The Best Sustainable Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Sustainable mutual funds.
- Number of Funds
- 4
- Avg. Expense Ratio
- 0.80%
- Avg. Yield
- 10.74%
- Avg. 1 Year Return
- 31.17%
- Median Risk/Return Score
- 72 / 100
The Best Sustainable Mutual Funds
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Sustainable Multi-Asset Fund | Sustainable | Feb 10, 2022 | 0.48% | 9.89% | — | 3.37% | 60 | ||||||||
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | Dec 15, 2005 | 1.10% | 14.57% | 14.42% | 10.07% | 84 | ||||||||
| Victory Pioneer Global Equity Fund Class R6 | Global Equities, Large Cap Value Equities, Sustainable | Dec 31, 2014 | 0.73% | 14.74% | 14.91% | 10.29% | 85 | ||||||||
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | Mar 27, 2008 | 0.90% | 19.39% | 11.80% | 19.25% | 41 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sustainable Mutual funds by Risk/Return Score
The top Sustainable Mutual funds by PortfoliosLab Risk/Return Score are PGEKX (85) and GLOSX (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Victory Pioneer Global Equity Fund Class R6 | 85 | — | Dec 2014 | |
| Pioneer Global Sustainable Equity Fund Class A | 84 | — | Dec 2005 | |
| Fidelity Sustainable Multi-Asset Fund | 60 | — | Feb 2022 | |
| Impax Global Environmental Markets Fund Institutio... | 41 | — | Mar 2008 |
Best-Performing Sustainable Mutual funds Over 5 Years
The top Sustainable Mutual funds is PGEKX (15.61%).
Across the lineup, Sustainable Mutual funds show an average 1-year return of 31.17% and an average 5-year return of 12.76%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Victory Pioneer Global Equity Fund Class R6 | 15.61% | — | Dec 2014 | |
| Pioneer Global Sustainable Equity Fund Class A | 15.17% | — | Dec 2005 | |
| Impax Global Environmental Markets Fund Institutio... | 7.49% | — | Mar 2008 |
Lowest-Cost Sustainable Mutual funds
The top Sustainable Mutual funds is FYMRX (0.48%).
With an average expense ratio of 0.80%, Sustainable Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Sustainable Multi-Asset Fund | 0.48% | — | Feb 2022 | |
| Victory Pioneer Global Equity Fund Class R6 | 0.73% | — | Dec 2014 | |
| Impax Global Environmental Markets Fund Institutio... | 0.90% | — | Mar 2008 | |
| Pioneer Global Sustainable Equity Fund Class A | 1.10% | — | Dec 2005 |
Highest-Yield Sustainable Mutual funds
The top Sustainable Mutual funds is PGINX (19.25%).
Across the lineup, Sustainable Mutual funds show an average dividend yield of 10.74%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | 19.25% | — | Mar 2008 | |
| Victory Pioneer Global Equity Fund Class R6 | 10.29% | — | Dec 2014 | |
| Pioneer Global Sustainable Equity Fund Class A | 10.07% | — | Dec 2005 | |
| Fidelity Sustainable Multi-Asset Fund | 3.37% | — | Feb 2022 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.