Do you know what industries your mutual fund invests in? There are ways to find out
Investors are increasingly expanding their attention beyond past performance to evaluate what the mutual funds and exchange-traded funds in their accounts are invested in.
Sensitivity to environmental sustainability, gender equity and many other social and corporate responsibility issues has been responsible for significant growth in investment funds that consider these factors in the stocks and bonds that they own.
Some points of evaluation are opaque, and not every ratings source grades similarly, but over the past few years, emerging resources have made it easier for investors to know what they own and seek out funds better aligned with their values and preferences.
At FossilFreeFunds.org, you can enter the ticker/trading symbol of the mutual fund or exchange-traded fund that you own or are evaluating. A report is generated identifying the number of fossil-free badges the fund earns. Read Full Article - The News Tribune, July 3, 2019