ESG Ratings for US Mutual Funds

Our company, Natural Investments, has been generating comprehensive ratings of SRI mutual funds since 1992 and has become the leading tool for investors to get a snapshot of SRI mutual funds’ environmental, social, and governance performance. Similar to the 5-star system used by Morningstar to rate financial performance, our “Heart Rating” (also known as the NI Social Rating) used 1-5 hearts to indicate where each mutual fund stands relative to its peers in its commitment to screening, shareholder advocacy, and community investing. See the current Heart Ratings.

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