Parnassus takes first and second spot on latest Responsible Ratings Index

Equity large caps lead the way in the monthly list by ESG Clarity US and Last World Research.

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.

NameMorningstar CategorySustainable Investment – OverallFund Size $BN
Parnassus Core Equity InvestorUS Equity Large Cap BlendYes20.6
Parnassus Endeavor InvestorUS Fund Foreign Large ValueYes3.55
JPMorgan International Focus R6US Fund Foreign Large GrowthNo2.75
JNL/WCM Focused International Equity AUS Fund World Large-Stock BlendNo1.68
Virtus AllianzGI Water Class PUS Fund Foreign Large BlendYes0.7
Trillium ESG Global Equity Fund RetailUS Fund World Small/Mid StockYes0.67
VALIC Company I International GrowthUS Fund Mid-Cap ValueNo0.46
Eventide Dividend Opportunities IUS Fund World BondYes0.24
Delaware International AUS Fund World Large-Stock GrowthNo0.22
Thornburg Better World International IUS Fund Foreign Large BlendYes0.21
Green Century MSCI Intl Indx InstlUS Fund Foreign Large BlendYes0.11
Jensen Quality Value IUS Fund Foreign Large GrowthNo0.1
Saturna Sustainable EquityUS Fund Large BlendYes0.02
Fidelity® Series International GrowthUS Fund Large ValueNo10.02
JOHCM International Select IUS Fund Target-Date 2025No9.36
Fidelity® OverseasUS Fund Target-Date 2040No6.63
Lazard Global Listed Infrastructure OpenUS Fund Target-Date 2060No6.14
ClearBridge International Growth CUS Fund Mid-Cap GrowthNo4.74
Baron Asset RetailUS Fund Mid-Cap GrowthNo4.22
Fidelity® International Capital ApprecUS Fund Japan StockNo3.79
Fidelity Advisor® International Growth IUS Fund Large BlendNo3.75
JPMorgan International Equity IUS Fund Foreign Small/Mid BlendNo3.46
Carillon Eagle Growth & Income AUS Fund Diversified Emerging MktsNo0.68
VALIC Company I U.S. Socially RspnbUS Fund Diversified Emerging MktsYes0.59
DF Dent Midcap Growth InvestorUS Fund Target-Date 2045No0.52