Mutual Funds Socially Responsible Investing

Mutual Funds

Socially responsible and ethical mutual funds that disclose in their prospectus or offering circular non-financial investment management techniques such as screening, shareholder activism, and community investing. Such funds may have narrowly focused or broad-reaching screens and/or investment activities.

• - Global fund utilizing sustainability SRI principles. United States.
  
• - Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.
  
• - Broadly screened. Manager has had involvement in SRI shareholder campaigns. United States.
  
• - Family of broadly screened funds. Involved in shareholder advocacy and activism campaigns with their holdings. United States.
  
• - Traditional fund family offering a SRI fund that incorporates limited general screening. United States.
  
• - Fund group investing in companies that meet Sierra Club's environmental and social guidelines. Incorporates screening and "best-in-class" strategies. United States.
  
• - Provides mutual funds that invest in socially and environmentally responsible companies.
  
• - Canadian company offering several clean environment mutual funds and social values funds.
  
• - Fund family based on a set of Christian biblical religious values. United States.
  
• - Not strictly an ethical fund by prospectus. Avoids companies that conflict with the manager's animal rights and other views and values. United States.
  
• - Family of funds incorporating comprehensive social screening, shareholder activism, and community investing. Site tool offers opportunity for public to check whether stocks in other mutual funds meet certain criteria. United States.
  
• - Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
  
• - Family of screened SRI funds. United States.
  
• - Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.
  
• - 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.
  
• - Individual screened fund available through Solomon Smith Barney offices. United States.
  
• - Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.
  
• - Family of funds based on Mennonite religious values. Incorporates screening, shareholder advocacy, and community investing strategies. United States.
  
• - Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States.
  
• - Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.
  
• - Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.
  
• - Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States.
  
• - Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
  
• - Family of SRI funds utilizing general social and environmental screens, shareholder activism, and community investing. United States.
  
• - Invests in companies that advance the social and economic status of women in the workplace. United States.
  
• - Provides several index mutual funds designed for Evangelical Christian investors, avoiding equities involved with abortion, alcohol, gambling, pornography, and tobacco. United States.
  
• - Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States.
  
• - Utility sector fund with an explicit non-nuclear screen. United States.
  
• - Traditional mutual fund family offering a global SRI fund. United States.
  
• - Funds and managed products incorporating screening and shareholder activism approaches. Canada.
  
• - Family of SRI funds including an index fund. Utilizes screening, shareholder activism, and community investing. United States.
  
• - Family of mutual funds with some products aimed specifically for Canadian citizens and other products for investors in various geographic areas. Canada.
  
• - Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.
  
  

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