Consistently Nonviolent Mutual Funds
For consistent-lifers saving for retirement and otherwise investing money, we offer this practical guide.
Social Responsibility
There are a good large number of mutual funds that have social responsibility criteria, generally aimed at peace and environmental concerns (here’s one list). Poverty concerns are generally addressed as part of social justice in a variety of ways. Racial equity is commonly a criterion.
Care must be taken to read the fund’s screening criteria, because some will actually include “abortion rights” as a positive in their screening. However, most ignore the matter entirely.
Abortion and Pro-Family
There are some funds that screen out abortion investments with a “pro-family” set of concerns but without screening out any military businesses – the Ave Maria Fund, Inspire, and the Timothy Fund.
Nonviolent Across the Board
Below in alphabetical order are known funds that have exclusions for both military or weaponry and abortion; other issues are normally included because that’s what “social responsibility” means.
We’d be delighted to hear of other funds and will add them to the web page list if more information comes in. Send to weekly@consistent-life.org.
Aquinas Fund
http://www.aquinasfunds.com/funds/catholic_equity.html
Follows the Socially Responsible Investment Guidelines of the U.S. Conference of Catholic Bishops.
Catholic Investment Strategies
https://www.catholicinvestments.com
Follows the Socially Responsible Investment Guidelines of the U.S. Conference of Catholic Bishops.
Praxis Funds with Everence
https://www.praxismutualfunds.com/
Now listed as faith-based; originally Mennonite.
Values screens: “We screen out companies for abortion, adult entertainment, alcohol, firearms, gambling, nuclear power, predatory lending, tobacco, and weapons production and support systems.”
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For another of our blog posts on practical personal practice, see
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