Responsible returns
January 11, 1999
WASHINGTON
For Americans who invest according to conscience, social resposibility investing (SRI) paid off nicely last year. SRI mutual funds generally invest in stocks of companies that eschew tobacco, gambling, weapons production, and alcohol.
Not only do these funds promote certain values, several delivered some impressive returns.
Fund name 1998 total return
Citizen Index 42.75%
800-223-7010
Citizens Emerging Growth 42.71
800-223-7010
Bridgeway SR 39.11
800-661-3550
Allegiance 36.22
800-385-7003
Citizens Global Equity 32.26
800-223-7010
Calvert Capital Mid Cap 29.35
800-368-2748
Women's Equity 28.80
800-385-7003
Calvert World Values Equity A 16.10
800-368-2748