UPDATE:
The information below was published in mid-2017, before we launched our new web feature that screens mutual funds. Now that this feature is available to the public, you should disregard the list below and scan your mutual fund on our homepage.
----------------------------------
The following is a list of socially responsible mutual funds that have not reported holdings in any of the companies on our divestment list. This does not mean that these funds are actively screening for prison or occupation-related human rights violations. If you have investments and these issues are important to you, contact your money manager to let them know about your concerns and to urge them to adopt a socially responsible investment (SRI) policy that includes a human rights screen.
This analysis was done in March, 2017, based on data ranging from September 2016 to March 2017. This list only included mutual funds whose main assets are in stocks. It does not include fixed income or real estate funds. By the end of 2017, we plan to offer a searchable tool that would scan any U.S. mutual fund for holdings in prison and occupation companies.
If you have information about a mutual fund that you think should be on this list, or if you want to get information about a specific fund that is not on this list, contact us at investigate@afsc.org.
The AFSC does not recommend or endorse investment in any of these funds.
2017 Prison and Occupation-Free Mutual Funds:
1919 Socially Responsive Balanced Fund (SESIX, LMRNX, SSIAX, SESLX)
AB Global Thematic Growth Fund (ALTFX, ATEYX, AGTIX, ATEBX, ATEKX, ATERX, ATECX)
AdvisorShares Global Echo ETF (GIVE)
AllianzGI Global Sustainability Fund (ASTNX, ASUAX, ASTPX)
American Century Investments:
• American Century NT Heritage Fund (ACLWX, ACDUX)
• American Century NT Mid Cap Value Fund (ACDSX, ACLMX)
• American Century NT Small Company Fund (ACLOX)
Appleseed Fund (APPIX, APPLX)
Ariel Investments:
• Ariel Appreciation Fund (CAAIX, CAAPX)
• Ariel Discovery Fund (ARDFX, ADYIX)
• Ariel Fund (ARAIX, ARGFX)
Ave Maria Mutual Funds :
• Ave Maria Growth Fund (AVEGX)
• Ave Maria Rising Dividend Fund (AVEDX)
Baywood Socially Responsible Fund (BVSIX, BVSNX)
Brown Advisory Sustainable Growth Fund (BAFWX, BAWAX, BIAWX)
Boston Common:
• Boston Common International Fund (BCAIX)
• Boston Common U.S. Equity Fund (BCAMX)
Boston Trust & Walden Funds :
• Walden Asset Management Fund (WSBFX)
• Walden Equity Fund (WSEFX)
• Walden International Equity Fund (WIEFX)
• Walden Midcap Fund (WAMFX)
• Walden Small Cap Fund (WASOX)
• Walden SMID Cap Fund (WASMX)
Calvert Investments:
• Calvert Capital Accumulation Fund (CCACX, CCPIX, CCAFX, CCAYX)
• Calvert Emerging Markets Equity Fund (CVMIX, CVMCX, CVMAX, CVMYX)
• Calvert Equity Portfolio (CSIEX, CIEYX, CEYIX, CSECX)
• Calvert International Equity Fund (CWVCX, CWVGX, CWEYX, CWVIX)
• Calvert International Opportunities Fund (COIIX, COICX, CIOAX, CWVYX)
• Calvert Small Cap Fund (CSCYX, CSCCX, CSVIX, CCVAX)
Domini Impact International Equity Fund (DOMAX, DOMOX, DOMIX)
Eventide Funds:
• Eventide Gilead Fund (ETGLX, ETCGX, ETILX, ETAGX)
• Eventide Healthcare & Life Sciences Fund (ETIHX, ETNHX, ETAHX, ETCHX)
• Eventide Multi-Asset Income Fund (ETCMX, ETAMX, ETNMX, ETIMX)
Fidelity Select Envir and Alt Energy Portfolio (FSLEX)
First Trust:
• First Trust NASDAQ_ Clean Edge_ Green Energy Index Fund (QCLN)
• First Trust Water ETF (FIW)
Gabelli ESG Fund (SRIAX, SRIDX, SRIGX, SRICX)
Great-West Ariel Mid Cap Value Fund (MXMCX, MXAMX, MXOAX)
Green Century:
• Green Century Balanced Fund (GCBLX)
• Green Century MSCI International Index Fund (GCIFX, GCINX)
Guggenheim Investments:
• Guggenheim S&P Global Water Index ETF (CGW)
• Guggenheim Solar ETF (TAN)
GuideStone Funds:
• GuideStone Funds Global Natural Resources Equity Fund (GNRZX)
• GuideStone Funds Growth Equity Fund (GGEYX, GGEZX)
• GuideStone Funds Real Estate Securities Fund (GREYX, GREZX)
• GuideStone Funds Small Cap Equity Fund (GSCYX, GSCZX)
Guinness Atkinson Alternative Energy Fund (GAAEX)
Hartford Environmental Opportunities Fund (HEOYX, HEOIX, HEOMX, HEOVX, HEONX, HEORX, HEOSX, HEOTX, HEOFX)
Invesco Global Responsibility Equity Fund (VSQAX, VSQYX, VSQSX, VSQRX, VSQFX, VSQCX)
iShares:
• iShares Global Clean Energy ETF (ICLN)
• iShares MSCI Global Impact ETF (MPCT)
John Hancock:
• John Hancock ESG All Cap Core Fund (JHKCX, JHKRX, JHKAX, JHKIX)
• John Hancock ESG Large Cap Core Fund (JHJCX, JHJAX, JHJIX, JHJRX)
Legg Mason - ClearBridge Sustainability Leaders Fund (LCILX, LCSTX, LCISX, CLSUX)
LKCM Aquinas Catholic Equity Fund (AQEIX)
Matthews Asia ESG Fund (MASGX, MISFX)
Meeder Infrastructure Fund (IFAIX, FLRUX, IFAAX)
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX, MFAPX, MSIAX, MSALX)
Natixis Funds - Mirova Global Sustainable Equity Fund (ESGYX, ESGCX, ESGMX)
New Alternatives Fund (NAEFX, NALFX)
Nuveen:
• NuShares ESG Large-Cap Growth ETF (NULG)
• NuShares ESG Mid-Cap Growth ETF (NUMG)
• NuShares ESG Mid-Cap Value ETF (NUMV)
Parnassus:
• Parnassus Asia Fund (PAFSX, PFPSX)
• Parnassus Endeavor Fund (PFPWX, PARWX)
Pax World:
• Pax Balanced Fund (PAXWX, PAXIX, PAXRX)
• Pax ESG Beta Quality Fund (PXWGX, PXGAX, PXGRX, PWGIX)
• Pax Global Environmental Markets Fund (PXEAX, PGRGX, PGRNX, PGINX)
• Pax Mid Cap Fund (PMIDX, PWMDX)
• Pax Small Cap Fund (PXSRX, PXSIX, PXSCX, PXSAX)
PowerShares:
• PowerShares Cleantech Portfolio (PZD)
• PowerShares Water Resources Portfolio (PHO)
• PowerShares WilderHill Clean Energy Portfolio (PBW)
• PowerShares WilderHill Progressive Energy Portfolio (PUW)
Praxis Mutual Funds:
• Praxis Growth Index Fund (MMDEX, MGNDX)
• Praxis Value Index Fund (MVIAX, MVIIX)
Riverbridge Eco Leaders Fund (ECOLX, RIVEX)
Saturna Sustainable Equity Fund (SEEFX)
Sentinel Sustainable Core Opportunities Fund (MYPVX, CVALX)
Shelton Green Alpha Fund (NEXTX)
Strategy shares - EcoLogical Strategy ETF (HECO)
Thornburg Better World International Fund (TBWAX, TBWCX, TBWIX)
Timothy Plan:
• Timothy Plan Aggressive Growth Fund (TAAGX, TCAGX, TIAGX)
• Timothy Plan Growth & Income Fund (TGIAX, TIGIX, TGCIX)
• Timothy Plan Small Cap Value Fund (TPVIX, TPLNX, TSVCX)
Trillium Mutual Funds:
• Portfolio 21 Global Equity Fund (PORIX, PORTX)
• Trillium Small/Mid Cap Fund (TSMDX)
UBS International Sustainable Equity Fund (BNIEX, BNUEX, BNICX)
Van Eck:
• VanEck Vectors Environmental Services ETF (EVX)
• VanEck Vectors Global Alternative Energy ETF (GEX)
Vanguard FTSE Social Index Fund (VFTNX, VFTSX)