SRI Mutual Funds

For socially responsible investors, SRI mutual funds are a good option to build a diversified socially responsible portfolio. SRI mutual funds offer professional money management with low entry barriers and investment decisions based on social screens.

Studies have demonstrated that socially responsible mutual funds are no different than mainstream funds in terms of their performance. The fact that socially responsible funds invest in companies that are good corporate citizens may be one factor helping boost their performance.

Like any other investment, socially responsible funds may suffer during market downturns or bad investment picks by socially responsible portfolio managers.

Below is a list of socially responsible mutual funds for your consideration. Before selecting any SRI fund, please research the fund and review the prospectus.

There are many fund families to choose your SRI mutual funds. There are some boutique fund families specializing in socially responsible investing and many other mainstream fund complexes offer one or two SRI based funds.

Disclaimer: None of the information presented here should be construed as investment or tax advice. Please consult a professional for specific guidance based on your situation. SRIStocks is not responsible for your investment decisions. Please read a prospectus before making any investment decisions.

 
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