WCM Investment Management, Fidelity Investments, J.O. Hambro Capital Management, Virtus Investment Partners and ClearBridge Investments were the companies with funds in the five highest spots on the most recent Responsible Ratings Index, which shows the top-rated and top-performing U.S. funds based on ESG credentials, performance, volatility and company sustainability agendas.
The RRI, an index by InvestmentNews’ ESG Clarity US in partnership with sister company Last Word Research, is a compendium of fund ratings from Morningstar and MSCI .
The top 25 funds on the list are here.
| Name | RRI | Global cateogory | Fund size ($bn) |
|---|---|---|---|
| WCM Focused International Growth Instl | 5 | Global Equity Large Cap | 17 |
| Fidelity® Series International Growth | 5 | Global Equity Large Cap | 10 |
| JOHCM International Select I | 5 | Global Equity Large Cap | 9 |
| Virtus Vontobel Emerging Markets Opps I | 5 | Global Emerging Markets Equity | 5 |
| ClearBridge International Growth C | 5 | Global Equity Large Cap | 4 |
| Fidelity Advisor® International Growth I | 5 | Global Equity Large Cap | 4 |
| JPMorgan International Equity I | 5 | Global Equity Large Cap | 3 |
| Brown Advisory Global Leaders Investor | 5 | US Equity Large Cap Blend | 3 |
| VALIC Company II U.S. Socially Rspnb | 5 | Global Equity Large Cap | 3 |
| Brown Advisory Global Leaders Investor | 5 | Global Equity Large Cap | 1 |
| VALIC Company II U.S. Socially Rspnb | 5 | US Equity Large Cap Blend | 1 |
| Trillium ESG Global Equity Fund Retail | 5 | Global Equity Large Cap | 1 |
| Buffalo International | 5 | Global Equity Large Cap | 0 |
| AB Concentrated International Growth Adv | 5 | Global Equity Large Cap | 0 |
| Boston Common ESG Impact Intl | 5 | Global Equity Large Cap | 0 |
| Delaware International A | 5 | Global Equity Large Cap | 0 |
| Fiera Capital International Equity Z | 5 | Global Equity Large Cap | 0 |
| Elfun International Equity | 5 | Global Equity Large Cap | 0 |
| Green Century MSCI Intl Indx Instl | 5 | Global Equity Large Cap | 0 |
| Harbor Global Leaders Instl | 5 | Global Equity Large Cap | 0 |
| Jensen Quality Value I | 5 | US Equity Mid Cap | 0 |
| Hartford Climate Opportunities Y | 5 | Global Equity Mid/Small Cap | 0 |
| State Street Instl International Eq Inv | 5 | Global Equity Large Cap | 0 |
| JPMorgan US Sustainable Leaders I | 5 | US Equity Large Cap Blend | 0 |
| AIG ESG Dividend W | 5 | US Equity Large Cap Value | 0 |
