Kiplinger 25: Our Green Fund Sees Some Red

But it has delivered over the long term since its 2012 inception.

picture of 3d-printed figurines
(Image credit: koya79)

Investors in sustainable mutual funds seek two kinds of green: market-beating returns generated by en­vironmentally friendly investments. That’s not an easy proposition, but lately bond investors have been having their kale and eating it, too. The bond market in March saw a swift 3.8% decline in the Bloomberg Barclays U.S. Aggregate Bond index. A version of the index tilted to maximize exposure to environmental, social and governance factors, meanwhile, held up a bit better, falling 3.6%, due in part to an avoidance of COVID-ravaged sectors such as energy.

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Ryan Ermey
Former Associate Editor, Kiplinger's Personal Finance

Ryan joined Kiplinger in the fall of 2013. He wrote and fact-checked stories that appeared in Kiplinger's Personal Finance magazine and on He previously interned for the CBS Evening News investigative team and worked as a copy editor and features columnist at the GW Hatchet. He holds a BA in English and creative writing from George Washington University.