The FTSE KLD 400 Social Index returned 14.31% for the seven months ended July 31, according to a report today by KLD Research & Analytics. It returned -14.85% for the 12 months ended July 31.
The FTSE KLD Catholic Values 400 Index returned 15.19% and -15.35%, respectively, in the same periods.
The FTSE KLD 400 Social Index consists of U.S. equities screened for environmental, social and governance factors. The FTSE KLD Catholic Values 400 Index consists of large-cap U.S. equities screened for Catholic values.