Sample selection
| Initial sample | Funds with missing data or less than 12 months of data | Net sample | % of the total | |
|---|---|---|---|---|
| Domestic Equity | 96 | 29 | 67 | 44 |
| Global | 30 | 10 | 20 | 13 |
| Balanced | 18 | 1 | 17 | 11 |
| Fixed Income | 17 | 3 | 14 | 9 |
| Institutional | 41 | 7 | 34 | 22 |
| Total | 202 | 50 | 152 | 100 |
| Initial sample | Funds with missing data or less than 12 months of data | Net sample | % of the total | |
|---|---|---|---|---|
| Domestic Equity | 96 | 29 | 67 | 44 |
| Global | 30 | 10 | 20 | 13 |
| Balanced | 18 | 1 | 17 | 11 |
| Fixed Income | 17 | 3 | 14 | 9 |
| Institutional | 41 | 7 | 34 | 22 |
| Total | 202 | 50 | 152 | 100 |
Notes: This table reports how filters used to get the final sample 152 SRI funds and sub-classification of SRI funds. The sample includes funds with data available in Morningstar as of May 2015. Study period spans from January 1995 to May 2015
Sources: Social Investment Forum, SocialFunds.com and Morningstar
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