Investing responsibly
April 19, 1999
SocialFunds.com provided incorrect information for the social responsibility investment chart that appeared here last week. The fund performance figures below are correct.
SRI funds generally avoid companies active in tobacco, gambling, weapons production, and alcohol. Several beat the average return of the S&P 500 index funds (4.8 percent) for the first quarter.
Fund name Year to date 1 year
IPS Millennium 22.4% 45.5% 800-232-9142
Calvert Social Eq A 7.5 6.7 800-368-2748
Victory Lakefront 7.6 7.8 800-423-0898
American Trust 6.8 28.4 800-423-0898
Amana Growth Fund 6.6 14.8 800-728-8762
Bridgeway SR 6.4 23.1 800-661-3550
Citizens Index Fund 5.5 29.5 800-223-7010
Dreyfus Third Century 5.2 20.4 800-782-6620
Source: SocialFunds.com, as of 3/31 close