Summary fund characteristics
| Mean | Median | SD | |
|---|---|---|---|
| Fund characteristics | |||
| Turnover (%) | 60.22 | 40.00 | 58.01 |
| Expense ratio (%) | 1.19 | 1.13 | 0.54 |
| Front load (%) | 1.04 | 0.00 | 2.03 |
| Load (%) | 0.25 | 0.25 | 0.32 |
| Net assets (millions) | 302.72 | 99.25 | 786.37 |
| Redemption fee | 0.36 | 0.00 | 0.76 |
| Manager tenure | 7.91 | 7.00 | 5.53 |
| Age (days) | 4,951.42 | 3,756.00 | 2,736.18 |
| Morningstar overall star rating | 2.82 | 3.00 | 0.92 |
| Portfolio holdings | |||
| Equity holdings (%) | 78.19 | 95.67 | 34.42 |
| Bond holdings (%) | 16.97 | 0.00 | 32.79 |
| Cash holdings (%) | 3.66 | 2.38 | 6.03 |
| Other holdings (%) | 1.13 | 0.27 | 2.82 |
| Other characteristics | |||
| Price/book ratio | 2.27 | 2.40 | 1.08 |
| Price/earnings ratio | 16.46 | 17.80 | 6.33 |
| Market capitalization ($ millions) | 28,868.32 | 28,410.50 | 25,767.71 |
| Mean | Median | SD | |
|---|---|---|---|
| Turnover (%) | 60.22 | 40.00 | 58.01 |
| Expense ratio (%) | 1.19 | 1.13 | 0.54 |
| Front load (%) | 1.04 | 0.00 | 2.03 |
| Load (%) | 0.25 | 0.25 | 0.32 |
| Net assets (millions) | 302.72 | 99.25 | 786.37 |
| Redemption fee | 0.36 | 0.00 | 0.76 |
| Manager tenure | 7.91 | 7.00 | 5.53 |
| Age (days) | 4,951.42 | 3,756.00 | 2,736.18 |
| Morningstar overall star rating | 2.82 | 3.00 | 0.92 |
| Equity holdings (%) | 78.19 | 95.67 | 34.42 |
| Bond holdings (%) | 16.97 | 0.00 | 32.79 |
| Cash holdings (%) | 3.66 | 2.38 | 6.03 |
| Other holdings (%) | 1.13 | 0.27 | 2.82 |
| Price/book ratio | 2.27 | 2.40 | 1.08 |
| Price/earnings ratio | 16.46 | 17.80 | 6.33 |
| Market capitalization ($ millions) | 28,868.32 | 28,410.50 | 25,767.71 |
Notes: This table reports the summary statistics for various fund characteristics, portfolio holdings and other characteristics of SRI funds. We compute these statistics as of May 2015
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