Socially Responsible Equity Fund
Fund Goals

The Socially Responsible Equity Fund seeks to provide long-term capital growth in a portfolio of securities that meet the Fund’s social responsible investing guidelines.  It seeks superior total return through a broadly diversified core equity portfolio.  The portfolio manager performs research predominantly in large cap value style equity securities including a screen for socially responsible issues.  Up to 50% of the Fund may be invested in mid cap equities. The Fund will typically hold 40-60 stocks.

Social Responsibility
Social research is conducted using Institutional Shareholder Services/Investor Responsibility Research Center databases on issue-oriented concerns where good corporate citizen stocks are vetted that demonstrate socially conscious business practices.  These research goals include:

  • Environmental Sustainability
  • Corporate Governance
  • Human Rights 
  • Product Safety
  • Community Relations
  • Employee Relations

Social screens are also employed that relate to faith-based guidelines of the United States Conference of Catholic Bishops for responsible investing.  Companies in the following business lines are screened out:
  • Tobacco
  • Gambling
  • Weaponry
  • Alcohol
  • Abortion
  • Nuclear Power