Natural Investing

Socially responsible financial planning.

 
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Please contact us for a free consultation to see how we can help you create a personalized portfolio that supports a just and sustainable society.

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Using the Social Rating


The NI Social RatingSM is a tool you can use to get a snapshot of social performance, but portfolio content is not a part of the Rating, as we do not attempt to evaluate every company in every fund. Investors are urged to consult a fund's website, quarterly reports, and annual reports to review a fund's portfolio holdings.

Read more...
 
Natural Investments Social Rating

 

FUND NAME SYMBOL RATING
Alger
Green SPEGX  heart
American Trust
Allegiance ATAFX heart

Appleseed APPLX heart.gifheart.gifheart.gifheart.gif
Ariel
Appreciation CAAPX heart.gifheart.gif
Discovery ARDFX heart.gifheart.gif
Focus ARFFX heart.gifheart.gif
Global Equity AGLOX heart.gif
Growth ARGFX heart.gifheart.gif
International Equity AINTX heart.gif

Boston Common International Equity Fund BCAIX  heart.gifheart.gifheart.gifheart.gif

Calvert
Aggressive Allocation CAAAX heart.gifheart.gifheart.gifheart.gif
Capital Accumulation CCAFX  heart.gifheart.gifheart.gifheart.gif 
Conservative Allocation CCLAX heart.gifheart.gifheart.gifheart.gif
Equity Income CEIAX heart.gifheart.gif 
Global Alternative Energy  CGAEX heart.gifheart.gifheart.gif
Global Water  CFWAX heart.gifheart.gifheart.gif
International Opportunities CIOAX heart.gifheart.gifheart.gifheart.gif
Large Cap Value CLVAX heart.gifheart.gif
Moderate Allocation  CMAAX heart.gifheart.gifheart.gifheart.gif
Small Cap Value CCVAX heart.gifheart.gifheart.gifheart.gif
Social Balanced CSIFX heart.gifheart.gifheart.gifheart.gif
Social Bond CSIBX heart.gifheart.gifheart.gifheart.gif
Social Enhanced Equity CMIFX heart.gifheart.gifheart.gifheart.gif
Social Equity CSIEX heart.gifheart.gifheart.gifheart.gif
Social Large Cap Growth CLGAX heart.gifheart.gifheart.gifheart.gif
World Values International Equity CWVGX heart.gifheart.gifheart.gifheart.gif
CNI Charter
Socially Responsible Equity AHSRX heartheart

Community Investments
Access Capital Community Investment Fund ACASX heart.gifheart.gifheart.gifheart.gifheart.gif
Community Capital Management Fund CRAIX heart.gifheart.gifheart.gifheart.gifheart.gif

Dimensional Fund Advisors
Emerging Market Social Core DFESX heart.gifheart.gif
US Sustainability Core 1 Porfolio DFSIX heart.gifheart.gif
Domini
International Social Equity DOMAX heart.gifheart.gifheart.gifheart.gif
Social Equity DSEFX heart.gifheart.gifheart.gifheart.gif
Social Bond DSBFX heart.gifheart.gifheart.gifheart.gifheart.gif
Dreyfus Third Century DRTHX heart.gif
Flex Fund
Total Utility & Infrastructure  FLRUX heart.gif
Frontegra SAM Global Equity FGSLX heart.gifheart.gif
Gabelli SRI Green SRIGX heart.gifheart.gifheart.gif

Green Century
Balanced GCBLX   heart.gifheart.gifheart.gifheart.gifheart.gif
Equity  GCEQX heart.gifheart.gifheart.gifheart.gifheart.gif

Integrity Growth & Income IGIAX heart.gif
Legg Mason Partners 
Social Awareness
SSIAX heart.gifheart.gifheart.gif
Neuberger Berman 
Socially Responsive
NBSRX heart.gifheart.gifheart.gifheart.gif
New Alternatives NALFX heart.gifheart.gifheart.gifheart.gifheart.gif
Northern Global Sustainable Index NSRIX heart.gifheart.gifheart.gif
Parnassus
Equity Income PRBLX heart.gifheart.gifheart.gifheart.gif
Fixed Income PRFIX heart.gifheart.gifheart.gifheart.gif
Fund PARNX heart.gifheart.gifheart.gifheart.gif
Mid-Cap Fund PARMX heart.gifheart.gifheart.gifheart.gif
Small-Cap Fund PARSX heart.gifheart.gifheart.gifheart.gif
Workplace Fund PARWX heart.gifheart.gifheart.gifheart.gif
Pax World
Balanced Fund  PAXWX  heart.gifheart.gifheart.gifheart.gifheart.gif
Global Green PGRNX heartheart.gifheart.gifheart.gif
Global Womens Equality PXWEX heart.gifheart.gifheart.gif
Growth PXWGX heart.gifheart.gifheart.gifheart.gif
High Yield PAXHX heart.gifheart.gifheart.gifheart.gifheart.gif
International PXINX heart.gifheart.gifheart.gifheart.gif
Small Cap PXSCX heart.gifheart.gifheart.gifheart.gif

PIMCO
Low Duration PTLAX heart
Total Return III PRFAX heart
Portfolio 21 PORTX heart.gifheart.gifheart.gifheart.gif
Schroder Investment Management
Emerging Market Equity SEMVX heart.gifheart.gif
Sentinel Funds
Sustainable Core Opportunities MYPVX heart.gifheart.gifheart.gif
Sustainable Growth Opportunites WAEGX heart.gifheart.gifheart.gif
Spectra Green Fund SPEGX heart.gif 

TIAA-CREF Social Choice TCSCX heart.gifheart.gif
Touchstone
Premium Yield Equity TPYAX heart
USAA
First Start Growth USFGX heart
Vanguard FTSE Social Index VFTSX heart.gifheart.gif
Walden Social
Balanced  WSBFX heart.gifheart.gifheart.gifheart.gifheart.gif
Equity WSEFX heart.gifheart.gifheart.gifheart.gif
Mid Cap WAMFX heart.gifheart.gifheart.gifheart.gif
Small Cap Innovations WASOX heart.gifheart.gifheart.gifheart.gif
Winslow 
Green Growth WGGFX heart.gifheart.gifheart.gifheart.gif



For individual fund performance, visit the Social Investment Forum.

Copyright Natural Investments, LLC 2012

Publication or Reproduction without written permission of Natural Investments, LLC, P.O. Box 747, Paonia, CO 81428 is prohibited.
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The information available on this website is posted for informational purposes only. Links to other Internet sites are included as a convenience. Natural Investments, LLC is not responsible for and assume no liability for its content since the parties are unrelated. In addition, Natural Investments, LLC does not review the website and does not make any representation as to the accuracy of the content.

 

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