Mutual Funds (Socially Responsible)

Mutual Funds Sites:

Calvert Mutual Funds Calvert Mutual Funds: 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. (Mutual Funds) http://www.calvert.com/ Sierra Club Mutual Funds 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. (Mutual Funds) http://www.sierraclubfunds.com Meritas Mutual Funds Meritas Mutual Funds: Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada. (Mutual Funds) http://www.meritas.ca/ Green Century Funds Green Century Funds: Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States. (Mutual Funds) http://www.greencentury.com/ Catholic Funds, Inc. 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. (Mutual Funds) http://www.catholicfunds.com IPS Funds 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. (Mutual Funds) http://www.ipsfunds.com/ Calvert Group Calvert Group: Provides mutual funds that invest in socially and environmentally responsible companies. (Mutual Funds) http://www.calvertgroup.com/ Domini Social Investments Domini Social Investments: Family of SRI funds including an index fund. Utilizes screening, shareholder activism, and community investing. United States. (Mutual Funds) http://www.domini.com/ Walden Funds Walden Funds: Broadly screened. Manager has had involvement in SRI shareholder campaigns. United States. (Mutual Funds) http://www.waldenassetmgmt.com/investment/waldenmutual.html Security Social Awareness Fund Security Social Awareness Fund: Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States. (Mutual Funds) http://www.securitybenefit.com Allegiance Fund Allegiance Fund: Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States. (Mutual Funds) http://www.allegiancefund.com/ Timothy Plan Timothy Plan: Fund family based on a set of Christian biblical religious values. United States. (Mutual Funds) http://www.timothyplan.com New Alternatives Fund New Alternatives Fund: Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States. (Mutual Funds) http://www.newalternativesfund.com Christian Stewardship Funds Christian Stewardship Funds: Provides several index mutual funds designed for Evangelical Christian investors, avoiding equities involved with abortion, alcohol, gambling, pornography, and tobacco. United States. (Mutual Funds) http://www.christianfunds.com MMA Praxis Mutual Funds MMA Praxis Mutual Funds: Family of funds based on Mennonite religious values. Incorporates screening, shareholder advocacy, and community investing strategies. United States. (Mutual Funds) http://www.mmapraxis.com Ariel Mutual Funds Ariel Mutual Funds: Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States. (Mutual Funds) http://www.arielmutualfunds.com Social Awareness Fund Social Awareness Fund: Individual screened fund available through Solomon Smith Barney offices. United States. (Mutual Funds) http://www.smithbarney.com/products_services/mutual_funds/index_sbmf.html Monaco Environment Development Durable Monaco Environment Development Durable: Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco. (Mutual Funds) http://www.sustainabilityinvestments.com/ Enterprise Global Socially Responsive Enterprise Global Socially Responsive: Traditional mutual fund family offering a global SRI fund. United States. (Mutual Funds) http://www.enterprisefunds.com/funds/E189.asp Pax World Funds Pax World Funds: Family of SRI funds utilizing general social and environmental screens, shareholder activism, and community investing. United States. (Mutual Funds) http://www.paxfund.com Dreyfus Premier Third Century Fund, Inc. Dreyfus Premier Third Century Fund, Inc.: Traditional fund family offering a SRI fund that incorporates limited general screening. United States. (Mutual Funds) http://www.dreyfus.com/ Azzad Funds Azzad Funds: Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States. (Mutual Funds) http://www.azzadfund.com/ Amana Mutual Funds Trust Amana Mutual Funds Trust: Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States. (Mutual Funds) http://www.amanafunds.com Real Assets Real Assets: Funds and managed products incorporating screening and shareholder activism approaches. Canada. (Mutual Funds) http://www.realassets.ca The Women's Equity Mutual Fund The Women's Equity Mutual Fund: Invests in companies that advance the social and economic status of women in the workplace. United States. (Mutual Funds) http://www.womens-equity.com/ Parnassus Investments Parnassus Investments: Family of screened SRI funds. United States. (Mutual Funds) http://www.parnassus.com/ CRA Qualified Investment Fund CRA Qualified Investment Fund: Institutional fund invests according to the Community Reinvestment Act guidelines. United States. (Mutual Funds) http://www.crafund.com/ Acuity Funds Ltd. Acuity Funds Ltd.: Segregated accounts, pooled funds, mutual funds family applying social and environmental sustainability screening and research. Canada. (Mutual Funds) http://www.cleanenvironment.com Flex-funds: The Total Return Utilities Fund Flex-funds: The Total Return Utilities Fund: Utility sector fund with an explicit non-nuclear screen. United States. (Mutual Funds) http://www.flexfunds.com/trufund.html Citizens Funds Citizens Funds: Family of broadly screened funds. Involved in shareholder advocacy and activism campaigns with their holdings. United States. (Mutual Funds) http://www.citizensfund.com/ Ethical Funds of Canada 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. (Mutual Funds) http://www.ethicalfunds.com/ Portfolio 21 Portfolio 21: Global fund utilizing sustainability SRI principles. United States. (Mutual Funds) http://www.portfolio21.com Aquinas Fund Aquinas Fund: Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States. (Mutual Funds) http://www.aquinasfunds.com