Top Large Funds

Some of the best and largest socially conscious public investment funds

Want to invest but avoid backing morally questionable companies? These funds could be for you.

SPDR SSGA Gender Diversity Index ETF (SHE)

The SPDR SSGA Gender Diversity Index ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

iShares MSCI KLD 400 Social ETF (DSI)

The iShares MSCI KLD 400 Social ETF seeks to track the investment results of the MSCI KLD 400 Social Index composed of U.S. companies that have positive environmental, social and governance characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to target U.S. companies that have positive environmental, social and governance (“ESG”) characteristics.

iShares MSCI USA ESG Select ETF (SUSA)

The iShares MSCI USA ESG Select ETF seeks to track the investment results of the MSCI USA Extended ESG Select Index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is an optimized index designed to maximize exposure to favorable environmental, social and governance (“ESG”) characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index.

iShares MSCI ACWI Low Carbon Target ETF (CRBN)

The iShares MSCI ACWI Low Carbon Target ETF seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure – carbon emissions and potential carbon emissions from fossil fuel reserves.

SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)

The SPDR® S&P 500 Fossil Fuel Rsrv Free ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that are “fossil fuel free”, which are defined as companies that do not own fossil fuel reserves. The fund is non-diversified.

Portfolio 21 Global Equity Fund Class R (PORTX)

PORTX seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that the adviser believes are leaders in managing environmental, social, and governance risks and opportunities with an emphasis on environmental factors, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80% of the fund’s net assets (plus any borrowings for investment purposes) will be invested in equity securities that meet the Adviser’s ESG criteria, although the Adviser intends to normally be fully invested. The fund invests globally and has exposure to both emerging and developed markets.

TIAA-CREF Social Choice Equity Fund (TICRX)

TICRX seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000® Index, while investing in companies whose activities are consistent with the fund’s ESG criteria.