Are Your Mutual Funds Terror-Free?

Enter your current mutual funds to discover if they are Terror-Free.

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The Terror-Free Fund Calculator is powered by Conflict Securities Advisory Group Inc., an independent research provider specializing in the identification and management of the financial risk associated with corporate ties to countries of security concern. Mutual Fund data is provided by Overlap Inc., which offers comprehensive portfolio reviews and evaluation of equity and sector allocation. More information on Terror-Free investing is available at www.terrorfreeinvesting.com.

THE MATERIAL ON THIS SITE IS PUBLISHED SOLELY FOR INFORMATIONAL PURPOSES AND IS NOT TO BE CONSTRUED AS A CONDEMNATION OF SUCH ACTIVITY ON THE PART OF COMPANIES WITH SUCH TIES, OR ANY MUTUAL FUND THAT INVESTS IN SUCH COMPANIES, OR ALLEGATION OF ILLEGAL OR TERRORIST-SPONSORING ACTIVITY ON THE PART OF COMPANIES OR MUTUAL FUNDS THAT INVEST IN SUCH FIRMS. NEITHER CSAG NOR ITS SUPPLIERS, INCLUDING OVERLAP, BELIEVE THAT MUTUAL FUNDS THAT INVEST IN COMPANIES THAT ARE NOT TERROR-FREE (BASED ON THE SCREENING CRITERIA DESCRIBED ABOVE) IN ANY WAY SUPPORT TERRORISM, DIRECTLY OR INDIRECTLY.

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Thanks to engaged individuals like you, Terror-Free investing has become a permanent part of the U.S. investment landscape. Thousands of individual investors are asking, "Are my mutual funds Terror-Free?" They want to know whether their mutual funds invest in companies doing business in Iran, Syria, Sudan or North Korea — all state sponsors of terrorism, according to the U.S. State Department.

With the Terror-Free Calculator, you can quickly determine if your mutual fund is Terror-Free or, in the best case, CSAG Certified Terror-Free.

Doing business in these countries does not mean a company is acting illegally and mutual funds that invest in these companies have every right to do so. As an investor, however, you have the right to know if your fund holds such companies and determine whether investing in them reflects your views on terrorism. In a recent poll of Americans by Luntz, Maslansky, 86% of respondents wish not to invest in companies that do business in, or with, terror-sponsoring states.

CSAG-Certified Terror-Free investment products of all types are currently available to investors.

 

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