RRI

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.

NameMSCIMorningstar Sustainability RatingRRIGlobal CategoryMorningstar CategoryGlobal Broad Category GroupSustainable Investment – OverallMorningstar Analyst RatingMorningstar Rating OverallIndex FundFund Size $BN
1Parnassus Core Equity Investor555.00US Equity Large Cap BlendUS Equity Large Cap BlendEquityYesSilver5No20.60
2Parnassus Endeavor Investor555.00US Equity Large Cap BlendUS Fund Foreign Large ValueEquityYesNeutral5No3.55
3JPMorgan International Focus R6555.00Global Equity Large CapUS Fund Foreign Large GrowthEquityNo5No2.75
4JNL/WCM Focused International Equity A555.00Global Equity Large CapUS Fund World Large-Stock BlendEquityNo5No1.68
5Virtus AllianzGI Water Class P555.00Natural Resources Sector EquityUS Fund Foreign Large BlendEquityYesNeutral5Yes0.70
6Trillium ESG Global Equity Fund Retail555.00Global Equity Mid/Small CapUS Fund World Small/Mid StockEquityYes5No0.67
7VALIC Company I International Growth555.00US Equity Large Cap ValueUS Fund Mid-Cap ValueEquityNo5No0.46
8Eventide Dividend Opportunities I555.00US Equity Mid CapUS Fund World BondEquityYes5No0.24
9Delaware International A555.00Global Equity Large CapUS Fund World Large-Stock GrowthEquityNo5No0.22
10Thornburg Better World International I555.00Global Equity Large CapUS Fund Foreign Large BlendEquityYes5No0.21
11Green Century MSCI Intl Indx Instl555.00Global Equity Large CapUS Fund Foreign Large BlendEquityYes5No0.11
12Jensen Quality Value I555.00US Equity Mid CapUS Fund Foreign Large GrowthEquityNo5No0.10
13Saturna Sustainable Equity555.00Global Equity Large CapUS Fund Large BlendEquityYes 5No0.02
14Fidelity® Series International Growth555.00Global Equity Large CapUS Fund Large ValueEquityNo4No10.02
15JOHCM International Select I555.00Global Equity Large CapUS Fund Target-Date 2025EquityNoBronze4No9.36
16Fidelity® Overseas555.00Global Equity Large CapUS Fund Target-Date 2040EquityNoBronze4No6.63
17Lazard Global Listed Infrastructure Open555.00Infrastructure Sector EquityUS Fund Target-Date 2060EquityNoSilver4No6.14
18ClearBridge International Growth C555.00Global Equity Large CapUS Fund Mid-Cap GrowthEquityNo4No4.74
19Baron Asset Retail555.00US Equity Mid CapUS Fund Mid-Cap GrowthEquityNoSilver4No4.22
20Fidelity® International Capital Apprec555.00Global Equity Large CapUS Fund Japan StockEquityNoBronze4No3.79
21Fidelity Advisor® International Growth I555.00Global Equity Large CapUS Fund Large BlendEquityNoSilver4Yes3.75
22JPMorgan International Equity I555.00Global Equity Large CapUS Fund Foreign Small/Mid BlendEquityNo4No3.46
23Carillon Eagle Growth & Income A555.00US Equity Large Cap ValueUS Fund Diversified Emerging MktsEquityNo4No0.68
24VALIC Company I U.S. Socially Rspnb555.00US Equity Large Cap ValueUS Fund Diversified Emerging MktsEquityYes4No0.59
25DF Dent Midcap Growth Investor555.00US Equity Mid CapUS Fund Target-Date 2045EquityNoSilver4No0.52
Responsible Ratings Index, July 2021, ESG Clarity US and Last Word Research.