SRI Mutual Funds
Social Investing and Gender Empowerment
Some studies suggest companies that promote women perform better than others and at least one mutual fund invests with that concept.
Parnassus Workplace Fund: Do Good Workplaces Make Good Investments?
Parnassus Workplace Fund invests in companies that make the Fortune 100 Best Companies to Work For list or are otherwise identified as good workplaces.
The Appleseed Fund Begins to Sprout
The Appleseed Fund is attracting investor attention and assets with its strong performance and socially responsible investment approach.
Socially Responsible Small Cap Mutual Stock Funds
If you're looking for a mutual fund that applies socially responsible strategies and invests in small companies, here's a list of small-cap equity funds. The managers of these funds primarily buy shares in companies with a total market capitalization of less than $2 billion.
Socially Responsible Mid Cap Mutual Funds
If you're looking for a mutual fund that applies socially responsible strategies and invests in companies with a market capitalization between $2 billion and $10 billion, check out this list of funds.
Socially Responsible Large Cap Mutual Stock Funds
If you're looking for a mutual fund that applies socially responsible strategies and invests in large companies, here's a list of large-cap funds. The managers of these funds primarily buy shares in corporations with a total market capitalization of more than $10 billion.
Investing in a Community Development Bond Fund
An interview with Todd Cohen, chief investment officer of Community Capital Management and creator of the CRA Qualified Investment Fund about community investing.
The Largest Socially Responsible Mutual Funds
The largest socially responsible mutual funds in terms of total assets under management are much smaller than the biggest traditional mutual funds, but they still provide some perspective on the growth and interest in the SRI approach. Use this list and the links to the fund families to learn more about how the major SRI funds screen for investment options.
The Three General Types of Mutual Funds
A summary of the three types of mutual fund categories: stock, bond or money market. Socially responsible investors add their social and environmental screens to the financial objectives of the funds.
What to Consider When Investing in Mutual Funds
Mutual fund investing requires research. Investors should consider fees, taxes, performance and fund managers when investing in mutual funds.
SRI Funds Hang Tough
A May 2008 article in BusinessWeek about an inflow of deposits to socially responsible investing funds and the strong performance of SRI funds vs. traditional funds during the first quarter of 2008.
Socially Responsible Exchange-Traded Mutual Funds
An article on new developments in socially responsible exchange-traded mutual funds from Zoë Van Schyndel, CFA, of StarFish Financial Consulting Services.