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Methodology
Methodology
The methodology used to compile the Rating addresses the three main strategies of Corporate SRI - Avoidance and Affirmative Screening, and Shareholder Activism - along with Community Investing. The mutual fund's application of each element is weighted and scored, and then the funds are ranked. Those in the lowest percentile group (0-20%) are awarded , those in the highest percentile group (81-100%) ♥♥♥♥♥. Each fund is reviewed annually to determine its rating, and it is not uncommon for funds to rate differently from year to year given changes in their social responsibility policies.

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