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Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN...
Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack. The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500...
Summary The SUSTAIN Equity Fund Index declined -0.18% in a Volatile April, trailing the performance of the S&P 500 by 56 basis points. U.S. stocks gain in April but investment-grade bonds post -0.74% decline. Three constituent SUSTAIN funds generated positive results...
On April 23, 2018, the U.S. Department of Labor (DOL) Again Attempts to Clarify Social Investing Rules for Plan Fiduciaries On April 23, 2018, the U.S. Department of Labor (DOL) released a Field Assistance Bulletin intended to give further guidance...
Summary vAn estimated $2.8 billion, or 1.1%, in net new cash flowed into the sustainable investment funds segment during the three month interval. A much more significant $18.8 billion was added by repurposed funds and funds that were reclassified. ...
The Round-Up is not intended to cover all semi-annual and annual reports filed during the course of the month, but rather to offer a representative sampling by some of the leading sustainable funds in their respective sectors.   Trillium Mutual...
Summary During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or 54 basis points (bps) ahead of the S&P 500 Index which dropped -2.54%. The SUSTAIN...
Summary The effectiveness of divestment strategies aside, index fund investors who may wish to avoid investments in the stocks and bonds of weapons manufacturers and retailers in light of recent mass shootings in Florida, may be challenged to do so....
Parnassus Funds Parnassus Asset Management 12/31/2017 Annual Report filed as of 2/9/2018 Observations: The annual report covers six funds and their corresponding share classes, 12 in total, including the Parnassus Fund, Parnassus Core Equity Fund, Parnassus Endeavor Fund, Parnassus Mid Cap Fund,...
Summary The SUSTAIN Large Cap Equity Fund Index registered a decline of -3.72% in February, or 3 basis points behind the S&P 500 Index. Four of 10 funds that comprise the index outperformed the non-ESG S&P 500 Index. During...

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