Fidelity Investments wasn’t first on the latest Responsible Ratings Index but the asset manager holds four of the top 10 spots on the latest list, which shows the top-rated and best performing U.S. funds based on ESG credentials, performance, volatility and company sustainaility agendas. Parnassus Investments topped the list, while J O Hambro Capital Management, Lazard, Clearbridge and Baron filled out the top 10.
The August 2021 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 .
[More: Pandemic sparked a rotation of sector leadership that helped ESG funds soar]
The top 25 funds on the RRI are listed here.
| Name | RRI | Global Category | Sustainable Investment – Overall | Fund Size $BN |
|---|---|---|---|---|
| Parnassus Core Equity Investor | 5 | US Equity Large Cap Blend | Yes | 20.6 |
| Fidelity® Series International Growth | 5 | Global Equity Large Cap | No | 10.02 |
| JOHCM International Select I | 5 | Global Equity Large Cap | No | 9.36 |
| Fidelity® Overseas | 5 | Global Equity Large Cap | No | 6.63 |
| Lazard Global Listed Infrastructure Open | 5 | Infrastructure Sector Equity | No | 6.14 |
| ClearBridge International Growth C | 5 | Global Equity Large Cap | No | 4.74 |
| Baron Asset Retail | 5 | US Equity Mid Cap | No | 4.22 |
| Fidelity® International Capital Apprec | 5 | Global Equity Large Cap | No | 3.79 |
| Fidelity Advisor® International Growth I | 5 | Global Equity Large Cap | No | 3.75 |
| Parnassus Endeavor Investor | 5 | US Equity Large Cap Blend | Yes | 3.55 |
| JPMorgan International Equity I | 5 | Global Equity Large Cap | No | 3.46 |
| JPMorgan International Focus R6 | 5 | Global Equity Large Cap | No | 2.75 |
| JNL/WCM Focused International Equity A | 5 | Global Equity Large Cap | No | 1.68 |
| Virtus AllianzGI Water Class P | 5 | Natural Resources Sector Equity | Yes | 0.7 |
| Carillon Eagle Growth & Income A | 5 | US Equity Large Cap Value | No | 0.68 |
| Trillium ESG Global Equity Fund Retail | 5 | Global Equity Large Cap | Yes | 0.67 |
| VALIC Company I U.S. Socially Rspnb | 5 | US Equity Large Cap Blend | Yes | 0.59 |
| DF Dent Midcap Growth Investor | 5 | US Equity Mid Cap | No | 0.52 |
| VALIC Company I International Growth | 5 | Global Equity Large Cap | No | 0.46 |
| Buffalo International | 5 | Global Equity Large Cap | No | 0.36 |
| AB Concentrated International Growth Adv | 5 | Global Equity Large Cap | No | 0.34 |
| Boston Common ESG Impact Intl | 5 | Global Equity Large Cap | Yes | 0.25 |
| Delaware Intl Value Equity A | 5 | Global Equity Large Cap | No | 0.24 |
| Eventide Dividend Opportunities I | 5 | US Equity Mid Cap | No | 0.22 |
| Delaware International A | 5 | Global Equity Large Cap | No | 0.21 |
