Imizekelo yeeMali eziMali eziTyalo-mali kwiNdlela eQhubekayo
Iimali ezinkulu eziphathekayo zentlalo ngokubhekiselele kwizinto eziphathekayo phantsi kolawulo zincinci kunezona zikhulu zengxowa-mali, kodwa ziyabonelela ngenye indlela ngokukhula kunye nomdla kwi-SRI.
Sebenzisa olu luhlu kunye neenxibelelaniso kwiintsapho zeengxowa-mali ukuze ufunde kabanzi malunga nendlela i-SRI enkulu exhasa ngayo ukhenketho. Kodwa khumbula, inkulu ayithethi ukuba bhetele. Ukusebenza oko kubalo.
01 Ariel Fund - $ 1.9 Billion
Ngokutsho kwenkampani i-fund ifaka imali kwiinkampani ezineentengo zemarike ngokubanzi phakathi kwe-$ 1 ne-7.5 billion, ngokugxininisa kwi-stock-stocks.
Indlela ye-Ariel's valueship value isakhiwe kumgaqo-siseko wokujolisa kwiinkampani ezingabonakaliyo ezibonisa amandla okukhula. Bamazama ukusebenzisa i-market-thinking-time-long thinking to improve the results of a long-term and seek a company of different brands / franchises, flow flows, strong debt, high quality products or services, iimfuno zokubuyisela ezantsi.
Uphawu lweStock: ARGFX
I-02 yePax World Balanced Fund - i-$ 1.8 Billion
Inxalenye yeentsapho zePax World Mutual Funds ezisePortsmouth, NH.
Ngokutsho kwenkampani, i-Pax World ilingisa imali kwiinkampani "ezibonelela ngempahla kunye neenkonzo, ezifana nokunakekelwa kwezempilo, iteknoloji, ukulawula ukungcola, izindlu, izibonelelo kunye nemfundo, ephucula umgangatho wobomi."
Ihlabathi lePax lilinganiselwe "isikhwama se-hybrid" sekhaya, oku kuthetha ukuba ixuba i-stocks kunye nezibophelelo zeenkampani zase-US.
I-Fund ifuna ingeniso kunye nolondolozo lwenqununu kwaye, okwesibini, ukukhula kwexesha elide lotyalo ngokutyalomali kwi-portfoliyo yamasheya kunye nezibophelelo ezinokulinganiswa kwazo kuxhomekeke kwiimeko zemarike.
Uphawu lweStock: PAXWX
03 Parnassus Core Equity - $ 13 Billion
I-Parnassus Core Equity Fund ifaka inzuzo engaphantsi kunye nokugxeka okuphezulu kuma-40 kunye nexesha langoku liye laba likhulu kakhulu kwi-US SRI Mutual Fund ngobutyebi bexabiso.
Le ngxowa-mali ejongene noluntu olujongene noluntu oluzama ukutyalo-mali ngendlela ezinzileyo, njengoko kubhaliwe ngaphambili.
I-Core Equity Fund ifuna ukugxila ekuboneni iinkampani nge:
- Izithuthi ezininzi okanye iinzuzo ezikhuphiswano ezinamandla ezikhusela isabelo semarike kunye nenzuzo
- Ukubuyiselwa kwixesha elide, elibonelela ukukhula okucwangcisayo
- Iikomiti zolawulo lweempawu eziza kwenza umdla ongcono kubanini-zamasheya
- Ulungelelwaniso lweminyaka emithathu yokutshala imali
I-Fund izama ukukhupha isalathisi seS & P 500 kwisiseko sokulungelelanisa ingozi ngesabelo esiphezulu. I-Fund izama ukukhusela abatyalo-mali kwiintengiso kwiimarike zeebhere, ngelixa zinika inxaxheba ebalulekileyo kwiimarike zenkomo.
Uphawu lweStock: PRBLX
04 Ariel Uxabiso - $ 1.7 Billion
I-Ariel Ukuxabisa ithengisa "kwi-cap-cap" esitokisini, eziyiinkampani ezineentengo zemarike ngokubanzi phakathi kwe-$ 2 billion kunye neebhiliyoni ezigidi ezili-15.
Isebenzisa izikrini ezifanayo njenge-Ariel Fund enkulu: izendalo, iteksi, izixhobo, amandla enyukliya kunye neentlobo ezahlukeneyo.
Amaziko amakhulu amaninzi afaka uStanley Black kunye neDecker, AFLAC kunye noJM Smucker.
Uphawu lweStock: CAAPX
05 Parnassus Fund - i-$ 690 yezigidi
I-Parnassus Fund ilungu leentsapho zeParnassus Fund eseSan Francisco.
Inkqubo ye-Contract ye-Fund ifuna ukutyalomali kwiinkampani ezingenakuthandwa njengabaninzi-mali. I-Fund izama ukukhupha i-index ye-S & P 500 ngesabelo esiphezulu. I-Fund igweba iinkampani ezisebenzayo kwimveliso, ukuvelisa okanye ukucoca ii-fuels.
Ukususela ngoJuni 30, ngo-2016, ii-ten holdings ze-fund ziyi:
IBM Corp 4.9%
Ciena Corp 4.6%
Micron Technology 4.4%
Motorola Solutions 3.6%
Allergan plc 3.2%
Charles Schwab Corp 3.1%
Praxair Inc. 3.1%
CVS Health Corp 3.1%
Pentair plc 3.1%
KwiSayensi zeGiliyadi Inc.3.0%
Uphawu lweStock: PARNX