Figures in the charts below are as of October 23, 2013.

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) 4.76 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."
  `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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Past performance is not indicative of future results.  Potential for profits is accompanied by possibility of loss.    You should consider this strategy’s investment objectives, risks, charges and expenses before investing.  The examples and information presented do not take into consideration commissions, tax implications, or other transaction costs.

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