PORTX Eco-Friendly Mutual Fund Analysis

The PORTX fund is from the Green eco-friendly mutual funds list in the ECO MUTUAL FUNDS section of this site.

This screening selection critera used by the Porfolio21 fund (PORTX) can be applied to any of the ECO Green investments discussed on this site. The PORTX fund uses cooperatively developed standards creating their own proprietary framework to evaluate portfolio companies.

The PORTX selection framework is summarized below and the expanded criteria is linked.

Business Model
The company's business model is adapting to gain competitive advantages within ecological constraints...
Impact of Products/Services
The company understands the ecological impact of its products and/or services and has taken significant steps to reduce those impacts...
Investments
The company has demonstrated an environmental commitment through its investments...
Leadership
The company's management understands the magnitude of the ecological crisis and views environmental sustainability as a major business opportunity...
Environmental Management
The company's environmental management system helps identify and address environmental impacts and liabilities, develop action plans and procedures, and establish environmental accounting practices...
Resource Efficiency
The company is doing more with less by efficiently using and re-using resources...
Environmental Risks & Liabilities
Climate destabilization is among the greatest ecological risks we face, and the associated liabilities pose a threat to investors as well as the world...
Other Issues
Exclude companies with negative performance in the areas of employee relations, human rights, community involvement, or product safety, as well as those with significant business activities in nuclear energy, tobacco, gambling, or weapons.

Source: Portfolio21.com/in-depth selection criteria

Link to the complete list of Portfolio21 holdings

Go back to the Eco Mutual Fund page

Linear regression channel price chart for PORTX :