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.
Allegiance Fund
Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.
Amana Mutual Funds Trust
Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
Aquinas Funds
Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.
Ariel Investments
Fund family employing ethical business practices and other screens. Minority owned and operated management company. 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.
Azzad Funds
Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.
Calvert Investments, Inc.
Provides mutual funds that invest in socially and environmentally responsible companies.
CRA Qualified Investment Fund
Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
The Diversity Fund
Equity investments in large U.S. companies selected for inclusion because they have financial and diversity performance. United States
Domini Social Investments
Family of SRI funds. Utilizes screening, shareholder activism, and community investing. United States.
Free Enterprise Action Fund
Anti corporate social responsibility, single-bottom-line only, conservative activist mutual fund. United States
Green Century Funds
Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. 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.
New Alternatives Fund
Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.
Parnassus Investments
Mutual funds that invest in undervalued companies with good business practices. United States.
Pax World Mutual Funds
Fund family applies sustainability criteria and strategies to investment process. USA
Portfolio 21
Global fund utilizing sustainability SRI principles. 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.
Timothy Plan
Fund family based on a set of Christian biblical religious values. United States.
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