Except where noted, our investments are screened in accordance with the Social Principles of The United Methodist Church. The board of directors approves the portfolio screening guidelines.
3rd Quarter 2013 (data as of end-of-quarter)
Please Note: Unless marked as “no further purchase,” all securities from companies listed on the Holdings list are eligible for purchase. Securities from companies not appearing on the Holdings list or the Ineligible Companies list below may also be eligible for purchase subject to further research by the General Board.
Ineligible Companies (PDF | Excel)
Please Note: The list of ineligible companies is not exhaustive. It is simply a list of companies that have come to the General Board’s attention and have been judged ineligible based on General Board screening guidelines. Please be aware that other companies not included on this list may be ineligible for purchase.