Sustainable & Responsible Mutual Fund Chart

The Mutual Fund Performance Chart displays all sustainable and responsible mutual funds offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.

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Showing 208 of 208 funds
Information current as of:
August 31, 2016

Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $120.36M 4.6 5.35 6.65 7.92 5.29 -2.08 0.64 1.21 8.34 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $120.36M 3.92 4.56 5.69 6.86 4.32 -2.69 0.64 1.83 8.28 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $120.36M 4.04 4.51 5.87 7.15 4.61 -2.82 0.64 1.98 8.33 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $120.36M 4.73 5.54 6.9 8.2 -- -1.89 0.64 1 8.3 Blend: 60% S&P 500 - 40% BC Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $598.62M 2.8 2.95 3.44 2.09 -- 1.05 0.5 1.01 1.48 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $598.62M 2.86 2.94 3.28 2.05 3.87 0.93 0.5 0.65 1.4 Barclays Capital US Securitized Bond
AMKIX American Century Emerging Markets Int'l
Global
1/1999 $564.63M 13.83 13 4.82 1.97 3.63 -8.13 1.48 1.23 16.19 MSCI EM
AGGIX American Century Global Growth Int'l
Global
8/2000 $522.36M 1.07 2.77 7.35 9.51 5.92 2.63 0.87 0.88 15.73 MSCI World
TGRIX American Century International Growth Int'l
Global
11/1997 $1571.22M -2.92 -3.03 2.19 5.11 3.15 0.83 0.96 0.97 13.93 MSCI EAFE Equity
AFDIX American Century Sustainable Equity Equity
Large Cap
7/2005 $230.42M 5.13 7.9 10.04 13.53 8.02 -1.67 0.99 0.99 13.3 S&P 500 Composite Total Return
APPLX Appleseed Fund Int'l
Global
12/2006 $195.45M 14.47 8.98 2.07 5.35 -- -9.12 0.85 1.2 12.66 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $195.45M 14.57 9.17 2.28 5.58 -- -8.87 0.85 0.95 12.73 MSCI World
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1734.32M 8.87 7.26 9.2 13.67 8.6 -6.22 0.69 1.12 18.65 Russell Mid Cap Value
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $36.08M 11.23 -2.38 -4.32 3.96 -- -26.78 0.8 1.25 18.67 Russell 2000 Value
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
ARFFX Ariel Focus Fund All
Cap
6/2005 $47.91M 13.12 7.2 5.88 9.79 5.12 -15.39 0.65 1 18.55 Russell 1000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2007.51M 7.52 8.21 10.89 15.01 7.28 -4.1 0.58 1.02 20.45 Russell 2500 Value
REDWX Aspiration Redwood Fund Equity
Large Cap
-- $4.55M -- -- -- -- -- -- -- -- -- --
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $66.2M 3.63 0.12 5.94 9.14 7.01 -5.84 0.8 0.99 14.37 Russell Mid Cap Growth
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $100.73M 2.19 1.97 2.33 2.32 -- -0.11 1.19 1.36 1.24 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $197.4M 1.86 2.1 1.53 3.68 -- -1.97 0.9 1.12 15.1 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $31.45M 7.18 11.35 10.67 -- -- 1.95 0.75 1 12.1 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $373.9M 7.23 13.35 14.15 -- -- 13.02 0.6 0.75 12.89 Russell 1000® Growth Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $122.84M 4.46 4.89 7.38 9.64 4.62 -0.19 0 0.43 11.93 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $122.84M 3.88 3.88 6.28 8.42 3.33 -1.29 0 1.55 11.96 Russell 3000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $683.88M 6.43 6.53 6.96 8.6 4.99 -2.81 0.52 1.13 8.29 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $683.88M 5.89 5.69 6.13 7.73 4.11 -3.6 0.52 1.92 8.29 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $683.88M 6.72 6.94 7.45 9.1 5.5 -2.43 0.52 0.64 8.31 Russell 1000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $683.88M 6.63 6.76 7.18 -- -- -2.65 0.52 0.96 8.33 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $882.19M 6.15 6.39 4.34 3.67 4.26 0.01 0.47 1.07 2.02 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $882.19M 5.5 5.43 3.45 2.81 3.42 -0.84 0.47 1.91 2 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $882.19M 6.39 6.81 4.87 4.23 4.86 0.54 0.47 0.51 2 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $882.19M 6.3 6.64 4.61 3.95 -- 0.33 0.47 0.8 2.01 Barclays Capital US Aggregate Bond
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $421.55M 2.14 -3.02 5.78 9.83 7.24 -3.7 0.77 1.21 12.61 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $421.55M 1.61 -3.81 4.95 8.97 6.4 -4.49 0.77 1.96 12.57 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $421.55M 2.47 -2.55 6.37 10.49 8.02 -3.18 0.77 0.83 12.62 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $421.55M 2.35 -2.74 6.02 10.07 -- -3.49 0.77 0.96 12.59 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $167.14M 4.34 4.55 5.38 6.38 5.05 0.2 0 0.44 4.69 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $167.14M 3.74 3.59 4.38 5.34 3.82 -0.79 0 1.44 4.73 Barclays Capital US Credit
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $119.64M 10.26 13.11 3.81 -- -- -7.78 1.07 1.33 14.64 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $119.64M 9.73 12.34 2.91 -- -- -8.55 1.07 2.08 14.64 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $119.64M 10.45 13.51 4.19 -- -- -7.39 1.07 0.98 14.73 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $119.64M 10.45 13.46 4.1 -- -- -7.56 1.07 1.08 14.65 MSCI EM NR USD
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2284.07M 3.87 7.49 11.56 11.79 7.65 3.68 0.61 1.12 11.63 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2284.07M 3.31 6.64 10.73 10.96 6.84 2.91 0.61 1.86 11.62 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2284.07M 4.13 7.92 12.09 12.35 8.21 4.19 0.61 0.63 11.64 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2284.07M 4.07 7.81 11.91 12.17 -- 4 0.61 0.82 11.64 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $94.03M -4.97 1.19 -2.17 -1.86 -- -3.11 0.95 1.85 18.18 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $94.03M -5.45 0.35 -3.11 -2.77 -- -4.11 0.95 2.85 18.25 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $94.03M -4.59 1.69 -1.72 -1.37 -- -2.71 0.95 1.4 18.11 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $94.03M -4.79 1.44 -1.95 -1.58 -- -3.01 0.95 1.6 18.08 Ardour Gbl Alternative Energy
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $433.18M 13.86 10.21 4.15 8.6 -- -12.75 0.9 1.82 17.18 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $433.18M 13.29 9.37 3.43 7.72 -- -13.35 0.9 2.53 17.21 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $433.18M 14.16 10.66 -- -- -- -12.3 0.9 1.29 17.23 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $433.18M 14.09 10.53 4.51 8.93 -- -12.46 0.9 1.49 17.21 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $70.69M 5.79 5.4 -- -- -- -0.26 0.3 0.88 2 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $70.69M 6.05 5.86 -- -- -- 0.26 0.3 0.5 1.95 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $70.69M 5.95 5.65 -- -- -- -0.02 0.3 0.63 1.99 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $174.46M 10.11 6.39 3.41 6.25 -- -2.45 0.65 1.07 6.49 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $174.46M 9.56 5.5 2.43 -- -- -3.4 0.65 2.07 6.48 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $174.46M 10.38 6.76 3.74 6.66 -- -2.13 0.77 0.74 6.48 BofAML US HY Master II
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $174.46M 10.3 6.65 3.68 6.54 -- -2.16 0.65 0.82 6.49 BofAML US HY Master II
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $613.75M 8.89 8.52 4.56 3.83 3.89 -1.2 0.4 1.24 3.15 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $613.75M 8.34 7.7 3.81 3.09 3.16 -1.91 0.4 1.93 3.15 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $613.75M 9.16 8.98 5.16 4.44 4.46 -0.55 0.4 0.64 3.18 Barclays Capital US Credit
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $613.75M 8.49 7.99 4.25 3.58 -- -1.44 0.4 1.47 3.14 Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $613.75M 9.06 8.8 4.89 4.18 -- -0.88 0.4 0.91 3.16 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $329.73M -3.05 -4.92 0.32 3.68 -1.29 -0.26 0.86 1.54 14.11 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $329.73M -3.6 -5.67 -0.53 2.79 -2.14 -1.01 0.86 2.37 14.14 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $329.73M -2.81 -4.48 0.88 4.32 -0.63 0.24 0.86 0.98 14.13 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $329.73M -2.96 -4.71 0.62 4.04 -- 0.06 0.86 1.22 14.18 MSCI EAFE Investable Market
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $220.67M 1.48 1.9 4.58 7.76 -- 2.29 0.87 1.15 15.79 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $220.67M 0.57 0.54 3.2 6.34 -- 0.87 0.87 2.5 15.72 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $220.67M 1.48 1.9 4.58 7.76 -- 2.29 0.87 1.15 15.79 MSCI EAFE SMID NR USD
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $220.67M 1.45 1.85 4.38 7.55 -- 2.1 0.87 1.41 15.82 MSCI EAFE SMID NR USD
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $89.25M 14.59 14.14 8.73 6.72 8.34 -3.92 0.52 1.25 4.9 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $89.25M 14.99 14.81 -- -- -- -- 0.52 -- 4.84 Barclays US Long Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $248.53M 4.66 4.89 6.42 8.07 4.68 -0.35 0 0.67 8.96 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $248.53M 4.14 4.17 5.64 7.28 3.89 -1.1 0 1.42 9 Custom
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1367.08M 3.74 3.29 1.81 2.15 3.39 0.24 0.35 1.08 1.5 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1367.08M 3.24 2.55 1.07 1.39 2.61 -0.56 0.35 1.81 1.54 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1367.08M 3.99 3.81 2.37 2.7 3.91 0.8 0.35 0.5 1.47 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1367.08M 3.92 3.59 2.12 2.46 -- 0.45 0.35 0.8 1.53 Barclays Credit 1-5 Yr
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $301.31M 7.03 4.6 8.2 13.09 6.35 -1.09 0.7 1.37 13.09 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $301.31M 6.49 3.82 7.4 12.18 5.43 -1.83 0.7 2.12 13.03 Russell 2000 Value
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $301.31M 7.32 5.06 8.76 13.78 7.1 -0.64 0.7 0.91 13.07 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $301.31M 7.29 4.9 -- -- -- -0.88 0.7 1.12 13.08 Russell 2000
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $161.48M 3.77 6.37 5.68 4.05 3.23 2.93 0.35 0.88 1.75 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $161.48M 3.22 5.58 -- -- -- -- 0.35 1.55 1.69 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $161.48M 3.95 6.73 -- -- -- -- 0.35 0.45 1.76 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $161.48M 3.95 6.57 -- -- -- -- 0.35 0.55 1.75 Barclays Municipal
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $762.87M 6.58 8.79 11.74 14.58 6.85 0.76 0.15 0.68 13.86 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $762.87M 6.11 8.02 10.91 13.61 5.87 -0.02 0.15 1.44 13.77 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $762.87M 6.89 9.19 12.28 15.15 7.41 1.14 0.15 0.2 13.88 Calvert U.S. Large Cap Core Responsible Index
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $762.87M 6.81 9.07 11.85 -- -- 0.92 0.15 0.46 13.86 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $45.35M 4.51 8.37 -- -- -- -- 0.15 0.57 14.61 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $45.35M 3.97 7.48 -- -- -- -- 0.15 1.32 14.65 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $45.35M 4.75 8.69 -- -- -- -- 0.15 0.22 14.64 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $45.35M 4.71 8.63 -- -- -- -- 0.15 0.32 14.62 Calvert U.S. Large Cap Growth Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $102.91M 8.48 8.8 -- -- -- -- 0.15 0.57 13.33 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $102.91M 7.96 7.98 -- -- -- -- 0.15 1.32 13.35 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $102.91M 8.8 9.21 -- -- -- -- 0.15 0.22 13.31 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $102.91M 8.69 9.14 -- -- -- -- 0.15 0.32 13.33 Calvert U.S. Large Cap Value Responsible Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $638.57M 1.39 1.32 0.88 1.1 -- 0.2 0.3 0.89 0.72 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $638.57M 1.66 1.73 -- -- -- 0.62 0.3 0.5 0.71 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $638.57M 1.6 1.68 1.11 1.33 -- 0.47 0.3 0.69 0.69 Barclays Short Treasury 9-12 Mon
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $76.55M 4.83 4.39 -- -- -- 1.57 0 1.1 2.6 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $76.55M 4.3 3.61 -- -- -- 0.82 0 1.85 2.65 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $76.55M 5.15 4.8 -- -- -- 1.93 0 0.65 2.65 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $76.55M 4.99 4.56 -- -- -- 1.78 0 0.85 2.66 Barclays 1-3 Month U.S. Treasury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $30.62M 1.76 2.36 2.22 -- -- -1.47 1 -- 5.37 Citigroup 3-Month T-Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $5.61M 3.69 5.95 -- -- -- -- 0.65 0.75 12.91 Russell 3000
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1940.74M 3.23 3.47 3.2 2.18 3.74 1.55 0.3 0.91 1.84 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1940.74M 3.45 3.84 3.64 2.6 -- 2.01 0.3 0.46 1.85 Barclays Capital US Aggregate
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1940.74M 3.31 3.49 3.32 2.27 -- 1.66 0.3 0.81 1.97 Barclays Capital US Aggregate
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $616.86M 2.65 1.29 4.78 7.35 -- 1.73 1 1.57 15.65 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $616.86M 2.84 1.7 5.16 -- -- 2.28 1 1.15 15.67 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $616.86M 2.53 1.31 4.73 7.3 -- 1.76 1 1.59 15.67 MSCI EAFE Equity
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $148.29M 6.88 7.06 3.55 2.24 3.97 -0.46 0.4 0.95 2.22 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $148.29M 7.01 7.1 3.76 -- -- -0.19 0.4 0.65 2.31 Barclays U.S. Aggregate Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $911.3M 5.89 4.75 8.37 10.68 5.41 -7.38 0.3 1.18 14.64 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $911.3M 6.09 5.08 8.79 11.09 6.31 -6.97 0.3 0.8 14.56 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $911.3M 5.83 4.7 8.39 10.65 5.89 -7.27 0.3 1.16 14.59 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $911.3M 6.05 5.05 8.75 11.03 6.24 -6.91 0.3 0.85 14.64 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $72.66M 10.33 9.61 8.81 7.05 -- -3.28 1 1.68 12.82 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $72.66M 10.32 9.61 8.8 7.05 -- -3.28 1 1.68 12.89 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $72.66M 9.87 8.79 8.01 6.25 -- -4.09 1 2.43 12.81 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $72.66M 10.52 9.89 9.06 7.33 -- -3.04 1 1.43 12.79 S&P 500 Composite Total Return
GCBLX Green Century Balanced Balanced
3/1992 $193.49M 5.29 4.43 7.59 9.47 5.42 -1.35 0.65 1.48 10.01 Lipper Balanced Fund Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $179.27M 6.88 12.5 11.4 13.69 6.79 0.94 0.25 1.25 13.59 S&P 500 Composite Total Return
MHIEX Miller/Howard Income-Equity Fund - Class I Equity
Large Cap
12/2015 $63.11M 7.71 -- -- -- -- -- 0.75 -- -- --
MHIDX Miller/Howard Income-Equity Fund Adviser Class Shares Equity
Large Cap
12/2015 $63.11M 7.44 -- -- -- -- -- 0.75 -- -- --
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2348.17M 6.65 10.49 10.41 12.56 7.21 -0.41 0.73 0.85 13.53 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2348.17M 6.35 10.01 9.94 12.08 -- -0.86 0.73 1.29 13.51 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2348.17M 6.48 10.29 10.22 12.36 7.02 -0.56 0.87 1.03 13.48 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2348.17M 6.5 10.27 10.19 12.33 -- -0.63 0.73 1.05 13.51 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2348.17M 5.96 9.44 9.38 11.49 -- -1.36 0.73 1.79 13.54 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2348.17M 6.77 10.7 10.61 12.77 -- -0.24 0.62 0.67 13.5 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $7.64M 12.21 15.75 4.53 -- -- -11.84 1.1 1.25 18.06 MSCI AC Asia Pacific Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $13757.2M 8.21 11.18 12.08 14.87 9.9 -0.55 0.6 0.88 11.35 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $1526.56M 11.79 15.19 15.62 18.51 12.28 3.25 0.71 0.95 15.52 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $201.74M 5.14 5.48 3.41 2.3 4.16 0.7 0.5 0.68 1.89 Barclays Capital US Credit
PARNX Parnassus Fund All
Cap
12/1984 $721.98M 6.9 7.3 12.51 17.55 9.99 0.26 0.62 0.84 16.81 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $1004.14M 13.54 16.55 12.17 14.74 9.46 -0.87 0.77 0.99 11.99 Russell Midcap Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1912.67M 5.72 8.28 7.25 7.84 4.66 -0.53 0.75 0.87 8.34 Blended Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1912.67M 5.91 8.59 7.52 8.11 -- -0.27 0.75 0.62 8.33 Blended Index
PAXRX Pax Balanced Fund R Balanced
4/2007 $1912.67M 5.56 8.1 7.02 7.58 -- -0.72 0.75 1.12 8.33 Blended Index
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $101.02M 6.22 8.81 8.47 8.78 -- -1.08 0.74 0.98 11.58 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $101.02M 6.42 9.06 8.72 9.06 -- -0.86 0.74 0.74 11.6 Pax Global Women’s Leadership Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $198.31M 3.6 7.53 10.7 -- -- 2.24 0.65 0.9 13.87 Russell 1000
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $198.31M 3.44 7.26 10.4 11.71 -- 1.97 0.65 1.15 13.92 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $198.31M 3.65 7.56 10.84 12.09 7.25 2.2 0.65 0.9 13.9 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $198.31M 3.79 7.82 11.09 12.35 -- 2.5 0.65 0.65 13.88 Russell 1000
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $328M 11.16 12.97 7.14 9.76 -- -1.45 0.8 1.23 15.44 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $328M 11.38 13.23 7.4 10.04 -- -1.21 0.8 0.98 15.48 MSCI AC World (Net) Index (ACWI)
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $328M 11.18 12.99 7.16 -- -- -1.44 0.8 1.23 15.47 MSCI AC World (Net) Index (ACWI)
PGRGX Pax Global Environmental Markets Fund R Int'l
Global
3/2008 $328M 10.96 12.68 6.87 9.48 -- -1.65 0.8 1.48 15.46 MSCI AC World (Net) Index (ACWI)
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $394.01M 9.89 3.69 1.98 4.59 5.45 -5.74 0.5 0.96 8.87 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $394.01M 10.09 4.1 2.23 4.87 5.67 -5.54 0.5 0.96 8.78 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $394.01M 9.87 3.83 1.98 -- -- -5.73 0.5 0.96 8.81 Merrill Lynch High Yield Master I
PXHRX Pax High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $394.01M 9.7 3.42 1.59 4.27 -- -5.97 0.5 1.21 8.79 Merrill Lynch High Yield Master I
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $499.92M 0.05 0.38 0.57 1.07 -- 0.91 0.55 0.8 14.11 MSCI EAFE ESG Index
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $499.92M 0.16 0.64 -0.16 0.73 -- 1.16 0.55 0.55 14.12 MSCI EAFE ESG Index
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $499.92M -0.19 0.01 0.3 0.81 -- 0.66 0.55 1.05 14.08 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $683.13M 8.65 6.04 7.67 13.16 -- -3.85 0.75 1.22 11.91 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $683.13M 8.82 6.28 7.91 13.44 -- -3.62 0.75 0.97 11.93 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $683.13M 8.59 6.05 7.65 -- -- -3.87 0.75 1.22 11.87 Russell 2000
PXSRX Pax Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $683.13M 8.5 5.8 7.41 12.9 -- -4.09 0.75 1.47 11.94 Russell 2000
PGPAX Pax Sustainable Managers Capital Appreciation Fund - Class A Balanced
1/2010 $37.34M 6.37 6.33 6.69 8.57 -- -3.83 0.45 1.01 11.84 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PGPAX Pax Sustainable Managers Capital Appreciation Fund - Class C Balanced
1/2010 $37.34M 5.84 5.45 6.03 7.84 -- -4.49 0.45 1.76 11.8 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
PMIIX Pax Sustainable Managers Capital Appreciation Fund - Institutional Class Balanced
1/2010 $37.34M 6.55 6.55 6.79 8.77 -- -3.51 0.45 0.76 11.88 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
PWMAX Pax Sustainable Managers Total Return Fund - Class A Bond
(Fixed Inc)
1/2010 $40.11M 5.15 5.14 5.17 5.46 -- -1.4 0.45 0.9 6.08 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
PWMCX Pax Sustainable Managers Total Return Fund - Class C Bond
(Fixed Inc)
1/2010 $40.11M 4.72 4.38 4.53 4.76 -- -2.2 0.45 1.65 5.97 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
PWMIX Pax Sustainable Managers Total Return Fund - Institutional Class Bond
(Fixed Inc)
1/2010 $40.11M 5.42 5.34 5.29 5.64 -- -1.17 0.45 0.65 5.98 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $443.27M 5.29 9.52 6.47 7.82 4.89 1.91 0.9 1.4 12.34 MSCI ACWI
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $443.27M 5.43 9.79 6.75 8.12 -- 2.2 0.9 1.1 12.36 MSCI ACWI
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $64.1M 5.95 6.25 5.9 6.91 -- -1.66 0.05 0.54 7.91 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.53M 5.53 5.74 4.9 4.93 -- -0.81 0.05 0.6 3.93 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $53.54M 6.19 7.4 6.78 8.31 -- -1.58 0.05 0.62 10.71 Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $199.23M 6.69 12.17 13.64 15.35 -- 4.1 0.3 0.44 14.19 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $199.23M 6.39 11.76 13.15 14.8 -- 3.7 0.3 0.84 14.13 MSCI U.S. Prime Market Growth Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $468.44M 5.24 5.29 4.12 3.3 5.09 0.72 0.4 0.54 2.01 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $468.44M 5.05 4.97 3.72 2.92 4.73 0.32 0.4 0.93 2.03 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MPLAX Praxis International Index A Int'l
Global
12/2010 $191.4M 5.14 2.62 1.48 2.66 -- -5.76 0.6 1.33 14.61 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $191.4M 5.44 3.1 1.97 3.3 -- -5.19 0.6 0.78 14.59 MSCI ACWI xUS
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $42.43M 5.09 1.83 4.12 8.15 -- -3.99 0.85 1.06 15.04 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $7.59M 4.76 1.34 3.53 7.49 -- -4.53 0.85 1.68 14.97 Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $153.05M 9.47 10.15 9.25 13.03 4.31 -6 0.3 0.45 12.98 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $153.05M 9.13 9.65 8.72 12.39 3.77 -6.41 0.3 0.94 12.94 MSCI US Prime Market Value Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $8.09M 4.23 3.9 -- -- -- -- 0.55 0.89 2.73 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $3.4M 1.57 6.92 -- -- -- -- 0.65 0.99 11.4 S&P Global 1200
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $366.55M 7.1 9.38 9.45 12.65 5.76 -1.89 0.7 1.21 12.11 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $366.55M 7.29 9.66 9.74 12.96 6.14 -1.66 0.7 0.93 12.11 S&P 500 Composite Total Return
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $36.85M -1.42 6.29 6.69 -- -- 0.82 1 1.34 17.35 S&P 500 Composite Total Return
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $851.04M 5.92 6.12 5.74 -- -- 1.18 0.35 0.4 2.27 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $851.04M 5.82 5.96 5.58 -- -- 1.03 0.35 0.55 2.25 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $851.04M 5.63 5.73 5.4 -- -- 0.9 0.35 0.68 2.22 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $851.04M 5.64 5.75 5.48 -- -- 1.03 0.35 0.65 2.18 Barclays Capital US Aggregate Bond
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2782.67M 9.09 11.88 10.39 13.46 7.29 -2.39 0.15 0.18 13.47 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2782.67M 8.98 11.67 10.24 13.29 -- -2.55 0.15 0.32 13.43 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2782.67M 8.88 11.55 10.09 13.13 7.07 -2.7 0.15 0.44 13.49 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2782.67M 8.89 11.54 10.12 13.18 7.02 -2.69 0.15 0.43 13.45 Russell 3000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $4.17M 8.77 4.2 -- -- -- -- 0.75 -- 16.59 S&P 1000
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $24.76M 0 -1.79 4.85 5.47 1.9 -1.34 0.8 1.25 16.14 MSCI World ex USA
WSBFX Walden Asset Management Fund Balanced
6/1999 $93.55M 7.26 10.1 8.43 9.39 5.99 -0.17 0.75 1 8.14 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $178.36M 7.99 11.97 10.17 12.09 7.41 -0.48 0.75 1 11.52 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $37.81M 9.96 10.48 10.29 12.25 -- -0.42 0.75 1 11.9 Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $79.3M 13.9 14.21 7.7 10.73 -- -3.83 0.75 1 14.03 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $34.05M 11.72 11.11 8.59 -- -- -2.45 0.75 1 14.28 Russell 2500

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Information current as of:
August 31, 2016

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Sudan Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
American Century Emerging Markets-------------------------------- --
American Century Global Growth-------------------------------- --
American Century International Growth-------------------------------- --
American Century Sustainable EquityCCC--CCC--CC--------C-- Shareholder engagement
Appleseed FundR *PPP--PPRCCR--RRR-- Shareholder engagement
Appleseed Fund InstitutionalR *PP--PP--------R--RRR-- Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Azzad Ethical FundRRR----RRX----XRRXXOther/qualitative criteria --
Azzad Wise Capital FundR--RP--RRX----XRXXX-- --
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Balanced Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio YCCCPCCCXCCCRCRROther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund YCCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund YCCCCCCC--CCR--RRR-- --
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Income Fund RCCCCCCC--CCRRRRR-- --
Calvert Income Fund YCCCCCCC--CCRRRRR-- --
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert International Equity Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCC--CCR