Ariel Focus Fund
Stock symbol: ARFFX
Objective: Fund invests for long-term capital appreciation, not income.
Minimum investment: $1,000 initial, $50 subsequent. Minimum is waived with automatic investment program.
Screening info: "Ariel believes ethical business practices make good investment sense" Invests in companies that adopt environmentally sound policies, fosters community involvement among its employees and cultivates diversity. Does not invest in companies whose revenues come from tobacco or handgun production. Does not invest in nuclear energy companies.
Sales charge: No load
Phone: 800-292-7435
Calvert Large Cap Growth Fund
Stock symbol: CLGAX
Objective: Fund seeks to outperform the stock market total return through capital appreciation.
Minimum investment: $2,000 initially, $250 subsequent investments. In IRA accounts $1,000 initially, $250 subsequent investments.
Screening info: "Calvert's social investment research analysts examine corporate performance in seven broad areas of concern for Calvert's socially responsible mutual funds: Governance and Ethics; Workplace; Environment; Product Safety and Impact; International Operations and Human Rights; Indigenous Peoples' Rights; Community Relations."
Phone: 1-800-368-2748
Calvert Social Index Fund
Stock symbol: CSXAX
Objective: Seeks to match the performance of the Calvert Social Index, a benchmark for measuring performance of large-and mid-cap US-based companies that fit Calvert's social investment criteria.
Minimum investment: $5,000. IRA, $2,000.
Screening info: "Calvert's social investment research analysts examine corporate performance in seven broad areas of concern for Calvert's socially responsible mutual funds: Governance and Ethics; Workplace; Environment; Product Safety and Impact; International Operations and Human Rights; Indigenous Peoples' Rights; Community Relations."
Phone: 1-800-368-2748
Domini Social Equity Fund
Stock symbol: DSEPX
Objective: Seeks to provide shareholders with long-term total return.
Minimum investment: $2,500. $1,500 for IRAs. $1,500 Automatic investment plan.
Screening info: "Domini evaluates current and potential holdings against its social and environmental standards based on the businesses in which corporations are engaged and the quality of their relations with communities, customers, ecosystems, employees, investors, and suppliers."
Sales fee: No load.
Phone: 800-762-6814
Green Century Equity
Stock symbol: GCEQX
Objective: Fund seeks to achieve long-term total return which matches the performance of the Domini 400 Social(SM) Index.
Minimum investment: $2,500, IRA accounts - $1,000
Screening info: Corporate record on waste disposal, toxic emissions, fines or penalties, efforts in waste and emissions reductions, recycling, and use of environmentally beneficial fuels, products, and services. Social criteria include employee relations, corporate citizenship, product-related issues. Negative screens include tobacco, alcohol, gambling, nuclear, firearms, or companies with more than 2 percent of revenues from military weapons.
Sales charge: No load
Phone: 1-800-934-7336
Integrity Growth and Income Fund
Stock symbol:IGIAX
Objective: Fund seeks to provide long-term capital growth with dividend income as a secondary objective.
Minimum investment: $1,000 or $50 on a "monthomatic" plan. IRAs $500 initial, $50 subsequent.
Screening info: "We look proactively for companies that are contributing in a positive way to a better world and a cleaner environment, but they must pass our financial screens first."
Sales charge: Maximum 5.75 percent
Phone: 800-276-1262
MMA Praxis Core Stock Fund
Stock symbol: MMPAX
Objective: Fund seeks capital appreciation with current income a secondary objective.
Minimum investment: $500. IRA $500
Screening info: Companies must meet six core values including: respect and support for human rights; develop products that support life rather than injure or maim such as weapons producers; provide fair, sustainable compensation for their employees and subcontractors and extend opportunities to the disabled, disadvantaged, and marginalized; exhibit responsible management practices; contribute to community development; practice environmental stewardship.
Sales charge: Maximum 5.25 percent
Parnassus Fund
Stock symbol: PARNX
Objective: Fund seeks to achieve long-term capital growth.
Minimum investment: $2,000
Screening info: Fund looks for companies that respect the environment; treat their employees as partners; encourage diversity in the workplace; support the communities where they operate; insist on ethical business dealings. Avoids companies that manufacture alcohol or tobacco products; are involved with gambling; produce weapons; and generate electricity from nuclear power.
Sales charge: No-load
Phone: 800-999-3505
Pax World Value Fund--Individual Investor
Stock symbol:PAXVX
Objective:Fund seeks to achieve long-term capital appreciation.
Minimum investment: $250
Screening info: "For Pax World to consider investing in a security, it must meet our standards in several areas: financial performance, environmental management, social impact and management, and corporate governance. In other words, we integrate traditional financial analysis with what we call “ESG,” or sustainability analysis. This second layer of analysis gives us added insight into the quality of a firm’s management and culture, risk, innovation and other factors influencing a company’s long-term financial prospects."
Sales charge: No-load
Phone: 800-767-1729
Sierra Club Stock Fund
Stock symbol: SCFSX
Objective: Seeks to achieve high total return by investing in stocks that meet environmental and social criteria.
Minimum investment: $4,000, $2,000 for e-delivery plan, $500 for automatic investment plan.
Screening info: The fund follows more than 20 environmental and social guidelines consist with the Sierra Club's core values. Companies are evaluated against that criteria to ensure its practices, services and products do not conflict with those values.
Sales charge: No-load
Phone: 866-897-5982
Pax World Women's Equity Fund
Ticker: PXWEX
Objective: Fund seeks long-term capital growth
Minimum investment: $250. IRA, $250.
Screening info: "The Women’s Equity Fund’s investment adviser applies sustainable investing criteria, emphasizing companies that promote gender equity through internal policies and programs, transparency regarding the effectiveness of those policies and programs, and accountability among employees to assure implementation and observance of the same. The Women’s Equity Fund may invest in securities of companies with any market capitalization."
Sales charge: No-load
Phone: 800-767-1729