For A Better World
for a better world

The Funds

For A Better World utilizes a universe of funds designed to invest exclusively in socially-responsible companies. Among others, the universe includes funds from the following families:

Calvert Mutual Funds
Calvert developed their selection of mutual funds through a research process that “examines both a company’s fundamental financial performance, [as well as] its environmental, social, and governance (ESG) practices.” Their goal is to “identify companies with strong management, solid business practices, and competitive long-term performance potential.”

Parnassus Funds
Working under the motto, “Principles and Performance,” the Parnassus Funds are driven by the investment philosophy to “invest in businesses that have sustainable competitive advantages, increasingly relevant products, quality management teams, and ethical business practices.”

Pax World Mutual Funds
Seeking to invest in “forward-thinking companies with sustainable business models,” Pax World Investments identifies the companies that make up their mutual funds by combining “rigorous financial analysis with equally rigorous environmental, social, and governance criteria.”

flexible plan investmentsThis website is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is deducted quarterly. The maximum establishment fee is 1.2%. Read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. Flexible Plan Investments, Ltd. makes no representation regarding the tax consequences of payment to the selected charity. Flexible does not render or offer to render tax, legal or accounting advice. No Client should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.

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