12.13.2007

ECO FRIENDLY MUTUAL FUNDS

Green eco friendly mutual funds research, description and combined list. 5/08 add ALTEX a new solar mutual fund to the list.





Eco-friendly mutual funds can provide green investment diversification, a simple way to own some of the leading individual solar, wind, biofuels and green consumer stocks discussed on this site. You can also gain exposure to great ECO focused companies based in Europe like wind power leader Vestas.

Simplify your due diligence research as we examine the major component company holdings in these leading ECO mutual fund portfolios. They are not created equal and vary significantly.

These funds break down into 2 classes of SRI (socially responsible investing) funds. Some funds actually invest in the companies producing ECO Green technologies, like wind, solar and biofuels, many others are simply investing in companies that promote sustainability and ECO Green values through their operations. This distinction can be HUGE in terms of your ECO investment philosophy. It is a positive when Microsoft and IBM adopt sustainability, but would you rather invest directly in solar, wind and biofuels?

The financial media works itself into a froth over ECO Green investment, but rarely makes the distinction of actual Green vs. adoption Green.


Five mutual funds that invest directly in ECO green technology producers :
Symbols : GAAEX, NALFX, PORTX, CGAEX, WGGFX

For quote list of these 5 mutual funds that rise to the top based on ECO friendly approach:
click here

You may aslo consider these ETF's with similar holdings :
For the list of ECO ETF's that rise to the top based on ECO friendly approach:
click here



Alphabetical list of all ECO Green mutual funds by symbol :

CAAPX Ariel Mutual Funds. SRI company selection screen. Portfolio companies adopt green policies vs. producing actual green ECO products or services.

CGAEX Calvert Global Alternative Energy. Good exposure to many ECO Green leading companies. Largest holdings are wind and solar, 64% of the fund.

GAAEX Guinness Atkinson Alternative Energy. Fund weighted to actual wind and solar companies.

GCBLX Green Century Balanced. GCEQX Green Century Equity. Investing in companies they believe are leading the way toward a greener future. SRI component.

NALFX New Alternatives Fund. Began operations in September 1982. Good exposure to many ECO Green leading companies.

NBSRX Neuberger Berman Socially Resp Investment. SRI focus. Tough website to navigate.

PAXWX Pax World Balanced. SRI focus. Pax World was founded in in 1971. Launched the first publicly available, socially responsible mutual fund.

PORTX Portfolio 21 Fund. Portfolio 21 invests in companies designing ecologically superior products, using renewable energy, and developing efficient production methods. Click here for in-depth analysis of PORTX

SCFSX Sierra Club Stock Fund. Broad SRI focus.

SPEGX Spectra Fund. Fund investing at least 80% of its net assets in equity securities of companies conduct their business in an environmentally sustainable manner.

WGGFX Winslow Green Growth. Portfolio weighted toward green building products, sustainable living and clean energy.

No comments: