How do socially responsible funds and portfolios perform?
The recent US Social Investment Forum report on the ranking of socially screened funds found that half of all Socially Responsible Funds earned top Morningstar, Lipper Marks. Seventy percent of the largest socially screened mutual funds in the United States earned the highest marks possible for their performance — and half of the wider group of social funds got top rankings. See also the Fund Performance charts (coming soon). In examining these charts please note the following: When analysing the performance of both socially screened and conventionally managed portfolios, it is important to compare “apples to apples.” The academic studies available in the library compare similar portfolios. Lastly, don’t fall into the trap that others have and simply tally up the 45+ socially responsible funds and average their performances. As any sophisticated investor knows, various types of funds react differently to the market. For example, international funds or funds following a contrarian inve
