Morningstar

Sustainable Index Medalist Funds

Sustainability-focused mutual funds and ETFs consider environmental, social, and governance (ESG) factors at some level when selecting the stocks or bonds of a company for inclusion in a portfolio. Here we higlight passive fund and ETF portfolios that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.

Screen With Investor

	Name	Morningstar Category	Medalist Rating Overall	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return 1 Year	Total Return 3 Year	Total Return 5 Year	Adjusted Expense Ratio
	Amplify Etho Climate Leadership U.S. ETF ETHO	Mid-Cap Blend				42.25%	16.62%	6.97%	0.450%
	Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF CDEI	Large Blend				25.91%	19.92%	—	0.140%
	State Street® SPDR® MSCI USA Gender Diversity ETF SHE	Large Blend				32.27%	23.03%	10.41%	0.200%
	LOCK\|&LF<@Yx q$Wx @g% q%^ZphK lK@@tH s%$<$F q!<!rq DPKLX	Large Blend				17.13%	19.79%	—	0.070%

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