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¡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
................
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