| Directory > Business > Investing > Socially Responsible > Mutual Funds Calvert Group
Provides mutual funds that invest in socially and environmentally responsible companies.
http://www.calvertgroup.com/
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CREF Social Choice Fund
Screened balanced sub-account and mutual fund offered by higher-ed institution pension manager
TIAA-CREF. United States.
http://www.tiaa-cref.org/charts/ra-social.html
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Portfolio 21
Global fund utilizing sustainability SRI principles. United States.
http://www.portfolio21.com
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Sagitta Rothschild Ethical Share Fund
Actively managed ethical fund based on DJ Sustainability Index. Utilizes negative and qualitative
environmental and social screens. Australia.
https://www.sagitta.com.au
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Enterprise Global Socially Responsive
Traditional mutual fund family offering a global SRI fund. United States.
http://www.enterprisefunds.com/funds/sector/global_socially_responsive.shtml
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Monaco Environment Development Durable
Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.
http://www.sustainabilityinvestments.com/
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Domini Social Investments
Family of SRI funds including an index fund. Utilizes screening, shareholder activism, and
community investing. United States.
http://www.domini.com/
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Green Century Funds
Mutual funds founded, managed, and owned by a partnership of non-profit environmental
organizations. United States.
http://www.greencentury.com/
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Catholic Funds, Inc.
An S&P 500 index fund that screens out companies that do not adhere to Catholic values. The
Funds also advocate for corporate responsibility. United States.
http://www.catholicfunds.com
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Sierra Club Mutual Funds
Fund group investing in companies that meet Sierra Club's environmental and social guidelines.
Incorporates screening and "best-in-class" strategies. United States.
http://www.sierraclubfunds.com
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Social Awareness Fund
Individual screened fund available through Soloman Smith Barney offices. United States.
http://www.smithbarney.com/products_services/mutual_funds/index_sbmf.html
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Walden Funds
Broadly screened. Manager has had involvement in SRI shareholder campaigns. United States.
http://www.waldenassetmgmt.com/investment/waldenmutual.html
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Meritas Mutual Funds
Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community
investing. Canada.
http://www.meritas.ca/
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Calvert Mutual Funds
Family of funds incorporating comprehensive social screening, shareholder activism, and community
investing. Site tool offers opportunity for public to check whether stocks in other mutual funds
meet certain criteria. United States.
http://www.calvert.com/
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New Alternatives Fund
Environmentally screened fund specializing in alternative energy, recycling, and energy
conservation issues. United States.
http://www.newalternativesfund.com
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MMA Praxis Mutual Funds
Family of funds based on Mennonite religious values. Incorporates screening, shareholder advocacy,
and community investing strategies. United States.
http://www.mmapraxis.com
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Ethical Funds of Canada
Family of mutual funds with some products aimed specifically for Canadian citizens and other
products for investors in various geographic areas. Canada.
http://www.ethicalfunds.com/
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Acuity Funds Ltd.
Segregated accounts, pooled funds, mutual funds family applying social and environmental
sustainability screening and research. Canada.
http://www.cleanenvironment.com
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Real Assets
Funds and managed products incorporating screening and shareholder activism approaches. Canada.
http://www.realassets.ca
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Allegiance Fund
Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain
health care industries. United States.
http://www.amertrust.com/AllegianceFund/
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Flex-funds: The Total Return Utilities Fund
Utility sector fund with an explicit non-nuclear screen. United States.
http://www.flexfunds.com/trufund.html
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CRA Qualified Investment Fund
Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
http://www.crafund.com/
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Aquinas Fund
Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas
Aquinas. United States.
http://www.aquinasfunds.com
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Ariel Mutual Funds
Fund family employing ethical business practices and other screens. Minority owned and operated
management company. United States.
http://www.arielmutualfunds.com
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Dreyfus Premier Third Century Fund, Inc.
Traditional fund family offering a SRI fund that incorporates limited general screening. United
States.
http://www.dreyfus.com/
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Amana Mutual Funds Trust
Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.
http://www.amanafunds.com
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IPS Funds
Not strictly an ethical fund by prospectus. Avoids companies that conflict with the manager's
animal rights and other views and values. United States.
http://www.ipsfunds.com/
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Security Social Awareness Fund
Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a
variable annuity. United States.
http://www.securitybenefit.com
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Timothy Plan
Fund family based on a set of Christian biblical religious values. United States.
http://www.timothyplan.com
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Azzad Funds
Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.
http://www.azzadfund.com/
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The Women's Equity Mutual Fund
Invests in companies that advance the social and economic status of women in the workplace. United
States.
http://www.womens-equity.com/
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Parnassus Investments
Family of screened SRI funds. United States.
http://www.parnassus.com/
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Citizens Funds
Family of broadly screened funds. Involved in shareholder advocacy and activism campaigns with
their holdings. United States.
http://www.citizensfund.com/
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Christian Stewardship Funds
Provides several index mutual funds designed for Evangelical Christian investors, avoiding equities
involved with abortion, alcohol, gambling, pornography, and tobacco. United States.
http://www.christianfunds.com
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Pax World Funds
Family of SRI funds utilizing general social and environmental screens, shareholder activism, and
community investing. United States.
http://www.paxfund.com
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