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:
838.6%
S&P 500:
558.3%
Average Annual
Return
Socially Responsible Fund Portfolio:
10.86%
S&P 500:
9.07%
1Inception:
May 5, 2003. Last updated January 24, 2025.
Weekly Video Update: +34.37% Annual Return for Tech-Stock Portfolio, +23.33% per Year for High-Yield Stock Portfolio, +17.88% Annual for Dividend-Growth Stock Portfolio -- Week 157 Update
Weekly Video Update: +28.22% Annual Return for High-Yield Stock Portfolio, +20.86% per Year for Dividend-Growth Stock Portfolio, +59.55% Annualized for Tech-Stock Portfolio -- Week 154 Update
Weekly Video Update: +33.13% Annual Return for High-Yield Stock Portfolio, +21.87% per Year for Dividend-Growth Stock Portfolio, +68.88% Annualized for Tech-Stock Portfolio -- Week 153 Update
