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Figures in the charts below are as of November 26, 2013.

High Strength, Low Risk
Fund Score > 3, Below average volatility
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds And ETFs      
    Ave Maria Rising Dividend Fund (AVEDX) 4.70 0.95  
    Calvert Large Cap Core Portfolio Class A (CMIFX) 4.14 0.90  
    Walden Equity Fund (WSEFX) 3.68 1.00  
    iShares FTSE KLD 400 Social Idx Fd (ETF): NYS - DSI 3.60 0.99  
    Calvert Moderate Allocation Fund Class A (CMAAX) 3.06 0.71  
    DFA International Social Core Equity Portfoli (DSCLX) 3.06 1.00  
    Legg Mason Investment Counsel Social Awarenes (SSIAX) 3.02 0.72  

Pax World Balanced Individual Investor Class (PAXWX)

3.01 0.88  
  Bond Funds      
    Ave Maria Bond Fund (AVEFX) 3.49 0.20  


High Strength, High Risk
Fund Score > 3, Above average volatility
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds and ETFs      
    Ariel Fund Investor Class (ARGFX) 5.90 1.64  
    Ave Maria Growth Fund (AVEGX) 5.27 1.14  
    TIAA-CREF Social Choice Equity Fund Instituti (TISCX) 4.83 1.04  
    Neuberger Berman Socially Responsive Fund Inv (NBSRX) 4.83 1.09  
    Calvert Global Water Fund Class A (CFWAX) 4.66 1.22  
    PowerShares WilderHill Clean Energy(ETF): NYS - PBW 4.53 2.48  
    Domini International Social Equity Fund Class (DOMAX) 4.44 1.40  
    Calvert Capital Accumulation Fund Class A (CCAFX) 4.27 1.38  
    Ave Maria Catholic Values Fund (AVEMX) 4.04 1.19  
    Vanguard FTSE Social Index Fund Institutional (VFTNX) 3.90 1.05  
    DFA U.S. Social Core Equity 2 (DFUEX) 3.83 1.24  
    VALIC Company I Global Social Awareness Fund (VCSOX) 3.77 1.14  
    VALIC Company II Socially Responsible Fund (VCSRX) 3.76 1.03  
    Calvert Social Index Fund Class I (CISIX) 3.73 1.00  
    Domini Social Equity Fund Investor Class (DSEFX) 3.73 1.08  
    Global X Funds: NASDAQ - SOCL
3.47 1.94  
    Calvert Equity Portfolio Class A (CSIEX) 3.47 1.05  
    Calvert Small Cap Fund Class A (CCVAX) 3.45 1.32  
    iShares MSCI USA ESG Select Scl Indx Fnd: NYS - KLD 3.23 1.01  
    DFA CSTG&E International Social Core Equity P (DFCCX) 3.19 1.24  
    Calvert International Equity Fund Class A (CWVGX) 3.14 1.25  
    DFA Emerging Markets Social Core Portfolio (DFESX) 3.01 1.68  


Low Strength, Low Risk
Fund Score < 3, Below average volatility
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds and ETFs      
    Calvert Balanced Portfolio Class A (CSIFX) 2.90 0.59  
    Appleseed Fund (APPLX) 2.86 0.94  
  Bond Funds      
    Calvert Ultra-Short Income Fund Class A (CULAX) 2.78 0.05  
    Calvert Short Duration Income Fund Class A (CSDAX) 2.72 0.16  
    Calvert Income Fund Class A (CFICX) 2.31 0.30  
    Domini Social Bond Fund Investor Class (DSBFX) 2.11 0.18  
    Calvert Bond Portfolio Class A (CSIBX) 2.05 0.29  
    Calvert Tax-Free Bond Fund Class A (CTTLX) 1.91 0.43  
    Calvert Long-Term Income Fund Class A (CLDAX) 1.46 0.49  


Low Strength, High Risk
Fund Score < 3, Above average volatility
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds and ETFs      


  DWA Fund Score:    The DWA Fund score ranks the technical strength on a scale of 0 through 6 using an equation based on price trending and relative strength.  Funds with scores above 3 are considered by Dorsey Wright to be “investment grade”.   Funds with scores close to 6 are “market dominant."
  `DWA rRisk Score:     The DWA rRisk score measures the risk of the group on a relative basis. The calculation uses the 3 year Standard Deviation average of the group or fund divided by the Standard Deviation of the Cap Weighted S&P 500 Equity Index. Ratios higher than 1 demonstrate higher risk than the market benchmark and ratios less than 1 demonstrate lower risk than the market benchmark.

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