Sustainable ETFs for Sustainable Investors. More… It also covers top Zacks ranking alternative energy stocks such as Talen Energy Corporation. By Ron Robins, MBA Transcript & Links, Episode 140, October 18, 2024 Hello, Ron Robins here. Welcome to this podcast episode 140 published October 18, 2024, titled “Top Sustainable Companies and Funds for 2024.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- 10 Climate & ESG Investment Funds to Know About Now, I’m leading this podcast with this article titled 10 Climate & ESG Investment Funds to Know About. It’s by Trinity Sparke and can be seen on onegreenplanet.org. Here’s some of what Ms. Sparke says about her picks. “1. The Brown Advisory Sustainable Growth Fund (BAFWX) The Brown Advisory Sustainable Growth Fund, part of the Brown Advisory Funds family, boasts total assets of $9.9 billion as of June 30, 2024. This large growth fund has consistently aimed to deliver significant returns while aligning with sustainable investment principles. Over the past year, it has achieved an impressive return of 17.11%. 2. Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) With a focus on long-term capital appreciation, the Nuveen Winslow Large-Cap Growth ESG ETF seeks out high-quality companies that demonstrate above-average earnings growth potential… The fund takes an integrated approach to ESG investing, incorporating environmental, social, and governance considerations, as well as assessing controversy inputs to mitigate risks. 3. Praxis Growth Index Fund (MMDEX) The Praxis Growth Index Fund is designed to pursue capital appreciation through a thoughtfully curated portfolio of stocks that mirror the performance of the U.S. large-cap growth equity market. It operates under a stewardship investing framework, incorporating responsible investment criteria into its selection process… The Praxis Growth Index Fund is ideal for investors looking to balance growth potential with ethical investing. 4. Vanguard ESG U.S. Stock ETF (ESGV) The Vanguard ESG U.S. Stock ETF stands out with its low expense ratio of just 0.09% and an appealing dividend yield of 1.08%. Since its inception in September 2018, the fund has delivered an average annual return of 13.31%. With nearly 1,500 holdings, the ETF offers a highly diversified portfolio predominantly composed of U.S. stocks… The Vanguard ESG U.S. Stock ETF is an excellent choice for investors seeking growth alongside sustainability. 5. Pimco Enhanced Short Maturity Active ESG ETF (EMNT) The Pimco Enhanced Short Maturity Active ESG ETF is designed to preserve capital while maximizing income for its investors. With an expense ratio of 0.24% and an appealing dividend yield of 5.05%, this actively managed ETF emphasizes high-quality, short-term, dollar-denominated debt… [This fund] focuses on securities from issuers whose ESG practices align with PIMCO’s investment strategy, making it a strong option for socially conscious investors. 6. iShares MSCI Global Sustainable Development Goals ETF (SDG) The iShares MSCI Global Sustainable Development Goals ETF is dedicated to investing in companies that contribute positively to addressing significant social and environmental challenges, as identified by the United Nations Sustainable Development Goals. With an expense ratio of 0.49% and a dividend yield of 1.82%, this fund has delivered an impressive average annual return of 8.16% since its inception in April 2016. 7. Fidelity U.S. Sustainability Index Fund (FITLX) The Fidelity U.S. Sustainability Index Fund offers a cost-effective option for ESG investors, featuring an impressively low expense ratio of 0.11% and a dividend yield of 0.99%. This passive index fund is designed to track the MSCI USA ESG Index, providing broad exposure to a diverse array of U.S. companies across various industries and market capitalizations. As of the latest data, [this fund] has delivered a robust average annual return of 15.65% over the past five years… The Fidelity U.S. Sustainability Index Fund has outperformed its large-cap blend category average over the past two, three, and five years. 8. Calvert US Mid Cap Core Responsible Index...
