Socially Responsible Funds Outperform Benchmarks

Ruthie Ackerman | Financial Planning

The Social Investment Forum released its analysis last week of 160 socially responsible mutual funds from 22 members of the forum, revealing that 65% of the funds in all asset classes, including balanced, large-cap, small-cap and global funds, as well as bonds, outperformed their benchmarks by significant margins last year. The data SIF used for its analysis was provided by Thomson Reuters.

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