✖ |
✖ |
✖ |
✖ |
|
|---|---|---|---|---|
| Name | Amana Income Investor | Boston Trust Walden Balanced | Green Century Balanced | Impax Global Women’s Leadership Investor |
| Category | Large Blend | Moderately Aggressive Allocation | Moderate Allocation | Global Large-Stock Blend |
| Index Fund | ||||
| Inception Date | 06/23/1986 | 06/18/1999 | 03/18/1992 | 10/01/1993 |
| Return 1-Month | -0.3% F | 0.8% F | 0.9% F | 2.7% A |
| Return 3-Month | 2.3% C | 2.9% B | 0.5% D | 4.6% A |
| Return YTD | 12.5% C | 8.3% F | 7.5% D | 14.7% B |
| Return 1-Year | 19.4% C | 14.8% F | 9.7% F | 21.9% B |
| Return 3-Year | 15.1% F | 9.9% F | 10.3% F | 17.5% C |
| Return 5-Year | 10.3% D | 5.1% F | 4.2% F | 7.5% D |
| Category Risk Index | 0.90 A | 0.78 A | 1.02 D | 0.98 C |
| Total Risk Index | 0.97 | 0.70 | 0.77 | 0.99 |
| Turnover | 10.0% | 13.3% | 23.0% | 38.0% |
| Expense Ratio | 1.01% D | 0.94% C | 1.25% D | 0.78% C |
| Initial Purchase | $100 | $100,000 | $2,500 | $1,000 |
| Closed to New | ||||
| True No-Load | ✔ | ✔ | ✔ | ✔ |
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