Parnassus fund tops Responsible Ratings Index for second month

Fidelity Investments captures four of the highest 10 spots on the monthly list of top funds based on ESG criteria from Morningstar and MSCI.

For the second month in a row, Parnassus Investments’ Core Equity Investor Fund landed at the top of the latest Responsible Ratings Index. Other investment companies with sustainable funds securing a spot near the top include Fidelity Investments, which had four of the top 10 funds, JOHCM, Lazard Asset Management, Clearbridge Investmentments and Baron Capital.

The October 2021 RRI, an index by InvestmentNews’ ESG Clarity US in partnership with parent company Bonhill, is a compendium of fund ratings from Morningstar and MSCI.

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The top 25 funds on the RRI are listed here.

NameRRIGlobal CategorySustainable Investment – OverallFund Size $BN
Parnassus Core Equity Investor5US Equity Large Cap BlendYes20.6
Fidelity® Series International Growth5Global Equity Large CapNo10.02
JOHCM International Select I5Global Equity Large CapNo9.36
Fidelity® Overseas5Global Equity Large CapNo6.63
Lazard Global Listed Infrastructure Open5Infrastructure Sector EquityNo6.14
ClearBridge International Growth C5Global Equity Large CapNo4.74
Baron Asset Retail5US Equity Mid CapNo4.22
Fidelity® International Capital Apprec5Global Equity Large CapNo3.79
Fidelity Advisor® International Growth I5Global Equity Large CapNo3.75
Parnassus Endeavor Investor5US Equity Large Cap BlendYes3.55
JPMorgan International Equity I5Global Equity Large CapNo3.46
JPMorgan International Focus R65Global Equity Large CapNo2.75
JNL/WCM Focused International Equity A5Global Equity Large CapNo1.68
Virtus AllianzGI Water Class P5Natural Resources Sector EquityYes0.7
Carillon Eagle Growth & Income A5US Equity Large Cap ValueNo0.68
Trillium ESG Global Equity Fund Retail5Global Equity Large CapYes0.67
VALIC Company I U.S. Socially Rspnb5US Equity Large Cap BlendYes0.59
DF Dent Midcap Growth Investor5US Equity Mid CapNo0.52
VALIC Company I International Growth5Global Equity Large CapNo0.46
Buffalo International5Global Equity Large CapNo0.43
AB Concentrated International Growth Adv5Global Equity Large CapNo0.36
Boston Common ESG Impact Intl5Global Equity Large CapYes0.34
Delaware Intl Value Equity A5Global Equity Large CapNo0.25
Eventide Dividend Opportunities I5US Equity Mid CapYes0.24
Delaware International A5Global Equity Large CapNo0.22

[More: Find the September 2021 RRI here]