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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