These two charts provide the size, annual returns, firm name and other relevant facts for 38 green mutual funds and ETFs. Data comes from the Morningstar Index.
| Mutual Funds |
| Name |
Ticker |
Morningstar
Category |
Firm Name |
Inception
Date |
Fund Size |
12mo
yield |
Return
Date |
Annual
Ret 07 |
Annual
Ret 06 |
| Allianz RCM Global EcoTrendsSM |
AECOX |
US OE Specialty-Natural Res |
Allianz Funds |
1/31/2007 |
180,894,681.00 |
|
8/25/2008 |
-17.36 |
|
| Allianz RCM Global Water A |
AWTAX |
US OE Specialty-Natural Res |
Allianz Funds |
3/31/2008 |
75,085,393.00 |
|
8/25/2008 |
|
|
| Calvert Global Alternative Energy A |
CGAEX |
US OE Specialty-Natural Res |
Calvert |
5/31/2007 |
257,636,915.00 |
|
8/25/2008 |
-17.32 |
|
| DWS Climate Change A |
WRMAX |
US OE World Stock |
DWS Investments |
9/5/2007 |
116,396,719.00 |
|
8/25/2008 |
-16.75 |
|
| Firsthand Alternative Energy |
ALTEX |
US OE Specialty-Natural Res |
Firsthand Funds |
10/29/2007 |
4,090,912.00 |
|
8/25/2008 |
-15.43 |
|
| Forward Sierra Club Stock A |
FSUSX |
US OE Large Growth |
Forward Funds |
5/2/2005 |
34,943,368.00 |
0.24 |
8/25/2008 |
-15.49 |
-1.62 |
| Green Century Balanced |
GCBLX |
US OE Moderate Allocation |
Green Century |
3/18/1992 |
52,702,205.00 |
1.66 |
8/25/2008 |
-6.57 |
3.09 |
| Green Century Equity |
GCEQX |
US OE Large Blend |
Green Century |
9/13/1995 |
50,106,362.00 |
0.96 |
8/25/2008 |
-11.77 |
2.75 |
| Guinness Atkinson Alternative Energy |
GAAEX |
US OE Specialty-Natural Res |
Guinness Atkinson |
3/31/2006 |
124,782,725.00 |
|
8/25/2008 |
-23.02 |
42.68 |
| Kinetics Water Infrastructure |
KWINX |
US OE Specialty-Natural Res |
Kinetics |
6/29/2007 |
30,341,982.00 |
0.41 |
8/25/2008 |
-3.74 |
|
| Neuberger Berman Climate Change A |
NBCAX |
US OE Mid-Cap Blend |
Neuberger Berman |
5/1/2008 |
3,769,238.00 |
|
8/25/2008 |
|
|
| New Alternatives |
NALFX |
US OE World Stock |
New Alternatives |
9/3/1982 |
287,651,523.00 |
0.67 |
8/25/2008 |
-16.48 |
33.53 |
| Northern Global Sustainability Index |
NSRIX |
US OE Foreign Large Blend |
Northern Funds |
3/5/2008 |
27,079,364.00 |
|
8/25/2008 |
|
|
| Pax World Global Green R |
PGRGX |
US OE World Stock |
Pax World |
3/27/2008 |
4,952,656.00 |
|
8/25/2008 |
|
|
| PFW Water A |
PFWAX |
US OE Mid-Cap Growth |
Santa Barbara Group |
10/1/1998 |
18,550,637.00 |
|
8/25/2008 |
-2.40 |
17.40 |
| Portfolio 21 |
PORTX |
US OE World Stock |
Portfolio 21 |
9/30/1999 |
176,463,626.00 |
0.72 |
8/25/2008 |
-12.90 |
10.41 |
| Robeco SAM Sustainable Climate Inv |
SMCNX |
US OE Specialty-Natural Res |
Robeco Investment Funds |
10/1/2007 |
3,753,535.00 |
|
8/25/2008 |
-19.01 |
|
| Robeco SAM Sustainable Water Inv |
SMWNX |
US OE Specialty-Natural Res |
Robeco Investment Funds |
10/1/2007 |
4,486,204.00 |
|
8/25/2008 |
-12.32 |
|
| Spectra Green N |
SPEGX |
US OE Large Growth |
Alger |
12/4/2000 |
30,610,732.00 |
|
8/25/2008 |
-18.54 |
26.79 |
| Winslow Green Growth |
WGGFX |
US OE Small Growth |
Winslow Green Funds |
4/2/2001 |
395,075,960.00 |
0.00 |
8/25/2008 |
-29.59 |
23.47 |
| Winslow Green Solutions |
WGSLX |
US OE Mid-Cap Growth |
Winslow Green Funds |
11/1/2007 |
22,613,539.00 |
|
8/25/2008 |
-18.82 |
|
| ETFs |
| Name |
Ticker |
Morningstar
Category |
Firm Name |
Inception
Date |
Fund Size |
12mo
yield |
Return
Date |
Annual
Ret 07 |
Annual
Ret 06 |
| Claymore S&P Global Water |
CGW |
US ETF Specialty-Natural Res |
Claymore Securities |
5/14/2007 |
347,864,008.00 |
0.47 |
8/25/2008 |
-9.67 |
|
| Claymore/MAC Global Solar Energy |
TAN |
US ETF Specialty-Natural Res |
Claymore Securities |
4/15/2008 |
163,634,057.00 |
|
8/25/2008 |
|
|
| First Trust Global Wind Energy |
FAN |
US ETF Specialty-Natural Res |
First Trust |
6/16/2008 |
71,093,646.00 |
|
8/25/2008 |
|
|
| First Trust ISE Water |
FIW |
US ETF Specialty-Natural Res |
First Trust |
5/8/2007 |
42,003,465.00 |
0.33 |
8/25/2008 |
2.24 |
|
| First Trust NASDAQ Clean Edge US Liquid |
QCLN |
US ETF Specialty-Natural Res |
First Trust |
2/8/2007 |
48,089,763.00 |
|
8/25/2008 |
-19.60 |
|
| iShares S&P Global Clean Energy |
INRG |
Europe ETF Global Equity Small/Mid Cap |
Barclays Global Investors |
7/9/2007 |
|
|
8/22/2008 |
-16.23 |
|
| Mkt Vectors Environmental Services ETF |
EVX |
US ETF Mid-Cap Blend |
Van Eck |
10/10/2006 |
48,270,957.00 |
1.01 |
8/25/2008 |
3.48 |
17.65 |
| Mkt Vectors Glb Alternative Energy ETF |
GEX |
US ETF Specialty-Natural Res |
Van Eck |
5/3/2007 |
365,382,163.00 |
|
8/25/2008 |
-11.96 |
|
| PowerShares Cleantech |
PZD |
US ETF Small Growth |
PowerShares |
10/24/2006 |
159,052,310.00 |
|
8/25/2008 |
-10.10 |
42.05 |
| PowerShares Global Clean Energy |
PBD |
US ETF Specialty-Natural Res |
PowerShares |
6/13/2007 |
214,882,169.00 |
|
8/25/2008 |
-19.41 |
|
| PowerShares Global Water |
PIO |
US ETF Specialty-Natural Res |
PowerShares |
6/13/2007 |
379,153,355.00 |
|
8/25/2008 |
-17.56 |
|
| PowerShares Global Wind Energy |
PWND |
US ETF Specialty-Natural Res |
PowerShares |
7/1/2008 |
18,586,901.00 |
|
8/25/2008 |
|
|
| PowerShares Water Resources |
PHO |
US ETF Specialty-Natural Res |
PowerShares |
12/6/2005 |
2,378,848,191.00 |
0.32 |
8/25/2008 |
0.31 |
17.22 |
| PowerShares WilderHill Clean Energy |
PBW |
US ETF Specialty-Natural Res |
PowerShares |
3/3/2005 |
1,407,566,072.00 |
|
8/25/2008 |
-28.37 |
59.46 |
| DJ World Solar Energy TR USD |
|
|
Dow Jones Indices |
7/11/2006 |
|
|
8/25/2008 |
-15.80 |
134.82 |
| WilderHill Clean Energy Mod EW |
|
|
"WilderShares, LLC" |
8/13/2004 |
|
|
8/25/2008 |
-30.88 |
58.30 |
| WilderShares World Solar Energy USD |
|
|
"WilderShares, LLC" |
7/21/2006 |
|
|
8/25/2008 |
-16.01 |
134.39 |
Source: Morningstar Inc.
