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Home / Business / Investing / Socially Responsible / Mutual Funds
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Web Sites
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- Allegiance Fund - Socially responsible mutual fund which believes that ethical considerations and good performance go hand in hand.
www.amertrust.com/AllegianceFund
- Aquinas Fund - Catholic values, socially responsible mutual fund.
www.aquinasfunds.com
- Ariel Mutual Funds - SRI fund with favorable performance record.
www.arielmutualfunds.com
- 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.
www.calvert.com
- Christian Stewardship Funds - Provides several index mutual funds designed for Evangelical Christian investors, avoiding equities involved with abortion, alcohol, gambling, pornography, and tobacco.
www.christianfunds.com
- Citizens Bank of Canada - A bank with a conscience, and better rates. For Canadian Investors.
www.citizensbank.ca
- 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.
www.efund.com
- Clean Environment Funds - Canada based, three environmental mutual funds: Balanced, Equity and International Equity. Intended for investors in any geographical area.
www.cleanenvironment.com
- Concert Social Awareness Fund - Smith Barney offers this SRI fund among its 60 mutual funds.
www.smithbarney.com/prod_svc/mut_funds/sb/csaf.html
- 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.
www.tiaa-cref.org/charts/ra-social.html
- DevCap Fund - Information on fund that provides investment return with philanthropic giving for progressive causes.
www.devcap.org
- 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.
www.ethicalfunds.com
- 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.
www.greenmoney.com/gallery6.htm
- IPS Millennium Fund - No Load Stock Growth and Income Fund, SR focus is Cruelty free. IPS is open about holdings and goals. Good Performance
www.ipsfunds.com/indexmf.html
- Islamic Mutual Fund - Managed for Muslim investors, using Shariah compliant equities.
www.islamiqstocks.com/funds/funds.shtml
- Light Green Advisors - Offers a stock index of well rated environmental performers in every industry, resulting in blue chip companies in major indices.
www.lightgreen.com
- Meritas Mutual Funds - Socially responsible mutual fund company created by two Mennonite institutions in Canada.
www.meritas.ca
- 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.
www.pridefund.com
- MMA Praxis - Socially responsible mutual funds with both positive and negative screens. Firms makes available methods of tithing to charities if one wishes.
www.mmapraxis.com/icons/MMA/mma-praxis/index.html
- MMA Praxis Mutual Funds - Exists to help individuals meet their financial goals in a way that supports their beliefs.
www.mmapraxis.com
- New Alternatives Fund - A Socially Responsible mutual fund invested in alternate energy and Pro-environmental businesses.
www.newalternativesfund.com
- New Alternatives Fund - Focused specifically on renewable energy and environmental issues. Based in N.Y.
ourworld.compuserve.com/homepages/newalternativesfund
- 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)
www.paxfund.com
- Portfolio 21 - No load, global equity mutual fund for individuals and institutions committed to investing in a sustainable future.
www.portfolio21.com
- SIF Mutual Fund Research: 1998 - Review of 183 Socially Screen mutual funds provided by Social Investment Forum based on Weisenberger's database.
www.socialinvest.org/areas/research/other/FundStats_12-31-98.htm
- Socially Responsible Mutual Fund Net Links - Socially responsible investment links at Mining Co. Guide.
mutualfunds.miningco.com/msub18.htm
- Third Century, Dreyfus Fund - Information on 30 year old socially responsible mutual fund in the Dreyfus family.
www.dreyfus.com/content/control?Id=iv&Content=/data/mfc/dreyfus-funds/factsheets/0207.jsp
- Timothy Plan - Investment choice for those interested in matching their investment decisions with their moral convictions.
www.timothyplan.com
- VanCitySite - VanCity is Canadian financial service center with some investments that consider socially conscious choices.
www.vancity.com
- Women's Equity Mutual Fund - Clear concept and ethics. Well worth studying. Performance has varied.
www.womens-equity.com
- 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.
www.socialinvest.org/Areas/SRIGuide/mfpc.asp
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