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Resources for Values-Based Investing
Receive a phenomenal free publication on companies profiting from abortion, pornography, entertainment and gambling stocks by signing up for the Pro-Vita Advisor.
Tom Stohbar, President, Pro-Vita Advisors
P. O. Box 292813, Dayton, OH 45429
1-800-774-5797
Take a look at the managers of your mutual funds to see how they are investing
your money. If you don’t like what you see, roll them to another fund and let them know the reason. A free service that will check out your funds is found at
http://money.crosswalk.com/investigator2.html. A similar service that charges a fee is at http://www.evalueator.com
To determine your mutual fund’s ratings in the areas of tobacco,
board diversity, firearms and nuclear power, check out http://www.calvert.com/index. This is also a free service.
Funds Which Are Screened
Noah Fund (NOAHX)
A
large-cap, no load growth fund. Excludes companies profiting from abortion, pornography, entertainment, gambling, tobacco and alcohol. The May 1999 issue of Worth Magazine declared Noah Fund
the #1 Socially Responsible Fund. Information:1-800-NOAH or www.noahfund.com
Brandywine Fund (BRWIX)
A large-cap, no load growth fund. This is one of the top three performing
no load US growth funds for the 10 years ending in 1997. Information: (800) 656-3017 or www.brandywinefunds.com
Timothy Plan (TPLNX)
A small-cap, load value fund. Timothy Plan
also offers screened large mid-value, fixed income, and money market funds. It excludes the same things as the Noah Fund plus those companies promoting the "same-sex lifestyle."
Information from a presentation given at Royal Treasure Symposium, 2000, by Mary Naber, Deputy Director of Research for The Money Channel at www.crosswalk.com. First undergraduate from
Harvard with a dual degree in Economics and The Comparative Study of Religion.
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