Typically, SRI mutual funds are expensive compared to non SRI funds, so I geuss it’s not surprising that a SRI robo-broker is not expensive compared to other robo brokers. Aspriation (reviewed here) http://www.altenergystocks.com/archives/2019/03/are-aspirations-deposits-really-fossil-fuel-free/ is another variation on the theme, and then you can also use Motif, which allows basket trades like mutual funds and you can seek out green baskets. I put together a couple Motifs in 2016 through 2018 for readers, but have not been maintaining them this year, although I expect to update them again.

I did a bit more homework on Swell. It appears they’re a sort of “robo-broker” service, buying and selling stocks for the account-holder in accordance with the decisions of a mutual-fund-style advisor. Reviews say that as that kind of service goes, Swell is very good at the SRI game, but is kind of expensive and offers very little human interaction.

Have not looked at them yet, but there do seem to be a lot of new investment platforms that promise to be green and have many similarities to mutual funds… I’ve been thinking about a comparison article on all of the ones I can find. Perhaps we need a new category for these sorts of financial platforms.

Thanks for the catch. The fund had a lot of AltE holdings when I started looking into clean energy mutual funds in 2008.

In fact, they did so in 2010, so I’m not sure how they made it onto the list in the first place.

This list focuses on funds that have the majority of their holdings in Clean/Alternative energy focused stocks. Green Century funds include stocks from all sectors, with a focus on environmental leaders in each. For example, here are the top five holdings of the Green Century Balanced fund:

Alphabet, Inc., Class A 2.99%
MasterCard, Inc., Class A 2.11%
Microsoft Corporation 1.95%
Cigna Corporation 1.81%
Apple, Inc. 1.60%

So the fund may be green, but it has little to do with energy, be that energy green, alternative, clean, or otherwise.

There are no stocks or mutual funds investing in fusion.