The top scoring fund in the first quarter continues to be the PowerShares WilderHill Clean Energy fund (PBW), as it is now scoring at a 5.62 and holding a significant lead over the next best score of the Ariel Fund Investor Class (ARGFX) at a 4.99. Interestingly enough, PBW ranks at the 97th percentile versus all other energy-related funds and at the 99th percentile versus any other kind of fund on a one-year rolling basis, indicating that it is outperforming 97 percent of all energy-related funds and 99 percent of all funds over the past 12 months.  The best scores for diversified equity funds are found between the Ariel Fund Investor Class (ARGFX) and the Ave Maria Growth Fund (AVEGX), both of which are scoring in the high 4 range.  On the international scene, the strongest player is from Domini with the Domini International Social Equity Fund (DOMAX), which is scoring at a 3.74. This fund is also scoring well above the average score for international or global funds.  On the fixed-income side of the SRI marketplace, the two fund leaders are from Calvert: Calvert Long-Term Income Fund (CLDAX) scoring at 3.55 and Calvert Income Fund (CFICX) scoring at 3.41.  Both funds are well above the 2.38 average score of a U.S. fixed-income fund.  These two funds also offer excellent exposure for most fixed-income allocation strategies. All funds and ETFs in the ranking have assets of $100 million or more.  
 
High Strength, Low Risk
Fund Score > 3, Below average volatility
           
   

Name

 DWA Fund Score DWA rRisk Score  
 

Equity Funds And ETFs

      
    Parnassus Equity Income Fund Class Institutio (PRILX) 4.35 0.87  
    Ave Maria Rising Dividend Fund (AVEDX) 4.28 0.94  
    Calvert Large Cap Core Portfolio Class A (CMIFX) 3.47 0.92  
    iShares FTSE KLD 400 Social Idx Fd (ETF): NYS - DSI 3.42 0.99  
    Legg Mason Investment Counsel Social Awarenes (SSIAX) 3.40 0.74  
    iShares MSCI USA ESG Select Scl Indx Fnd: NYS - KLD 3.30 1.00  
    Calvert Balanced Portfolio Class A (CSIFX) 3.15 0.60  
    DFA International Social Core Equity Portfoli (DSCLX) 3.11 0.97  
    Pax World Balanced Individual Investor Class (PAXWX) 3.00 0.87  
 

Bond Funds

      
    Calvert Long-Term Income Fund Class A (CLDAX) 3.55 0.52  
    Calvert Income Fund Class A (CFICX) 3.41 0.31  
    Calvert Bond Portfolio Class A (CSIBX) 3.22 0.29  
    Calvert Tax-Free Bond Fund Class A (CTTLX) 3.16 0.40  
    Calvert Short Duration Income Fund Class A (CSDAX) 3.06 0.16  
           

 

High Strength, High Risk
Fund Score > 3, Above average volatility
           
   

Name

 DWA Fund Score DWA rRisk Score  
 

Equity Funds and ETFs

      
    PowerShares WilderHill Clean Energy(ETF): NYS - PBW 5.62 2.46  
    Ariel Fund Investor Class (ARGFX) 4.99 1.62  
    Ave Maria Growth Fund (AVEGX) 4.81 1.15  
    Parnassus Workplace Fund (PARWX) 4.38 1.38  
    Calvert Small Cap Fund Class A (CCVAX) 4.17 1.15  
    Neuberger Berman Socially Responsive Fund Inv (NBSRX) 4.07 1.10  
    Parnassus Fund (PARNX) 3.92 1.08  
    Parnassus Mid Cap Fund (PARMX) 3.87 1.37  
    Vanguard FTSE Social Index Fund Institutional (VFTNX) 3.76 1.03  
    Calvert Capital Accumulation Fund Class A (CCAFX) 3.76 1.09  
    Domini International Social Equity Fund Class (DOMAX) 3.74 1.14  
    VALIC Company II Socially Responsible Fund (VCSRX) 3.74 1.20  
    Domini Social Equity Fund Investor Class (DSEFX) 3.72 1.20  
    VALIC Company I Global Social Awareness Fund (VCSOX) 3.62 1.06  
    Calvert Social Index Fund Class I (CISIX) 3.54 1.24  
    Calvert Global Water Fund Class A (CFWAX) 3.49 1.19  
    TIAA-CREF Social Choice Equity Fund Instituti (TISCX) 3.47 1.17  
    DFA U.S. Social Core Equity 2 (DFUEX) 3.41 1.07  
    Pax World Growth Fund Individual Investor Cla (PXWGX) 3.34 1.00  
    Ave Maria Catholic Values Fund (AVEMX) 3.27 1.19  
    Walden Equity Fund (WSEFX) 3.19 1.00  
    DFA CSTG&E International Social Core Equity P (DFCCX) 3.01 1.19  
           

 

Low Strength, Low Risk
Fund Score < 3, Below average volatility
           
   

Name

 DWA Fund Score DWA rRisk Score  
 

Equity Funds and ETFs

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