Identifying Stewardship Mutual Funds
for Individual Investors

Abstract

Since the mutual funds scandal in 2003, it has become increasingly clear that thoughtful, long-term individual investors should invest in “stewardship funds.” This is especially so as subsequent laws and regulations are inadequately motivated to ensure the primary fiduciary interests of mutual fund shareholders. The purpose of this study is to provide readily available approaches for individual investors to use in the identification of stewardship funds.