Directory of Mutual Funds Resources

Home > Business > Investing > Socially Responsible > Mutual Funds

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.

Resources in This Category

• Allegiance Fund

  http://www.allegiancefund.com/
  Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.

• Amana Mutual Funds Trust

  http://saturna.com/amana/
  Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.

• Aquinas Funds

  http://www.aquinasfunds.com/
  Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.

• Ariel Investments

  http://www.arielinvestments.com/
  Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States.

• Ave Maria Mutual Funds

  http://www.avemariafunds.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.

• Azzad Funds

  http://www.azzadfund.com/
  Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.

• Calvert Investments, Inc.

  http://www.calvert.com/
  Provides mutual funds that invest in socially and environmentally responsible companies.

• CRA Qualified Investment Fund

  http://www.crafund.com/
  Institutional fund invests according to the Community Reinvestment Act guidelines. United States.

• Domini Social Investments

  http://www.domini.com/
  Family of SRI funds. Utilizes screening, shareholder activism, and community investing. United States.

• Free Enterprise Action Fund

  http://www.freeenterpriseactionfund.com/
  Anti corporate social responsibility, single-bottom-line only, conservative activist mutual fund. 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.

• Meritas Mutual Funds

  http://www.meritas.ca/
  Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.

• Monaco Environment Development Durable

  http://www.sustainabilityinvestments.com/
  Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.

• New Alternatives Fund

  http://www.newalternativesfund.com/
  Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.

• Parnassus Investments

  http://www.parnassus.com/
  Mutual funds that invest in undervalued companies with good business practices. United States.

• Pax World Mutual Funds

  http://www.paxworld.com/
  Fund family applies sustainability criteria and strategies to investment process. USA

• Portfolio 21

  http://www.portfolio21.com/
  Global fund utilizing sustainability SRI principles. 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.

• 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

• Timothy Plan

  http://www.timothyplan.com/
  Fund family based on a set of Christian biblical religious values. United States.

 

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