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:
840.1%
S&P 500:
579.7%
Average Annual
Return
Socially Responsible Fund Portfolio:
10.62%
S&P 500:
9.02%
1Inception:
May 5, 2003. Last updated July 17, 2025.
Video Update: High-Yield Stock Portfolio: +22.53% Per Year, Dividend-Growth Stock Portfolio: +19.57% Per Year - 25 Best Dividend-Growth Stocks - Research Update 180
Happy Memorial Day to everyone, especially to my fellow veterans. Thank you for your service! The market is closed today, so we’ll post our list of weekly investments on Tuesday instead of Monday.
05/19/2025
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
