Investors looking for a sustainable foreign-stock fund don t have many options to choose from. Morningstar counts fewer than three dozen environmental, social, and governance funds landing in the international-equity Morningstar Categories.
But among that group are funds that have put up solid returns for their respective categories. For this article, we screened for top-performing foreign-stock ESG funds in 2020 and looked under the hood for clues that explained their strong showings.
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December 22, 2020
As the popularity of exchange traded funds explodes, some traditional mutual fund providers are trying to convert their products to ETFs, but they will have a tough slog through uncharted regulatory roads.
Three fund companies have already revealed plans to convert mutual funds to ETFs, and more are likely to follow suit, the Financial Times reports.
For instance, Guinness Atkinson anticipates the conversion of two mutual funds to ETFs by the end of the year, along with plans to switch a third over soon as well. In 2021, Dimensional Fund Advisors also plans to convert six tax-managed mutual funds with $20 billion in assets under management into ETFs. Meanwhile, the Nottingham Company has received board approval to adapt its $99 million Adaptive Growth Opportunities Fund into an ETF, too.