Investments

JPMorgan Climate Change Solutions ETF

4out of 5 stars

  • Invests in public companies providing solutions to address climate change or implementing business practices in response to climate change.
  • Provides exposure to sustainable transportation, renewable energy, recycling and re-use, and other themes.
Type
ETF
Ticker
TEMP
Expense Ratio
0.49%
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Carbon Collective

4out of 5 stars

  • Divest from companies fueling climate change and invest in those solving the problem.
  • Low expense ratio compared to traditional financial advisors.
  • Multiple portfolios to meet investor requirements.
Type
Advisor
Minimum
No Minimum
Expense Ratio
0.35%
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Newday

4out of 5 stars

  • Eight impact portfolios addressing issues from climate change to clean water to diversity and inclusion.
  • Custom portfolios to reach your environmental, social, and financial goals.
Type
Advisor
Minimum
$100
Expense Ratio
0.75%
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Sustainfolio

4out of 5 stars

  • Four portfolio options, including Core ESG, Environmental Impact, Social Impact, or Governance Impact.
  • Fully diversified, automatically rebalanced, and optimized to meet your goals.
Type
Advisor
Minimum
$5,000
Expense Ratio
0.5%
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CCM Community Impact Bond Fund

5out of 5 stars

  • Invest in an investment-grade, intermediate duration bond fund delivering attractive risk-adjusted returns.
  • Fund invests in bonds with a direct and measurable positive environmental or social impact.
Type
Mutual Fund
Ticker
CRATX
Expense Ratio
0.80%
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Access Capital Community Investment Fund

4out of 5 stars

  • Invest in a mutual fund supporting affordable housing, healthcare, small businesses, non-profit organizations, and other community projects.
  • Portfolio primarily invests in government housing loans and SBA loans.
  • Earn a variable yield based on the portfolio that averages around 1.5%.
Type
Mutual Fund
Ticker
ACASX
Minimum
$2,500
Expense Ratio
0.81%
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New Alternatives Fund

5out of 5 stars

  • Invest in an inclusionary mutual fund that holds companies contributing to a clean and sustainable environment.
  • Target areas include renewable energy, recycling, clean water, energy conservation, and organic food production.
  • Fund is rated five stars by Morningstar.
Type
Mutual Fund
Ticker
NAEFX
Minimum
$3,500
Expense Ratio
1.21%
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iShares Global Green Bond ETF

4out of 5 stars

  • Invest in a portfolio of investment-grade green bonds that fund environmental projects.
  • Diversified portfolio of more than 760 different green bonds around the world.
Type
ETF
Ticker
BGRN
Expense Ratio
0.20%
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VanEck Vectors Green Bond ETF

5out of 5 stars

  • Invest in a portfolio of green bonds that finance environmentally-friendly projects around the world.
  • The fund offers a ~2.5% 30-day SEC yield, making it attractive for income investors.
  • Diversified exposure with over 300 different bonds from government and corporate issuers.
Type
ETF
Ticker
GRNB
Expense Ratio
0.2%
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VanEck HIP Sustainable Muni ETF

5out of 5 stars

  • Invest in an active portfolio of municipal bonds that fund projects supporting sustainable development, including affordable housing, green spaces, and hospitals.
  • Inclusion criteria include climate threat resilience, proximity to opportunity zones, ESG ratings, and UN SDGs.
Type
ETF
Ticker
SMI
Expense Ratio
0.24%
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