| Fund | 1-year return | 3-year return | 5-year return | Portfolio net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|
| Praxis Growth Index Fund I (MMDEX) | 20.02% | 21.11% | 16.20% | $164.7 | 0.47% |
| Parnassus Endeavor Fund (PARWX) | 19.10% | 22.67% | 16.13% | $650.9 | 0.95% |
| Vanguard FTSE Social Index Fund Investor (VFTSX) | 18.93% | 22.30% | 16.23% | $1,304.7 | 0.28% |
| Steward Large Cap Enhanced Index Fund Institutional (SEECX) | 17.95% | 21.40% | 16.82% | $233.8 | 0.54% |
| Domini Social Equity Fund Investor (DSEFX) | 17.39% | 18.30% | 14.47% | $1,200.3 | 1.24% |
| Amana Growth Fund;Investor (AMAGX) | 17.38% | 15.03% | 12.32% | $2,029.1 | 1.10% |
| Parnassus Core Equity Fund Investor (PRBLX) | 17.28% | 21.54% | 15.19% | $10,744.1 | 0.87% |
| Eventide Gilead Fund N (ETGLX) | 17.21% | 27.61% | 21.56% | $807.6 | 1.64% |
| Calvert Social Index Fund A (CSXAX) | 17.15% | 21.05% | 15.24% | $386.7 | 0.75% |
| iShares MSCI USA ESG Select ETF (KLD) | 17.14% | 17.54% | 13.98% | $288.8 | 0.50% |
| GuideStone Equity Index Fund Inv (GEQZX) | 17.04% | 20.11% | 15.47% | $405.4 | 0.39% |
| Dreyfus Third Century Fund Z (DRTHX) | 16.91% | 18.69% | 14.83% | $334.3 | 1.01% |
| Pax World Growth Fund;Individual Investor (PXWGX) | 16.70% | 16.83% | 14.90% | $195.8 | 1.24% |
| GuideStone Growth Equity Fund Inv (GGEZX) | 16.31% | 19.48% | 15.83% | $1,499.4 | 1.09% |
| iShares MSCI KLD 400 Social ETF (DSI) | 16.29% | 19.66% | 14.50% | $378.9 | 0.50% |
| Green Century Equity Fund (GCEQX) | 16.28% | 19.03% | 13.94% | $108.3 | 1.25% |
| Parnassus Fund (PARNX) | 16.21% | 23.79% | 16.46% | $638.1 | 0.86% |
| Ariel Fund;Investor (ARGFX) | 15.64% | 24.65% | 17.50% | $2,236.2 | 1.03% |
| Touchstone Premium Yield Equity Fund A (TPYAX) | 15.46% | 15.16% | 14.41% | $190.1 | 1.21% |
| GuideStone Extended-Duration Bond Fund Inv (GEDZX) | 15.27% | 8.03% | 9.68% | $300.4 | 0.76% |
| Calvert Large Cap Core Portfolio I (CMIIX) | 15.18% | 19.12% | 14.79% | $187.5 | 0.81% |
| TIAA-CREF Social Choice Equity Fund;Institutional (TISCX) | 15.16% | 19.36% | 15.13% | $2,684.9 | 0.18% |
| Timothy Plan Large/Mid-Cap Value Fund A (TLVAX) | 15.10% | 17.95% | 14.83% | $158.9 | 1.51% |
| Calvert Equity Portfolio A (CSIEX) | 15.04% | 17.00% | 13.69% | $2,945.1 | 1.23% |
| Praxis Value Index Fund A (MVIAX) | 14.94% | 19.87% | 13.43% | $121.2 | 1.03% |
Returns as of Nov. 10. Assets as of Oct. 31. Distinct share classes only. Three-year and five-year returns are annualized. *Net prospectus Source: Lipper, a Thomson Reuters company
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
