For each mutual fund firm considered, I give three things:  a description of what the firm says makes it distinctive, a list of the funds that the firm offers, and a summary of the “fees and hassles” involved in investing and withdrawing money.  Notably, I do not give a financial history of the fund, but any investor must look into that before investing.  Because investment firms' websites are constantly being updated, the specific things mentioned here may be hard to find on a firm's website.  Nevertheless, the information given by clicking on the links here was stated by the investment firms at some time.  This website, GreenIRA.org, was most recently updated on August 12, 2023. 

The information here has not been authorized or endorsed by the investment firms mentioned.  It is only what I collected and understood from publicly available materials, and in some cases from correspondence with the firms' representatives.

For additional detailed information, one good source is AsYouSow.org.  Go there, then scroll down to a page labeled “You can invest with your values.”  Click on “Learn More” and enter the name of the fund you want to consider.  You will not find whether they do serious shareholder advocacy — for that you will have to examine the mutual fund’s own literature — but you will learn details of what they invest in.  

Finally, if you find a mutual fund that looks good, don’t just take my word for it.  Go to the firm’s current website and see for yourself.  It’s your money, and your responsibility.

I also mention Vanguard for comparison here, because it is widely used.  Among its hundreds of funds it has a small suite of green funds that can be compared to the transformative green funds listed above.  Unlike those funds, however, Vanguard does not prioritize shareholder advocacy — it is not transformative.  Information on what I found is given here.

If you have gotten this far, you may want to browse the supplementary material for suggestions on what to do next.