Are socially responsible funds good stewards?
Article Abstract:
The disparity found in the Stewardship Grades with respect to the socially responsible (SRI) funds' expenses is discussed. Domini Social Equity DSEFX and Calvert Social Investment Equity CSIEX are some of the SRI funds that charge higher fee for their in-house funds and also most firms behind SRI funds have strong, fund holder-oriented cultures.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Selected American: Our manager of the year runner up puts shareholders first
Article Abstract:
Selected American SIASX's turnover is in the 20 percent range that translates into a five-year holding period. This index fund compares very favorably within its group as it has a huge edge over its typical rival, Vanguard 500 that charges 1.43 percent more.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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