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Sustainable, socially responsible, and ethical mutual funds that disclose in their prospectus or offering circular non-financial investment management techniques such as screening, shareholder advocacy, and community investing. Such funds may have narrowly focused or broad-reaching screens and/or investment activities.
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Parnassus Investments - Mutual funds that invest in undervalued companies with good business practices. United States. Green Century Funds - Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States. Security Social Awareness Fund - Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States. Domini Social Investments - Family of SRI funds. Utilizes screening, shareholder activism, and community investing. United States. Calvert Investments, Inc. - Provides mutual funds that invest in socially and environmentally responsible companies. Pax World Mutual Funds - Fund family applies sustainability criteria and strategies to investment process. USA Azzad Funds - Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States. Timothy Plan - Fund family based on a set of Christian biblical religious values. United States. CRA Qualified Investment Fund - Institutional fund invests according to the Community Reinvestment Act guidelines. United States. New Alternatives Fund - Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States. Meritas Mutual Funds - Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada. Monaco Environment Development Durable - Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco. Portfolio 21 - Global fund utilizing sustainability SRI principles. United States. Allegiance Fund - Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States. Free Enterprise Action Fund - Anti corporate social responsibility, single-bottom-line only, conservative activist mutual fund. United States The Diversity Fund - Equity investments in large U.S. companies selected for inclusion because they have financial and diversity performance. United States Aquinas Funds - Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States. Ave Maria Mutual Funds - 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. Ariel Investments - Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States. Amana Mutual Funds Trust - Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
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