Thursday, November 6, 2014

40 Mutual Funds to Avoid if You Care About the Environment

   
Fund Name
Top Holdings in Energy
Energy Sector Weight %
Link to
SEC Form N-Q Filing (All Holdings)

1

Steward Intl Enhanced Index Indv
Royal Dutch Shell, BP PLC

19.53 %


2

Invesco Endeavor 
Ultra Petroleum, Cenovus Energy
18.57 %

3

Invesco Comstock 
Weatherfield, Suncor Energy, Royal Dutch Shell
18.04 %

4

Guggenheim Large Cap Value
Chevron
17.09 %

5

Schwab Dividend Equity
ExxonMobil, Chevron, Occidental Petroleum
15.68 %

6

BlackRock Basic Value 
Marathon Oil, Apache
15.30 %

7

Guggenheim World Equity Income 
ConocoPhillips, SSE PLC
15.24 %

8

Invesco Charter 
Weatherfield
14.72 %

9

TIAA-CREF Large-Cap Value Idx Retire
ExxonMobil, Chevron
13.79 %

10

City National Rochdale Div & Inc 
Lorillard, PhillipMorris, Chevron
13.61 %

11

City National Rochdale Socly Rspnb Eq N
Southwestern Energy
13.15 %

12

Invesco Growth and Income 
Royal Dutch Shell
12.66 %

13

Invesco Equity and Income R
Royal Dutch Shell
12.32 %
14
Schwab Hedged Equity
ConocoPhillips, Occidental Petroleum, EOG Resources
11.93 %

15

Schwab Core Equity
Occidental Petroleum, ConocoPhillips
11.82 %

16

Putnam Equity Income
Marathon Oil, ExxonMobil, Royal Dutch Shell
11.70 %

17

Glenmede Large Cap Core Port
Tesoro, Baker Hughes
11.69 %

18

Steward Large Cap Enhanced Index Indv
ExxonMobil, Chevron
11.55 %

19

Steward Global Equity Income Ind
China Petroleum & Chemical
11.05 %

20

Victory Balanced 
Occidental Petroleum
11.00 %

21

QS Batterymarch S&P 500 Index 
ExxonMobil, Chevron
10.79 %

22

RidgeWorth Large Cap Value Equity 
Chevron, ExxonMobil
10.61 %

23

Schwab S&P 500 Index
ExxonMobil, Chevron
10.57 %

24

BlackRock Balanced Capital 
Underlying funds
10.46 %

25

TIAA-CREF Social Choice Eq Retire
0
9.91 %

26

Schwab Total Stock Market Index
ExxonMobil, Chevron
9.83 %

27

TIAA-CREF Mid-Cap Value Retire
Sempra Energy, Anadarko Petroleum
9.54 %

28

Delaware US Growth 
EOG Resources
8.50 %

29

TIAA-CREF Growth & Income Retire
Chevron
8.46 %

30

Saratoga Mid Capitalization 
0
8.24 %

31

Delaware Dividend Income 
Marathon Oil
7.51 %

32

Putnam Growth Opportunities 
0
7.39 %

33

AllianzGI Focused Growth 
0
7.37 %

34

AllianceBern Global Risk Alloc 
0
7.00 %

35


RidgeWorth Mid-Cap Value Equity 
0
6.79 %

36

Putnam Multi-Cap Growth 
0
6.73 %

37

Glenmede Large Cap Growth
Halliburton
6.59 %

38

AllianceBern Core Opportunities 
0
6.44 %

39

TIAA-CREF Large-Cap Gr Idx Retire
Schlumberger
6.15 %

40

Neuberger Berman Guardian Trust
0
6.08 %

For more mutual fund holdings data, visit muffey.com.