Sustainable, socially responsible, and ethical mutual funds that disclose in their prospectus or offering circular non-financial investment management techniques such as screening, shareholder advocacy, and community investing. Such funds may have narrowly focused or broad-reaching screens and/or investment activities.
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- Parnassus Investments Mutual funds that invest in undervalued companies with good business practices. United States.
- Green Century Funds Mutual funds founded, managed, and owned by a partnership of non-profit environmental organizations. United States.
- Security Social Awareness Fund Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States.
- Domini Social Investments Family of SRI funds. Utilizes screening, shareholder activism, and community investing. United States.
- Calvert Investments, Inc. Provides mutual funds that invest in socially and environmentally responsible companies.
- Pax World Mutual Funds Fund family applies sustainability criteria and strategies to investment process. USA
- Azzad Funds Family of religious-based funds incorporating Shari'ah-based (Islamic) principles. United States.
- Timothy Plan Fund family based on a set of Christian biblical religious values. United States.
- CRA Qualified Investment Fund Institutional fund invests according to the Community Reinvestment Act guidelines. United States.
- New Alternatives Fund Environmentally screened fund specializing in alternative energy, recycling, and energy conservation issues. United States.
- Meritas Mutual Funds Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.
- Monaco Environment Development Durable Sustainability fund of funds managed by Credit Agricole Asset Management of France. Monaco.
- Portfolio 21 Global fund utilizing sustainability SRI principles. United States.
- Allegiance Fund Utilizes negative screens. Avoids companies involved in the alcohol, gambling, tobacco and certain health care industries. United States.
- Free Enterprise Action Fund Anti corporate social responsibility, single-bottom-line only, conservative activist mutual fund. United States
- The Diversity Fund Equity investments in large U.S. companies selected for inclusion because they have financial and diversity performance. United States
- Aquinas Funds Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.
- Ave Maria Mutual Funds An Standard and Poor's 500 index fund that screens out companies that do not adhere to Catholic values. The Funds also advocate for corporate responsibility. United States.
- Ariel Investments Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States.
- Amana Mutual Funds Trust Family of religious-based funds incorporating Shari'ah-based Islamic principles. United States.