WebFeb 28, 2024 · Baywood Socially Responsible Fund Institutional Shares Transaction Fee/Load 1 See Fund Picks from Fidelity ® for no transaction fee alternatives Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High … WebMar 31, 2024 · Fund Overview Objective The investment seeks to provide high total return consisting of capital appreciation and current income. Strategy The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any …
7 Best Socially Responsible Mutual Funds - US News
WebFidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity … WebMar 21, 2024 · Socially responsible mutual funds invest in companies that follow predetermined ethical standards. Fund managers carefully examine one or more aspects of how a corporation runs its business or... fishbone lytes
7 Great Socially Responsible Mutual Funds Kiplinger
WebJun 9, 2024 · That's where ratings can help. Consider a hypothetical scenario where you want to look for sustainable-investing-focused funds and you decide to run a screen on Fidelity.com by selecting the "Socially responsible" theme within the ETF Screener (login required). While the funds in this screen may qualify as sustainable investments based … WebMar 31, 2024 · Fund Overview Objective The investment seeks to provide high total return consisting of capital appreciation and current income. Strategy The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any … WebFeb 28, 2024 · Calvert US Large Cap Core. The Calvert U.S. Large Cap Core Responsible Index is composed of companies that operate their businesses in a manner that is consistent with Calvert's responsible investment principles and are selected from the universe of companies included in the S-Network U.S. Equity Large Cap 1000 Index. fishbone long beach willow