The average 2020 'through' series was down 10.6% in the first quarter, compared with a loss of 8.4% for 'to' funds. 'For investors with a $1 million nest egg who plan to retire in 2020, that’s a difference of more than $20,000 in losses,'...
'Investors in sustainable funds are typically driven by their values, invest for the long term, and seem to be more willing to ride out periods of bad performance,' Morningstar says.