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Showing posts from December, 2016

Performance of the Diversity Fund, May 20, 2011 to December 22, 2016

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A diverse corporation has an inclusive work force, marketplace and business community (suppliers, partners and investors). To successfully compete in the United States and globally, companies must reflect the changing population within the ranks of their employees and managers. Increasingly, the faces of our work force, our suppliers and our investors are faces of color, faces of women, faces of people with disabilities, faces of gay, lesbian, bisexual and transgendered individuals, faces of older workers. By integrating diversity into the workplace, companies vigorously tailor their offerings to fit the needs of shifting cultural priorities.

The chart below shows the performance of the Diversity Fund Model Portfolio versus the S&P 500 index from May 20, 2011 to December 22, 2016.

Stocks of the largest companies in the U.S. are included in the fund. These companies have been selected because they have outstanding investment characteristics. Companies have been selected because th…