Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment mutual funds and ETFs 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.
Quick facts about sustainable investment performance >
US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.
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| View funds by type: Showing 46 of 171 funds |
Information current as of: December 31, 2023 |
| Ticker | Fund Name |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $435M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | Merrill Lynch High Yield Master I |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $435M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | Merrill Lynch High Yield Master I |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $435M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | Merrill Lynch High Yield Master I |
| PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $832M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
| CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $371M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $832M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $371M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $832M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $371M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2400M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Bloomberg 1-5 Year U.S. Credit Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CBDIX | Calvert Bond Fund I |
Bond (Fixed Inc) |
3/2000 | $3100M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2400M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Bloomberg 1-5 Year U.S. Credit Index |
| CSIBX | Calvert Bond Fund A |
Bond (Fixed Inc) |
8/1987 | $3100M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $732M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $732M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2400M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Bloomberg 1-5 Year U.S. Credit Index |
| CSBCX | Calvert Bond Fund C |
Bond (Fixed Inc) |
5/1998 | $3100M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $730M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Bloomberg 9-12 Months Short Treasury Index |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $900M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays Capital US Aggregate Bond |
| CULAX | Calvert Ultra-Short Duration Income Fund A |
Bond (Fixed Inc) |
10/2006 | $730M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
| PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $900M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays Capital US Aggregate Bond |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $439M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Bloomberg Municipal Bond Index |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
| EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
| PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $439M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Bloomberg Municipal Bond Index |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
| ACCSX | RBC BlueBay Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $661.05M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Bloomberg US Securitized Index |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $439M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Bloomberg Municipal Bond Index |
| ACASX | RBC BlueBay Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $661.05M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Bloomberg US Securitized Index |
| View funds by type: Showing 46 of 171 funds |
Information current as of: December 31, 2023 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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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. | ||||||||||||||||||||||||||||||
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| Pax High Yield Bond Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- |  |
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| Pax High Yield Bond Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax High Yield Bond Fund A | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Calvert High Yield Bond Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert High Yield Bond Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert High Yield Bond Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| PIMCO Climate Bond Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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| Calvert Income Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Flexible Bond Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Income Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Flexible Bond Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Income Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Flexible Bond Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Short Duration Income Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Bond Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | R | |
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| Calvert Short Duration Income Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Bond Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | R | |
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| Saturna Sustainable Bond Fund | C * | P | P | P | P | P | P | -- | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Calvert Green Bond Fund I | P | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Parnassus Fixed Income Fund | C | R | C | -- | C | C | C | R | C | C | R | R | R | R | R | -- | |
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| Calvert Green Bond Fund A | P | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Short Duration Income Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Bond Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | R | R | |
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| Calvert Ultra-Short Income Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| TIAA-CREF Social Choice Bond Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Calvert Core Bond Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Ultra-Short Duration Income Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| TIAA-CREF Social Choice Bond Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Domini Social Bond Fund -- Institutional shares | C * | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| TIAA-CREF Social Choice Bond Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Bond Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Praxis Intermediate Income - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| PIMCO Total Return ESG Fund | C * | C | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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| Calvert Core Bond Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Responsible Municipal Income Fund I | P | P | P | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Domini Social Bond Fund - Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Enhanced Short Maturity Active ESG Exchange-Traded Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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| Pax Core Bond Fund Institutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| PIMCO ESG Income Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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| Praxis Intermediate Income A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Responsible Municipal Income Fund A | P | P | P | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Pax Core Bond Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| PIMCO Low Duration ESG Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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| RBC BlueBay Access Capital Community Investment Fund I | X * | X | X | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | |
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| Calvert Responsible Municipal Income Fund C | P | P | P | C | C | C | C | X | C | C | C | C | C | C | X | |
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| RBC BlueBay Access Capital Community Investment Fund A | -- * | X | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | |
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| View funds by type: Showing 46 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 46 of 171 funds |
Information current as of: December 31, 2023 |