In Brief: May 7, 2001

GETTING GREENER More companies are adding socially responsible funds to their 401(k)s. Even Ford and GM have started offering a few, including the Domini Social Equity index fund, which refuses to invest in environmentally unfriendly carmakers. Greens tend to be tech-heavy, and some index funds paid the price. The top-rated managed funds were able to beat the S&P with a clear conscience.

Good-guy funds are not immune from bad markets

3-Year 1 Year Average

Bridgeway Aggressive Growth .48% 36.1% Pax World Balanced .10% 12.2% Citizens Emerging Growth -32.3% 19.4% Domini 400 Social Index* -27.0% 3.3% Standard & Poors 500 -14.5% 6.14%


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