Four fund firms rank top of Responsible Ratings Index

Two Parnassus funds are among the top five funds listed in the most recent RRI. WCM, Clearbridge and JP Morgan are the other top investment families.

Parnassus, WCM, ClearBridge and JP Morgan 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 .This update includes ratings of 1,545 funds from a universe of more than 7,500.

“The RRI is an essential tool as the latest report produced by Last Word Research found that 70% of investors in the U.S. take ESG into consideration when it comes to fund selection,” said Lottie McGurk, quantitative researcher at Last Word Research. “The RRI allows investors to discover funds that do not fit the expected criteria and highlights the plethora of choice out there for those who are looking.”

NAMERRIGlobal CategoryFund Size $BN
Parnassus Core Equity Investor5US Equity Large Cap Blend24.83
WCM Focused International Growth Instl5Global Equity Large Cap22.52
ClearBridge International Growth C5Global Equity Large Cap5.95
Parnassus Endeavor Investor5US Equity Large Cap Blend3.85
JPMorgan International Focus R65Global Equity Large Cap2.11
JNL/WCM Focused International Equity A5Global Equity Large Cap0.14
Harbor Global Leaders Instl5Global Equity Large Cap0.11
Jensen Quality Value I5US Equity Mid Cap0.08
JPMorgan US Sustainable Leaders I5US Equity Large Cap Blend13.09
Fidelity® Series International Growth5Global Equity Large Cap6.7
Virtus Vontobel Emerging Markets Opps I5Global Emerging Markets Equity4.79
Fidelity Advisor® International Growth I5Global Equity Large Cap3.45
JPMorgan International Equity I5Global Equity Large Cap1.41
American Century NT International Gr G5Global Equity Large Cap1.09
Brown Advisory Global Leaders Investor5Global Equity Large Cap0.8
Trillium ESG Global Equity Fund Retail5Global Equity Large Cap0.54
Buffalo International5Global Equity Large Cap0.42
Boston Common ESG Impact Intl5Global Equity Large Cap0.41
AB Concentrated International Growth Adv5Global Equity Large Cap0.2
Elfun International Equity5Global Equity Large Cap0.2
Fiera Capital International Equity Z5Global Equity Large Cap0.13
Green Century MSCI Intl Indx Instl5Global Equity Large Cap0.03
State Street Instl International Eq Inv5Global Equity Large Cap0.03
American Century Focused Intl Gr R65Global Equity Large Cap0.02
Martin Currie International Uncons Eq IS5Global Equity Large Cap27.18