Hiki i nā Kamaliʻi liʻiliʻi ke hoʻomau a me ka waiwai?
Ināʻoe eʻimi nei i kahi kālā e pili ana i nā lawaiʻa pili pono a mālama i nā poʻe liʻiliʻi, hiki i kēia mau mea ke paʻakikī eʻike. ʻO kāna kumuhana no ka nuiʻana o nā hui nui i nā alakaʻi alakaʻi a me nā hui liʻiliʻiʻoihana hou i nāʻano hou eʻimi a hūnāʻia a iʻoleʻo B Corporations a iʻole nāʻano hana likeʻole e like me ka mea iʻikeʻia ma ka honua o Impact Investing e like me kēia Hōʻike pūnaewele JPMorgan i hala iho nei. Eia naʻe, ua loaʻa i kekahi mau kālā ke loaʻa i ka maikaʻi o ke kālā i ka wā eʻimi ana i ka hoʻohui i nā hui liʻiliʻiʻoi aʻe.
Eia ka papa inoa o nā kumukūʻai kūʻupu liʻiliʻi liʻiliʻi i hala no nā makahiki heʻumi a i hala aku nei a pehea hoʻi e hana nei. ʻO ka hapa nui o ke kālā o ka lehulehu e pili ana i nā hui nui, akā,ʻo kēia mau mana e kau nui ma luna o nā kamaliʻi me ka nui o ka loaʻaʻana o kaʻoihana ma lalo o $ 2 aʻekolu paha.
01 Hoʻopili kālā kālā hōʻiliʻili
Ua hoʻonohonoho kēia pūnaewele iā ia iho e like me kēia: "ʻO nā hoʻopuka noiʻi hoʻomoʻauao kālepa o Calvert e nānā i kaʻoihana paʻa i loko oʻehiku mau ākea āpau e pili ana iā Calvert e pili ana i ka pilina pili pili kālā. Nā'Āina, Ke Kaiāulu Kaiāulu. "
Ma ka hala heʻumi makahiki i hala aku nei, ua loaʻa i ka waihona he + he 5.18% no ka makahiki o Russell 2000 + 4,92%, me kaʻoi aku o kaʻike ma mua o ka 1-, 3- a 5-makahikiʻaʻole i lōʻihi.
Eia naʻe, ua emi i ka 7% ma mua o ka makahiki 2016 a he 160M wale nō kālā ke kālā, a ke lawe nei i ka hoʻokō mua 4.75%.
02 Ariel Fund
ʻOiaiʻaʻole kahi kālā kūpono maikaʻiʻole,ʻo Ariel Fund (ARGFX) he wahi liʻiliʻi i ka hapalua o nā kālā kālā eʻimi nei i nāʻoihana pono'ī i waena o $ 1 a me $ 7.5 piliona. Ma kahi o 80% o ko lākou mau waihona he mau liʻiliʻi liʻiliʻi, no laila, ua kūpono kēia kālā e like me kahi'āpana kālā liʻiliʻi ma kā mākou puke.
Ke kākoʻoʻiaʻo Ariel Fund e "kūkuluʻia ma luna o nā kumumanaʻo o ka hoʻohuiʻana i nāʻoihana i kālepaʻia e hōʻike ana i kahi ikaika nui no ka uluʻana."
Ua mālamaʻo'Ariel Fund i kahi o $ 2ʻAmelika i ka hopena o ka makahiki 2015, e lilo ana ia me ka uku kālā nui loa o US me kahi'āpana liʻiliʻi nui loa.
Ma mua o 5 a me 10-makahiki uaʻike nuiʻia ka Russell i kohoʻia e Russell 2500 Value Index.
ʻO ka hōʻai'ē hōʻoluʻoluʻo Ariel kahi kālā hou o kēia pūpū me kekahi mau'āpana liʻiliʻi liʻiliʻi, akā aia wale nō he 10-15% o kēlā papahana i kēia manawa.
03 Pax Makahiki Pāpili Kekona
Hōʻailona kākoʻo: PXSCX
ʻO kahi hōkele kālā Starstar 4,ʻo Pax World Small Cap i kahi $ 500M ma lalo o ke alakaʻi, a ma o kā lākou pūnaewele, mai kona hoʻomakaʻana i ka hoʻomakaʻana o ka makahiki 2008, ua hāʻawi i nā kiʻekiʻe me ka haʻahaʻa haʻahaʻa.
Ma kahi o 5 mau makahiki i kēia manawa, + he 8.74% o kēlā me kēia makahiki ma ka lakene aʻo kona 2000-03 ka nui o Russell 2000 + 7.25%.
04 Parnassus Mid Cap Fund
Hōʻailona kiʻi: PARMX
Ua hoʻokomoʻia ka Parnassus Pākuʻi Small (PARSX mua) i loko o Parnassus Mid Cap, i kēia manawa he Star Starstar 5 ma kahi o $ 500M ma nā waiwai.
ʻO ke kālā "hoʻokomo me ka hoʻohaʻahaʻa liʻiliʻi a me ke kūlana kiʻekiʻe ma kahi o 40 mau waihona. Uaʻimi ka waihona kālā 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 Moku'āina e hōʻano hou i ka Russell Mid Cap Index no ka lōʻihi o ke kūlana palekana me kahi māhele kiʻekiʻe. Ke ho'āʻo nei ke kālā e pale i nā mea waiwai mai nā pōʻino i ka manawa kūʻai o nā kiko kai. "
Ua like ka hana a ke kālā i kona pae'āina i nā makahiki 5 i hala iho nei.
05 Winslow Green Growth Fund
ʻO ka hōʻailona kahiko: WGGFX, a me kahi punahele nui,ʻo Winslow Green Growth i ka wā o ka pilikia kālā aʻaʻole kaumaha i kēia manawa.
Ma hope o ka loaʻaʻana o ke kālā hōʻailona ma mua o ka 2000,ʻo kona huiʻana i ka huliʻana i nā mea'ānena i nā hui liʻiliʻi i loko o nā hui liʻiliʻi iʻoi aku kaʻino i ka wā i hoʻopilikiaʻia ai ka pilikia, a ua kūʻaiʻia aku ka hope iā Brown Advisory.
ʻO ke poʻo mua o Winslow,ʻo Jackson Robinson e hoʻohana nei me Trillium, nāna i kūʻai akuʻo Portfolio 21 a he aliʻi lōʻihi hoʻiʻo ia ma kaʻoihana kuleana.