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Access Capital Strategies Community Investment Fund; inception 1998; supports community development (617-236-7274)
Aid Association for Lutherans merged into Thrivent Financial
Alternatives Federal Credit Union; serving those underserved by other financial institutions, especially low income, minorities, women, and non-profits (607-273-4611; toll free: 877-273-AFCU)
Amana Mutual Funds Trust (Amana Income & Amana Growth); inception 1986 & 1994; invests its growth and income funds according to Islamic principles; (888-732-6262 or 360-734-9900)
American Trust Allegiance Fund; inception 1997; Christian Science screen: avoids investments in the alcohol, gambling, tobacco and health care industries (800-385-7003)
Aquinas Funds, Inc.; LKCM Aquinas family of four no-load funds promote Catholic family values as outlined by the United States Conference of Catholic Bishops' investment guidelines (800-423-6369)
Ariel Mutual Funds; inception 1986, 1989 & 2005; four funds screened for environment, diversity, community, tobacco, handguns, and nuclear energy (800-292-7435)
Ave Maria Catholic Values Fund; funds take a pro-family approach to investing, with a proprietary screening process that examines corporate compliance with Catholic teaching regarding abortion, pornography, and policies that undermine the sacrament of marriage --- investments are made only in companies whose operations do not violate the core teachings of the Roman Catholic Church as determined by the Funds' Catholic Advisory Board (1-866-283-6274)
Azzad/Dow Jones Ethical Market Fund; seeking to outperform the Dow Jones Islamic Market index (DJIMXL), an index composed of the most liquid global stocks that satisfy its Shari'ah investment criteria (888-350-3369)
Barclays iShares KLD Select Social Index; seeks to maximize exposure to large capitalization companies that have positive social and environmental characteristics while at the same time maintaining risk and return characteristics similar to the Russell 1000; inception 2005
Blue Fund; 2 funds; inception 2006; invests in companies that both "act blue" and "give blue" --- portfolios are based on core progressive values like environmental sustainability, community participation and respect for human rights and invest in companies whose political contributions demonstrate a commitment to these values (877-490-BLUE)
Bridgeway Funds 11 funds; inception 1994, 1997, 1998, 2001 & 2003; John Montgomery views philanthropic work as part of Bridgeway's mission and therefore donates half of Bridgeway's investment advisory fee profits to charities, with a particular focus on small, grass-roots organizations --- other unique philosophies at Bridgeway include a seven-to-one salary cap where the highest paid Partner (employee) can't make more than seven times the lowest paid Partner; Bridgeway's dependence on word of mouth, media coverage and performance charts instead of a large marketing budget to attract shareholders; and the company has an extensive code if ethics (800-661-3550 or 713-661-3500)
Brown Capital Management; 5 mutual funds; the firm is 100% minority owned, one of the first of its kind in the investment management industry (800-809-3863)
Go to Social Funds & Banks Home Page
Go to Funds = C, D, E & F
Go to Funds = G, I, L, M, N & O
Go to Funds = P, R, S, T, V & W
Department of Sociology - McGuinn Hall
Boston College
Chestnut Hill, MA 02467
Telephone: (617) 552-3346
Fax: (617) 552-4283
please E-Mail them to us.