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Archive for September, 2009

South Africa: Leading the Way for the SRI Community

Posted in Uncategorized on September 24, 2009 | Leave a Comment »

21 September 2009
By the end of September, investors in the JSE will be a step closer to accessing a fast developing global investment theme – responsible investment – as the exchange starts to disseminate live values of its Socially Responsible Investment (SRI) Index to the trading screens of thousands of investors worldwide.
The SRI index is [...]

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SRI Funds of the Future

Posted in Business, David van der Roest, EFTs, Resource Stock, bonds, community investing, ethics, investing, mutual funds, tagged on September 24, 2009 | Leave a Comment »

Here are some funds that you might want to look into (I’ll include information on Vanguard’s S&P 500 index fund (VFINX) for comparison):

Fund
Expense Ratio
Turnover
5-Year Return
10-Year Return
Top Holdings Include

Appleseed (APPLX)
0.90%
128%
Too new
Too new
Pfizer (NYSE: PFE), Coca-Cola (NYSE: KO)

Calvert Social Index A (CSXAX) 
0.75%*
14%
(0.3%)
Too new
AT&T (NYSE: T), IBM

Pax World Growth (PXWGX) 
1.46%
51%
1.3%
(1.1%)
Qualcomm (Nasdaq: QCOM), Cisco (Nasdaq: CSCO)

Domini Social Equity (DSEFX)
1.15%
9%
0.3%
(2.0%)
IBM, Amgen

Winslow Green Growth [...]

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