2013 National Green Page

2013 National Green Pages

Issue link: http://pubs.greenamerica.org/i/94194

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Page 123 of 197

Financial—Mutual Fund Companies ARIEL INVESTMENTS DID YOU KNOW? SOCIAL Investing There are socially screened funds designed for almost every financial and social investment goal — and new ones are added every year! Financial—Mutual Fund Companies Member mutual fund companies manage one or more mutual funds incorporating social and/or environmental investment criteria or practices. Investing in a mutual fund is buying a share of the fund's portfolio and offers investors built-in diversification. Investors can find a variety of mutual funds in asset classes including domestic equity, balanced, index, bond, money market, and international funds. Access Capital Strategies, a part of RBC Global Asset M 0000009813 ACCESS CAPITAL STRATEGIES, a part of RBC Global Asset Management A new division of Voyageur Asset Management Inc., a Registered Investment Advisor and a wholly owned subsidiary of the Royal Bank of Canada. Access Capital Community Investment Fund (ticker=ACCSX) supports community development, including affordable housing and job creation in geographies targeted by investors. • Account Minimum: $250,000. ron.homer@rbc.com hhttp://www.rbcgam.us Before investing, you should carefully consider a fund's investment objectives, risks, charges, and expenses. This and other information is included in the prospectus, which you can request by calling (800)973-0073 or visiting www.voyageur.net/AccessCapital. Please read the prospectus carefully before investing. Bond investments are subject to interest-rate risk such that when interest rates rise, the prices of the bonds, and thus the value of the bond fund, can decline and the investor can lose principal value. In general, the risk of price flucuation increases with the length of the bond's maturity. Voyageur Asset Management Inc. serves as investment advisor for the Access Capital Community Investment Fund ("the Fund"). The Fund is distributed by Tamarack Distributors, Inc. NOT FDIC-INSURED. NO BANK GUARANTEE. MAY LOSE VALUE 2208.© All Rights Reserved. 155 Federal St., 16th Fl. Boston, MA 02110 P (617)236-7314 F (617)236-7251 Appleseed Fund W000228271 APPLESEED FUND P.O. Box 6110 P (312)896-9660 Indianapolis, IN 46206 Appleseed Fund (APPLX) is a no-load, value-oriented, SRI mutual fund. Seeks to generate market-beating returns by investing in sustainable, undervalued companies. • Account Minimum: $2,000/$1,000 IRAs adam@appleseedfund.com www.appleseedfund.com You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read and considered carefully before investing. You may obtain a current copy of the Fund's prospectus by calling (800)470-1029. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Distributed by United Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA). Fund performance was -11.0% during the twelve months through 3/31/09, and fund performance was -9.1% per annum since inception. Lipper Inc., A Reuters Company, is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are based on historical performance with capital gains and dividends reinvested. Appleseed's #1 Lipper ranking is based on its 1-year performance through 12/31/09 versus 377 other mid-cap value funds. Appleseed's #1 Morningstar ranking is based on its 1-year performance through 12/31/09 versus 186 other domestic equity SRI mutual fund classes. Three-year, five-year and ten-year performance is not applicable; Fund inception date was 12/09/06. 4550 Montgomery Ave., Ste. 1000 Bethesda, MD 20814 T (800)CAL-VERT P (301)951-4898 F (301)208-1399 Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products, including more than 40 equity and fixed income mutual funds, workplace retirement options, and a national 529 college savings program. Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the US that feature integrated environmental, social, and governance research. N See Ad on inside front cover page II. • Account Minimum: $1,000; $100/month auto deposit. www.calvert.com For more information on any Calvert mutual fund, please contact your financial advisor or call Calvert at (800)368-2748 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money. Calvert Distributors, Inc., member NASD, a subsidiary of Calvert Group, Ltd. ClearBridge Advisors 0001075765 CLEARBRIDGE ADVISORS 620 Eighth Ave., 48th Fl. New York, NY 10018 P (212)805-2063 F (212)805-2012 Offered since 1987 through ClearBridge Advisors and its predecessor firms, the Social Aware Investment (SAI) Program provides investment options for both individual and institutional clients. The SAI Program offers separately managed portfolios with environmental, social, and governance integration as part of its fundamental research approach for its flagship investment strategies. In addition to active supportive screening and company engagement, proxy voting is also utilized. www.leggmason.com/InvestorServices ClearBridge Advisors is a subsidiary of Legg Mason, Inc., comprised of ClearBridge Advisors, LLC and additional affiliated investment advisory entities. An investor should consider a Fund's investment objectives, risks, charges and expenses carefully before investing. For a free prospectus, which contains this and other information on any Legg Mason partners Fund, visit www.leggmason.com/ individualinvestors. An investor should read the prospectus carefully before investing. Legg Mason Investor Services, LLC Member SIPC, FINRA, a Legg Mason, Inc. subsidiary. All those listed in this special financial section are Socially Responsible Investing (SRI) practitioners, as well as members of the Green Business Network™ and US SIF. While those listed have made SRI a priority in their work, please note that in some cases the parent company or affiliated organizations may not be devoted primarily to SRI. Before making any investment, please remember to ask for and study the prospectus and consult your financial or investment advisor, if you have one. If you seek SRI practitioners, products, or services from organizations primarily devoted to SRI, be sure to ask about the ownership and SRI commitment of the parent company or affiliated organization as you gather information. 0000009031 ARIEL INVESTMENTS 200 E. Randolph Dr., Ste. 2900 Chicago, IL 60601-6436 Community Capital Management 0000009754 T (800)292-7435 Offers two publicly traded, socially responsible mutual funds: Ariel Fund and Ariel Appreciation Fund. Screens include: environment, diversity, community, tobacco, handguns, and nuclear energy. Ariel Fund invests in companies with market capitalizations between $200 million and $2 billion, while Ariel Appreciation Fund invests in companies with market capitalizations between $1.5 billion and $10 billion. (800)29-ARIEL. • Account Minimum: Regular $1,000; Retirement $250. thepatientinvestor@arielinvestments.com www.arielinvestments.com Investing in small- and mid-cap stocks is more risky and more volatile than investing in large-cap stocks. For more information about the Funds, including fees, expenses, and potential risks, call (800)292-7435 for a prospectus or write the distributor. Please read it carefully before you send money. Ariel Distributors, Inc. 200 E. Randolph Dr., Ste. 2900, Chicago, IL 60601. Calvert — Investments that Make a Difference® 0000009033 CALVERT— INVESTMENTS THAT MAKE A DIFFERENCE® COMMUNITY CAPITAL MANAGEMENT 2500 Weston Rd., Ste. 101 P (312)726-0140 Weston, FL 33331 F (312)612-2702 Community Capital Management, Inc. ("CCM") was established in 1998 and is an SEC Registered Investment Advisor. CCM manages the CRA Qualified Investment Fund, which invests in high-credit-quality, market-rate fixed-income securities that finance community and economic development. The core economic activities supported by these investments include affordable homeownership and rental housing, environmentally sustainable initiatives, job creation and training programs, and neighborhood revitalization projects. • Account Minimum: $2,500. jhorwitz@ccmfixedincome.com www.ccmfixedincome.com Call (866)202-3573 to request a prospectus, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Investing involves risk, including possible loss of principal. Funds distributed by SEI Investments Distribution Co. P (954)217-7999 F (954)385-9299 Domini Social Investments LLC 0000009055 DOMINI SOCIAL INVESTMENTS LLC 532 Broadway Fl. 9 T (800)225-3863 New York, NY 10012 Built on the fundamental belief that the way you invest matters. "We offer mutual funds that let you pursue your financial goals while making a difference worldwide, working for change on issues ranging from sweatshop labor to climate change." For information, call (800)762-6814 or visit www. domini.com. N See Ad on page 24. • Account Minimum: $2,500; $1,500 for IRAs. info@domini.com www.domini.com Each investor should consider the Domini Funds' investment objectives, risks, charges, and expenses carefully before investing. Obtain a copy of the Funds' current prospectus for more complete information on these and other topics by calling (800)762-6814. EM Capital Management, LLC W000233510 EM CAPITAL MANAGEMENT, LLC 920 Country Club Dr., 1-D/E EM Capital Management, LLC, an SEC-regulated Registered Investment Advisor is establishing a family of emerging markets and frontier markets. Sustainability-, SRI-, and ESG-focused mutual funds for institutional and individual investors. EM Capital Funds provide the opportunity to promote ESG policies and practices while investing in the world's fastest growing markets. • Account Minimum: $1,000. seth.freeman@emcapitalmanagement.com www.emcapitalmanagement.com Moraga, CA 94556 P (925)376-8700 F (925)402-0777 GAMCO Asset Management, Inc. 0001065548 GAMCO ASSET MANAGEMENT, INC. 1 Corporate Ctr. The Gabelli SRI Green Fund (SRIGX) is an open-end mutual fund focusing on companies around the world who are addressing sustainability issues such as climate change, energy security and independence, natural resource shortages, organic living, and urbanization. In addition, screens include: alcohol, gambling, tobacco, defense, and abortion. cdesmarais@gabelli.com www.gabelli.com Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. The prospectus contains more information about this and other matters and should be read carefully before investing. Please contact Gabelli & Company, the distributor of the Fund, at 1-800-GABELLI (800-422-3554) for The Gabelli SRI Green Fund Inc. prospectus. The Fund's share price will fluctuate with the changes in the market value of the Fund's portfolio securities. Stocks are subject to market, economic, and business risks that cause their prices to fluctuate. When you sell shares, they may be worth less that what you paid for them; consequently, you can lose money by investing in the Fund. Rye, NY 10580 T (800)331-7266 P (914)921-5237 F (914)921-5060 PROTECTIONS FOR THE PLANET. A LIVING WAGE FOR WORKERS. COME TOGETHER Explore Fair Trade and climate action —GreenAmerica.org 120 KEY TO SYMBOLS: M = Mail Order/Catalog W = Wholesale R = Retail Store B = Business to Business Services i = Online Sales H = FREE or Special Offer Special Financial Section

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