Ko Makambani Maduku Anogona Kubudirira uye Anobatsira Here?
Kana uri kutsvaga mutero wekugadzirisa unoshandisa nzira dzakagadzikana mune zvehupfumi uye huripo mukambani duku, izvi zvinogona kunge zvakaoma kuwana. Izvo zvinonetsa zvikuru nokuti makambani makuru anowanzove vatungamiri vekusimudzira uye makambani mashoma anovandudza munzira itsva anove achichengetwa ari oga kana kuti B Corporations kana mamwe maitiro ebhizimisi idzva revanhu sezvinowanikwa munyika ye Impact Kuisa kune imwechete iyi yakabuda JPMorgan mushumo . Zvisinei, mari yakawanda yakawana hutano hwehutano hwakanaka apo ichitsvaga kudyara mumakambani mashoma akanyorwa.
Heino urongwa hwemari yakawanda yekutengesa mari yakave yakambovapo kwemakore gumi apfuura kana kupfuura uye kuti vakave vachiita sei. Zvizhinji zvevanhu vanoziva nezvehutano hwemagariro evanhu zvinotarisa kumakambani makuru, asi vatungamiri ava vanotarisa kunyanya kumakambani ane kambani yekubhadhara mari inodarika madhora maviri kana matatu mabhiriyoni.
01 Calvert Small Cap Value Fund
Iko mari iyi yakazviisa pacho: "Calvert's social investment research analysts anoongorora kushanda kwevanhu munzvimbo dzakasiyana-siyana dzekuda mari yeCalvert yemari inotarisirwa pamwe chete: Governance uye Ethics; Workplace; Maitiro; 'Kodzero; Community Relations.'
Kwemakore gumi apfuura, mari iyi yaive negore rega rega rekudzoka kwe + 5.18% zvichienderana nezvakaenzaniswa naRussell 2000 + 4.92%, uye zvakanyanya kudarika kupfuura 1, 3- uye makore mashanu kwete kare kare.
Zvisinei, mari yacho yakaderera kupfuura 7% kare muna 2016 uye inodarika 160M US Dollars muzvinhu, uye inotakura 4.75% pamberi mutoro.
02 Ariel Fund
Kunyange zvazvo isina mari yakachena, mari yeAriel Fund (ARGFX) iri duku kusvika pakati pekambani yemari inoda kuva nemakambani anokosha pakati pe $ 1 ne $ 7.5 mabhiriyoni. Vanodarika makumi mapfumbamwe nezana (80%) avo vakachengetwa ndivo madiki, saka chikwereti ichi chinoshingaira sechikwata chediki mumabhuku edu.
Ariel Fund nzira "yakagadzirwa pamusoro peshoko rekutanga rekutsvaga makambani asina kukodzera anoratidza simba rakakura rokukura."
Ariel Fund yakachengetedza mari inodarika $ 2 Billion kusvika pakupera kwegore ra2015, ichiita kuti ive guru reUnited fund rakakura nekawanda-duku-cap inopiwa.
Kupfuura makore mashanu nemakumi mashanu-makore akange asina kukwana Russell Russell's 2500 Value Index.
Ariel Appreciation Fund ndeyeimwe mari yekambani iyi ine zviduku zviduku, asi inongowanikwa 10-15% yepodfolio yako panguva ino.
03 Pax World Small Cap Fund
Nhamba yechitoro: PXSCX
A 4 Star Morningstar fund, Pax World Small Cap ine mari inosvika $ 500M pasi pevatungamiri, uye kuburikidza newebsite yavo, kubvira pakatanga kwaro muna 2008, yakapa mhinduro dzakakwirira nechekudzikama.
Kwemakore mashanu mari iyi yakanga ichangopfuura + 8.74% pagore pavhareji apo purogiramu yayo Russell 2000 yaiva + 7.25%.
04 Parnassus Mid Cap Fund
Chiratidzo chechitoro: PARMX
Parnassus Small Cap (yakapfuura PARSX) yakabatanidzwa muParnassus Mid Cap, iye zvino iri 5 Star Morningstar Fund ine mari inopfuura $ 500M muzvinhu.
Iko mari "inotengeswa nechepasi kutengesa uye kukwidziridzwa kwepamusoro mune anenge 40 holdings.Chikwereti chinoda kuisa mumakambani ane:
- 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 kuwedzera maitiro eRussell Mid Cap Index pamusoro pekugara kwenguva yakareba nechinangwa chekugadzirisa njodzi nehuwandu hunoshingaira. IChikwama ichiedza kudzivirira vashandi kubva kune kurasikirwa panguva yemisika yebhebhe. "
Mari iyi yakaita zvakafanana kune iyo inofanirwa nemakore mashanu apfuura.
05 Winslow Green Growth Fund
Aimbova Stock chiratidzo: WGGFX, uye munhu waanoda, Winslow Green Growth akatambura munguva yematambudziko emari uye zvinosuruvarisa zvisiripo.
Mushure mokunge mari yakasununguka kare kare muma2000, mutsara waro wekutsvaga mamiriro ekuchengetedzwa kwezvakatipoteredza mumakambani maduku akarehwa akaita zvakashata apo dambudziko racho rakatariswa, uye iyo fuma pakupedzisira yakatengeswa kuBlack Advisory, iyo iye zvino inoshandisa mari yakawanda.
Winslow waimbova musoro Jackson Robinson zvino anoshanda naTrillium, uyo akatenga Portfolio 21 uyewo ari mutungamiri kwenguva refu mubasa rekugoverana.