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BOSTON,
MA - September 8, 2004 - KLD Research & Analytics, Inc.,
an independent investment research firm, reported its
index returns for August 2004:
- KLD's Domini 400
SocialSM
Index was up 0.20% while the S&P 500®
was was up 0.40% for the month.
- The KLD Broad Market
SocialSM
Index was up 0.06% while the Russell 3000®
was up 0.41%.
- The KLD Large Cap
SocialSM
Index was
up 0.17% while the Russell 1000®
was up 0.49%.
- The KLD Select SocialSM
Index was up 0.80% while the Russell 1000®
was up 0.49%.
Total
Return Tables1
- As of August 31, 2004
KLD's
Domini 400 Social Index
| |
Month |
2nd
Q 2004 |
YTD |
One Year* |
Three
Year* |
Five
Year* |
Ten
Year* |
Since
5/1/90
Inception |
| KLD's
DS 400 Index |
0.20%
|
2.29%
|
0.48%
|
10.84%
|
1.44%
|
-2.36%
|
11.58%
|
424.22%
|
| S&P
500 |
0.40%
|
1.72%
|
0.42%
|
11.46%
|
0.80%
|
-2.05%
|
10.70%
|
354.64%
|
|
Source:
Dow Jones & Co.
*Annualized Returns
KLD Broad Market Social Index
and KLD Large Cap Social Index
| |
Month |
2nd
Q 2004 |
YTD
|
One
Year* |
Three
Year* |
Five
Year* |
Ten
Year* |
Since
1/1/01
Inception |
| KLD
BMS Index |
0.06%
|
1.24%
|
-0.88%
|
9.64%
|
1.35%
|
N/A
|
N/A
|
-12.28%
|
| Russell
3000 |
0.41%
|
1.33%
|
0.09%
|
11.31%
|
1.60%
|
-0.92%
|
10.47%
|
-8.88%
|
| KLD
LCS Index |
0.17%
|
1.35%
|
-0.70%
|
9.78%
|
0.93%
|
N/A
|
N/A
|
-14.56%
|
| Russell
1000 |
0.49%
|
1.40%
|
0.20%
|
11.33%
|
1.22%
|
-1.46%
|
10.67%
|
-10.73%
|
|
Source:
Russell/Mellon Analytical Services.
*Annualized Returns
KLD Select Social Index
| |
Month |
2nd
Q 2004 |
YTD |
One Year* |
Three
Year* |
Five
Year* |
Ten
Year* |
Since
6/1/04
Inception |
| KLD
SS Index |
0.80%
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
-0.74%
|
| Russell
1000 |
0.49%
|
1.40%
|
0.20%
|
11.33%
|
1.22%
|
-1.46%
|
10.67%
|
-1.29%
|
|
Source:
Russell/Mellon
Analytical Services
and Dow Jones & Co.
*Annualized Returns
_____________________________
1Index
names are abbreviated for use in this table as follows:
KLD's DS 400 Index is KLD's Domini 400 Social Index; KLD
BMS Index is the KLD Broad Market Social Index; KLD LCS
Index is the KLD Large Cap Social Index; and KLD SS Index
is the KLD Select Social Index.
About the KLD Family of Indexes
KLD's
family of social, environmental and sustainability indexes
include: the Domini 400 SocialSM
Index, launched in 1990, is the established benchmark
for measuring the impact of social screening on financial
performance; The KLD Catholic Values 400SM
Index, launched in 1998, is modeled on KLD's DS 400; the
KLD Broad Market SocialSM
Index, launched in 2001, is the screened subset of the
Russell 3000® Index; the KLD Large Cap
SocialSM Index,
launched in 2001, is the screened subset of the Russell
1000® Index; The KLD NASDAQ SocialSM
Index, launched in 2002, is modeled on the NASDAQ Composite
Index; the KLD Select SocialSM
Index, launched in 2004, is the first US index maximizing
sustainability factors.
About KLD Research & Analytics,
Inc.
KLD Research & Analytics, Inc. is an independent investment
research firm providing investment management tools used
by professionals to serve clients requiring investment
strategies based on social and environmental responsibility.
KLD products and services, including Socrates (a web-based,
company research tool) are used for screening, compliance
and asset gathering.
For more information about KLD or its family of Indexes,
please see our website (www.kld.com)
or contact Karen Agredo by phone (617.426.5270) or via
e-mail (kagredo@kld.com).
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