Mienzaniso Yezvikwereti Zvikuru Kuzviisa Munzira Yakasimba
Simba guru rezvemagariro evanhu pamwe chete nehuwandu hwezvinhu zviri pasi pehutungamiri zviduku zvishoma kudarika mhemberero dzakawanda dzezvemari pamwe chete, asi zvichiri kupa maonero ekuwedzera uye kufarira muitiro we SRI.
Shandisa urongwa uhwu uye zvibatanidzi kune mhuri dzezvikwereti kuti udzidze zvakawanda nezvekuti SRI yakakura sei purogiramu yezvigadzirwa zvekutsvaga. Asi yeuka, chikuru hazvireve kuti zviri nani. Kuita ndizvo zvinokosha.
01 Ariel Fund - $ 1.9 Bhiriyoni
Maererano nekambani iyo mari inoshandiswa mumakambani ane misika yemari inowanzosvika pakati pe $ 1 ne7,5 mabhiriyoni, nechisimbiso pamatokisi maduku.
Ariel's flagship value approach yakavakirwa pamutemo wekutanga wekutarisira makambani asina kukodzera anoratidza simba rakakura rokukura. Vanoedza kutora mikana yekufungisisa kwenguva pfupi yemusika kuti kuwedzere migumisiro yakareba kwenguva refu uye kutsvaga makambani akasiyana-siyana nemakasimba akasimba / franchises, simba rakasvibirira mari, chikwereti chiduku, yakakwirira-mhando michina kana mabasa, zvipingamupinyi zvinopinda kupinda (moats) uye kudzivirirwa kwakaderera zvinodiwa.
Chiratidzo cheApositi: ARGFX
02 Pax World Balanced Fund - $ 1.8 Bhiriyoni
Chikamu chemhuri yePax World Mutual Funds iri muPortsmouth, NH.
Maererano nekambani iyi, Pax World Balanced inoshandisa makambani "anopa zvinhu uye mabasa, zvakadai sehutano hwehutano, teknolojia, kusvibiswa kwemhepo, dzimba, zvishandiso, uye dzidzo, izvo zvinovandudza hupenyu hwehupenyu."
Pax World Balanced is a "domestic hybrid" fund, zvinoreva kuti inobata kusanganiswa kwematokisi uye zvisungo zvekambani dzeUnited States.
Iko Chikwereti chinotsvaka mari uye kuchengetedza kwevakuru uye, chechipiri, kuwedzerwa kwekureba kwemahombekombe kuburikidza nekutsvaga mune imwe nzvimbo yemapurisa ematokisi uye zvisungo izvo kuyerwa kunowirirana zvichienderana nemamiriro emisika.
Nhamba yechitoro: PAXWX
03 Parnassus Core Equity - $ 13 Bhiriyoni
Parnassus Core Equity Fund inokurudzira nehutori hwekutsvaga uye hurumende yakasimba mumakore anenge makumi mana nemakumi mana uye munguva yemazuva ano yakave yakakura zvikuru kuU.S. SRI Mutual Fund kuburikidza nehuwandu hwematengo.
Iyi ndiyo inotarisana nehurumende inotarisana nehurumende yemari iri kuedza kuisa mari nenzira yakasimba, sezvakanyorwa kare pamusoro apa .
Iko Core Equity Fund inotsvaga kuisa pfungwa pakutsanangura makambani ne:
- Mitsu yakawanda kana kuti makwikwi ane simba okudzivirira anodzivirira chikamu chemahombe uye kubatsirwa
- Kubudirira pamusoro penguva refu, iyo inopa kuwedzera kwekuwedzera chikamu
- Mazano ekugadzirisa mazano ayo achaita zvakanakisisa zvevashandi vemari
- Inofadza makore matatu ekutsvaga kwekutsvaga
IChikwama chinoedza kushandura shanduro yeS & P 500 pachikonzero chekugadzirisa njodzi nehuwandu hwekugovera. IChikwama ichiedza kudzivirira vatengesi kubva kune kurasikirwa panguva yemisika yebhebhe, pavanenge vachipa huwandu hunobatsira hwekutengeserana panguva yemabhizimisi emombe.
Chiratidzo chechitoro: PRBLX
04 Ariel Kuonga - $ 1.7 Bhiriyoni
Ariel Kukoshesa inoshandisa "mid-cap" mashizha, ayo ari makambani ane misika yemakemikari yakawanda pakati pe $ 2 mabhiriyoni ne $ 15 mabhiriyoni.
Inoshandisa zvikwiriso zvakafanana seye guru Ariel Fund: zvakatipoteredza, fodya, zvombo, nyukireya, uye zvakasiyana-siyana.
Iye zvino mazita makuru ekubatana anosanganisira Stanley Black uye Decker, AFLAC uye JM Smucker.
Chiratidzo chechitoro: CAAPX
05 Parnassus Fund - $ 690 mamiriyoni
Parnassus Fund inhengo yemhuri yeParnassus Funds iri kuSan Francisco.
Sangano reChond's contrarian rinoda kuisa mumakambani ayo haasati afarirwa nevakawanda vevatengesi. IChikwama chinoedza kupfuudza shanduro yeS & P 500 nehuwandu hwekugovera. Iyo Fund inodzivirira makambani anobatanidzwa mukugadzira, kugadzira, kana kunatswa kwemafuta.
Kubva musi waJune 30, 2016, iyo gumi yakabatanidzwa muhomwe iyi yaiva:
IBM Corp 4.9%
Ciena Corp 4.6%
Micron Technology 4.4%
Motorola Solutions 3.6%
Allergan plc 3.2%
Charles Schwab Corp 3.1%
Praxair Inc. 3.1%
CVS Health Corp 3.1%
Pentair plc 3.1%
Chikoro cheGiriyedhi Inc.3.0%
Chiratidzo chechitoro: PARNX