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Socially Responsible Mutual Fund Portfolio Overview

Current Holdings
 

Are you looking for a mutual fund that avoids investing in companies with ties to alcohol, tobacco, gambling, weapons, nuclear power, and other such industries? If so, then you are interested in socially responsible investing.

Finding mutual funds that truly adhere to socially responsible investing ideologies is not always an easy task. It's even more difficult to find funds that also perform well, don't have inflated expense ratios, don't charge a sales load, and don't merely mimic an index.

At any given time, in this portfolio we have at least one mutual fund that meets all of those criteria plus more.

Performance Since Inception1

Total Return
Socially Responsible Fund Portfolio:
655.2%
S&P 500:
449.7%

Average Annual Return
 
Socially Responsible Fund Portfolio:
10.2%
 
S&P 500:
8.5%
 

1Inception: May 5, 2003. Data updated monthly. Last updated March 1, 2024.

 

 

 
Current Holdings
 


 





 

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