Compare Fossil Free Funds

SELECTION CRITERIA — Compliant With The Divest-Invest Pledge

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American Century Disciplined Growth

Broadly Diversified No (< 150 US Lg. Growth Cos.)
Active Management Yes
Assets Under Management $797M
Long-Term Expected Return Unknown
Fund Net Expense Above Average (1.02%)
Investment Management Fee NA
Minimum Investment No Minimum
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Aspiration Redwood Fund

Broadly Diversified No (US Large Only)
Digital Platform Yes
Active Management Yes
Assets Under Management $30M
Long-Term Expected Return Unknown
Fund Net Expense 0.50%
Investment Management Fee Clients’ Discretion
Minimum Investment $500
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Brown Sustainable Growth

Broadly Diversified No (US Large Growth Only)
Active Management Yes
Assets Under Management $373M
Long-Term Expected Return Unknown
Fund Net Expense Above Average (1.14%)
Investment Management Fee NA
Minimum Investment $2,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Calvert Equity Portfolio

Broadly Diversified No (100 US Lg. Growth Cos.)
Active Management Yes
Assets Under Management $2.3B
Long-Term Expected Return Unknown
Fund Net Expense 0.82%
Investment Management Fee NA
Minimum Investment $2,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Calvert International Opportunities

Broadly Diversified No (<150 Mid-Size Cos.)
Active Management Yes
Assets Under Management $228M
Long-Term Expected Return Unknown
Fund Net Expense High (1.41%)
Investment Management Fee NA
Minimum Investment $2,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

DFA US Sustainability Core 1 Portfolio

Broadly Diversified Yes (US)
Factor Investing Yes
Assets Under Management $739M
Long-Term Expected Return Above Market
Fund Net Expense 0.25%
Investment Management Fee NA
Minimum Investment $50,000 (Macroclimate) or more (other Advisors)
Fossil Fuel Reserves 2.5% (transitioning to 0%)
Coal-Fired Power Plants 0.03% (transitioning to 0%)
Industrial Sustainability Yes (incl. Clean Energy)

DFA International Sustainability Core 1 Portfolio

Broadly Diversified Yes (Developed International)
Factor Investing Yes
Assets Under Management $490M
Long-Term Expected Return Above Market
Fund Net Expense 0.42%
Investment Management Fee NA
Minimum Investment $50,000 (Macroclimate) or more (other Advisors)
Fossil Fuel Reserves 2.1% (transitioning to 0%)
Coal-Fired Power Plants 0.8% (transitioning to 0%)
Industrial Sustainability Yes (incl. Clean Energy)

Etho Climate Leadership

Broadly Diversified No (<400 US Cos.)
Active Management Custom Index (Hybrid Passive/Active)
Passive Management Custom Index (Hybrid Passive/Active)
Assets Under Management $5M
Long-Term Expected Return Unknown
Fund Net Expense 0.45%
Investment Management Fee NA
Minimum Investment No Minimum
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes (incl. Clean Energy)

Green Century Equity Fund

Broadly Diversified No (< 400 US Large Cos.)
Digital Platform Yes
Active Management Yes
Assets Under Management $180M
Long-Term Expected Return Unknown
Fund Net Expense High (1.25%)
Investment Management Fee NA
Minimum Investment $2,500
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Green Century Balanced Fund

Broadly Diversified No (< 100 US Cos., Bonds)
Digital Platform Yes
Active Management Yes
Assets Under Management $197M
Long-Term Expected Return Unknown
Fund Net Expense High (1.48%)
Investment Management Fee NA
Minimum Investment $2,500
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes (incl. Clean Energy)

iShares MSCI ACWI Low Carbon

Broadly Diversified Yes (Global)
Passive Management Yes
Assets Under Management $250M
Long-Term Expected Return Market +/- Tracking Error
Fund Net Expense 0.20%
Investment Management Fee NA
Minimum Investment No Minimum
Fossil Fuel Reserves 2.0%
Coal-Fired Power Plants Unknown

Macroclimate Ultra Low Carbon Global Portfolio

Broadly Diversified Yes (Global)
Digital Platform Yes
Tailored to My Goals & Risk Profile Yes (Personalized Stock/Bond Mix)
Factor Investing Yes
Assets Under Management $95M
Long-Term Expected Return Above Market
Fund Net Expense 0.31%
Investment Management Fee .35-1%
Minimum Investment $50,000
Fossil Fuel Reserves 2.4% (transitioning to 0%)
Coal-Fired Power Plants 0.3% (transitioning to 0%)
Industrial Sustainability Yes (incl. Clean Energy)

Parnassus Fund

Broadly Diversified No (<40 US Large/Mid Cos.)
Active Management Yes
Assets Under Management $790M
Long-Term Expected Return Unknown
Fund Net Expense 0.84%
Investment Management Fee NA
Minimum Investment $2,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Parnassus Endeavor Fund

Broadly Diversified No (<40 US Large/Mid Cos.)
Active Management Yes
Assets Under Management $1.7B
Long-Term Expected Return Unknown
Fund Net Expense 0.95%
Investment Management Fee NA
Minimum Investment $2,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes

Pax ESG Beta Quality Fund

Broadly Diversified No (<200 US Large Cos.)
Active Management Yes
Assets Under Management $198M
Long-Term Expected Return Unknown
Fund Net Expense High (1.24%)
Investment Management Fee NA
Minimum Investment $1,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes (incl. Clean Energy)

Portfolio 21 Global Equity

Broadly Diversified No (100 Large Cos.)
Active Management Yes
Assets Under Management $449M
Long-Term Expected Return Unknown
Fund Net Expense High (1.4%)
Investment Management Fee NA
Minimum Investment $1,000
Fossil Fuel Reserves 0%
Coal-Fired Power Plants Unknown
Industrial Sustainability Yes (incl. Clean Energy)

Macroclimate provides this Find A Fund tool for informational purposes only and should not be considered as personalized investment advice or a recommendation of any particular strategy or investment product.

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