The Blue Fund is celebrating its 6 month anniversary! We are glad that you continue to be interested in Blue investing, and we’re excited to share some of our most recent good news with you.
The Blue Fund outperformed market benchmarks in first 6 months.
Both The Blue Large Cap Fund and The Blue Small Cap Fund outperformed their respective benchmarks since inception and over the past quarter as of 3/31/07.
The Blue Fund offers an opportunity for progressives to invest with their hearts and their minds. By using criteria to select for responsible and progressive corporate leadership we build portfolios around companies that not only conduct business in-line with our values but that also fit our sense about the way good businesses should be run.
You can invest in the funds through Fidelity, Charles Schwab & Co., E*TRADE, and Scottrade or directly through The Blue Fund by filling out an application on our website. If you would like to speak with a Blue Fund representative before making your investment, please call 877-490-BLUE.
Blue Fund CEO on CNBC’s Kudlow & Co.
Daniel Adamson, Co-Founder and CEO of The Blue Fund was invited to discuss the principles of ethically and politically conscious investing on the CNBC financial talk show Kudlow & Co. on April 20, 2007.
Get involved with The Blue Fund!
Many of you have also asked us how you can help spread the word about Blue investing and The Blue Fund. You can do something as simple as requesting a Blue Fund bumper sticker for your car and discussing The Blue Fund at the next political event you attend. If you have any questions about how you can get involved—or if you would actually like to request that bumper sticker or other Blue Fund materials for yourselves or for like- minded friends—you can reply to this e-mail.
We look forward to hearing from you and to welcoming you as an active member of our community of Blue investors!
Sincerely,
The Blue Fund team
An investor should consider the investment objectives, risks, charges and expenses of The Blue Fund carefully before investing or sending money. The prospectus contains this and other information about the Fund. Read and consider it carefully before investing. To obtain a prospectus, click here or call us at 1-877-490-BLUE.
The Blue Fund is distributed by BISYS Fund Services, Limited Partnership.
Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes. The Blue Fund are socially responsible funds. Their social policy could cause the Funds to underperform other index funds that do not have a social policy. The social policies of the Funds could cause the Fund Advisors to sell or avoid stocks that subsequently perform well.
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