Nā Hōʻailona o nā'Ake kālā nui eʻimi i kahi Huakaʻi Ola
ʻO kaʻoihana nui loa e pili ana i nā kālā likeʻole ma keʻano o ka nui o nā waiwai i lalo o ka hoʻolālāʻana, heʻano liʻiliʻi ia ma mua o ka nui o nā kālā kuʻuna maʻamau, akā e hāʻawi mau ana lākou i kekahi mau hiʻohiʻona e pili ana i ka ulu a me ka hoihoi i ka pili SRI.
E hoʻohana i kēia papa inoa a me nā loulou i kaʻohana kālā e aʻo hou e pili ana i kaʻike nui o kaʻike SRI nui no nā koho koho. Akā, e hoʻomanaʻo,ʻaʻole pono ka mea nui. He helu helu ka hana.
01'Ariel Fund - $ 1.9ʻAla
Wahi a ka firm e waiho nei ka waihona kālā i nā hui me ka waihona kālā ma waena o $ 1 a me 7.5 piliona, me ka hoʻoikaikaʻana i nā kumukū liʻiliʻi.
Ke kūkuluʻia neiʻo'Ariel ma kahi kūpono o ka hōʻailona o ka hae ma luna o ka manaʻo nui o ka hoʻohuiʻana i nāʻoihana i hoʻolālāʻia e hōʻike ana i ka ikaika nui no ka uluʻana. Ke ho'āʻo nei lākou e hoʻohana i ka noʻonoʻo e pili ana i ka wānana no ka hoʻolālāʻana i nā hopena lōʻihi a eʻimi i nāʻoihanaʻokoʻa me nā mana ikaika / franchise, nā kālā waiwai nui, nā haʻawina liʻiliʻi, nā huahana kūlana kiʻekiʻe paha, haʻahaʻa haʻahaʻa haʻahaʻa.
Hōʻailona kiʻi: ARGFX
02 Pax World Balanced Fund - $ 1.8 Palena
Mahele o ka Pax World Mutual Fundsʻohana i hoʻonohonohoʻia ma Portsmouth, NH.
Wahi a ka firm, Pax World Balanced invests in companies "e hoʻolako i nā waiwai a me nā lawelawe, e like me ke olakino, kekinohana, ka hoʻoponopono lepo, hale, nā pono, a me ka hoʻonaʻauao, e hoʻonui ai i ka maikaʻi o ke ola."
ʻO Pax World Balanced he "waihona lako home",ʻo ia hoʻi ka paʻaʻana o nā hui a me nā kāmepa o nā hui i hoʻokumuʻia e US.
ʻImi ka waihona i ka waiwai a me ka mālama mālamaʻana o ke poʻokela, aʻo ka lua,ʻo ka ulu o ke kālā i ka wā lōʻihi ma o ka hoʻokomoʻana i loko o kahi kumukūʻai o nā kiko a me nā mea i hoʻokaʻawaleʻia e like me nā kūlana kūʻai.
Palapala kiʻi: PAXWX
03 Parnassus Core Equity - $ 13ʻAmelika
Ke hoʻolilo nei ka Parnassus Core Equity Fund i ka hoʻohaʻahaʻa haʻahaʻa a me ke kūlana kiʻekiʻe ma kahi o 40 mau waihona a ua hōʻea i kēia manawa i kahi nui loa o ka US SRI Mutual Fund ma ka nui o ka waiwai.
ʻO kēia kaʻoihana nui nui e kū nei i mua o ka lehulehu e ho'āʻo ana e hoʻoikaika i ke kākoʻo mau, e like me ka mea i kākau muaʻia e pili ana i kēia .
Mālama ka Core Equity Fund i ka nānāʻana i kaʻikeʻana i nā hui me:
- Māʻaluʻai nui aiʻole nā lanakila kūlana ikaika e mālama ai i ka māhele o ka māhele a me ka waiwai
- ʻO ke kūlana ma luna o ka wā lōʻihi, e hāʻawi ana i kahi ulu ulu ulu
- Nā hui hoʻonohonoho maikaʻi e hana i ka mea maikaʻi loa o nā mea kuleana
- Ke kūleʻa mālama kūponoʻekolu makahiki
Ke ho'āʻo nei ka'Āpana e hōʻoia i ka kuhikuhi S & P 500 ma ke kūlana palekana me kahi māhele kiʻekiʻe. Ke ho'āʻo nei ke kālā e pale i nā mea waiwai mai nā poho i nā makai kai, me ka hāʻawiʻana i ka nui o ke komoʻana ma kaʻoihana kau.
Hōʻailona kiʻi: PRBLX
ʻO Aelike Hōʻikeʻia - $ 1.7
Hāʻawiʻo Ariel Appreciation i nā kūʻokoʻa ma "mid-cap",ʻo ia nā kamaliʻi me kahiʻoihana kūʻaiʻoihana ma waena o $ 2 biliona a me $ 15 biliona.
Hoʻohanaʻia kēlā mau pale e like me ka nui aku o Ariel Fund: kaʻiao, ka paka, nā mea kaua, ka'enela nuhopu, a me nāʻano likeʻole.
ʻO Stanley Black a me Decker, AFLAC a me JM Smucker nā hana nui loa.
Hōʻailona kiʻi: CAAPX
05 Parnassus Fund - $ 690 miliona
ʻO ka Parnassus Fund he lālā o kaʻohana Parnassus Funds e pili ana i San Francisco.
Ke koi nei kaʻokoʻa pili o ka Fund e hoʻopuka i loko o nā hui i kākoʻoʻia e ka hapa nui o nā mea kālā. Ke ho'āʻo nei ka Waihona e hōʻoia i ka papa kuhikuhi S & P 500 me kahi mahele kiʻekiʻe. Mālama ka Pūʻali i nā kamupali i komo i ka hana, hana, aiʻole ka hoʻouluʻana i nā wāwahie mōʻalihaku.
I ka lā 30 o Iune 30, 2016,ʻo nāʻoihana he umi o ka waihona kālā he:
ʻO IBM Corp 4.9%
ʻO Ciena Kāpena 4.6%
Keʻenaʻo Micron 4.4%
Motorola Solutions 3.6%
Mākaʻiʻia plc 3.2%
Charles Schwab Corp 3.1%
Praxair Inc. 3.1%
CVS Health Corp 3.1%
Pentair plc 3.1%
Ka Waihona o Gileada Inc.3.0%
Hōʻike kiʻi: PARNX