1
189. Nicholas
NICSX
98
12.2
6.2
13.1
190. Coho Relative Value Equity
COHOX
95
12.0
8.3
N/A
191. Invesco Charter
CHTRX
95
11.8
4.9
9.8
192. First Eagle US Value
FEVIX
95
11.6
6.7
8.6
193. Delaware Value
DDVIX
89
11.6
8.3
13.6
194. Waddell & Reed Accumulative
UNACX
98
11.4
7.4
12.0
195. Virtus Rampart Equity Trend
VAPIX
96
11.4
-0.6
5.8
196. Columbia Dividend Opportunity
INUTX
90
11.3
6.7
10.7
197. ClearBridge Aggressive Growth
SHRAX
99
10.8
4.4
13.1
198. Prudential Jennison Equity Income
AGOCX
97
10.7
3.2
9.0
199. Invesco Diversified Dividend
LCEAX
93
10.3
8.9
12.5
200. Federated Strategic Value Dividend
SVAIX
93
10.1
9.1
11.3
201. BlackRock Basic Value
MABAX
96
8.9
5.5
12.0
202. Lazard US Equity Concentrated
LEVIX
100
6.7
10.9
14.5
203. SkyBridge Dividend Value
SKYIX
100
3.4
7.6
N/A
STANDARD & POOR'S 500 INDEX
*Three- and five-year returns are annualized through September 30 N/A=Not applicable N/R=Not Ranked
18.6
10.8
14.2
Fund 2016
Sustainability Rating
Assets (mil)
Ranking
Above Average
$1,821
N/R
Above Average
550
170
High
645
122
Above Average
2,800
49
Above Average
14,288
N/R
Above Average
599
N/R
Above Average
357
171
Above Average
1,859
17
High
1,467
92
Above Average
868
187
Above Average
1,976
91
High
401
197
Above Average
18,090
10
Above Average
1,496
95
Above Average
847
83
Above Average
587
N/R
Above Average
31,910
97
High
509
31
High
1,219
N/R
Above Average
1,867
146
Above Average
12,459
3
Above Average
2,347
N/R
Above Average
1,471
159
Above Average
922
N/R
Above Average
909
N/R
Above Average
919
N/R
Above Average
4,758
46
High
1,358
37
High
631
48
Above Average
1,228
N/R
High
924
38
Above Average
8,488
105
High
1,929
8
Above Average
15,851
N/R
High
1,703
35
High
850
N/R
Above Average
2,758
N/R
High
537
87
High
3,837
136
High
2,146
51
High
12,572
13
Above Average
1,398
N/R
Above Average
541
N/R
High
3,832
22
Above Average
11,510
173
Above Average
2,061
199
Above Average
23,722
148
High
14,166
16
High
3,298
N/R
High
1,605
18
High
341
5
Average
Sources: Morningstar, Sustainalytics
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