Funds with an Ethic and Prudent Spirit
Equity and balanced funds covered by the Morningstar Mutual Funds service that have an ethic and a 3-year track record. Listed by size, from largest to smallest. Provided for general information only. Should not be considered a list of recommended funds. See prospectus for complete details.
| Fund | Ethic |
|---|---|
| Washington Mutual | ATG |
| Templeton Growth | ATG |
| Templeton Foreign | ATG |
| American Mutual | AT |
| Templeton World | ATG |
| Pioneer Fund | ATG |
| Brandywine | ATG |
| Pioneer Growth | ATG |
| Pioneer Mid-Cap. Val. | ATG |
| Pioneer Mid-Cap | ATG |
| Pax World Fund | ATGW |
| Pioneer Eq. Income | ATG |
| Domini Soc. Equity | ATGWNP |
| Calvert Social. Bal. | ATGNW |
| Templeton Glb. Opts. | ATG |
| Pioneer Europe | ATG |
| Smith Barney Soc. A. | N/A |
| Parnassus | ATGN |
| Citizen's Global | ATWP |
| Citizen's Emg. Gro. | ATWP |
| Calvert World Value | ATWNP |
| Ariel | TWN |
| Neu. & Ber. Soc. Res. | ATGWN |
Ethics code
A indicates the fund generally avoids companies primarily engaged in the alcoholic beverage industry; T is tobacco; G is casino gambling; W is weapons manufacturing; N is nuclear power; and P indicates the fund watches for positive attributes of one nature or the other.
Toll free 800 numbers for funds not highly covered by Morningstar: Lutherans might call the Thrivent Funds at 800.THRIVENT; Presbyterians might call the New Covenant funds at 858.6127; Catholics might call the Aquinas funds at 877.278.4627 or Catholic Values at 888.974.4486; Mennonites might call MMA at 977.2947; conservative Christians might call the Timothy Plan at 846.7526 or the Noah Fund at 794.6624; Islamic investors might call Amana at 728.8762; Christian Scientists might call 385.7003.