“We don't like to see board members overseeing a large number of funds. Granted they have trimmed their lineup, but they still have over 70 distinct mutual funds, and I think that's too many for one board.”
“Boone has run the fund seven years, his long-term record is good and he has a substantial personal investment in it, indicating his confidence in the selection process. This is a good fund for a core investment holding--even viewed apart from its social considerations.”
“This is for a buy-and-hold person who doesn't want to do that much trading. They are well-suited to beginning investors, and they can be a good first investment. That said, the investor still needs to do a fair amount of due diligence at the outset.”
