Figures in the charts below are as of September 25, 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) | 4.65 | 0.86 | |||
Ave Maria Rising Dividend Fund (AVEDX) | 4.50 | 0.94 | |||
Calvert Large Cap Core Portfolio Class A (CMIFX) | 4.22 | 0.91 | |||
iShares FTSE KLD 400 Social Idx Fd (ETF): NYS - DSI | 3.32 | 0.99 | |||
Walden Equity Fund (WSEFX) | 3.09 | 0.99 | |||
Pax World Balanced Individual Investor Class (PAXWX) | 3.07 | 0.88 | |||
Calvert Moderate Allocation Fund Class A (CMAAX) | 3.00 | 0.70 | |||
Appleseed Fund (APPLX) | 3.00 | 0.95 | |||
Bond Funds | |||||
Ave Maria Bond Fund (AVEFX) | 3.33 | 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) | 5.62 | 1.63 | |||
Ave Maria Growth Fund (AVEGX) | 5.25 | 1.14 | |||
Neuberger Berman Socially Responsive Fund Inv (NBSRX) | 4.69 | 1.09 | |||
Domini International Social Equity Fund Class (DOMAX) | 4.69 | 1.39 | |||
PowerShares WilderHill Clean Energy(ETF): NYS - PBW | 4.66 | 2.37 | |||
TIAA-CREF Social Choice Equity Fund Instituti (TISCX) | 4.58 | 1.04 | |||
Calvert Global Water Fund Class A (CFWAX) | 4.49 | 1.18 | |||
Parnassus Workplace Fund (PARWX) | 4.49 | 1.19 | |||
Parnassus Mid Cap Fund (PARMX) | 4.26 | 1.08 | |||
Calvert Capital Accumulation Fund Class A (CCAFX) | 4.16 | 1.39 | |||
Ave Maria Catholic Values Fund (AVEMX) | 3.99 | 1.19 | |||
Parnassus Fund (PARNX) | 3.69 | 1.47 | |||
Calvert Small Cap Fund Class A (CCVAX) | 3.66 | 1.33 | |||
VALIC Company I Global Social Awareness Fund (VCSOX) | 3.59 | 1.14 | |||
Vanguard FTSE Social Index Fund Institutional (VFTNX) | 3.57 | 1.05 | |||
Calvert International Equity Fund Class A (CWVGX) | 3.52 | 1.26 | |||
DFA U.S. Social Core Equity 2 (DFUEX) | 3.46 | 1.27 | |||
VALIC Company II Socially Responsible Fund (VCSRX) | 3.45 | 1.03 | |||
Calvert Social Index Fund Class I (CISIX) | 3.44 | 1.00 | |||
Domini Social Equity Fund Investor Class (DSEFX) | 3.35 | 1.08 | |||
Parnassus Small Cap Fund (PARSX) | 3.15 | 1.53 | |||
iShares MSCI USA ESG Select Scl Indx Fnd: NYS - KLD | 3.12 | 1.01 | |||
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) | 2.99 | 0.58 | |||
DFA International Social Core Equity Portfoli (DSCLX) | 2.81 | 0.00 | |||
Legg Mason Investment Counsel Social Awarenes (SSIAX) | 2.71 | 0.73 | |||
Bond Funds | |||||
Calvert Short Duration Income Fund Class A (CSDAX) | 2.56 | 0.16 | |||
Calvert Ultra-Short Income Fund Class A (CULAX) | 2.39 | 0.05 | |||
Calvert Income Fund Class A (CFICX) | 2.19 | 0.30 | |||
Calvert Bond Portfolio Class A (CSIBX) | 2.07 | 0.29 | |||
Calvert Tax-Free Bond Fund Class A (CTTLX) | 2.06 | 0.42 | |||
Domini Social Bond Fund Investor Class (DSBFX) | 2.00 | 0.18 | |||
Calvert Long-Term Income Fund Class A (CLDAX) | 1.69 | 0.49 | |||
Parnassus Fixed Income Fund (PRFIX) | 1.59 | 0.28 | |||
Low Strength, High Risk Fund Score < 3, Above average volatility |
Name | DWA Fund Score | DWA rRisk Score | |||
Equity Funds and ETFs | |||||
Calvert Equity Portfolio Class A (CSIEX) | 2.95 | 1.04 | |||
DFA Emerging Markets Social Core Portfolio (DFESX) | 2.79 | 1.65 |
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