Strict SRI Leads to Superior Performance
Appleseed Fund’s concentrated portfolio and required margin of safety make their shareholders feel good by doing good.
For Big Banks, It’s a Case of Bill Gross vs. Gundlach, KBW, et al
In the case of Too Big to Fail vs. Market Expectations, it looks like negative market expectations are winning out against the big U.S. banks.
Investing With a Contrarian Conscience: Appleseed Fund Goes for Gold, Scraps Big Banks
When investors think of socially responsible funds, they think of windmills, herbal tea and other investments that sacrifice return for lofty goals. But look at 5-star Morningstar-rated Appleseed Fund, and think again.