Parnassus Investments captured the two top spots on the latest Responsible Ratings Index, with its Core Equity Investor and Endeavor Investor funds. Other investment companies with sustainable funds landing in the top 10 include JP Morgan, Jackson National/WCM Investment Management, Virtus Allianz and Trillium.
The September 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.
| Name | RRI | Global Category | Sustainable Investment – Overall | Fund Size $BN |
|---|---|---|---|---|
| Parnassus Core Equity Investor | 5 | US Equity Large Cap Blend | Yes | 20.6 |
| Parnassus Endeavor Investor | 5 | US Equity Large Cap Blend | Yes | 3.55 |
| 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 |
| Trillium ESG Global Equity Fund Retail | 5 | Global Equity Large Cap | Yes | 0.67 |
| VALIC Company I International Growth | 5 | Global Equity Large Cap | No | 0.46 |
| Eventide Dividend Opportunities I | 5 | US Equity Mid Cap | Yes | 0.24 |
| Delaware International A | 5 | Global Equity Large Cap | No | 0.22 |
| Thornburg Better World International I | 5 | Global Equity Large Cap | Yes | 0.21 |
| Green Century MSCI Intl Indx Instl | 5 | Global Equity Large Cap | Yes | 0.11 |
| Jensen Quality Value I | 5 | US Equity Mid Cap | No | 0.1 |
| Saturna Sustainable Equity | 5 | Global Equity Large Cap | Yes | 0.02 |
| 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 |
| JPMorgan International Equity I | 5 | Global Equity Large Cap | No | 3.46 |
| Carillon Eagle Growth & Income A | 5 | US Equity Large Cap Value | No | 0.68 |
| 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 |
