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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 159 of 159 funds
Information current as of:
August 31, 2014

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
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $495.67M 4.05 5.06 1.72 3.14 -- -1.84 0.5 0.77 2.5 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
6/1998 $495.67M 3.77 4.72 1.71 3.26 3.86 -1.85 0.5 0.56 2.41 Barclays Capital US Securitized Bond
APPLX Appleseed Fund Int'l
Global
12/2006 $304.77M 4.29 8.44 9.81 10.22 -- 19.09 1 1.29 7.19 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $304.77M 4.35 8.61 10.03 -- -- 19.41 1 1.04 7.19 MSCI World
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1837.69M 5.11 24.03 21.83 19.15 9.51 46.21 0.71 1.13 11.7 Russell Mid Cap Value
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $66.3M -6.95 8.34 14.55 -- -- 32.97 1 1.5 15.16 Russell 2000 Value
ARFFX Ariel Focus Fund All
Cap
6/2005 $58.3M 10.53 24.73 18.82 15.12 -- 39.37 0.75 1.25 8.03 Russell 1000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1818.42M 7.17 27.79 23.59 19.46 8 44.68 0.6 1.03 13.05 Russell 2500 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $52.54M 7.15 22.73 16.95 17.82 10.08 36.33 0.8 0.99 11.64 Russell Mid Cap Growth
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
3/2010 $72.41M 2.6 4.8 3.12 -- -- 1.78 1.19 1.49 1.55 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2013 $208.86M 3.21 19.19 -- -- -- 33.55 0.6 0.77 11.69 Russell 1000® Growth Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $99.75M 4.84 17.69 14.65 12.31 -- 27.2 0 0.43 8.8 Custom
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $99.75M 4.06 16.43 13.28 10.93 -- 25.74 0 1.63 8.76 Custom
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $1022.24M 7.13 15.51 12.57 11.32 5.83 17.27 0.68 1.18 5.18 Custom
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $1022.24M 6.62 14.68 11.67 10.4 4.91 16.32 0.68 1.99 5.18 Barclays Capital US Credit
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $1022.24M 7.52 16.15 13.13 11.89 -- 17.83 0.68 0.68 5.19 Barclays Capital US Credit
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $759.79M 5.67 8.44 4.57 5.33 4.65 -0.91 0.45 1.11 2.43 Barclays Capital US Credit
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $759.79M 5.13 7.54 3.73 4.5 3.8 -1.71 0.45 1.9 2.42 Barclays Capital US Credit
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $759.79M 6.07 9.06 5.17 5.96 5.26 -0.26 0.45 0.51 2.46 Barclays Capital US Credit
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
10/2008 $759.79M 5.8 8.67 4.83 5.62 -- -0.59 0.45 0.81 2.44 Barclays Capital US Credit
CCAFX Calvert Capital Accumulation A Equity
Mid-Sm Cap
10/1994 $427.66M 6.16 18.98 17.15 19.72 8.63 28.86 0.9 1.48 12.59 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation C Equity
Mid-Sm Cap
10/1994 $427.66M 5.64 18.07 16.23 18.76 7.77 27.86 0.9 2.25 12.58 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation I Equity
Mid-Sm Cap
2/1999 $427.66M 6.6 19.68 17.89 20.56 9.49 29.62 0.75 0.85 12.6 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Y Equity
Mid-Sm Cap
2/2011 $427.66M 6.25 19.24 17.39 -- -- 29.14 0.9 1.29 12.62 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $117.47M 5 10.74 8.85 8.48 -- 9.21 0 0.44 3.8 Custom
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $117.47M 4.31 9.68 7.76 7.31 -- 8.19 0 1.44 3.78 Custom
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2937.57M 5.5 22.58 15.52 14.71 8.03 30.42 0.7 1.2 9.49 S & P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2937.57M 4.92 21.65 14.68 13.87 7.22 29.56 0.7 1.9 9.5 S & P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2937.57M 5.81 23.19 16.13 15.33 8.62 31.17 0.7 0.65 9.49 S & P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
10/2008 $2937.57M 5.69 22.97 15.94 15.11 -- 30.96 0.7 0.81 9.5 S & P 500 Composite Total Return
CGAEX Calvert Global Alternative Energy Fund A Int'l
Global
5/2007 $105.43M 3.21 17.71 4.61 -4.01 -- 33.63 1.3 1.85 11.65 MSCI World
CGACX Calvert Global Alternative Energy Fund C Int'l
Global
8/2007 $105.43M 2.52 16.35 3.58 -4.99 -- 32.41 1.3 2.85 11.52 MSCI World
CAEIX Calvert Global Alternative Energy Fund I Int'l
Global
5/2007 $105.43M 3.44 18.13 5.12 -3.57 -- 34.28 1.3 1.4 11.59 MSCI World
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $625.31M 4.7 23.77 18.31 13.7 -- 28.72 1.25 1.85 12.12 MSCI World
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $625.31M 4.27 22.97 17.28 12.65 -- 27.6 1.25 2.79 12.13 MSCI World
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $625.31M 4.98 24.25 18.65 14.03 -- 29.07 1.25 1.6 12.08 MSCI World
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $405.92M -0.98 11.52 9.79 5.97 3.63 22.39 1.1 1.76 11.25 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $405.92M -1.66 10.46 8.82 5.04 2.73 21.39 1.1 2.65 11.27 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $405.92M -0.6 12.24 10.57 6.75 4.74 23.25 1.1 1.06 11.26 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
10/2008 $405.92M -0.82 11.9 10.23 6.41 -- 22.94 1.1 1.39 11.29 MSCI EAFE Investable Market
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $105.07M 3.18 18.73 14.71 11.02 -- 28.16 1.05 1.2 10.45 S&P Developed BMI ex US Small Cap
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $105.07M 3.09 18.51 14.48 10.82 -- 27.9 1.05 1.41 10.4 S&P Developed BMI ex US Small Cap
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
COICX Calvert International Opportunties Fund C Int'l
Global
8/2007 $105.07M 2.32 17.25 13.23 9.6 -- 26.53 1.05 2.5 10.51 S&P Developed BMI ex US Small Cap
CMIFX Calvert Large Cap Core Portfolio A Equity
Large Cap
4/1998 $171.81M 8.23 19.05 17.69 15.41 6.37 28.85 0.75 1.22 8.29 Russell 1000
CMICX Calvert Large Cap Core Portfolio C Equity
Large Cap
6/1998 $171.81M 7.63 18.07 16.7 14.4 5.45 27.81 0.75 2.06 8.3 Russell 1000
CMIIX Calvert Large Cap Core Portfolio I Equity
Large Cap
4/1998 $171.81M 8.53 19.55 18.27 16 -- 29.48 0.75 0.72 8.33 Russell 1000
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $212.24M 4.86 14.33 11.85 10.41 -- 18.37 0 0.69 6.43 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $212.24M 4.31 13.52 11.02 9.59 -- 17.54 0 1.42 6.48 Custom
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $223.47M 1.83 13.89 18.51 15.55 -- 40.85 0.95 1.37 11.77 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $223.47M 1.24 13 17.48 14.5 -- 39.73 0.95 2.12 11.79 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $223.47M 2.2 14.61 19.35 16.42 -- 41.91 0.95 0.92 11.83 Russell 2000 Value
CSXAX Calvert Social Index A Equity
Large Cap
6/2000 $371.11M 8.69 24.22 20.71 16.27 7.2 34.3 0.3 0.75 8.69 --
CSXCX Calvert Social Index C Equity
Large Cap
6/2000 $371.11M 8.16 23.3 19.62 15.18 6.17 33.08 0.3 1.65 8.68 --
CISIX Calvert Social Index I Equity
Large Cap
6/2000 $371.11M 9.12 24.96 21.39 16.91 7.76 35.04 0.3 0.21 8.69 --
CCMNX CCM Alternative Income Fund Balanced
5/2013 $23.25M 5.18 7.21 -- -- -- -- 1 -- 2.82 Citigroup 3-Month T-Bill Index
AHRAX CNI Charter Socially Responsible Equity Fund Equity
Large Cap
8/2005 $125.19M 6.97 20.34 17.2 13.5 -- 30.31 0.75 1.13 9.62 MSCI KLD 400 Social Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1555.15M 3.63 3.79 1.69 3.1 3.63 -3.61 0.3 0.93 2.45 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1555.15M 3.94 4.26 2.11 3.56 -- -3.18 0.3 0.48 2.48 Barclays Capital US Aggregate
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1555.15M 3.8 3.99 1.79 3.21 -- -3.52 0.3 0.83 2.5 Barclays Capital US Aggregate
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $303.08M 2.58 16.92 13.19 9.61 -- 26.04 1 1.57 11.02 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $303.08M 2.82 17.24 -- -- -- 26.35 1 1.25 10.9 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $303.08M 2.57 16.79 13.11 9.56 -- 25.77 1 1.6 10.97 MSCI EAFE Equity
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $130.98M 3.16 3.8 1.45 2.93 3.65 -1.97 0.4 0.95 2.11 Barclays Capital Intermediate Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $130.98M 3.27 4.02 -- -- -- -1.76 0.4 0.65 2.05 Barclays Capital Intermediate Aggregate Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
5/2005 $1197.73M 13.66 29.46 19.06 16.54 7.54 32.85 0.3 1.24 8.94 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
5/1996 $1197.73M 13.93 29.96 19.55 17.05 7.98 33.46 0.3 0.8 8.91 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $1197.73M 13.64 29.42 19.11 16.6 -- 32.93 0.3 1.18 8.89 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $1197.73M 13.84 29.87 19.46 16.94 7.9 33.3 0.3 0.9 8.93 S&P 500 Composite Total Return
PMPAX ESG Managers Balanced Portfolio - Class A Balanced
1/2010 $18.82M 5.87 14.94 11.1 -- -- 17.38 0.49 1.08 6.2 42% S&P 500 / 18% MSCI EAFE (Net) / 40% Barclays U.S. Aggregate
PWPCX ESG Managers Balanced Portfolio - Class C Balanced
1/2010 $18.82M 5.76 14.55 10.43 -- -- 16.6 0.49 1.83 6.29 42% S&P 500 / 18% MSCI EAFE (Net) / 40% Barclays U.S. Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PWPIX ESG Managers Balanced Portfolio - Institutional Class Balanced
1/2010 $18.82M 5.61 14.72 11.21 -- -- 17.76 0.49 0.83 6.15 42% S&P 500 / 18% MSCI EAFE (Net) / 40% Barclays U.S. Aggregate
PGPAX ESG Managers Growth and Income Portfolio - Class A Balanced
1/2010 $15.59M 6.85 18.59 13.81 -- -- 23.76 0.51 1.12 7.7 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
PGPAX ESG Managers Growth and Income Portfolio - Class C Balanced
1/2010 $15.59M 6.81 18.21 13.1 -- -- 22.84 0.51 1.87 7.8 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
PMIIX ESG Managers Growth and Income Portfolio - Institutional Class Balanced
1/2010 $15.59M 6.64 18.37 13.98 -- -- 24.22 0.51 0.87 7.71 55% S&P 500 / 25% MSCI EAFE (Net) / 20% Barclays U.S. Aggregate
PAGAX ESG Managers Growth Portfolio - Class A Equity
Specialty
1/2010 $16.63M 6.25 20.33 15.13 -- -- 28.74 0.53 1.26 9.56 66% S&P 500 / 34% MSCI EAFE
PAGCX ESG Managers Growth Portfolio - Class C Equity
Specialty
1/2010 $16.63M 5.91 19.62 14.33 -- -- 27.73 0.53 2.01 9.67 66% S&P 500 / 34% MSCI EAFE
PAGIX ESG Managers Growth Portfolio - Institutional Class Equity
Specialty
1/2010 $16.63M 6.13 20.32 15.24 -- -- 28.88 0.53 1.01 9.66 66% S&P 500 / 34% MSCI EAFE
PWMAX ESG Managers Income Portfolio - Class A Bond
(Fixed Inc)
1/2010 $8.26M 6.04 11.68 7.79 -- -- 9.54 0.47 0.99 3.8 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
PWMCX ESG Managers Income Portfolio - Class C Bond
(Fixed Inc)
1/2010 $8.26M 5.93 11.28 7.13 -- -- 8.72 0.47 1.74 3.82 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
PWMIX ESG Managers Income Portfolio - Institutional Class Bond
(Fixed Inc)
1/2010 $8.26M 5.7 11.45 7.91 -- -- 9.89 0.47 0.74 3.77 24% S&P 500 / 11% MSCI EAFE (Net) / 65% Barclays U.S. Aggregate
SRIAX Gabelli SRI Fund Inc A Equity
Specialty
6/2007 $75.92M 4.2 16.17 8.24 12.6 -- 22.67 1 1.93 10.57 Russell 3000
SRIGX Gabelli SRI Fund Inc AAA Equity
Specialty
6/2007 $75.92M 4.19 16.16 8.23 12.61 -- 22.65 1 1.93 10.52 Russell 3000
SRICX Gabelli SRI Fund Inc C Equity
Specialty
6/2007 $75.92M 3.68 15.35 7.44 11.76 -- 21.74 1 2.68 10.53 Russell 3000
SRIDX Gabelli SRI Fund Inc I Equity
Specialty
6/2007 $75.92M 4.29 16.41 8.52 12.86 -- 23.01 1 1.68 10.47 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
GCBLX Green Century Balanced Balanced
3/1992 $127.25M 4.48 16.94 13.87 11.21 6.81 23.67 0.65 1.48 8.45 Lipper Balanced Fund Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $103.23M 8.32 23.11 19.18 15 6.91 34.37 0.25 1.25 8.28 S&P 500 Composite Total Return
SSIAX Legg Mason Investment Counsel Social Awareness Fund A Balanced
11/1992 $146.98M 7.42 17.11 12.23 11.16 5.92 18.35 0.65 1.27 6.19 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX Legg Mason Investment Counsel Social Awareness Fund C Balanced
5/1993 $146.98M 6.9 16.31 11.46 10.45 5.26 17.5 0.65 1.98 6.19 Blend: 60% S&P 500 - 40% BC Aggregate
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2401.43M 5.91 21.54 17.75 16.58 8.97 38.2 0.74 0.87 11.11 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
6/2009 $2401.43M 5.58 21.02 17.24 16.08 -- 37.61 0.74 1.3 11.14 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2401.43M 5.76 21.32 17.54 16.38 8.78 37.96 0.88 1.04 11.14 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
6/2009 $2401.43M 5.76 21.28 17.49 16.36 -- 37.87 0.74 1.09 11.13 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
6/2009 $2401.43M 5.27 20.42 16.63 15.47 -- 36.85 0.74 1.86 11.1 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2401.43M 6.02 21.76 17.96 16.78 -- 38.48 0.63 0.69 11.12 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2005 $627.69M -1.6 14.48 14.34 13.53 -- 28.33 0.86 1.2 13.72 MSCI AC Asia Pacific Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $10039.6M 9.2 24.89 21.08 16.7 10.44 34.01 0.6 0.87 9.64 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $582.38M 11.23 25.78 23.94 17.47 -- 31.14 0.79 1.07 6.6 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $188.76M 4.06 4.03 1.78 3.71 4.47 -2.71 0.5 0.68 2.24 Barclays Capital US Credit
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PARNX Parnassus Fund All
Cap
12/1984 $640.09M 10.1 27.68 26.29 17.39 10.04 34.22 0.64 0.86 11.16 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $264.04M 6.49 20.12 19.21 17.73 -- 28.27 0.82 1.14 8.79 Russell Midcap Index
PARSX Parnassus Small Cap Fund Equity
Mid-Sm Cap
4/2005 $627.69M -1.6 14.48 14.34 13.53 -- 28.33 0.86 1.2 13.72 Russell 2000
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $59.91M 6.7 22.38 13.48 10.2 -- 23.84 0.74 0.99 9.57 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $59.91M 6.93 22.71 13.8 10.48 -- 24.84 0.74 0.74 9.58 Pax Global Women’s Leadership Index
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $123.79M -4.06 8.6 4.05 3.9 -- 16.5 0.55 1.4 13.63 MSCI EAFE ESG Index
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $123.79M -6.55 5.75 3.3 3.56 -- 16.61 0.55 1.15 13.92 MSCI EAFE ESG Index
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $123.79M -4.06 8.39 3.8 3.65 -- 16.05 0.55 1.65 13.51 MSCI EAFE ESG Index
PAXWX Pax World Balanced Fund - Individual Investor Balanced
8/1971 $1982.53M 6.51 15.74 11.03 10.01 6.1 16.34 0.5 0.91 6.12 Blended Index
PAXIX Pax World Balanced Fund - Institutional Investor Balanced
4/2007 $1982.53M 6.64 16.03 11.3 10.29 -- 16.7 0.5 0.66 6.14 Blended Index
PAXRX Pax World Balanced Fund R Balanced
4/2007 $1982.53M 6.32 15.5 10.75 9.74 -- 16.09 0.5 1.16 6.16 Blended Index
PGRNX Pax World Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $200.64M 1.28 16.98 14.88 11.72 -- 32.01 0.9 1.4 11.61 FTSE Environmental Opportunities Index Series
PGINX Pax World Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $200.64M 1.46 17.24 15.17 12 -- 32.37 0.9 1.15 11.69 FTSE Environmental Opportunities Index Series
PXEAX Pax World Global Environmental Markets Fund A Int'l
Global
5/2013 $200.64M 1.39 17.09 -- -- -- -- 0.9 1.4 11.59 FTSE Environmental Opportunities Index Series
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PGRGX Pax World Global Environmental Markets Fund R Int'l
Global
3/2008 $200.64M 1.17 16.74 14.6 11.45 -- 31.72 0.9 1.65 11.63 FTSE Environmental Opportunities Index Series
PXWGX Pax World Growth Fund - Individual Investor Equity
Large Cap
6/1997 $189.81M 7.79 24.18 17.31 16.28 8.29 29.61 0.75 1.29 8.7 Russell 1000
PWGIX Pax World Growth Fund - Institutional Investor Equity
Large Cap
4/2007 $189.81M 7.97 24.41 17.58 16.57 -- 29.93 0.75 1.04 8.65 Russell 1000
PXGAX Pax World Growth Fund A Equity
Large Cap
5/2013 $189.81M 7.84 23.74 -- -- -- -- 0.75 1.29 8.62 Russell 1000
PXGRX Pax World Growth Fund R Equity
Large Cap
4/2007 $189.81M 7.61 23.35 16.85 15.9 -- 28.85 0.75 1.54 8.63 Russell 1000
PAXHX Pax World High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $657.71M 4.81 8.88 8.72 9 7.07 6.91 0.5 0.96 2.4 Merrill Lynch High Yield Master I
PXHIX Pax World High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $657.71M 4.99 9.02 9 9.28 7.29 7.18 0.5 0.71 2.42 Merrill Lynch High Yield Master I
PXHAX Pax World High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $657.71M 0.79 2.55 -- -- -- -- 0.5 0.96 2.4 Merrill Lynch High Yield Master I
PXHRX Pax World High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $657.71M 4.64 8.6 8.5 8.83 -- 6.63 0.5 1.21 2.3 Merrill Lynch High Yield Master I
PXSCX Pax World Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $141.96M 5.07 17.31 20.41 18.92 -- 43.24 0.75 1.24 9.82 Russell 2000
PXSIX Pax World Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $141.96M 5.22 17.52 20.7 19.18 -- 43.64 0.75 0.99 9.86 Russell 2000
PXSAX Pax World Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $141.96M 5.03 17.24 -- -- -- -- 0.75 1.24 9.86 Russell 2000
PXSRX Pax World Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $141.96M 4.9 17.01 20.13 18.61 -- 42.89 0.75 1.49 9.88 Russell 2000
PORTX Portfolio 21 Int'l
Global
9/1999 $487.01M 1.67 14.91 11.55 9.23 7.9 22.16 0.95 1.46 10.63 MSCI ACWI
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PORIX Portfolio 21 Institutional Int'l
Global
4/2007 $487.01M 1.89 15.26 11.88 9.55 -- 22.52 0.95 1.16 10.61 MSCI ACWI
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $54.7M 5.17 13.89 10.24 -- -- 15.3 0.05 0.6 5.47 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $18.53M 5.11 9.72 6.54 -- -- 6.28 0.05 0.61 2.93 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $46.47M 5.27 16.71 12.64 -- -- 21.28 0.05 0.6 7.35 Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $155.52M 10.41 27.21 20.99 17.5 -- 32.26 0.3 0.47 8.78 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $155.52M 10.07 26.58 20.35 16.91 -- 31.72 0.3 1.01 8.82 MSCI U.S. Prime Market Growth Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $368.98M 4.65 5.49 3.21 4.67 -- -1.26 0.4 0.54 2.12 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $368.98M 4.35 5.04 2.82 4.27 4.58 -1.65 0.4 0.94 2.11 Barclays Capital US Aggregate
MPLAX Praxis International Index A Int'l
Global
12/2010 $170.56M 3.67 15.95 8.17 -- -- 13.86 0.6 1.43 10.39 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $170.56M 3.93 16.49 8.93 -- -- 14.68 0.6 0.8 10.32 MSCI ACWI xUS
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $77.37M -4.56 10.64 13.22 17.14 -- 35.53 0.85 1.04 14.86 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $77.37M -5 9.95 12.46 16.45 -- 34.63 0.85 1.69 14.83 Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $110.1M 10.14 23.54 20.49 15.22 -- 32.26 0.3 0.48 8.04 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $110.1M 9.81 22.81 19.69 14.43 5.9 31.33 0.3 1.03 7.98 MSCI US Prime Market Value Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PEM Principled Equity Market Fund Equity
Specialty
10/1996 $35.45M -2.24 0.44 11.55 10.89 3.82 22.82 0.25 0.97 -- S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $250.55M 7.53 21.22 18.84 15.27 7.66 31.09 0.7 1.26 8.26 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $250.55M 7.73 21.57 19.18 15.65 -- 31.45 0.7 1 8.25 S&P 500 Composite Total Return
WAEGX Sentinel Sustainable Mid Cap Opportunities Fund (A Shares) Equity
Mid-Sm Cap
2/1994 $134.88M 6.43 20.86 15.86 16.4 7.46 31.06 0.7 1.35 9.89 Russell Mid Cap Growth
CEGIX Sentinel Sustainable Mid Cap Opportunities Fund (I Shares) Equity
Mid-Sm Cap
11/1999 $134.88M 6.45 20.84 15.93 16.26 7.44 31.21 0.7 1.15 9.9 Russell Mid Cap Growth
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $178.2M 6.92 8.44 -- -- -- -1.27 0.35 0.4 2.64 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $178.2M 6.81 8.28 -- -- -- -1.41 0.35 0.55 2.64 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $178.2M 6.69 8.1 -- -- -- -1.6 0.35 0.74 2.63 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $178.2M 6.85 8.28 -- -- -- -1.51 0.35 0.65 2.61 Barclays Capital US Aggregate Bond
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2667.08M 9.56 24.48 20.31 16.87 8.83 34.32 0.15 0.18 8.83 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2667.08M 9.46 24.32 20.11 -- -- 34.02 0.15 0.33 8.83 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2667.08M 9.32 24.14 19.93 16.56 -- 33.91 0.15 0.48 8.82 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2667.08M 9.38 24.22 20.02 16.57 8.52 33.89 0.15 0.43 8.83 Russell 3000
BNIEX UBS Global Sustainable Equity Fund Int'l
Global
6/1997 $22.07M 6.88 18.82 10.41 8.05 5.94 15.65 0.8 1.25 10.77 MSCI World
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $82.02M 4.92 15.48 12.38 10.86 6.05 20.79 0.75 1 7.04 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $149.78M 5.73 19.61 16.57 14.96 7.51 30.08 0.75 1 9.13 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $31.71M 6.8 17.83 16.13 -- -- 29.47 0.75 1 8.85 Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $91.88M -3.47 11.03 13.97 14.73 -- 31.54 0.75 1 14.27 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $25.82M 0.94 14.47 -- -- -- 30.18 0.75 1 12.59 Russell 2500

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Showing 159 of 159 funds
Information current as of:
August 31, 2014

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
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Appleseed FundPPPP--PPRCCR--RRR-- Shareholder engagement
Appleseed Fund InstitutionalPPP--PP--------R--RRR-- Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Azzad Ethical FundRRR----RRX----RRRRROther/qualitative criteria --
Azzad Wise Capital Fund----RP--RRX----XRXXX-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PPPPPPPOther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CPPPPPRP--PPRRRRR-- 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 APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Balanced Portfolio CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Balanced Portfolio IPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Bond Portfolio APPPPPRP--PPRRRRR-- --
Calvert Bond Portfolio CPPPPPRP--PPRRRRR-- --
Calvert Bond Portfolio IPPPPPRP--PPRRRRR-- --
Calvert Bond Portfolio YPPPPPRP--PPRRRRR-- --
Calvert Capital Accumulation APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Capital Accumulation CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Capital Accumulation IPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Capital Accumulation YPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Equity Portfolio APPPPPRP--PPRRRRR-- 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 Equity Portfolio CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Equity Portfolio IPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Equity Portfolio YPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Global Alternative Energy Fund ARPP----P-------------------- Shareholder engagement
Calvert Global Alternative Energy Fund CRPP----P-------------------- Shareholder engagement
Calvert Global Alternative Energy Fund IRPP----P-------------------- Shareholder engagement
Calvert Global Water Fund APPP----P------------R------ Shareholder engagement
Calvert Global Water Fund CPPP----P------------R------ Shareholder engagement
Calvert Global Water Fund YPPP------------------R------ Shareholder engagement
Calvert International Equity Fund APPPPPRP--PPRRR--R-- Shareholder engagement
Calvert International Equity Fund CPPPPPRP--PPRRR--R-- Shareholder engagement
Calvert International Equity Fund IPPPPPRP--PPRRR--R-- Shareholder engagement
Calvert International Equity Fund YPPPPPRP--PPRRR--R-- Shareholder engagement
Calvert International Opportunities Fund ARPPPPRP--PPRRR--R-- 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 Opportunities Fund YRPPPPRP--PPRRR--R-- Shareholder engagement
Calvert International Opportunties Fund CRPPPPRP--PPRRR--R-- Shareholder engagement
Calvert Large Cap Core Portfolio APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Large Cap Core Portfolio CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Large Cap Core Portfolio IPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Small Cap Fund APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Small Cap Fund CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Small Cap Fund IPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Social Index APPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Social Index CPPPPPRP--PPRRRRR-- Shareholder engagement
Calvert Social Index IPPPPPRP--PPRRRRR-- Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
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
CNI Charter Socially Responsible Equity Fund----R--------------R--RRROther/qualitative criteria --
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria --
Domini Social Bond Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria --
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
ESG Managers Balanced Portfolio - Class ACCCCCCCCCCRRRRR-- 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
ESG Managers Balanced Portfolio - Class CCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Balanced Portfolio - Institutional ClassCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth and Income Portfolio - Class ACCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth and Income Portfolio - Class CCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth and Income Portfolio - Institutional ClassCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth Portfolio - Class ACCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth Portfolio - Class CCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Growth Portfolio - Institutional ClassCCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Income Portfolio - Class ACCCCCCCCCCRRRRR-- Shareholder engagement
ESG Managers Income Portfolio - Class CCCCCCCC--CCRRRRR-- Shareholder engagement
ESG Managers Income Portfolio - Institutional ClassCCCCCCCCCCRRRRR-- Shareholder engagement
Gabelli SRI Fund Inc A--------------------R--RRROther/qualitative criteria --
Gabelli SRI Fund Inc AAA----P--------------R--RRROther/qualitative criteria --
Gabelli SRI Fund Inc C--------------------R--RRROther/qualitative criteria --
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
Gabelli SRI Fund Inc I--------------------R--RRROther/qualitative criteria --
Green Century BalancedC *PPR--------------RR--XOther/qualitative criteria --
Green Century EquityC--P--PPP------X--XXXOther/qualitative criteria --
Legg Mason Investment Counsel Social Awareness Fund APRP--PPP----------R--R-- --
Legg Mason Investment Counsel Social Awareness Fund CPRP--PPP----------R--R-- --
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXR