Business : Investing : Socially Responsible : Mutual Funds  
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Home * Business * Investing * Socially Responsible * Mutual Funds


REVIEWED SITES 


Acuity Funds
Canadian company offering several clean environment mutual funds and social values funds.
Open in New WindowURL: http://www.acuityfunds.com/
 
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Allegiance Fund
Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.
Open in New WindowURL: http://www.allegiancefund.com/
 
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Amana Mutual Funds Trust
Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
Open in New WindowURL: http://www.amanafunds.com
 
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Aquinas Funds
Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.
Open in New WindowURL: http://www.lkcm.com/html/aquinas_funds.html
 
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Ariel Mutual Funds
Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States.
Open in New WindowURL: http://www.arielmutualfunds.com
 
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Azzad Funds
Family of religious-based funds incorporating Shari'ah-based(Islamic) principles. United States.
Open in New WindowURL: http://www.azzadfund.com/
 
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Calvert Group
Provides mutual funds that invest in socially and environmentally responsible companies.
Open in New WindowURL: http://www.calvert.com/
 
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Catholic Funds, Inc.
An S&P 500 index fund that screens out companies that do not adhere to Catholic values. The Funds also advocate for corporate responsibility. United States.
Open in New WindowURL: http://www.catholicfunds.com
 
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Citizens Funds
Family of broadly screened funds. Involved in shareholder advocacy and activism campaigns with their holdings. United States.
Open in New WindowURL: http://www.citizensfund.com/
 
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CRA Qualified Investment Fund
Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
Open in New WindowURL: http://www.crafund.com/
 
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Domini Social Investments
Family of SRI funds including an index fund. Utilizes screening, shareholder activism, and community investing. United States.
Open in New WindowURL: http://www.domini.com/
 
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Dreyfus Premier Third Century Fund, Inc.
Traditional fund family offering a SRI fund that incorporates limited general screening. United States.
Open in New WindowURL: http://www.dreyfus.com/
 
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Enterprise Global Socially Responsive
Traditional mutual fund family offering a global SRI fund. United States.
Open in New WindowURL: http://www.enterprisefunds.com/funds/E189.asp
 
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Ethical Funds of Canada
Family of mutual funds with some products aimed specifically for Canadian citizens and other products for investors in various geographic areas. Canada.
Open in New WindowURL: http://www.ethicalfunds.com/
 
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Flex-funds: The Total Return Utilities Fund
Utility sector fund with an explicit non-nuclear screen. United States.
Open in New WindowURL: http://www.flexfunds.com/trufund.html
 
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Green Century Funds
Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States.
Open in New WindowURL: http://www.greencentury.com/
 
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IPS Funds
Not strictly an ethical fund by prospectus. Avoids companies that conflict with the manager's animal rights and other views and values. United States.
Open in New WindowURL: http://www.ipsadvisory.com/
 
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Meritas Mutual Funds
Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.
Open in New WindowURL: http://www.meritas.ca/
 
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MMA Praxis Mutual Funds
Family of funds based on Mennonite religious values. Incorporates screening, shareholder advocacy, and community investing strategies. United States.
Open in New WindowURL: http://www.mmapraxis.com
 
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Monaco Environment Development Durable
Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.
Open in New WindowURL: http://www.sustainabilityinvestments.com/
 
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New Alternatives Fund
Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.
Open in New WindowURL: http://www.newalternativesfund.com
 
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Parnassus Investments - Parnassus Mutual Funds
Mutual funds that invest in undervalued companies with good business practices. United States.
Open in New WindowURL: http://www.parnassus.com/
 
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Pax World Funds
Family of SRI funds utilizing general social and environmental screens, shareholder activism, and community investing. United States
Open in New WindowURL: http://www.paxworld.com
 
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Portfolio 21
Global fund utilizing sustainability SRI principles. United States.
Open in New WindowURL: http://www.portfolio21.com
 
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Real Assets
Funds and managed products incorporating screening and shareholder activism approaches. Canada.
Open in New WindowURL: http://www.realassets.ca
 
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Security Social Awareness Fund
Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States.
Open in New WindowURL: http://www.securitybenefit.com
 
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Sierra Club Mutual Funds
Fund group investing in companies that meet Sierra Club's environmental and social guidelines. Incorporates screening and "best-in-class" strategies. United States.
Open in New WindowURL: http://www.sierraclubfunds.com
 
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The Women's Equity Mutual Fund
Invests in companies that advance the social and economic status of women in the workplace. United States.
Open in New WindowURL: http://www.womens-equity.com/
 
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Timothy Plan
Fund family based on a set of Christian biblical religious values. United States.
Open in New WindowURL: http://www.timothyplan.com
 
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Zegora Investment Management Ltd.
SRI funds available to institutional investors with professional treasury capacity. The company is based in Zurich, Switzerland and was launched in 2005.
Open in New WindowURL: http://www.zegora.com
 
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