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Business > Investing > Socially Responsible > Mutual Funds

 
Websites
 
  • Parnassus Investments - Parnassus Mutual Funds - http://www.parnassus.com/
    • Mutual funds that invest in undervalued companies with good business practices. United States.
  • The Women's Equity Mutual Fund - http://www.womens-equity.com/
    • Invests in companies that advance the social and economic status of women in the workplace. United States.
  • Azzad Funds - http://www.azzadfund.com/
    • Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.
  • Timothy Plan - http://www.timothyplan.com
    • Fund family based on a set of Christian biblical religious values. United States.
  • Security Social Awareness Fund - http://www.securitybenefit.com
    • Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States.
  • Amana Mutual Funds Trust - http://www.amanafunds.com
    • Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
  • Ariel Mutual Funds - http://www.arielmutualfunds.com
    • Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States.
  • CRA Qualified Investment Fund - http://www.crafund.com/
    • Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
  • MMA Praxis Mutual Funds - http://www.mmapraxis.com
    • Family of funds based on Mennonite religious values. Incorporates screening, shareholder advocacy, and community investing strategies. United States.
  • New Alternatives Fund - http://www.newalternativesfund.com
    • Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.
  • Calvert Group - http://www.calvert.com/
    • Provides mutual funds that invest in socially and environmentally responsible companies.
  • Meritas Mutual Funds - http://www.meritas.ca/
    • Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.
  • Sierra Club Mutual Funds - http://www.sierraclubfunds.com
    • Fund group investing in companies that meet Sierra Club's environmental and social guidelines. Incorporates screening and "best-in-class" strategies. United States.
  • Catholic Funds, Inc. - http://www.catholicfunds.com
    • An Standard and Poor's 500 index fund that screens out companies that do not adhere to Catholic values. The Funds also advocate for corporate responsibility. United States.
  • Green Century Funds - http://www.greencentury.com/
    • Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States.
  • Domini Social Investments - http://www.domini.com/
    • Family of SRI funds including an index fund. Utilizes screening, shareholder activism, and community investing. United States.
  • Monaco Environment Development Durable - http://www.sustainabilityinvestments.com/
    • Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.
  • Portfolio 21 - http://www.portfolio21.com
    • Global fund utilizing sustainability SRI principles. United States.
  • Allegiance Fund - http://www.allegiancefund.com/
    • Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.
  • Acuity Funds - http://www.acuityfunds.com/
    • Canadian company offering several clean environment mutual funds and social values funds.
  • Pax World Mutual Funds - http://www.paxworld.com
    • Fund family applies sustainability criteria and strategies to investment process. USA
  • Zegora Investment Management Ltd. - http://www.zegora.com
    • SRI funds available to institutional investors with professional treasury capacity. The company is based in Zurich, Switzerland and was launched in 2005.
  • Free Enterprise Action Fund - http://www.freeenterpriseactionfund.com/
    • Anti corporate social responsibility, single-bottom-line only, conservative activist mutual fund. United States
  • The Diversity Fund - http://www.diversityfund.net/
    • Equity investments in large U.S. companies selected for inclusion because they have financial and diversity performance. United States
  • Ethical Funds of Canada - https://www.ethicalfunds.com/
    • Family of mutual funds with some products aimed specifically for Canadian citizens and other products for investors in various geographic areas. Canada.
  • Aquinas Funds - http://www.aquinasfunds.com/
    • Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.
  • Dreyfus Premier Third Century Fund, Inc. - https://www.dreyfus.com/content/iv/control?content=/docs/mfc/dreyfus-funds/factsheet.jsp&fundcode=0207
    • Traditional fund family offering a SRI fund that incorporates limited general screening. United States.
  • Flex-funds: The Total Return Utilities Fund - http://www.flexfunds.com/
    • Utility sector fund with an explicit non-nuclear screen. United States.

 
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