Join As You Sow CEO Andrew Behar as he explores the tool and screens mutual funds for fossil fuel companies.
Fossil Free Funds sources financial data on equities and mutual funds from Morningstar. Our database contains data on thousands of U.S. open-end and exchange traded mutual funds, some of the most common funds held in 401(k)s, 403(b)s, and other retirement plans.
Search for mutual funds using name or ticker symbol. Use the search page to filter funds by investing style, fund family, regional market, and more. We don't have everything in our database - we only screen mutual funds that own stocks, and can only display up to 3,000. Looking for your favorite fund and can't find it? With more resources, we could include more funds - make a gift today to make a difference.
Once you select a mutual fund, Fossil Free Funds examines every holding and determines if it is a fossil fuel stock. Holdings that are not stocks, like currencies, bonds, or other mutual funds, are not screened by Fossil Free Funds. A fund’s Percent Rated value is equivalent to the percent of the fund that is invested in stocks. The higher a fund’s Percent Rated value, the more holdings Fossil Free Funds was able to examine and determine as “fossil fuel” or “not fossil fuel.” A fund with a lower Percent Rated value may have hidden fossil fuel holdings that Fossil Free Funds cannot account for.
Fossil Free Funds uses Morningstar industry classificaitons to assign each company a fossil fuel category – Carbon Underground 200, Filthy 15, Coal, Oil/Gas, and Utilities. These categories may overlap to varying degrees. These categories allow you to define your own fossil free screen. Choose which sectors you want to search for and see how different funds match up.
Mutual funds can have a varying number of holdings, from less than one hundred to several thousand. Fossil Free Funds calculates the total number of fossil fuel stock holdings in the fund, and the total percentage of the fund's assets that are invested in companies flagged by your fossil fuel screen. Percent of Fund Assets Flagged represents how much of the fund's assets are invested in companies flagged by your fossil fuel screen.
This recording of our launch event features a step-by-step introduction to the tool and a roundtable Q&A with experts from Morningstar, MSCI, and Trillium Asset Management.