Do-It-Yourself Information and Model Portfolios of
Socially and Environmentally Sustainable Mutual Funds

We Provide Investment Information You Can Use
- Model Portfolios of sustainable no-load mutual funds
- Opinions on each mutual fund's investment performance
- Ratings for each fund's environmentally and socially sustainable investment criteria, corporate governance, and shareholder activism.
- Monthly e-mail updates for our Model Portfolios.
- No paper -- All information is on this web site.
- Free 15 Day Trial -- No credit card needed!
Do-It-Yourself Investing
As a subscriber, you'll be able to choose the Model Portfolio that best matches your investor profile, and then you'll implement the corresponding investments at the broker of your choice. We show you which funds to invest in, and you execute the buy orders. Together we can make a difference!
Invest For Good maintains four Model Portfolios:
- Moderately Aggressive (14.12% Avg Annual Return -- 5 yrs*),
- Moderate (11.97% Avg Annual Return -- 5 yrs*),
- Moderately Conservative (9.44% Avg Annual Return -- 5 yrs*), and
- Conservative (8.12% Avg Annual Return -- 5 yrs*).
These
balanced and diversified Model Portfolios were created and are
maintained through consultation with an investment advisor who has a
background in sustainable investing.
All four Model Portfolios consist
of socially and environmentally sustainable mutual funds.
Sustainable investing -- along with socially responsible investing
(SRI) -- aligns your
investments with companies that recognize how a sustainable future is just as important as their bottom line. We are a subscription-based information
service, designed to save you time and money as well as to help you
invest a complete portfolio in sustainable mutual funds.
Independent Information
Invest For Good is not associated with and does not have any relationships with any
of the mutual funds we research. You can be assured that our only
interest is providing you with good information.
Invest For Good's
only source of income is our subscription fees so there are no conflicts of interest -- ever.
We are not an investment advisor, do not provide individualized advice, and do not charge an investment advisory fee. We are an information service and charge a subscription for that information.
* The return data displayed represents past performance and does not guarantee future results. Historical Returns are provided so that you can compare the historical risk and returns of the models and choose a model that is suitable for you. The source of the data is Morningstar and the return figures are from a hypothetical portfolio using data for the 5-year period ending December 31, 2007, using the currently recommended models. In cases where there is not enough historical data for a fund, the return calculations are adjusted appropriately. Your actual returns would have been different from the hypothetical returns due to several reasons, including the following: 1) our continual updates to the Model Portfolios, 2) when you bought the mutual funds, 3) any additional expenses you may have incurred, 4) the frequency and timing of portfolio rebalancing, 5) reinvestment policies, and 6) other factors.