Investing responsibly

Social responsibility investment (SRI) funds generally avoid companies active in tobacco, gambling, weapons production, animal testing, and alcohol, and several beat* or neared returns on the S&P 500 (4.99 percent) for the first quarter.

*Allegiance Fund says it gained 6.83 percent, but SocialFunds recorded a 1.1 percent gain and was unable to account for the discrepancy at press time.

Fund name Year return to date

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IPS Millennium 5.79%

800-232-9142

Bridgeway SR 4.08

800-661-3550

Pax World Growth 3.73

800-767-1729

Victory Lakefront 3.02

800-423-0898

Dreyfus Third Century 2.93

800-782-6620

Calvert Social Equity A 2.21

800-368-2748

Domini Social Equity Fund 1.42

800-762-6814

Green Century Equity 1.31

800-934-7336

Source: SocialFunds.com, as of 3/31 close

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