The growth of Socially Responsible Investing (SRI) has been phenomenal — socially screened portfolios have grown from $165 Billion in 1995 to well over $3 Trillion in 2012. Most studies suggest that SRI-screened portfolios have about the same risk-adjusted returns as their unscreened counterparts. Socially Responsible Investing not only earns competitive returns, but also helps to build a sustainable future and enhance our quality of life through shareholder activism.
TIAA-CREF Social Choice Equity Fund (TICRX) – .44% Expense Ratio
Vanguard FTSE Social Index Fund (VFTSX) – .29% Expense Ratio
TIAA-CREF Social Choice Bond Fund (TSBBX) – .65% Expense Ratio
Parnassus Fixed-Income Fund (PRFIX) – .75% Expense Ratio
iShares FTSE KLD Social Index Fund (KLD) – .50% Expense Ratio
The information provided in the chart above was gathered through each company’s website and MorningStar, Inc. as of the date of this article.