美國大型可持續資金每年損失了其價值的5.93％

截至4月30日，美國大型可持續基金在一年中損失了其價值的5.93％，落後了一系列基準。

The largest U.S. large-cap sustainable funds lost 5.93% in the year through April 30, lagging a range of benchmarks.

截至4月30日，美國最大的大型可持續基金損失了5.93％，落後一系列基準。

The Morningstar US Large Cap Index fell 5.28%, the Morningstar US Sustainability Index declined by 3.06%, and the Morningstar US Market Index went down 5.19%. Additionally, the SPDR S&P 500 ETF SPY decreased by 4.94%.

Morningstar US大型CAP指數下跌了5.28％，Morningstar美國可持續性指數下降了3.06％，而Morningstar美國市場指數下跌了5.19％。此外，SPDR S＆P 500 ETF間諜降低了4.94％。

The period includes all-time highs for broad U.S. benchmarks, encompassing the Morningstar US Sustainability Index, which reached its peak on February 18. The market trended downwards after the apex, driven by signs of a weakening economy and concerns about announced tariffs on Canada and Mexico, ultimately leading to a global selloff two weeks later on April 2.

該時期包括美國廣泛基準測試的歷史最高水平，涵蓋了2月18日達到頂峰的晨星美國可持續發展指數。在頂點之後，市場向下趨勢，這是由於經濟疲軟的跡像以及人們對加拿大和墨西哥宣布關稅的擔憂，最終導致了兩週後的全球銷售。

This article delves into the performance of the biggest U.S. sustainable big-cap funds during the same period and highlights the top five performing U.S. large-cap sustainable funds so far in 2024.

本文深入研究了同一時期美國最大的可持續大型股基金的表現，並強調了2024年迄今為止在美國大型可持續資金的前五名。

Sustainable investing has become a focus for many investors who want to generate strong financial returns while supporting environmentally and socially responsible practices.

可持續投資已成為許多希望產生豐厚財務回報同時支持環境和社會責任實踐的投資者的重點。

To locate our sustainable funds, we used Morningstar Direct to screen for large-cap U.S. equity. We selected funds from the oldest share class that fell into the sustainable investment overall category. The funds from this screen were ranked by their fund size and then, separately, by total return. We analyzed the largest five sustainable funds and compared them with the SPDR S&P 500 ETF and the Morningstar US Market Index. This yielded 106 funds.

為了找到我們的可持續資金，我們使用Morningstar Direct篩選了大型美國股權。我們從最古老的股份班級中選擇了屬於可持續投資總體類別的資金。該屏幕上的資金按其基金規模進行排名，然後按總回報分別進行。我們分析了最大的五項可持續資金，並將其與SPDR S＆P 500 ETF和Morningstar美國市場指數進行了比較。這產生了106個資金。

Parnassus Core Equity Fund PRBLX

The investment seeks to achieve both capital appreciation and current income. The fund’s objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. It is an ESG-oriented fund with an active management style. The fund's managers aim to select companies that meet their ESG criteria, such as those involved in carbon solutions or sustainable agriculture.

該投資旨在實現資本增值和當前收入。該基金的目標是通過主要投資於多元化的股票證券投資組合來實現資本增值和當前收入。它是具有主動管理風格的面向ESG的基金。該基金的經理旨在選擇符合其ESG標準的公司，例如參與碳解決方案或可持續農業的公司。

This ESG-oriented approach has its merits as focusing on quality companies and downside protection in a compact, roughly 40-stock portfolio has keyed the fund’s success. Since Todd Ahlsten became a manager on the strategy (US-based Parnassus Core Equity), the Investor shares have outperformed the S&P 500 in almost every market correction, including the 2007-09 global financial crisis, 2018’s end-of-year pullback, and early 2020’s pandemic-driven selloff. Its emphasis on companies with stable competitive footing helps drive its resilience.

這種面向ESG的方法的優點是專注於高質量的公司和緊湊的下行保護，大約40個股票的投資組合促進了該基金的成功。自從托德·阿爾斯滕（Todd Ahlsten）成為該戰略的經理（總部位於美國的帕納蘇斯核心權益）以來，投資者的股份幾乎在幾乎每個市場校正中都優於標普500，包括2007 - 09年的2007 - 09年全球金融危機，2018年的年終倒退，以及2020年代初期的2020年代初期的流行驅動拋售。它強調具有穩定的競爭基礎的公司有助於提高其韌性。

Stephen Welch, Morningstar Senior Analyst

斯蒂芬·韋爾奇（Stephen Welch），晨星高級分析師

Vanguard FTSE Social Index Fund VFTNX

Vanguard FTSE社會指數基金VFTNX

The investment seeks to track the performance of the FTSE US Choice Index Index that measures the investment return of large- and mid-capitalization stocks. The index is composed of large- and mid-cap stocks of companies that are screened for certain environmental, social, and corporate governance criteria by the index provider. It is an ESG-oriented index-tracking fund with an active management style. The fund's managers aim to select companies that meet their ESG criteria and maintain a portfolio that closely tracks the underlying index.

該投資旨在跟踪FTSE美國選擇指數指數的性能，該指數衡量了大型資本量和中期股票的投資回報。該指數由索引提供商篩選為某些環境，社會和公司治理標準的公司的大型公司和中型公司組成。它是具有主動管理風格的面向ESG的索引跟踪基金。該基金的經理旨在選擇符合其ESG標準的公司，並維護跟踪基礎指數的投資組合。

Its portfolio managers benefit from the firm’s global infrastructure and advanced portfolio management technology, which facilitates cost-efficient trading around the globe. The infrequent turnover of managers, coupled with Vanguard’s practice of rotating them across various funds, enhances their expertise and understanding of different market segments.

其投資組合經理受益於該公司的全球基礎設施和高級投資組合管理技術，這些技術促進了全球成本效益的交易。經理的不經常營業額，再加上先鋒隊旋轉各種資金的做法，增強了他們對不同市場細分市場的專業知識和理解。

Lan Anh Tran, Morningstar Analyst

Lan Anh Tran，Morningstar分析師

iShares ESG Aware MSCI USA ETF ESGU

Ishares ESG Aware Msci USA ETF ESGU

The investment seeks to track the investment results of the MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash, and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of US companies that have favorable environmental, social, and governance characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the ‘parent index’). It is an ESG-oriented index-tracking fund with a passive management style. The fund's managers aim to select companies that meet their ESG criteria and maintain a portfolio that closely tracks the underlying index.

該投資旨在跟踪MSCI USA擴展ESG Focus指數的投資結果。該基金通常將其資產的至少90％的資產投資於基礎指數的組成證券，並可能將其資產的10％投資於某些期貨，期權和掉期合同，現金和現金同等價值。基本指數是一個優化的權益指數，旨在反映具有有利的環境，社會和治理特徵（由指數提供商確定的）的美國公司的股權績效，同時表現出與MSCI USA INDEX（“父母指數”）相似的風險和回報特徵。它是具有被動管理風格的面向ESG的索引跟踪基金。該基金的經理旨在選擇符合其ESG標準的公司，並維護跟踪基礎指數的投資組合。

The fund further tethers stock weightings to those of the parent index. This keeps performance in line with its tracking-error target. Sector weightings must remain within 5 percentage points of those in the MSCI USA Index, and individual positions can’t deviate by more than 2 percentage points. The resulting portfolio has a similar makeup as the Morningstar Category

該基金進一步將庫存權重推向了父母指數的權重。這使性能與其跟踪誤差目標保持一致。行業權重必須保留在MSCI USA指數中的權重，並且各個職位不能偏離2個百分點以上。由此產生的投資組合的化妝與晨星類別類似