Parnassus Investments took the top two 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. JP Morgan, JNL/WCM and Virtus Investment Partners‘ funds filled out the other five highest spots on the monthly list.
The July 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 Fund Trends: Sorting out fears of an ESG bubble]
The top 25 funds on the RRI are here.
| Name | Morningstar Category | Sustainable Investment – Overall | Fund Size $BN |
|---|---|---|---|
| Parnassus Core Equity Investor | US Equity Large Cap Blend | Yes | 20.6 |
| Parnassus Endeavor Investor | US Fund Foreign Large Value | Yes | 3.55 |
| JPMorgan International Focus R6 | US Fund Foreign Large Growth | No | 2.75 |
| JNL/WCM Focused International Equity A | US Fund World Large-Stock Blend | No | 1.68 |
| Virtus AllianzGI Water Class P | US Fund Foreign Large Blend | Yes | 0.7 |
| Trillium ESG Global Equity Fund Retail | US Fund World Small/Mid Stock | Yes | 0.67 |
| VALIC Company I International Growth | US Fund Mid-Cap Value | No | 0.46 |
| Eventide Dividend Opportunities I | US Fund World Bond | Yes | 0.24 |
| Delaware International A | US Fund World Large-Stock Growth | No | 0.22 |
| Thornburg Better World International I | US Fund Foreign Large Blend | Yes | 0.21 |
| Green Century MSCI Intl Indx Instl | US Fund Foreign Large Blend | Yes | 0.11 |
| Jensen Quality Value I | US Fund Foreign Large Growth | No | 0.1 |
| Saturna Sustainable Equity | US Fund Large Blend | Yes | 0.02 |
| Fidelity® Series International Growth | US Fund Large Value | No | 10.02 |
| JOHCM International Select I | US Fund Target-Date 2025 | No | 9.36 |
| Fidelity® Overseas | US Fund Target-Date 2040 | No | 6.63 |
| Lazard Global Listed Infrastructure Open | US Fund Target-Date 2060 | No | 6.14 |
| ClearBridge International Growth C | US Fund Mid-Cap Growth | No | 4.74 |
| Baron Asset Retail | US Fund Mid-Cap Growth | No | 4.22 |
| Fidelity® International Capital Apprec | US Fund Japan Stock | No | 3.79 |
| Fidelity Advisor® International Growth I | US Fund Large Blend | No | 3.75 |
| JPMorgan International Equity I | US Fund Foreign Small/Mid Blend | No | 3.46 |
| Carillon Eagle Growth & Income A | US Fund Diversified Emerging Mkts | No | 0.68 |
| VALIC Company I U.S. Socially Rspnb | US Fund Diversified Emerging Mkts | Yes | 0.59 |
| DF Dent Midcap Growth Investor | US Fund Target-Date 2045 | No | 0.52 |
