Parnassus tops Responsible Ratings Index in the US

Monthly list shows top performing and top rated funds based on ESG criteria from Morningstar and MSCI.


Liz Skinner

Parnassus Investments captured the two top spots on the  latest Responsible Ratings Index, with its Core Equity Investor and Endeavor Investor funds. Other investment companies with sustainable funds landing in the top 10 include JP Morgan, Jackson National/WCM Investment Management, Virtus Allianz and Trillium.

The September 2021 RRI, an index by InvestmentNews’ ESG Clarity US in partnership with parent company Bonhill, is a compendium of fund ratings from Morningstar and MSCI .

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The top 25 funds on the RRI are listed here.

NameRRIGlobal CategorySustainable Investment – OverallFund Size $BN
Parnassus Core Equity Investor5US Equity Large Cap BlendYes20.6
Parnassus Endeavor Investor5US Equity Large Cap BlendYes3.55
JPMorgan International Focus R65Global Equity Large CapNo2.75
JNL/WCM Focused International Equity A5Global Equity Large CapNo1.68
Virtus AllianzGI Water Class P5Natural Resources Sector EquityYes0.7
Trillium ESG Global Equity Fund Retail5Global Equity Large CapYes0.67
VALIC Company I International Growth5Global Equity Large CapNo0.46
Eventide Dividend Opportunities I5US Equity Mid CapYes0.24
Delaware International A5Global Equity Large CapNo0.22
Thornburg Better World International I5Global Equity Large CapYes0.21
Green Century MSCI Intl Indx Instl5Global Equity Large CapYes0.11
Jensen Quality Value I5US Equity Mid CapNo0.1
Saturna Sustainable Equity5Global Equity Large CapYes0.02
Fidelity® Series International Growth5Global Equity Large CapNo10.02
JOHCM International Select I5Global Equity Large CapNo9.36
Fidelity® Overseas5Global Equity Large CapNo6.63
Lazard Global Listed Infrastructure Open5Infrastructure Sector EquityNo6.14
ClearBridge International Growth C5Global Equity Large CapNo4.74
Baron Asset Retail5US Equity Mid CapNo4.22
Fidelity® International Capital Apprec5Global Equity Large CapNo3.79
Fidelity Advisor® International Growth I5Global Equity Large CapNo3.75
JPMorgan International Equity I5Global Equity Large CapNo3.46
Carillon Eagle Growth & Income A5US Equity Large Cap ValueNo0.68
VALIC Company I U.S. Socially Rspnb5US Equity Large Cap BlendYes0.59
DF Dent Midcap Growth Investor5US Equity Mid CapNo0.52


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