Selection Criteria Notes

Industrial Sustainability

Funds designated by Morningstar as having a “Sustainability Mandate” with an “ESG Focus” or “Environmental Focus” receive a “Yes” score on “Industrial Sustainability”. “Including Clean Energy” is noted for “Industrial Sustainability” funds which have investments in Energy or Utilities sectors per Morningstar Sector Weightings.

Broad Diversification

Passive management and factor investing — unlike sector funds or active management — typically leverage broad diversification to reduce risk and position your portfolio to capture the returns of broad economic forces. Such funds are labeled “Broadly Diversified”. Diversification does not eliminate the risk of market loss.
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