Green Mutual Funds and ETFs

These two charts provide the size, annual returns, firm name and other relevant facts for 38 green mutual funds and ETFs. Data comes from the Morningstar Index. Get …

These two charts provide the size, annual returns, firm name and other relevant facts for 38 green mutual funds and ETFs. Data comes from the Morningstar Index.

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Mutual Funds
NameTickerMorningstar
Category
Firm NameInception
Date
Fund Size12mo
yield
Return
Date
Annual
Ret 07
Annual
Ret 06
Allianz RCM Global EcoTrendsSMAECOXUS OE Specialty-Natural ResAllianz Funds1/31/2007180,894,681.00 8/25/2008-17.36 
Allianz RCM Global Water AAWTAXUS OE Specialty-Natural ResAllianz Funds3/31/200875,085,393.00 8/25/2008  
Calvert Global Alternative Energy ACGAEXUS OE Specialty-Natural ResCalvert5/31/2007257,636,915.00 8/25/2008-17.32 
DWS Climate Change AWRMAXUS OE World StockDWS Investments9/5/2007116,396,719.00 8/25/2008-16.75 
Firsthand Alternative EnergyALTEXUS OE Specialty-Natural ResFirsthand Funds10/29/20074,090,912.00 8/25/2008-15.43 
Forward Sierra Club Stock AFSUSXUS OE Large GrowthForward Funds5/2/200534,943,368.000.248/25/2008-15.49-1.62
Green Century BalancedGCBLXUS OE Moderate AllocationGreen Century3/18/199252,702,205.001.668/25/2008-6.573.09
Green Century EquityGCEQXUS OE Large BlendGreen Century9/13/199550,106,362.000.968/25/2008-11.772.75
Guinness Atkinson Alternative EnergyGAAEXUS OE Specialty-Natural ResGuinness Atkinson3/31/2006124,782,725.00 8/25/2008-23.0242.68
Kinetics Water InfrastructureKWINXUS OE Specialty-Natural ResKinetics6/29/200730,341,982.000.418/25/2008-3.74 
Neuberger Berman Climate Change ANBCAXUS OE Mid-Cap BlendNeuberger Berman5/1/20083,769,238.00 8/25/2008  
New AlternativesNALFXUS OE World StockNew Alternatives9/3/1982287,651,523.000.678/25/2008-16.4833.53
Northern Global Sustainability IndexNSRIXUS OE Foreign Large BlendNorthern Funds3/5/200827,079,364.00 8/25/2008  
Pax World Global Green RPGRGXUS OE World StockPax World3/27/20084,952,656.00 8/25/2008  
PFW Water APFWAXUS OE Mid-Cap GrowthSanta Barbara Group10/1/199818,550,637.00 8/25/2008-2.4017.40
Portfolio 21PORTXUS OE World StockPortfolio 219/30/1999176,463,626.000.728/25/2008-12.9010.41
Robeco SAM Sustainable Climate InvSMCNXUS OE Specialty-Natural ResRobeco Investment Funds10/1/20073,753,535.00 8/25/2008-19.01 
Robeco SAM Sustainable Water InvSMWNXUS OE Specialty-Natural ResRobeco Investment Funds10/1/20074,486,204.00 8/25/2008-12.32 
Spectra Green NSPEGXUS OE Large GrowthAlger12/4/200030,610,732.00 8/25/2008-18.5426.79
Winslow Green GrowthWGGFXUS OE Small GrowthWinslow Green Funds4/2/2001395,075,960.000.008/25/2008-29.5923.47
Winslow Green SolutionsWGSLXUS OE Mid-Cap GrowthWinslow Green Funds11/1/200722,613,539.00 8/25/2008-18.82 
ETFs
NameTickerMorningstar
Category
Firm NameInception
Date
Fund Size12mo
yield
Return
Date
Annual
Ret 07
Annual
Ret 06
Claymore S&P Global WaterCGWUS ETF Specialty-Natural ResClaymore Securities5/14/2007347,864,008.000.478/25/2008-9.67 
Claymore/MAC Global Solar EnergyTANUS ETF Specialty-Natural ResClaymore Securities4/15/2008163,634,057.00 8/25/2008  
First Trust Global Wind EnergyFANUS ETF Specialty-Natural ResFirst Trust6/16/200871,093,646.00 8/25/2008  
First Trust ISE WaterFIWUS ETF Specialty-Natural ResFirst Trust5/8/200742,003,465.000.338/25/20082.24 
First Trust NASDAQ Clean Edge US LiquidQCLNUS ETF Specialty-Natural ResFirst Trust2/8/200748,089,763.00 8/25/2008-19.60 
iShares S&P Global Clean EnergyINRGEurope ETF Global Equity Small/Mid CapBarclays Global Investors7/9/2007  8/22/2008-16.23 
Mkt Vectors Environmental Services ETFEVXUS ETF Mid-Cap BlendVan Eck10/10/200648,270,957.001.018/25/20083.4817.65
Mkt Vectors Glb Alternative Energy ETFGEXUS ETF Specialty-Natural ResVan Eck5/3/2007365,382,163.00 8/25/2008-11.96 
PowerShares CleantechPZDUS ETF Small GrowthPowerShares10/24/2006159,052,310.00 8/25/2008-10.1042.05
PowerShares Global Clean EnergyPBDUS ETF Specialty-Natural ResPowerShares6/13/2007214,882,169.00 8/25/2008-19.41 
PowerShares Global WaterPIOUS ETF Specialty-Natural ResPowerShares6/13/2007379,153,355.00 8/25/2008-17.56 
PowerShares Global Wind EnergyPWNDUS ETF Specialty-Natural ResPowerShares7/1/200818,586,901.00 8/25/2008  
PowerShares Water ResourcesPHOUS ETF Specialty-Natural ResPowerShares12/6/20052,378,848,191.000.328/25/20080.3117.22
PowerShares WilderHill Clean EnergyPBWUS ETF Specialty-Natural ResPowerShares3/3/20051,407,566,072.00 8/25/2008-28.3759.46
DJ World Solar Energy TR USD  Dow Jones Indices7/11/2006  8/25/2008-15.80134.82
WilderHill Clean Energy Mod EW  “WilderShares, LLC”8/13/2004  8/25/2008-30.8858.30
WilderShares World Solar Energy USD  “WilderShares, LLC”7/21/2006  8/25/2008-16.01134.39

Source: Morningstar Inc.

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