In his paper, Geczy argues that by putting 44% of your money into AHA Diversified Equity I Fund (AHDEX), 31% into Domini Social Equity Fund
(DSEFX), 19% into Citizens Core Growth Standard Fund (WAIDX), 3% into Columbia Young Investor A Fund (LYIAX), and 3% into Thrivent Large Cap Stock A Fund (AALGX), you can reasonably mimic the Vanguard Total Stock Market Index fund (a non-SRI fund), with virtually the same returns.
Her personal experience investing through the Domini Social Equity Fund
led her to recommend that the congregation follow similar socially and environmentally responsible criteria for investing its endowment funds.
This is what became the Domini Social Index, which the Domini Social Equity Fund replicates.
An assembly line worker in General Motors who chooses to invest in the Domini Social Equity Fund in the 401k plan has a direct connection with activism on environmental codes of conduct or sweatshop issues or issues of diversity in the work force.
of Boston, which controls the $1.4 billion Domini Social Equity Fund
and corresponding Domini 400 Social Index.
The Domini Social Equity Fund was chosen for its social screen.
Its Domini Social Equity Fund (DSEF) was the first socially responsible index fund in the United States.
Our top long-term pick was Domini Social Equity fund, which averaged 26.80% over the past five years.
Sloan of NCM Capital Management, and Domini Social Equity funds concentrate on large-cap stocks, the big corporations that dominate the American economy.
For aggressive, long-term investors (those looking for the highest possible returns, who can handle the ups and downs of the market) the Domini Social Equity Fund and Citizens Trust Index Fund stand out.
As of last June, the Domini Social Equity Fund had returned 32.96 percent for one year and 30.3 percent annualized over three years.
This Cambridge, Mass., firm known for the Domini Social Equity Fund
, tracks the performance of companies that pass multiple social screens.