美国大型可持续资金每年损失了其价值的5.93％

截至4月30日，美国大型可持续基金在一年中损失了其价值的5.93％，落后了一系列基准。

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，美国最大的大型可持续基金损失了5.93％，落后一系列基准。

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指数下跌了5.28％，Morningstar美国可持续性指数下降了3.06％，而Morningstar美国市场指数下跌了5.19％。此外，SPDR S＆P 500 ETF间谍降低了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.

该时期包括美国广泛基准测试的历史最高水平，涵盖了2月18日达到顶峰的晨星美国可持续发展指数。在顶点之后，市场向下趋势，这是由于经济疲软的迹象以及人们对加拿大和墨西哥宣布关税的担忧，最终导致了两周后的全球销售。

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时期美国最大的可持续大型股基金的表现，并强调了2024年迄今为止在美国大型可持续资金的前五名。

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

可持续投资已成为许多希望产生丰厚财务回报同时支持环境和社会责任实践的投资者的重点。

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.

为了找到我们的可持续资金，我们使用Morningstar Direct筛选了大型美国股权。我们从最古老的股份班级中选择了属于可持续投资总体类别的资金。该屏幕上的资金按其基金规模进行排名，然后按总回报分别进行。我们分析了最大的五项可持续资金，并将其与SPDR S＆P 500 ETF和Morningstar美国市场指数进行了比较。这产生了106个资金。

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.

该投资旨在实现资本增值和当前收入。该基金的目标是通过主要投资于多元化的股票证券投资组合来实现资本增值和当前收入。它是具有主动管理风格的面向ESG的基金。该基金的经理旨在选择符合其ESG标准的公司，例如参与碳解决方案或可持续农业的公司。

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.

这种面向ESG的方法的优点是专注于高质量的公司和紧凑的下行保护，大约40个股票的投资组合促进了该基金的成功。自从托德·阿尔斯滕（Todd Ahlsten）成为该战略的经理（总部位于美国的帕纳苏斯核心权益）以来，投资者的股份几乎在几乎每个市场校正中都优于标普500，包括2007 - 09年的2007 - 09年全球金融危机，2018年的年终倒退，以及2020年代初期的2020年代初期的流行驱动抛售。它强调具有稳定的竞争基础的公司有助于提高其韧性。

Stephen Welch, Morningstar Senior Analyst

斯蒂芬·韦尔奇（Stephen Welch），晨星高级分析师

Vanguard FTSE Social Index Fund VFTNX

Vanguard FTSE社会指数基金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.

该投资旨在跟踪FTSE美国选择指数指数的性能，该指数衡量了大型资本量和中期股票的投资回报。该指数由索引提供商筛选为某些环境，社会和公司治理标准的公司的大型公司和中型公司组成。它是具有主动管理风格的面向ESG的索引跟踪基金。该基金的经理旨在选择符合其ESG标准的公司，并维护跟踪基础指数的投资组合。

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.

其投资组合经理受益于该公司的全球基础设施和高级投资组合管理技术，这些技术促进了全球成本效益的交易。经理的不经常营业额，再加上先锋队旋转各种资金的做法，增强了他们对不同市场细分市场的专业知识和理解。

Lan Anh Tran, Morningstar Analyst

Lan Anh Tran，Morningstar分析师

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.

该投资旨在跟踪MSCI USA扩展ESG Focus指数的投资结果。该基金通常将其资产的至少90％的资产投资于基础指数的组成证券，并可能将其资产的10％投资于某些期货，期权和掉期合同，现金和现金同等价值。基本指数是一个优化的权益指数，旨在反映具有有利的环境，社会和治理特征（由指数提供商确定的）的美国公司的股权绩效，同时表现出与MSCI USA INDEX（“父母指数”）相似的风险和回报特征。它是具有被动管理风格的面向ESG的索引跟踪基金。该基金的经理旨在选择符合其ESG标准的公司，并维护跟踪基础指数的投资组合。

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

该基金进一步将库存权重推向了父母指数的权重。这使性能与其跟踪误差目标保持一致。行业权重必须保留在MSCI USA指数中的权重，并且各个职位不能偏离2个百分点以上。由此产生的投资组合的化妆与晨星类别类似