Are socially responsible funds good stewards?

Article Abstract:

The disparity found in the Stewardship Grades with respect to the socially responsible (SRI) funds' expenses is discussed. Domini Social Equity DSEFX and Calvert Social Investment Equity CSIEX are some of the SRI funds that charge higher fee for their in-house funds and also most firms behind SRI funds have strong, fund holder-oriented cultures.

author: Kapoor, Kunal
Investment Offices, Investment Companies, Open-End Investment Funds, Investment Funds & Trusts, Equity (Finance)

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Is your manager investing with you?

Article Abstract:

Many fund companies have started filing new reports that state which managers are investing alongside their fund shareholders. The fund managers' level of ownership in Sentinel Small Company, Selected American, Fairholme, George Putnam Fund and Vanguard Value Index are described.

author: Kapoor, Kunal
Financial management, Management dynamics, Investment advice, Investment Advisory Services, Management, Company investment, Investments, Investment advisers, Company business management

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Selected American: Our manager of the year runner up puts shareholders first

Article Abstract:

Selected American SIASX's turnover is in the 20 percent range that translates into a five-year holding period. This index fund compares very favorably within its group as it has a huge edge over its typical rival, Vanguard 500 that charges 1.43 percent more.

author: Kapoor, Kunal
Services information, Services, Index funds, Selected American Shares Fund Inc.

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subjects list: United States, Evaluation, Mutual fund industry
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