Mutual Fund and ETF Year End Update

Jay Owen SRI/ESG News

Mutual Fund and ETF Year End Update

by Harris Roen, Editor
Roen Financial Report 
December 30, 2013

The Roen Financial Report closely covers the universe of 30 alternative energy mutual funds (MFs) and exchange traded funds (ETFs). We use a proprietary ranking method to pick the best funds, looking at measures that include fees, risk, tax liability, and the financial health of individual holdings within each fund. Subscribers: click here for a detailed report on green funds, including rankings and technical breakdowns, in both Excel and PDF format.

Alternative energy investing was very profitable in 2013. This article reviews how green mutual funds and ETFs performed in 2013, what stocks were most favored by these funds, and forecasts where funds should go in 2014 and beyond.