Investing - Socially Responsible: Difference between revisions

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===Ideas===

Remember, buyer beware, and check with Morningstar Guide to Mutual Funds (a "Consumer Reports" of mutual fund investing with ratings and ~~comparison~~) online through your local. public library, but three, diversified, low-cost, socially responsibly, mutual funds, that top my list for investing for retirement, are

Remember, buyer beware, and check with Morningstar Guide to Mutual Funds (a "Consumer Reports" of mutual fund investing with ratings and comparisons) online through your local, public library, ... but three, diversified, low-cost, socially responsibly, mutual funds, that top my list for investing for retirement, are:

TIAA CREF Social Choice Equity Fund - TICRX

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Vanguard Health Care fund finishes in the top 1% of all mutual funds after 15 years, and is very low cost, and has very low turnover, but is now closed. It also buys similar ~~stocks~~ that a socially responsible mutual fund would buy. T. Rowe Price Health Sciences Fund - PRHSX - is performing remarkably these days, but as a health care fund, it isn't diversified, and hence more risky (the big concern in investing) than the above diversified, socially responsible, mutual funds - ~~check~~ it out in Morningstar.

Vanguard Health Care fund finishes in the top 1% of all mutual funds after 15 years, and is very low cost, and has very low turnover, but is now closed. It also buys stocks similar to that which a socially responsible mutual fund would buy. T. Rowe Price Health Sciences Fund - PRHSX - is performing remarkably these days, but as a health care fund, it isn't diversified, and hence more risky (the big concern in investing) than the above diversified, socially responsible, mutual funds. Check these two out in Morningstar.

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===Select References===

Burton, John. 2011. [http://online.wsj.com/article/SB10001424052748704425804576220462961462024.htmlInvesting with Principles: Socially responsible ETFs are multiplying, with a variety of approaches]. April 3. New York, NY: The Wall Street Journal.

Glassman, James K. 2012. [http://www.kiplinger.com/columns/openingshot/archives/mutual-funds-for-socially-responsible-investors.html 5 Mutual Funds for Socially Responsible Investors: You don't have to give up performance to invest with your conscience]. Kiplinger's Personal Finance.

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Morningstar Guide to Mutual Funds. 2012. (Check your public library's complete, print version, and the online version through your public library, as well).

Parnassus. http://www.parnassus.com/

Parnassus Funds. 2013. http://www.parnassus.com/

Pax World Funds. 2013. http://www.paxworld.com/

TIAA-CREF Funds - Retail Class - Social Choice Equity (TICRX). 2012. [http://www.tiaa-cref.org/public/performance/mutual_funds/profiles/59.html TIAA-CREF Funds Social Choice Equity]. TIAA-CREF Funds.