You may not want to believe this, but if you have any money in five of the largest, most widely used mutual funds, your values are probably being violated. In fact, I’ve researched, studied and examined 5 of the largest equity mutual funds based on their reported holdings and found that on average 58.8% of the companies being bought failed one or more of the screens used by most faith-based investors (as of August 2009).

What does it mean to be an investor with strong moral values and convictions?

Most faith-based investors look to avoid investing in companies involved in immoral activities. Take a look and you’ll see that on average…
• 19.7% of the companies in these mutual funds are supporting Planned Parenthood, performing abortions, and/or funding embryonic stem cell research!
• 10.3% of the companies in these mutual funds are involved in producing, distributing, and/or promoting explicit sexual materials.
• 12.4% of the companies in these mutual funds are involved producing, distributing, and/or promoting anti-family entertainment.
• 56.2% of the companies in these mutual funds are offering same-sex benefits, and/or actively sponsoring, promoting, and endorsing homosexual activities.
• 1.3% of the companies in these mutual funds are involved in Tobacco and Alcohol production and distribution, and/or gambling.

Thanks,
Jay Peroni, CFP
President & CEO
Values First Advisors
http://www.valuesfirstadvisors.com

Thanks for featuring Mr. Maher!

Jessica Psalidas takes a faith-based approach to investing in her book, “Financial Purity.” You get the advice you need to manage money, managed by God’s design. Very good information, appropriate for anyone — young people, older people, singles, teens, groups, church seminars — who wants to manage debt and become financially free and pure.