Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
StocksPLUS™ Fund Investor USD Accumulation US Large-Cap Blend Equity No Yes 0.90
Schroder International Selection Fund US Large Cap I Accumulation USD US Large-Cap Blend Equity No Yes 0.05
StocksPLUS™ Fund Institutional USD Accumulation US Large-Cap Blend Equity No Yes 0.60
PIMCO GIS Total Return Bond Fund Institutional EUR (Unhedged) Accumulation USD Diversified Bond No Yes 0.50
PIMCO GIS Euro Bond Fund Investor EUR Accumulation EUR Diversified Bond No 0.80
PIMCO GIS Global Real Return Fund Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.50
PIMCO GIS Total Return Bond Fund Administrative USD Accumulation USD Diversified Bond No Yes 1.00
PIMCO GIS Total Return Bond Fund Investor EUR (Hedged) Accumulation Other Bond No Yes 0.90
PIMCO GIS Low Average Duration Fund Administrative USD Accumulation USD Diversified Bond - Short Term No Yes 1.00
PIMCO GIS Low Average Duration Fund Institutional USD Income USD Diversified Bond - Short Term No Yes 0.50
Schroder International Selection Fund Asian Equity Yield A Distribution USD MF Asia-Pacific ex-Japan Equity Income No Yes 1.84
PIMCO GIS Low Average Duration Fund Investor USD Accumulation USD Diversified Bond - Short Term No Yes 0.80
Templeton Eastern Europe Fund I(acc)EUR Other Equity No No 1.39
PIMCO GIS Low Average Duration Fund H Institutional USD Accumulation USD Diversified Bond - Short Term No Yes 0.60
PIMCO GIS Global Real Return Fund Institutional EUR (Hedged) Accumulation Global Inflation-Linked Bond - EUR Hedged No Yes 0.50
PIMCO GIS Global Bond Fund Institutional CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No 0.50
Schroder International Selection Fund Asian Equity Yield C Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.29
PIMCO GIS Euro Bond Fund Institutional EUR Accumulation EUR Diversified Bond No 0.50
Schroder International Selection Fund Asian Equity Yield A Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.84
PIMCO GIS Euro Bond Fund Institutional EUR Income EUR Diversified Bond No 0.50
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