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Socially Responsible Investing: |
| Fund | Symbol | Manager(s) | Fees | 19961 | 1995 | 1994 | Inception Date |
Assets (Million) |
|---|---|---|---|---|---|---|---|---|
| Amana Growth Fund 800-728-8762 | AMAGX | Meredith Ross | No Load Expenses 0.95% |
1.42% | 22.4% | 7% | 2/94 | 3.5 |
| Calvert Social Investment Equity Portfolio 800-368-2748 |
CSIEX | Loomis Sayles Asset Management | Load Class A 4.75% No Load Class C Expenses A 1.43% C 2.93% |
5.56% | 20.21% | NA | 8/87 | 94 |
| Citizens Trust Emerging Growth 800-223-7010 |
WAEGX | Richard Little | No Load Expenses 1.0 |
4.43% | 40.73% | NA | 2/94 | 25 |
| Domini Social Equity Growth 800-762-6814 | DSEFX | Melon Equity Associates | No Load Expenses 0.98% |
4.59% | 35.17% | -0.4% | 6/91 | 81.5 |
| Dreyfus Third Century Fund 516-338-3300 |
DRTHX | NCM Capital Management | No Load Expenses 1.12% |
7.04% | 36.2% | -7.45% | 3/72 | 441 |
| Neuberger & Berman Socially Responsive Fund 800-877-9700 |
NBDCX | Janet Prindle Farha-Joyce Haboucha |
No Load Expenses 1.50% |
3.37% | 38.03% | NA | 3/94 | 18.5 |
| New Alternatives Fund 516-423-7373 | NALFX | David and Maurice Schoenwald | Load 4.75 Expenses 1.28% |
4.6% | 19.5% | -3.7% | 9/82 | 33.5 |
| Pax World Fund 800-767-1729 |
PAXWX | Anthony Brown | No Load Expenses 0.98% |
1.84% | 29.19% | 2.65% | 8/70 | 481 |
| Pioneer Fund 800-225-6292 |
PIODX | John Carey | Load 5.75% Expenses 0.94% |
4.7% | 26.6% | -0.58% | 2/28 | 2,600 |
| The Parnassus Fund 800-999-3505 |
PARNX | Jermome L. Dodson | Load 3.5% No Expenses |
-4% | -2.91% | 11.98% | 12/84 | 252 |
| RightTime Social Awareness Fund 800-228-2128 | RTAWX | Anthony Soslow | Load 4.75% Expenses 2.56% |
7.67% | 28.65% | 1.56% | 3/90 | 8 |
| The Timothy Plan 800-TIM-PLAN |
TPLNX | Systematic Financial Management | Load 2.20% Expenses1.60% | 4.4% | 7.94% | NA | 4/94 | 9 |
1 For the first quarter of 1996.
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Socially Responsible Investing: Profits and
Principles
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