Thanks to this post by Matthieu Croce I’ve done a bit more research on Social Funds. His post points to SocialFunds.com which is a website dedicated to providing information on socially-responsible investing. I found the site to be incredibly useful in aggregating related funds and was pleased to find one of my investments on there (the Ariel Fund [ARGFX]). I remember choosing the fund first for it’s potential return, but after reading the prospectus, I was determined to hold the investment due to it’s focus on socially responsible companies.

Here’s the fund’s summary from Yahoo Finance:

“The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of smaller companies with market capitalizations generally between 500 million and 2.5 billion. The fund typically contains no more than 45 stocks and seeks socially responsible, undervalued companies; in particular, it seeks those whose primary source of revenue is not derived from the production or sale of tobacco products, the generation of nuclear energy, or the manufacturing of handguns.”

SocialFunds.com lists a large amount of information on socially responsible investments and also has daily “social investment” news. Here’s a snippet from their homepage:

“SocialFunds.com features over 10,000 pages of information on SRI mutual funds, community investments, corporate research, shareowner actions, and daily social investment news.”

I’ve pulled out a few of my favorite social funds and have listed them in a ticker box in the sidebar. You can view each fund’s Yahoo Finance page by clicking on the ticker symbol.

TAGS: Social Funds | Mutual Fund | Investing | SRI

This entry was posted on Thursday, December 15th, 2005 at 1:36 am and is filed under Business Ethics, Corporate Social Responsibility, Social Enterprise. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.