Mutual Funds

Mutual Funds Links

• Socially Responsible Mutual Fund Lists SIF list includes SR mutual funds that do not have their own web site and in those instances, offers e-mail or toll free contact numbers.
  
  
• Citizens Bank of Canada A bank with a conscience, and better rates. For Canadian Investors.
  
• New Alternatives Fund Focused specifically on renewable energy and environmental issues. Based in N.Y.
  
• Ariel Mutual Funds SRI fund with favorable performance record.
  
• Socially Responsible Mutual Fund Net Links Socially responsible investment links at Mining Co. Guide.
  
• Pax World Fund Pax World Fund is the longest lived US SRI funds (started 1972). Balanced, with no sales fee, starting at $250. (Don't confuse with Pax Growth Fund)
  
• Delaware Investments With over 68 years of investment management experience, over $38 Billion managed, Delaware has some SRI funds. Check carefully.
  
• Green Century Funds Founded by environmental advocacy group, this no-load index fund, while emphasizing environmental issues, also screens accepted socially responsible concerns too.
  
• New Alternatives Fund A Socially Responsible mutual fund invested in alternate energy and Pro-environmental businesses.
  
• Concert Social Awareness Fund Smith Barney offers this SRI fund among its 60 mutual funds.
  
• Social Awareness Fund Smith Barney offers a fund with certain socially responsible screens for its purchasing of securities.
  
• Clean Environment Funds Canada based, three environmental mutual funds: Balanced, Equity and International Equity. Intended for investors in any geographical area.
  
• Neuberger Berman Socially Responsive Fund This particular fund was created by N B for the socially conscious investor.
  
• SIF Mutual Fund Research: 1998 Review of 183 Socially Screen mutual funds provided by Social Investment Forum based on Weisenberger's database.
  
• Enterprise Global Socially Responsive Fund This is part of The Enterprise Group of Funds family of mutual funds. Their prospectus is twice the stated size for downloading. The SR Fund is on page 23 of the 104 pages.
  
• MMA Praxis Mutual Funds Exists to help individuals meet their financial goals in a way that supports their beliefs.
  
• Aquinas Fund Catholic values, socially responsible mutual fund.
  
• Meyers Pride Fund Meyers Pride Value Fund is the only mutual fund that seeks out and solely invests in companies that have anti-discrimination policies for their gay and lesbian employees.
  
• IPS Millennium Fund No Load Stock Growth and Income Fund, SR focus is Cruelty free. IPS is open about holdings and goals. Good Performance
  
• Christian Stewardship Funds Provides several index mutual funds designed for Evangelical Christian investors, avoiding equities involved with abortion, alcohol, gambling, pornography, and tobacco.
  
• CREF Social Choice fund TIAA-CREF balanced account. There is also an equity-only fund available. Screens generally accepted SRI criteria such as no tobacco, nuclear or firearm companies.
  
• Green Money's Online-Guide to SRI Mutual Funds Listing of several SR mutual funds with links to company home pages. Also, GMOG contains several journal articles related to SR funds.
  
• Islamic Mutual Fund Managed for Muslim investors, using Shariah compliant equities.
  
• Domini SRI Mutual Fund Ms. Amy Domini's Social Equity Fund, is based on her creation, the oldest socially responsible index which has outpaced its peers that do not weigh ethics.
  
• VanCitySite VanCity is Canadian financial service center with some investments that consider socially conscious choices.
  
• 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 based.
  
• Portfolio 21 No load, global equity mutual fund for individuals and institutions committed to investing in a sustainable future.
  
• Light Green Advisors Offers a stock index of well rated environmental performers in every industry, resulting in blue chip companies in major indices.
  
• Allegiance Fund Socially responsible mutual fund which believes that ethical considerations and good performance go hand in hand.
  
• Women's Equity Mutual Fund Clear concept and ethics. Well worth studying. Performance has varied.
  
• Cruelty-Free Value Fund An equity mutual fund investing in companies that do not hurt animals. Cruelty-Free promotes public awareness for humane treatment of animals. Useful links and information. Professionally managed mutual fund with up front information on what they buy.
  
• Citizens Funds This is an energetic, successful, "clean" and "green" mutual fund company with an excellent record and an ability to pay attention to individual needs.
  
• Friends Ivory Funds Socially responsible investing in large capitalization corporations that are trying to improve. Two funds: U.S. and Europe. Clear disclosure provided.
  
• DevCap Fund DevCap combines investment return with philanthropic giving for progressive causes.
  
• Timothy Plan Investment choice for those interested in matching their investment decisions with their moral convictions.
  
• Dreyfus Third Century Fund Now more widely available, new release.
  
• MMA Praxis Socially responsible mutual funds with both positive and negative screens. Firms makes available methods of tithing to charities if one wishes.
  
• Calvert Mutual Funds Provides a number of socially and environmentally responsible funds and features Advisor Finder Service. Offers opportunity for public to Know What stocks are in other mutual funds.