Invest Your Values spreadsheetS

Spreadsheet downloads for the Invest Your Values sites (Fossil Free Funds, Deforestation Free Funds, Gender Equality Funds, Gun Free Funds, Prison Free Funds, Weapon Free Funds, and Tobacco Free Funds).

Invest Your Values data is updated monthly, with some exceptions if we are making upgrades to our infrastructure.  

The Company Lists spreadsheet lists the companies used for the fossil fuel list, deforestation list, etc. The Shareclass Results spreadsheet lists the shareclasses rated by Invest Your Values, with their rating results.

Invest Your Values data is based on mutual fund holdings from Morningstar, delivered monthly. The company screens are updated when new information is available. 

Most recent spreadsheet:

June 20, 2025

June 2025 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2025 Q2).

• 20250620 company lists

• 20250620 fund results

Older spreadsheets:

May 8, 2025

May 2025 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" list updated to use latest Fossil Free Indexes data (2025 Q1).

• 20250508 company lists

• 20250508 fund results

April 16, 2025

April 2025 dataset. Screen list updates: Weapon Free Funds "Military Contractors" screen updated to use most recent exclusion screen data from KLP.

• 20250416 company screens

• 20250416 fund results

March 19, 2025

March 2025 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2025 Q1).

• 20250319 company screens

• 20250319 fund results

March 3, 2025

February 2025 dataset. Screen list updates: Fossil Free Funds "Clean200™" screen updated to use latest Corporate Knights data (Feb 2025). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Oct 2024). Weapon Free Funds "Military Contractors", "Nuclear Weapons", and "Controversial Weapons" screens updated to use most recent exclusion screen data from AP7, ABN Amro, ABP, Australia Future Fund, BankInvest, CB Fonder, DNB Asset Management, Jyske Bank, KLP, Laegernes Pension & Bank, Nordea Asset Management, Norges Bank Investment Management, NZ Super Fund, Robeco Institutional Asset Management, and SBZ Pensioen.

• 20250303 company screens

• 20250303 fund results

January 29, 2025

January 2025 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2024 Q4). Fossil Free Funds coal industry and fossil-fired utilities screens updated to use latest Global Coal Exit List data (2024). Fossil Free Funds oil/gas industry screen updated to use latest Global Oil/Gas Exit List data (2024). Weapon Free Funds "Military Contractors" screen updated to use most recent exclusion screen data from SIPRI Arms Industry Database (2023) and Defense News Top 100 Defense Companies (2024).

• 20250129 company screens

• 20250129 shareclass results

December 12, 2024

December 2024 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2024 Q4).

• 20241212 company screens

• 20241212 shareclass results

November 14, 2024

November 2024 dataset.

• 20241114 company screens

• 20241114 shareclass results

October 18, 2024

October 2024 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2024 Q3).

• 20241018 company screens

• 20241018 shareclass results

September 25, 2024

September 2024 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2024 Q3). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (July 2024).

• 20240925 company screens

• 20240925 shareclass results

August 12, 2024

August 2024 dataset.

• 20240812 company screens

• 20240812 shareclass results

July 23, 2024

July 2024 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2024 Q2). Fossil Free Funds "Macroclimate 50" screen updated to use latest Macroclimate data (2024). Fossil Free Funds "fossil fuel finance" screen updated to use latest Banking on Climate Chaos data (2024).

• 20240723 company screens

• 20240723 shareclass results

June 13, 2024

June 2024 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2024 Q2).

• 20240613 company screens

• 20240613 shareclass results

May 31, 2024

May 2024 dataset. Screen list updates: Weapon Free Funds "Military Contractors", "Nuclear Weapons", and "Controversial Weapons" screens updated to use most recent exclusion screen data from ethical investment firms, and to use latest SIPRI Arms Industry Database (2022). Gun Free Funds "Civilian Firearm Manufacturers" and "Civilian Firearm Retailers" screens updated to use most recent exclusion screen data from ethical investment firms.

• 20240531 company screens

• 20240531 shareclass results

April 26, 2024

April 2024 dataset. Screen list updates: Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2024 Q1). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Apr 2024).

• 20240426 company screens

• 20240426 shareclass results

March 30, 2024

March 2024 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2024 Q1).

• 20240330 company screens

• 20240330 shareclass results

February 15, 2024

February 2024 dataset. Screen list updates: Fossil Free Funds "Clean200™" screen updated to use latest Corporate Knights data (2024). Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2023 Q4). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Jan 2024).

• 20240215 company screens

• 20240215 shareclass results

January 13, 2024

January 2023 dataset.

• 20240113 company screens

• 20240113 shareclass results

January 5, 2024

December 2023 dataset. Screen list updates: Fossil Free Funds coal industry and fossil-fired utilities screens updated to use latest Global Coal Exit List data (2023). Fossil Free Funds oil/gas industry screen updated to use latest Global Oil/Gas Exit List data (2023). Gender Equality Funds updated to use latest Equileap company data (2023 Q4).

• 20240105 company screens

• 20240105 shareclass results

November 16, 2023

November 2023 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2023 Q3). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Oct 2023).

• 20231116 company screens

• 20231116 shareclass results

October 6, 2023

October 2023 dataset.

• 20231006 company screens

• 20231006 shareclass results

September 24, 2023

September 2023 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2023 Q3).

• 20230924 company screens

• 20230924 shareclass results

September 14, 2023

August 2023 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2023 Q2).

• 20230914 company screens

• 20230914 shareclass results

July 18, 2023

July 2023 dataset. Screen list updates: Weapon Free Funds "Military Contractors", "Nuclear Weapons", and "Controversial Weapons" screens updated to incorporate exclusion screen data from over a dozen ethical investment firms, and to use latest SIPRI Arms Industry Database (2021).

• 20230718 company screens

• 20230718 shareclass results

June 13, 2023

June 2023 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2023 Q2). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Jun 2023).

• 20230613 company screens

• 20230613 shareclass results

May 6, 2023

May 2023 dataset.

• 20230506 company screens

• 20230506 shareclass results

April 15, 2023

April 2023 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2023 Q1). Fossil Free Funds "fossil fuel finance" screen updated to use latest Banking on Climate Chaos data (2023).

• 20230415 company screens

• 20230415 shareclass results

April 7, 2023

April 2023 dataset.

• 20230407 company screens

• 20230407 shareclass results

March 9, 2023

March 2023 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2023 Q1).

• 20230309 company screens

• 20230309 shareclass results

February 24, 2023

February 2023 dataset. Screen list updates: Fossil Free Funds "Clean200™" screen updated to use latest Corporate Knights data (2023).

• 20230224 company screens

• 20230224 shareclass results

February 8, 2023

February 2023 dataset.

• 20230208 company screens

• 20230208 shareclass results

January 27, 2023

January 2023 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2022 Q4). Gun Free Funds civilian firearm manufacturer and civilian firearm retailer screens updated. Weapon Free Funds screens updated to remove several companies no longer included on SIPRI Arms Industry Database.

• 20230127 company screens

• 20230127 shareclass results

December 16, 2022

December 2022 dataset. Screen list updates: Fossil Free Funds coal industry and fossil-fired utilities screens updated to use latest Global Coal Exit List data (2022). Fossil Free Funds oil/gas industry screen updated to use latest Global Oil/Gas Exit List data (2022). Gender Equality Funds updated to use latest Equileap company data (2022 Q4).

• 20221216 company screens

• 20221216 shareclass results

November 9, 2022

November 2022 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2022 Q3). Fossil Free Funds fossil fuel insurance screen updated to use latest Insure Our Future data (2022).

• 20221109 company screens

• 20221109 shareclass results

October 19, 2022

September 2022 dataset.

• 20221019 company screens

• 20221019 shareclass results

September 14, 2022

September 2022 dataset. Screen list updates: Fossil fuel finance and insurance screens added to Fossil Free Funds. Gender Equality Funds updated to use latest Equileap company data (2022 Q3). Tobacco Free Funds "Tobacco producers" screen updated to use latest Morningstar industry data.

• 20220914 company screens

• 20220914 shareclass results

August 8, 2022

August 2022 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2022 Q2). Fossil Free Funds "Macroclimate 30" screen updated to use latest Macroclimate data (2022).

• 20220808 company screens

• 20220808 shareclass results

July 15, 2022

July 2022 dataset. Screen list updates: Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Jul 2022).

• 20220715 company screens

• 20220715 shareclass results

June 14, 2022

June 2022 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2022 Q1). Gender Equality Funds updated to use latest Equileap company data (2022 Q2).

• 20220614 company screens

• 20220614 shareclass results

May 11, 2022

May 2022 dataset. Screen list updates: Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Apr 2022).

• 20220511 company screens

• 20220511 shareclass results

April 11, 2022

April 2022 dataset.

• 20220411 company screens

• 20220411 shareclass results

March 16, 2022

March 2022 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2022 Q1). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data (Jan 2022). Gun Free Funds civilian firearm manufacturer and civilian firearm retailer screens updated.

• 20220316 company screens

• 20220316 shareclass results

February 16, 2022

February 2022 dataset. Screen list updates: Fossil Free Funds "Clean200" screen updated to use latest Corporate Knights data (2022).

• 20220216 company screens

• 20220216 shareclass results

February 9, 2022

February 2022 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2021 Q4).

• 20220209 company screens

• 20220209 shareclass results

January 25, 2022

January 2022 dataset.

• 20220125 company screens

• 20220125 shareclass results

December 14, 2021

December 2021 dataset. Screen list updates: Fossil Free Funds oil/gas industry screen updated to use latest Global Oil/Gas Exit List data (2021). Gender Equality Funds updated to use latest Equileap company data (2021 Q4).

• 20211214 company screens

• 20211214 shareclass results

November 13, 2021

November 2021 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2021 Q3).

• 20211113 company screens

• 20211113 shareclass results

October 19, 2021

October 2021 dataset. Screen list updates: Fossil Free Funds coal industry and fossil-fired utilities screens updated to use latest Global Coal Exit List data (2021). Prison Free Funds prison industry and border industry screens updated to use latest American Friends Service Committee data.

• 20211019 company screens

• 20211019 shareclass results

September 9, 2021

September 2021 dataset. Screen list updates: Gender Equality Funds updated to use latest Equileap company data (2021 Q3).

• 20210909 company screens

• 20210909 shareclass results

September 2, 2021

August 2021 dataset. Target date funds added to dataset.

• 20210902 company screens

• 20210902 shareclass results

August 9, 2021

July 2021 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2021 Q2). Gender Equality Funds updated to use latest Equileap company data (2021 Q2).

• 20210809 company screens

• 20210809 shareclass results

July 15, 2021

June 2021 dataset.

• 20210715 company screens

• 20210715 shareclass results

May 3, 2021

April 2021 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2021 Q1). Fossil Free Funds coal industry and fossil-fired utilities screens updated to use latest Global Coal Exit List data (2020). Gender Equality Funds updated to use latest Equileap company data (2021 Q1).

• 20210503 company screens

• 20210503 shareclass results

Apr 1, 2021

March 2021 dataset.

• 20210401 company screens

• 20210401 shareclass results

Mar 3, 2021

February 2021 dataset. Screen list updates: Fossil Free Funds "Clean200" screen updated to use latest Corporate Knights data (2021).

• 20210303 company screens

• 20210303 shareclass results

Jan 21, 2021

January 2021 dataset. Screen list and fund results updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2020 Q4). Gender Equality Funds updated to use latest Equileap company data (2020 Q4). Fund exposure formula and grading methodologies updated; see "Updating rating methodologies" on the Fossil Free Funds blog.

• 20210121 company screens

• 20210121 shareclass results

Nov 11, 2020

November 2020 dataset. Screen list and fund results updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2020 Q3). "Sustainability Mandate" label updated to use new Morningstar sustainable investment taxonomy.

• 20201111 company screens

• 20201111 shareclass results

Oct 18, 2020

October 2020 dataset.

• 20201018 company screens

• 20201018 shareclass results

Sep 28, 2020

September 2020 dataset. Screen list and fund results updates: Gender Equality Funds updated to use latest Equileap company data, covering 19 criteria and four sub-scores.

• 20200928 company screens

• 20200928 shareclass results

Sep 13, 2020

September 2020 dataset. Screen list updates: Tobacco Free Funds "Tobacco-promoting entertainment companies" screen updated to use latest UCSF Smoke Free Movies Campaign data.

• 20200913 company screens

• 20200913 shareclass results

Aug 11, 2020

August 2020 dataset. Screen list updates: Prison Free Funds screens added. Tobacco Free Funds "Tobacco producers" screen updated to use latest Morningstar industry data.

• 20200811 company screens

• 20200811 shareclass results

Jul 16, 2020

July 2020 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2020 Q2). Fossil Free Funds "Macroclimate 30" screen updated to use latest Macroclimate data (2020).

• 20200716 company screens

• 20200716 shareclass results

Jun 10, 2020

June 2020 dataset.

• 20200610 company screens

• 20200610 shareclass results

May 19, 2020

May 2020 dataset. Screen list updates: Fossil Free Funds "Carbon Underground 200" screen updated to use latest Fossil Free Indexes data (2020 Q1).

• 20200519 company screens

• 20200519 shareclass results

Apr 14, 2020

April 2020 dataset. Screen list updates: Weapon Free Funds "Major Military Contractors" screen updated to use latest SIPRI Arms Industry Database (2018).

• 20200414 company screens

• 20200414 shareclass results