Figures in the charts below are as of October 23, 2013.
High Strength, Low Risk Fund Score > 3, Below average volatility |
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Name | DWA Fund Score | DWA rRisk Score | |||
Equity Funds And ETFs | |||||
Parnassus Equity Income Fund Class Institutio (PRILX) | 4.76 | 0.88 | |||
Ave Maria Rising Dividend Fund (AVEDX) | 4.50 | 0.94 | |||
Calvert Large Cap Core Portfolio Class A (CMIFX) | 4.12 | 0.91 | |||
Walden Equity Fund (WSEFX) | 3.53 | 0.99 | |||
iShares FTSE KLD 400 Social Idx Fd (ETF): NYS - DSI | 3.35 | 0.99 | |||
Calvert Balanced Portfolio Class A (CSIFX) | 3.14 | 0.59 | |||
Calvert Moderate Allocation Fund Class A (CMAAX) | 3.10 | 0.71 | |||
Pax World Balanced Individual Investor Class (PAXWX) |
3.08 | 0.89 | |||
Appleseed Fund (APPLX) | 3.03 | 0.20 | |||
Bond Funds | |||||
Ave Maria Bond Fund (AVEFX) | 3.24 | 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) | 5.73 | 1.64 | |||
Ave Maria Growth Fund (AVEGX) | 5.20 | 1.15 | |||
Neuberger Berman Socially Responsive Fund Inv (NBSRX) | 4.79 | 1.10 | |||
Domini International Social Equity Fund Class (DOMAX) | 4.72 | 1.43 | |||
PowerShares WilderHill Clean Energy(ETF): NYS - PBW | 4.71 | 2.51 | |||
TIAA-CREF Social Choice Equity Fund Instituti (TISCX) | 4.62 | 1.05 | |||
Parnassus Fund (PARNX) | 4.53 | 1.50 | |||
Calvert Global Water Fund Class A (CFWAX) | 4.49 | 1.22 | |||
Calvert Capital Accumulation Fund Class A (CCAFX) | 4.35 | 1.40 | |||
Parnassus Workplace Fund (PARWX) | 4.16 | 1.18 | |||
Parnassus Mid Cap Fund (PARMX) | 4.10 | 1.10 | |||
Ave Maria Catholic Values Fund (AVEMX) | 3.91 | 1.20 | |||
VALIC Company I Global Social Awareness Fund (VCSOX) | 3.69 | 1.16 | |||
Vanguard FTSE Social Index Fund Institutional (VFTNX) | 3.49 | 1.06 | |||
DFA U.S. Social Core Equity 2 (DFUEX) | 3.48 | 1.26 | |||
Domini Social Equity Fund Investor Class (DSEFX) |
3.48 | 1.08 | |||
Calvert Small Cap Fund Class A (CCVAX) | 3.44 | 1.34 | |||
Calvert International Equity Fund Class A (CWVGX) | 3.43 | 1.30 | |||
VALIC Company II Socially Responsible Fund (VCSRX) | 3.40 | 1.03 | |||
Calvert Social Index Fund Class I (CISIX) | 3.39 | 1.01 | |||
Parnassus Small Cap Fund (PARSX) | 3.32 | 1.56 | |||
Calvert Equity Portfolio Class A (CSIEX) | 3.16 | 1.05 | |||
iShares MSCI USA ESG Select Scl Indx Fnd: NYS - KLD | 3.08 | 1.01 | |||
Low Strength, Low Risk Fund Score < 3, Below average volatility |
Name | DWA Fund Score | DWA rRisk Score | |||
Equity Funds and ETFs | |||||
DFA International Social Core Equity Portfoli (DSCLX) | 2.80 | 0.00 | |||
DFA International Social Core Equity Portfoli (DSCLX) | 2.75 | 0.72 | |||
Bond Funds | |||||
Calvert Ultra-Short Income Fund Class A (CULAX) | 2.79 | 0.05 | |||
Calvert Income Fund Class A (CFICX) | 2.77 | 0.30 | |||
Calvert Short Duration Income Fund Class A (CSDAX) | 2.75 | 0.16 | |||
Domini Social Bond Fund Investor Class (DSBFX) | 2.37 | 0.19 | |||
Calvert Bond Portfolio Class A (CSIBX) | 2.19 | 0.29 | |||
Calvert Tax-Free Bond Fund Class A (CTTLX) | 1.96 | 0.44 | |||
Calvert Long-Term Income Fund Class A (CLDAX) | 1.95 | 0.49 | |||
Parnassus Fixed Income Fund (PRFIX) | 1.61 | 0.28 | |||
Low Strength, High Risk Fund Score < 3, Above average volatility |
Name | DWA Fund Score | DWA rRisk Score | |||
Equity Funds and ETFs | |||||
DFA Emerging Markets Social Core Portfolio (DFESX) | 2.88 | 1.69 | |||
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." |
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`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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