by James W. Murphy
In times like these, many faith-based and values-driven investors lean into the potential for their investments to be a source of positive impact and change in a needy world. This is indeed possible if we approach the investment task with an open heart, mindful of the values we are trying to reflect, and with a deepened understanding of the returns we are seeking – and for whom.
by Steven French
Do your investments align with your values? Alignment of values is increasingly in focus. You’ve seen it, for instance, when advertisers withdraw their support from a celebrity. But what about Christians and their investment portfolios? Do their investments support their underlying faith values?In the past, Faith-Based Investing (FBI) was not always looked upon positively, whether because of a perception of poor performance or the limits of uncertain capabilities. But this is a new day. Analytics have advanced, and outcomes demonstrate that it’s possible to have great financial performance and investments that align with faith-based values.
by Brett Johnson
Capital is essential, but much of what we see in the many forms of capital today leads us to conclude there is a definite and urgent need for Repurposing Capital.
by Dwight Short
Weaving together the attractiveness of a short story, the power of scripture interpretation, and information gleaned from years of experience, Dwight Short provides insight and motivation for financial investors who are concerned about being good stewards. “Profit or Principles: Investing Without Compromise” uses the powerful tool of storytelling to explain the basics of Biblically Responsible Investing. As you read this book you will be caught up in the tale of a man named Scott. As he learned what it truly means to be a faithful steward in the eyes of Jesus, you will discover how the lesson applies to your life as well. “Profit or Principles” will help you discover the answers to the following questions: • Is there a conflict between earning a profit and remaining true to my Christian principles when it comes to investing? • Is it possible to know what types of activities I am supporting with my investments? • What should I do if I discover a specific investment provides resources for an offensive activity? • In this economy, if my investments are making money should I be concerned about what the investments are funding? This is not a technical book describing all the workings of Biblically Responsible Investing. Instead, it is primer, an introduction to how it can help a follower of Jesus accomplish financial goals without having to sacrifice spiritual integrity. Author Dwight Short, in his first book “Kingdom Gains,” provided a very thorough explanation of Biblically Responsible Investing. In “Profit or Principles,” you will be motivated to investigate this type of investing. Every faithful follower of Jesus wants to be in the position to hear the Master say, “Well done, good and faithful servant.” There is not really a conflict between being faithful to spiritual principles and earning a good return. Often, the only conflict is if the investor is unwilling to make the necessary changes to accomplish both.
by Chad S. Hamilton
There is no shortage of books providing financial advice and quite a few of those incorporate a Christian perspective. They all tend to start with existing financial practices and apply Biblical principles to what you are already doing. What makes this book different is that it starts with the gospel and then considers the financial implications. The underlying assumption here is that the gospel is Good News rather than Good Advice. That means it is not primarily about finding the right Bible verses to inform you, but rather about connecting with the Good News of Jesus to transform you. What Chad Hamilton provides in this provocative book is an antidote to the false cultural narratives about money. He shows how so many financial problems are due to a misguided search for freedom and helps paint a picture of “what could be” by weaving in stories of imaginative people helping to redeem a broken world. Redefining Financial Freedom provides an inspiring Biblical framework for understanding money. It will change the way you think about work, investing, and generosity.
by Cassandra Laymon
This is not a book about how God wants you to be rich, nor is it a book about the “money secrets” of the Bible. This is the true story of how one woman’s journey to learn about Biblically Responsible Investing transformed her life and opened her heart to Jesus. As an author and CERTIFIED FINANCIAL PLANNER, Cassandra Laymon researched the principles of Biblically-based investing, and learned she was unknowingly profiting from business practices that directly opposed her Christian faith.
In this book Cassandra shares why it is important to know what you own, how to find out the truth, and how you can align your faith and your investments and make your money matter.
by Chad Hamilton
The key to successful wealth management is not financial education. Too often we have looked for mathematical solutions to behavioral problems. Personal financial issues are not solved by changes in interest rates, investment performance, or increased financial IQ. None of those things change behavior. It is internal motivation that drives external behavior. Desires will shape our financial decision-making.
So what about our desires and dreams? C.S. Lewis declared that a central problem of humanity is that we are “far too easily pleased.” Are we settling for less consequential lives? Are we too willing to sell out bigger hopes and dreams for fleeting pleasures? What if the source of our financial problems is that our goals are actually too small?
To find true freedom, we need to integrate our values, passions, and purpose into meaningful goals that inspire us. This is an exploration of money, meaning, and what really matters. It’s a search for Deep Wealth.
by Loran Graham
Discover why honoring God with your investments matters. With grace and humility, Loran Graham takes us on a journey to demonstrate how biblically responsible investing fits into the bigger picture of biblical stewardship, and how our investment choices can be an act of worship.
by Peter Greer and Phil Smith
This eminently practical book by two leading experts on poverty alleviation offers a clear plan to help Christ-followers translate their compassion into thoughtful action. Authors Peter Greer and Phil Smith draw on their personal experiences to discuss proven solutions for effectively alleviating poverty. Created to Flourish examines the pitfalls of traditional approaches and outlines a new model of economic development aimed at breaking the cycle of dependency. Through discipleship-based savings groups and small loans, families in poverty are employing their God-given talents to provide for their families and serve their communities. With photographs showcasing the dignity of clients from around the HOPE International network, this book provides straightforward guidance for individuals and groups eager to carry God’s justice, mercy, and compassion throughout the world.
by Dwight L Short
God owns it all! But you have been called to be HIS portfolio manager! In the complex world of finance that we experience today, Christian Financial Adviser and author, Dwight Short, CIMA, explains how investors, advisers, and clergy can respond to this challenge. In Kingdom Gains, you will find both practical and theological points to help you bridge the gap between the gains in your portfolio and spiritual growth as well. Does God really care how we make money? If it matters to God, should it matter to you? Most believers have not wrestled with this question and the author of Kingdom Gains confesses to not having dealt with it for a long time either. You will find a guilt free challenge to examine your investing habits and take it to the Lord in prayer!
by Dave Ramsey
In The Legacy Journey, Dave Ramsey takes a deep dive into God’s word, revealing the truth on money, wealth and how to build your personal and family legacy. It’s time to address the toxic messages in our culture that say we should be ashamed of the success God’s given us.
by Dave Ramsey
The success stories speak for themselves in this book from money maestro Dave Ramsey. Instead of promising the normal dose of quick fixes, Ramsey offers a bold, no-nonsense approach to money matters, providing not only the how-to but also a grounded and uplifting hope for getting out of debt and achieving total financial health.
by Robert Netzly
Christians around the world are investing billions of dollars to support biblical values for God’s glory and their joy within a movement called Biblically Responsible Investing (BRI). Hear firsthand from one of the leading voices in the BRI movement about the exciting impact being felt on Wall Street, in corporate America, in families and churches all over the globe and how you, too, can experience the blessing of aligning your investments with biblical values for God’s glory and your joy!
Read how author Robert Netzly’s career as a successful financial professional was turned upside down when he discovered BRI, how the Holy Spirit pierced his heart on the issue and his harrowing experience of leaving everything to follow Jesus into an uncertain future with no safety net — and how God proved himself faithful time and time again, and used that step of faith to advance a movement that is literally changing the world, completely by his grace.
by Brett Johnson
Biblical or Kingdom Economics is often diametrically opposed to the worlds of economics, banking, finance and investing as we know it. This book looks at alternate economic systems and provides guidance on how to exit bad systems and redirect living, investing, and finances to better systems consistent with principles of Kingdom Economics. If you are a follower of Jesus Christ, you will find Brett Johnson’s teachings on money, finance, and investing particularly useful.
Brett founded The Institute for Innovation, Integration and Impact, Inc. in 1996. His writings complement the work of this Silicon Valley think tank. Kingdom Economics is an invitation to the growing Faith Driven Investor community who love the nations and the planet too much to leave their money stuck where it grows but does not change the world for good.
Is it time for new economic solutions? Read more about Kingdom Economics on our blog.
Others we recommend
Since publishing the list, we’ve had a few more suggestions come in. Expect these to be added to an updated list soon.
Let us know what to add!
m6:33 capital
Firm Headquarters: Wilsonville, Oregon
Date Founded: January 2020
m633capital.com
This Page was Updated May 2020
Investment Approach
INVESTMENT THESIS
Companies that hire formerly exploited or trafficked people and share the love of Christ with them, businesses that use their presence in countries that are difficult for traditional missionaries to access to share the Gospel, and companies who seek to use their business as a platform for sharing truth and love to a hurting world all serve as OUTPOSTS OF THE KINGDOM.
The modern Business As Mission movement has matured over the last two decades. Now, many such businesses are viable and strong financial investments. These businesses exist across different geographies, industries, and growth stages. They have one common factor – they were designed to have a KINGDOM PURPOSE.
When the operators of these companies have the opportunity to expand their operations and take more ground for the Kingdom, they must often leave their front line positions and spend significant time and energy to re-supply before deploying again. Supply lines to these missional outposts are non-existent. We aim to change that. WE AIM TO BE THE SUPPLY LINE.
INVESTMENT OVERVIEW
M6:33 Capital’s impact investment fund has a ten-year time frame with a raise once and deploy scenario.
M6:33 Capital will prioritize Kingdom impact ahead of the geography, industry, or growth stage of the target investment. That said, most of the potential portfolio companies that M6:33 Capital is tracking are in venture and early stages of development.
Investments to Date: Under 10
Focused Geographic Regions of Investment:
Focused Industries of Investment:
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Agricultural
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Data, Software and Technology
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Media, Publishing and Entertainment
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Consumer Retail
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Consumer Services
Investment Example:
M6:33 Capital will utilize the following processes and elements in a typical investment life cycle.
Post-investment
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Advisors and board members have been identified who can assist the Managing Director with ongoing coaching and mentoring of portfolio companies.
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We will regularly pray with and for portfolio companies in monthly prayer calls.
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When necessary, we will invest in a portfolio company contingent on the company engaging with a professional business development coach.
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We will encourage portfolio companies to remain active in support networks, including OPEN Networks, the BAM Conference, the Navigators Global Enterprise Network, or marketplace ministry groups.
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We will actively track portfolio companies’ progress toward financial and Kingdom goals, and regularly report this progress back to investors with monthly updates, quarterly reports and annual reports.
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From the outset of all deals, we will work with portfolio companies to plan for a successful exit from the venture.
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When we have engaged in an equity deal, our preferred exit would be to sell our position back to the company. If that is not feasible, we will court other missionally aligned investors to purchase such an equity position.
Pre-investment
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We have developed a pool of potential portfolio companies that match the investment fund thesis.
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Investors will be surveyed to determine which investment opportunities are of greatest interest. Investors may suggest other companies that align with the investment thesis as potential portfolio companies.
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We partner with organizational partners and potential co-investors to secure intelligence on potential portfolio companies.
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We will utilize a wealth management firm that has a business consulting division that operates from a Christian worldview to conduct additional due diligence on potential portfolio companies. (The business consulting division of this company has a team of five who together have 95 years of relevant business expertise, and the assessment tool they will be using for M6:33 they have used 73 times in the last four years.)
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Our investment committee suggests potential deal terms, and we engage legal counsel to assist with negotiating and drafting potential deals.
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Before the fund makes any deals, all investors have opportunity to view all the diligence and to vote on the deal.
Company Differentiator:
-
We seek first Kingdom returns, looking at and initially measuring companies based upon their Kingdom impact plan.
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Typical venture capital funds leave investment decisions to fund managers. We are different; we believe that the collective intelligence of our investors is far greater than the intelligence of a small group of fund managers, and therefore desire investor input into the decision-making process.
PREVIOUS OR ACTIVE PORTFOLIO COMPANIES INCLUDE:
n/a
Capital Raise Strategy
Our capital raise strategy is modified due to current COVID restrictions, but we are reaching out to potential investors on a 1:1 basis currently, and plan to reach out further through Zoom webinars and a series of explainer videos that are currently in development.
Total Assets Under Management: We are just beginning our fundraising stage.
% of Capital from Top 3 Investors: More than 50%
Financial Reporting Frequency to Investors: Quarterly
Average Investment: $500,000
Minimum Amount: $200,000
Setup to accept charitable capital through the National Christian Foundation or other listing platforms? Yes
Erik Fast has worked with foundations, corporations, and high-net worth individuals who want to use their charitable capital to create social impacts for the last eighteen years. Through the work he has done at multiple institutions of higher education, and also as a frequent conference speaker and consultant, Erik has helped many organizations set, measure, analyze and communicate Kingdom and social impacts to donors and investors. Erik also is an effective team leader who has a great deal of experience assembling networks of individuals and organizations to reach common goals. In his career, Erik has led teams and divisions that have raised approximately $50 million in charitable dollars.
Doug Hoffman retired after 42 years of working as a Chief Executive Officer in four separate Farmer Cooperatives. The past 23 years Doug grew Wilco to 900 employees in 26 locations in Oregon and Washington. Doug serves on the Boards for the Oregon FFA Foundation, REAL Oregon, Agricultural Advisory Council at Corban University and as a volunteer at Oregon Youth Authority, and is very involved in Salem Evangelical Church. In 2018, he assumed the role of Executive Director of Mercy, Inc. “Mercy” is a 501(c) (3) organization that presents the Gospel message around the world by meeting humanitarian needs such as: education, aid to orphans and widows, literacy, medical assistance, agricultural projects, disaster relief, clean water, meeting hunger needs, micro enterprises, and anti-exploitation work.
Chad Merrill has a long history as a successful entrepreneur, having been involved in the creation and leadership of multiple businesses. Most recently Chad founded Impact 2:52, LLC which owns and operates 17 baseball & soccer academies across the Southeast. The Impact 2:52 companies also operate a management company that offers management, consulting & leadership development services to entrepreneurial companies.
Chad Merrill is the past President & CEO of the Fellowship of Companies for Christ International (FCCI). Founded over 40 years ago, FCCI’s mission is to encourage & equip Christian CEOs to use their influence to grow the Kingdom. FCCI operates throughout the US and in over 30 countries around the world.
Prior to Impact 2:52, Chad was a Founding partner in Onepath Systems, LLC. Founded in 2006 it has grown to a $200 million dollar technology company with over 1,000 employees. His strengths lie in leadership, strategy, culture development and out-of-the-box thinking that leverages partner skill sets to create Win-Win-Win relationships.
John Warton heads the Business Professional Network, a non-profit organization that for the last twenty years has served as a conduit of encouragement, training, and support for business as mission (“BAM”) companies around the world. John holds an MBA from the University of Chicago, and has been active in property management for the past 30 years. He earned an MDiv from Trinity Evangelical Divinity School, served as a pastor for 15 years, and was elected to the national board of the Evangelical Free Church of America. He served for three years as COO of the Luis Palau Evangelistic Association, taught business leadership at Corban University, and is a lecturer at the Geneva Institute on Leadership and Public Policy.
Larry Sharp is the founder of IBEC Ventures and now serves as Director of Strategic Training and Partnerships. His weekly IBEC Insights blog (https://ibecventures.com/blog) reaches thousands of current and prospective BAM entrepreneurs in many countries. He travels within North America speaking and teaching in conferences, colleges and churches on themes related to BAM, Business for Transformation (“B4T”) and missions. His travels abroad relate to BAM/B4T, crisis preparation and management, and team building. Larry’s vision and expertise has helped IBEC influence dozens of BAM businesses. Larry currently focuses on the training sector, helping people understand Business as Mission and preparing consultants to serve overseas in high risk places. He also is an adjunct professor at several colleges.
Jim Fogleman serves as the Chief Financial Officer of M6:33 Capital. He is also the CFO of West Street Investment Services, where he oversees fund administration for a number of funds, including Sovereign’s Capital. In this role, he oversees investment-level financial reporting and assists with compliance matters. Prior, he held CFO positions with privately held companies involved in start-ups, turnarounds, and real estate development. These companies included Blue Rhino Corporation, a propane cylinder exchange marketer/distributor; Platinum Service Corp., a developer of Boston Market restaurant properties located primarily in the Carolinas and Georgia; and National Packaging Solutions Group, a southeastern US manufacturer and distributor of industrial packaging. Mr. Fogleman began his career in public accounting with Price Waterhouse and later with Pryor, Sills and Fogleman and the Daniel Professional Group. He earned a BS from the University of North Carolina at Chapel Hill and is a licensed CPA in North Carolina. Mr. Fogleman and his wife Mary Edna have three sons.
Team and CULTURE
While not complete, one of the things investors have found helpful in the past is seeing how employees, customers have reviewed someone online. As of the date of completing this out …
Spiritual Integration and Impact:
Faith Driven Investing can span a wide range from high yield to concessionary returns that have a higher level of spiritual integration. Having clear expectations of this philosophy is key for the movement. Each investment is unique and you might want to select multiples but if you had to choose one quadrant that best fits your groups spiritual integration and financial performance targets … What would it be?
We are targeting the top-performing Kingdom purpose companies, regardless of their industry, geography or stage of development. Our first priority is to identify companies that have a strong Kingdom impact, and we believe that M6:33 Capital investments will consistently perform well with a Kingdom impact. As for financial returns, we believe that many of the target investments will realize above market financial returns. That said, we may invest in Kingdom purpose companies that also produce concessionary financial returns (but have very strong Kingdom impact). Given this range of potential financial returns, we feel that an average market rate financial return is possible.
Describe the Spiritual Integration Activities of the Fund:
Is Impact and Spiritual Integration Tracked?
Are you partnered with any other organizations?
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Yes, we are aligned with many other organizations that align spiritual integration and Kingdom work, including, but not limited to:
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IBEC Ventures. IBEC provides BAM consulting, training and coaching to missional entrepreneurs. Larry Sharp, the founder of IBEC Ventures, is on the M6:33 Capital board of directors.
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Business Professional Network (BPN). For over twenty years, BPN has served to support BAM projects in developing countries around the globe. John Warton, the president of BPN, is on the M6:33 Capital board of directors.
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FCCI. Chad Merrill, the pas president of FCCI, is on the M6:33 Capital board of directors.
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Mercy, Inc. Doug Hoffman, the president of Mercy, Inc. is on the M6:33 Capital board of directors. Mercy, Inc. is a Christian humanitarian relief organization operating around the world.
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Impact Foundation. We have been approved by and have received investments through the Impact Foundation.
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Maclellan Foundation. M6:33 Capital has shared information about its potential target investments with the Maclellan Foundation, and in turn the Maclellan Foundation has shared intelligence with M6:33 Capital about its impact investments. Informally, representatives of the Maclellan Foundation have stated that the target investments of M6:33 Capital overlap with the investment interests of the Maclellan Foundation “80 to 90% of the time.” Given these shared interests, the Maclellan Foundation and M6:33 Capital have agreed to share due diligence and explore co-investing opportunities down the road.
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Trustbridge Global Network. Through the TrustBridge Global Network, individuals with Donor Advised Funds at the National Christian Foundation make grants around the world. The principals at TrustBridge have offered to help the M6:33 Capital with repatriating investment funds back to the United States in certain circumstances. TrustBridge Global has also offered to share due diligence they have conducted on business as mission companies.
A lot of Investing Conversations look at Social Impact related to the United Nations Sustainable Development Goals. Is there one of these that most resonates with your organization?
“Decent work and economic growth” most resonates with M6:33 Capital. “Industry, innovation and infrastructure”, “no poverty”, “zero hunger”, “good health and well being” and “peace, justice and strong institutions” may also be met through the work of M6:33 Capital.
If you’re wildly successful how will the world be different?
Our mission is three-fold:
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Glorify God by investing in companies that honor Him,
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Secure a financial return for investors, and
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Leverage the potential success of these investments to inspire additional impact investments into Kingdom-purpose companies.
If we are wildly successful in this mission, Christians will understand much better that they can secure Kingdom returns and financial returns from the same resources. Not only would we like to see many more Kingdom impact investors, but we would also like to see many more faith-drive entrepreneurs aiming to use their business as a platform to share the Gospel and love people in the name of Jesus.
WHY The FAITH DRIVEN INVESTOR?
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Why are you compelled to be certified and a part of the Faith Driven Investor Group? M6:33 Capital is eager to see the faith-driven ecosystem grow and believe that joining like-minded investors will help us all in our individual missions. We look forward to the possibility of co-investing alongside others in the faith driven investor network, and hope and pray that our collective work will bring praise and glory to Jesus Christ.
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Does the leadership align with the Unifying Principles on Faith Driven Investor and agree to the Code of Conduct? Absolutely
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Who nominated you to be listed on the FDI site? Justin Forman, Faith Driven Investor
AFFILIATIONS- Are you a part of any third party groups, that you would like to list here?
No
Collections
We have gathered the best of our content, and created on these pages curated to your sector. Browse through these collections of Videos, Podcasts, Blog posts and more!
Why we invest and how we invest matter more than where we invest. Our heart posture must be on-aim above all else. So if you’re a financial advisor in one of the big firms and striving to see your Work as Act of Worship, then here’s a few ways to be encouraged and connect with others in the community.
In certain situations (overseas, frontier, and/or otherwise uniquely challenged geographies), there are opportunities for investors to invest concessionary or “very patient” capital into development initiatives that tie to a wide variety of core consumer, technology, and related opportunities.
Angel Investing is one of the largest potential areas of Faith Driven Investing. The challenge for Angel investors is the same as that of the larger, professionally managed, private equity funds: DEAL FLOW.
Within the early-stage angel investing space, there is a tremendous opportunity to influence culture and the lasting impact. Here are a few funds that look for spiritual integration in their portfolio.
There are opportunities to invest in companies that encourage faith conversations. They might employ corporate chaplains furthering prayer coverage, care for their team, customers, partners, vendors, and employees.
Real estate is a place where people live and work and as such is a great place to partner with ministry services. These include properties like shopping centers and co-working spaces, as well as multi-family and adult care communities owned by Christ followers.
There are increasing opportunities for the main street investor to invest in mutual funds and ETF’s that pursue making a lasting impact. Faith Driven Mutual Funds are institutions providing high-performance investments that create compelling value for the global common good.
Opportunities to invest in companies that encourage faith conversations abound. Whether these organization employ corporate chaplains, or whether they use faith-based groups to care for their people, these businesses are moving the faith and work conversation forward.
A banking service that is provided to unemployed or low-income individuals or groups who otherwise would have no other access to financial services. Microfinance is a great way to work on the alleviation of financial and spiritual poverty.
A primary source of investment capital for kingdom causes comes from successful faith driven entrepreneurs as they exit their businesses. A surprisingly high number of business sales happen in a non tax advantaged way, resulting in large taxes being paid that could have otherwise gone to ministry pursuits.
film and media
A recent way that Faith Driven Investors have been finding spiritual impact and financial return is at the intersection of film. Whether it’s a feature length series, a mini-movie or curriculum project, there are various different ways to get involved. Some have taken preferred debt positions, while others have taken equity positions. There are a host of different ways to get involved. One of the things that remains certain, we must have a commitment to excellence in our storytelling. For far too long some endeavors developed a reputation of being sub-par. Recently those that have brought an elevated commitment to quality have found greater impact. If you know of groups that are looking to partner with investors and have an emphasis on Spiritual Integration please submit the form below to share with the community.
Know of Another Group that should be added to the List?
Submit it to our editorial team so we can consider adding it to the site.
faith driven investing funds
Originally posted on Christian Investment Forum
The Faith Driven Investor movement stands on the shoulders of those who have come before us. John Siverling and the Christian Investment Forum are just one of the groups who have led this conversation, and we’re grateful to feature their contribution to the movement here.
Rating based on Morning Star Analyst, updated as of April 30th, 2020. Click on “more” to see their profile. Or, click on the header to sort by that column.
| Eventide Funds |
Bond – Intermediate-Term |
Eventide Limited Term Bond |
ETNBX |
☆☆☆☆ |
more |
| Eventide Funds |
Equity – Mid-Cap Growth |
Eventide Gilead |
ETGLX |
★★★★ |
more |
| Eventide Funds |
Equity – Healthcare |
Eventide Healthcare & Life Sciences |
ETNHX |
★★★★ |
more |
| Eventide Funds |
World Allocation |
Eventide Multi-Asset Income |
ETNMX |
★★★ |
more |
| Eventide Funds |
World Allocation |
Global Dividend |
ETNDX |
n/a |
more |
| GuideStone Funds |
Target Date 2011-2015 |
GuideStone MyDestination 2015 |
GMTZX |
★★★ |
more |
| GuideStone Funds |
Target Date 2021-2025 |
GuideStone MyDestination 2025 |
GMWZX |
★★★ |
more |
| GuideStone Funds |
Target Date 2031-2035 |
GuideStone MyDestination 2035 |
GMHZX |
★★★ |
more |
| GuideStone Funds |
Target Date 2041-2045 |
GuideStone MyDestination 2045 |
GMFZX |
★★★ |
more |
| GuideStone Funds |
Target Date 2051-2055 |
GuideStone MyDestination 2055 |
GMGZX |
★★★ |
more |
| GuideStone Funds |
Conservative Allocation |
GuideStone Conservative Allocation |
GFIZX |
★★ |
more |
| GuideStone Funds |
Conservative Allocation |
GuideStone Balanced Allocation |
GGIZX |
★★★ |
more |
| GuideStone Funds |
Aggressive Allocation |
GuideStone Growth Allocation |
GCOZX |
★★★ |
more |
| GuideStone Funds |
Equity – World Stock |
GuideStone Aggressive Allocation |
GGBZX |
★★★ |
more |
| GuideStone Funds |
Bond – Short-Term |
GuideStone Low-Duration Bond |
GLDZX |
★★★ |
more |
| GuideStone Funds |
Bond – Intermediate-Term |
GuideStone Medium-Duration Bond |
GMDZX |
★★★★ |
more |
| GuideStone Funds |
Bond – Corporate |
GuideStone Extended-Duration Bond |
GEDZX |
★★★ |
more |
| GuideStone Funds |
Bond – World |
GuideStone Global Bond |
GGBFX |
★★★★ |
more |
| GuideStone Funds |
Equity – Large Blend |
GuideStone Equity Index |
GEQZX |
★★★★ |
more |
| GuideStone Funds |
Equity – Large Value |
GuideStone Value Equity |
GVEZX |
★★★ |
more |
| GuideStone Funds |
Equity – Large Growth |
GuideStone Growth Equity |
GGEZX |
★★★★ |
more |
| GuideStone Funds |
Equity – Small Blend |
GuideStone Small Cap Equity |
GSCZX |
★★★★ |
more |
| GuideStone Funds |
Equity – Foreign Large Blend |
GuideStone International Equity |
GIEZX |
★★ |
more |
| GuideStone Funds |
Equity – Diversified Emerging Markets |
GuideStone Emerging Marketing Equity |
GEMZX |
★★★ |
more |
| GuideStone Funds |
Real Estate |
GuideStone Real Estate Securities |
GREZX |
★★★★ |
more |
| GuideStone Funds |
Tactical Allocation |
GuideStone Defensive Market Strategies |
GDMZX |
★★★★ |
more |
| Praxis Mutual Funds |
Equity – Large Blend |
Praxis Growth Index |
MGNDX |
★★★★ |
more |
| Praxis Mutual Funds |
Equity – Large Value |
Praxis Value Index |
MVIAX |
★★★★ |
more |
| Praxis Mutual Funds |
Equity – Small Growth |
Praxis Small Cap |
MMSCX |
★★ |
more |
| Praxis Mutual Funds |
Equity – Foreign Large Blend |
Praxis International Index |
MPLAX |
★★★ |
more |
| Praxis Mutual Funds |
Bond – Intermediate-Term |
Praxis Intermediate Income |
MIIAX |
★★★ |
more |
| Praxis Mutual Funds |
Conservative Allocation |
Praxis Genesis Conservative |
MCONX |
★★★★ |
more |
| Praxis Mutual Funds |
Moderate Allocation |
Praxis Genesis Balanced |
MBAPX |
★★★ |
more |
| Praxis Mutual Funds |
Aggressive Allocation |
Praxis Genesis Growth |
MGAFX |
★★★ |
more |
| Steward Funds |
Options-based |
Steward Covered Call Income |
SCJAX |
n/a |
more |
| Steward Funds |
Equity – World Large Stock |
Steward Global Equity Income |
SGIDX |
★★★ |
more |
| Steward Funds |
Equity – Foreign Large Blend |
Steward International Enhanced Index |
SNTKX |
★★★ |
more |
| Steward Funds |
Equity – Large Blend |
Steward Large Cap Enhanced Index |
SEEKX |
★★★ |
more |
| Steward Funds |
Bond – Intermediate-Term |
Steward Select Bond |
SEAKX |
★ |
more |
| Steward Funds |
Equity – Small Blend |
Steward Small-Mid Cap Enhanced Index |
TRDFX |
★★★ |
more |
| Timothy Plan |
Bond – High Yield |
Timothy High Yield Bond |
TPHAX |
★★★ |
more |
| Timothy Plan |
Bond – Intermediate-Term |
Timothy Fixed Income |
TFIAX |
★ |
more |
| Timothy Plan |
Foreign – Large Blend |
Timothy International |
TPIAX |
★★★ |
more |
| Timothy Plan |
Equity – Foreign Small/Mid Growth |
Timothy Israel Common Values |
TPAIX |
n/a |
more |
| Timothy Plan |
Conservative Allocation |
Timothy Defensive Strategies |
TPDAX |
★ |
more |
| Timothy Plan |
Equity – Small Blend |
Timothy Small Cap Value |
TPLNX |
★★★ |
more |
| Timothy Plan |
Equity – Mid-cap Growth |
Timothy Large/Mid Cap Growth |
TLGAX |
★ |
more |
| Timothy Plan |
Equity – Large Blend |
Timothy Large/Mid Cap Value |
TLVAX |
★★ |
more |
| Timothy Plan |
Equity – Mid-cap Growth |
Timothy Aggressive Growth |
TAAGX |
★★ |
more |
| Timothy Plan |
World Allocation |
Timothy Growth & Income |
TGIAX |
★ |
more |
| Timothy Plan |
Aggressive Allocation |
Timothy Strategic Growth |
TSGAX |
★ |
more |
| Timothy Plan |
Conservative Allocation |
Timothy Conservative Growth |
TCGAX |
★★ |
more |
| Ave Maria |
Allocation–15% to 30% Equity |
Ave Maria Bond |
AVEFX |
★★★ |
more |
| Ave Maria |
Equity – Mid-Cap Growth |
Ave Maria Growth |
AVEGX |
★★★ |
more |
| Ave Maria |
Equity – Large Blend |
Ave Maria Rising Dividend |
AVEDX |
★★ |
more |
| Ave Maria |
Equity – Mid-Cap Blend |
Ave Maria Value |
AVEMX |
★★ |
more |
| Ave Maria |
Equity – World Large Stock |
Ave Maria World Equity |
AVEWX |
★★ |
more |
| Camelot Portfolios |
Equity – Small Value |
Camelot Excalibur Small Cap Income |
CEXAX |
★★★★ |
more |
| Camelot Portfolios |
Multialternative |
Camelot Event Driven Fund |
EVDIX |
★★★ |
more |
| Hodges Capital |
Equity – Mid-Cap Growth |
Hodges Fund |
HDPMX |
★ |
more |
| Hodges Capital |
Equity – Small Blend |
Hodges Small Cap |
HDPSX |
★ |
more |
| Hodges Capital |
Equity – Small Value |
Hodges Small Intrinsic Value |
HDSVX |
★ |
more |
| Hodges Capital |
Equity – Large Growth |
Hodges Blue Chip Equity Income |
HDPBX |
★★★ |
more |
| Hodges Capital |
Equity – Mid-Cap Growth |
Hodges Small-Mid Cap |
HDSMX |
★ |
more |
| Knights of Columbus |
Bond – Intermediate-Term |
Catholic Investor Core Bond |
KCCVX |
★★ |
more |
| Knights of Columbus |
Equity – Foreign Large Blend |
Catholic Investor International Equity |
KCIVX |
★★★ |
more |
| Knights of Columbus |
Equity – Large Growth |
Catholic Investor Large Cap Growth |
KCGVX |
★★★ |
more |
| Knights of Columbus |
Equity – Large Value |
Catholic Investor Large Cap Value |
KCVVX |
★★★ |
more |
| Knights of Columbus |
Bond – Short-Term |
Catholic Investor Limited Duration |
KCLVX |
★★ |
more |
| Knights of Columbus |
Equity – Small Blend |
Catholic Investor Small Cap |
KCSVX |
★★★ |
more |
| LKCM |
Equity – Large Growth |
LKCM Aquinas Catholic Equity |
AQEIX |
★★ |
more |
| SEI |
Equity – Large Blend |
SEI Catholic Values Equity |
CAVAX |
★★ |
more |
| Shelton Asset Management |
Foreign – Large Blend |
Shelton International Select Equity |
SISLX |
★★★★★ |
more |
FAITH DRIVEN INVESTING ETF
Rating based on Morning Star Analyst, updated as of April 30th, 2020. Click on “more” to see their profile. Or click on the header to sort by that column.
| Inspire Investing |
ETF |
Inspire 100 ETF |
BIBL |
n/a |
more |
| Inspire Investing |
ETF |
Inspire Global Hope ETF |
BLES |
★★ |
more |
| Inspire Investing |
ETF |
Inspire Small/Mid Cap Impact ETF |
ISMD |
★★★ |
more |
| Inspire Investing |
ETF |
Inspire Corporate Bond Impact ETF |
IBD |
n/a |
more |
| Inspire Investing |
ETF |
Inspire International ESG ETF |
WWJD |
n/a |
more |
| Timothy Plan |
ETF |
Timothy US Large Cap Core ETF |
TPLC |
n/a |
more |
| Timothy Plan |
ETF |
Timothy High Dividend Stock ETF |
TPHD |
n/a |
more |
PUBLIC COMPANIES THAT CARE FOR THEIR TEAM WITH CHAPLAINCY AND ENCOURAGING FAITH GROUPS
Chaplaincy has long been a reliable marker that leadership of a company is serious about ministering to the spiritual needs of its employees. Corporate Chaplains of America (CCA) and Marketplace Chaplains have been leaders in this field and there is new energy from others to build on this for the millennial generation in Silicon Valley and elsewhere. Of recent note, David Miller, Director of the Faith and Work Initiative at Princeton has released a very compelling research paper on the case for Chaplaincy. Another new trend that is promising is an emergence of faith friendly initiatives at larger companies like Salesforce, Apple, Google, Uber, Ford and other companies. This is a trend to watch. Many of these initiatives support Christ followers meeting publicly within the company as a group for Bible Study and prayer. The large companies that support these groups, of course encourage them from other faith traditions as well.
In the months ahead there might be a chance to highlight these public companies that have taken a stance and are supportive of these ways to care for their team.
More to come soon …
