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Women's Equity


Women's Equity Fund's investment advisor is FEMMX Financial, and its sub-advisor is Boston Trust Investment Management a division of U.S.Trust Company Boston (USTCB) These are responsible for constructing and managing portfolios that seek the highest potential for long-term appreciation consistent with a moderate level of risk. Walden Asset Management, the socially responsive investment division of USTCB, has primary responsibility for the social research analysis and shareholder advocacy of the Fund.
 
Women's Equity Fund seeks long-term capital appreciation. The fund normally invests at least 65 percent of assets in equities issued by companies that meet certain social-responsibility criteria including, but not limited to programs that address working/family concerns, high percentage of women directors on the board, and those that monitor hiring and promotion activity closely. It also seeks companies that exhibit sound competitive positions and strategies, with an emphasis given to those with above-average earnings growth, sustained profitability, and above-average return on invested capital. The fund may invest up to 20 percent of assets in foreign securities. The minimum initial investment is 1,000 dollars and subsequent investments are a minimum of 100 dollars. 
  
The Women's Equity Fund invests in public companies that advance the social and economic status of women in the workplace. It is called socially responsible investing, and WEF is proud to be a mutual fund that makes use of this progressive investment strategy. The Fund invests in companies that promote women to top executive positions and compensate them accordingly and have a high percentage of women directors on the board. The company must also provide career development and training programs for women employees, including mentoring and company-sponsored women's networking groups apart from hiring, promoting and monitoring activity of women closely. It must also offer programs addressing work/family concerns, use women-owned companies as vendors and service providers, present positive images of women in their advertising, promotion and marketing, Are accountable to employees, investors, and the local community.

The Fund avoids companies that have patterns of Equal Employment Opportunity Act violations, use sexist stereotypes in the workplace or in advertising, sell or promote products that adversely affect women, demonstrate unwillingness to engage in a dialogue concerning women's issues.

If you are looking for a conservative stock fund, this fund may be right for you. You should be comfortable with the changing values of the stock market and the risk that your investment could decline in value. Your investment time frame should be long term in nature.
 
 

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