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Socially Responsible Small Cap Mutual Stock Funds

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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.

1. Calvert New Vision Small Cap

Businessman and stock report (Digital Enhancement)
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Stock symbol: CNVAX

Objective: Funds seeks to achieve long-term capital appreciation by investing primarily in small cap stocks.

Minimum investment: $2,000. IRA, $1,000.

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."

Sales charge: No load

Phone: 800-368-2748

2. Calvert Small Cap Value Fund

Stock symbol: CCVAX

Objective: Funds seeks to achieve long-term capital appreciation by investing primarily in small cap stocks that are deemed to be undervalued in price

Minimum investment: $2,000. IRA, $1,000.

Screening info: "Our research analysts review and evaluate companies on seven key criteria: environment; workplace; human rights; Indigenous Peoples' rights; community relations; product safety and impact; and governance/business ethics. We base our analysis on qualitative information and quantitative data from a variety of sources."

Sales charge: No load

Phone: 800-368-2748

3. MMA Praxis Small Cap Fund

Stock symbol: MMSCX

Objective: Fund seeks capital appreciation through a portfolio consisting primarily of smaller company stocks, while incorporating stewardship investing criteria.

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: 5.25 percent front load

Phone: 800-348-7468

4. Parnassus Small-Cap Fund

Stock symbol: PARSX

Objective: Fund seeks capital appreciation by investing mainly in emerging companies with market values under $3 billion.

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

5. Winslow Green Growth Fund

Stock symbol: WGGFX

Objective: Fund seeks capital appreciation through environmentally responsible investing

Minimum investment: $2,500. IRA, $2,000.

Screening info: "The Fund seeks to invest in small growth companies that have a positive or neutral impact on the environment. Portfolio companies are subjected to both financial and environmental analysis as part of the investment decision-making process. Many portfolio companies are in the business of developing environmental solutions; examples include companies in the organic food industry, or companies within the renewable energy sector."

Sales charge: No-load

Phone: 888-314-9049

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