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Investment Tools

  • Find an Advisor. Aligning your social and environmental values with your financial goals is a great concept, but how do you start? Use Clavert's helpful Advisor Finder to get started!

  • Know What you Own. Many people would like to invest in a mutual fund that invests only in companies that are good corporate citizens. Use Calvert's free Know What You OwnŽ service to find out what companies you own and how they stack up to social and environmental screens. Enter the first few letters of a mutual fund here to learn more:  

  • StockFinder. Use this tool to search the major exchanges (NYSE, AMEX, NASDAQ) to find the stocks that match your criteria. For example, if you are looking for an airline stock that has a P/E ratio below 10. Enter your specific stock criteria in the StockFinder and press "Search." You will then receive a list of the stocks that match your request. To see more detailed data on a particular stock, click on the ticker symbol in the results table.

  • StockFinder Pro. Need to search multiple data sources from nearly 10,000 publicly traded companies? StockFinder Pro returns a list of up to one hundred stocks that match your customized search criteria based on over 26 data fields, such as price, volume, P/E ratio, four-week price change percentage and industry sectors. Results are presented in a spreadsheet format.

  • FundFinder. With FundFinder, you are able to concentrate on the Mutual Funds that match your personal search criteria. For example, you may be looking for an income fund that has a low minimum initial investment and has performed in the top quarter of income funds over the last five years. Simply enter your criteria and press the "Search" button.

  • FundFinder Pro. This tool allows you to examine the Value Line Mutual Fund Survey information for funds that meet your criteria using Stockpoint's java based analysis tool.


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