Socially Responsible Investing

Table of socially responsible mutual funds.

Business Ethics Directory

Calvert socially responsible mutual funds. [fee applies]

Domini Social Equity Fund (DSEFX) [ntf] -- The nation's oldest and largest socially and environmentally screened index fund. The Fund offers core stock market exposure through the Domini 400 Social Index,SM an index of 400 primarily large-cap domestic stocks subject to a comprehensive set of social and environmental standards. (Qualified nonprofits, endowments, and foundations may invest in the Domini Institutional Social Equity Fund.)
Domini European Social Equity Fund (DEUFX) [ntf] -- A mutual fund that offers social investors an opportunity to invest in an economic region where corporations are embracing the challenge of sustainable growth. The Fund invests primarily in stocks of European companies selected based on a comprehensive set of social and environmental standards.
Domini Social Bond Fund (DSBFX) [ntf] -- An intermediate-term, investment-grade bond fund that offers an opportunity to invest in a socially screened portfolio of fixed-income securities while also investing in underserved communities. A portion of the Fund’s assets are invested in community economic development initiatives.
Domini Money Market Account -- An FDIC-insured account with ShoreBank, the nation’s oldest and largest community development bank. Your assets earn a competitive rate of interest while being used to rebuild our nation’s struggling communities. Features daily liquidity, safety of principal, free transfers, free check-writing, and no fees.

Pax World Balanced Fund [ntf] -- a balanced fund that uses a mix of stocks and fixed-income securities (bonds) to seek income, preservation of capital, and moderate growth.
Pax World Growth Fund [ntf] -- a diversified equity (stock) fund that seeks growth of capital as its primary goal.
Pax World High Yield Fund: a fund that seeks high current income and capital appreciation.
Pax World Money Market Fund -- a fund that seeks to maximize current income while maintaining both liquidity and a stable share price.

Ariel Fund (ARGFX) [ntf] -- Small/Mid-Cap Value
Ariel Appreciation Fund (CAAPX) [ntf] -- Mid-Cap Value
Ariel Focus Fund (ARFFX) [ntf] -- Mid/Large-Cap Value

Green Century Balanced Fund (GCBLX) [ntf] -- invests primarily in the stocks and bonds of environmentally committed companies, many of which also make positive, innovative contributions to the environment. There is no predetermined percentage of assets allocated to either stocks or bonds, although the Balanced Fund will generally invest at least 25% of its net assets in bonds and may not invest more than 75% of its net assets in stocks.
Green Century Equity Fund (GCEQX) [ntf] -- The environmental criteria used for selecting the stocks include each company's performance record on waste disposal, toxic emissions, fines or penalties, and efforts in waste and emissions reductions, recycling, and use of environmentally beneficial fuels, products, and services. Social criteria examined include a company's employee relations, corporate citizenship, product-related issues, and attitudes regarding consumer issues.

[fee applies]

Winslow Green Growth Fund (WGGFX) [ntf] -- "At Winslow, we believe that a company’s performance is driven by more than just a strong balance sheet and income statement. Our research process identifies innovative growth companies that are redefining their industries and leading their peers. We feel that our resulting in-depth understanding of a company’s management, as well as its business, environmental and governance practices, enables us to make sound investment decisions."

Winslow Green Growth Fund
PO Box 446
Portland, ME 04112
888.314.9049
[email protected]