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.

Quick facts about SRI 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.

Bloomberg Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. As the premier financial information provider for banks, corporations, governments and others, Bloomberg leverages its distribution platform to provide ESG data to improve transparency, liquidity and asset valuations.


Loading mutual fund performance data, please wait a moment ...

View funds by type:

Showing 202 of 202 funds
Information current as of:
July 31, 2017

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
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15737.8M 8.44 12.66 8.97 13.96 9.6 10.4 0.6 0.88 5.29 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4528.17M 11.22 27.15 15.12 19.05 13.05 21.42 0.69 0.95 8.19 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2672.18M 11.27 16.68 9.22 14.44 7.62 13.51 0.15 0.18 5.87 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2672.18M 11.19 16.51 9.05 14.28 -- 13.32 0.15 0.32 5.86 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2672.18M 11.07 16.38 8.93 14.12 7.38 13.26 0.15 0.44 5.92 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2672.18M 11.1 16.35 8.96 14.16 7.35 13.24 0.15 0.43 5.92 Russell 3000
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2548.9M 9.66 13.48 10.55 13.81 9.52 16.07 0.74 0.99 6.25 Russell Midcap Index
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2423.68M 11.32 15.57 9.6 14.67 7.1 10.1 0.73 0.86 6.27 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2423.68M 11.03 15.08 9.11 14.17 -- 9.62 0.73 1.29 6.2 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2423.68M 11.24 15.41 9.41 14.48 6.91 9.88 0.87 1.03 6.24 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2423.68M 11.21 15.38 9.39 14.44 -- 9.89 0.73 1.05 6.26 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2423.68M 10.67 14.49 8.56 13.59 -- 9.11 0.73 1.79 6.19 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2423.68M 11.41 15.78 9.78 14.87 -- 10.31 0.62 0.68 6.24 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2127.73M 14.74 12.83 9.9 13.38 7.88 2.32 0.62 1.07 6.07 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2127.73M 14.25 11.96 9.07 12.54 7.07 1.49 0.62 1.81 6.06 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2127.73M 15.03 13.29 10.39 13.92 8.44 2.71 0 0.66 6.07 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2127.73M 14.97 13.18 10.24 13.75 -- 2.62 0.62 0.77 6.07 S&P 500 Composite Total Return
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2029.87M 2.01 -0.67 2.02 1.13 3.31 0.62 0.3 0.91 2.41 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2029.87M 2.27 -0.22 2.45 1.57 3.76 0.98 0.3 0.46 2.38 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2029.87M 2.27 -0.37 2.2 1.26 3.43 0.73 0.3 0.81 2.44 Barclays Capital US Aggregate
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1950.18M 7.62 8.19 5.61 8.29 4.38 5.81 0.75 0.77 3.03 Blended Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1950.18M 7.75 8.42 5.87 8.56 4.64 6.1 0.75 0.52 3.07 Blended Index
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1357.14M 3.29 0.64 3.57 -- -- 3.19 0.35 0.4 2.85 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1357.14M 3.2 0.48 3.41 -- -- 3.03 0.35 0.55 2.82 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1357.14M 3.14 0.36 3.25 -- -- 2.81 0.35 0.68 2.74 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1357.14M 3.14 0.39 3.28 -- -- 2.83 0.35 0.65 2.74 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1353.68M 1.96 1.65 1.59 1.8 3.06 3.25 0.46 0.88 1.04 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1353.68M 1.51 0.88 0.83 1.06 2.29 2.49 0.46 1.66 1.05 Barclays Credit 1-5 Yr
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1353.68M 2.18 2.03 2.05 2.32 3.57 3.63 0.46 0.52 1.04 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1353.68M 2.13 2 1.88 2.12 -- 3.6 0.46 0.61 1.06 Barclays Credit 1-5 Yr
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1063.86M 19.43 20.44 6.17 11.85 2.1 3.12 0.94 1.53 7.46 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1063.86M 19.41 20.8 6.59 -- -- 3.61 0.94 1.1 7.43 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1063.86M 19.51 20.61 6.19 11.86 1.96 3.05 0.94 1.52 7.6 MSCI EAFE Equity
PARNX Parnassus Fund All
Cap
12/1984 $1056.89M 10.21 21.7 11.09 16.7 10.05 13.46 0.62 0.84 7.95 S&P 500 Composite Total Return
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $914.94M 3.32 1.07 2.83 2.4 3.89 3.63 0.47 0.89 2.52 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $914.94M 2.83 0.25 1.97 1.56 3.05 2.73 0.47 1.73 2.51 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $914.94M 3.56 1.52 3.32 2.93 4.47 4.06 0.47 0.51 2.54 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $914.94M 3.42 1.35 3.12 2.68 -- 3.94 0.47 0.62 2.54 Barclays Capital US Aggregate Bond
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $912.31M 11.32 15.68 10.47 14.7 7.29 10.34 0.27 0.68 5.86 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $912.31M 10.84 14.8 9.64 13.78 6.33 9.53 0.27 1.44 5.79 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $912.31M 11.6 16.07 10.92 15.23 7.83 10.7 0.27 0.2 5.82 Calvert U.S. Large Cap Core Responsible Index
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $912.31M 11.54 16 10.73 14.86 -- 10.6 0.27 0.46 5.8 Calvert U.S. Large Cap Core Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $866.96M 0.87 1.52 0.97 1.06 2.15 1.9 0.38 0.77 0.18 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $866.96M 1.12 1.86 1.34 -- -- 2.22 0.38 0.5 0.18 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $866.96M 1.09 1.82 1.24 1.3 -- 2.15 0.38 0.52 0.15 Barclays Short Treasury 9-12 Mon
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $862.11M 7.78 13.97 5.34 11.17 5.55 11.21 0.24 1.18 6.63 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $862.11M 8.04 14.51 5.77 11.61 6.45 11.66 0.24 0.8 6.53 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $862.11M 7.82 14.07 5.4 11.19 6.04 11.24 0.24 1.14 6.55 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $862.11M 7.88 14.2 5.68 11.51 6.38 11.55 0.24 0.82 6.57 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $857.9M 0.97 9.49 6.61 13.72 -- 17.9 0.75 1.19 8.05 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $857.9M 1.16 9.78 6.9 14.01 -- 18.17 0.75 0.94 8.05 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $857.9M 0.98 9.52 6.62 -- -- 17.85 0.75 1.19 8.07 Russell 2000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $782.48M 10.54 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $782.48M 10.61 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $694.85M 6.34 8.03 5.25 8.06 4.99 7.74 0.52 0.97 3.78 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $694.85M 5.86 7.16 4.41 7.19 4.11 6.87 0.52 1.76 3.76 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $694.85M 6.57 8.41 5.69 8.53 5.5 8.16 0.52 0.62 3.74 Russell 1000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $694.85M 6.52 8.31 5.49 -- -- 8 0.52 0.73 3.77 Russell 1000
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $682.55M 2.23 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $682.55M 2.38 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $642.51M 1.24 -0.07 2.02 1.55 -- 1.49 0.5 1.01 1.83 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $642.51M 1.56 0.38 2.07 1.54 3.53 1.54 0.5 0.65 1.83 Barclays Capital US Securitized Bond
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $583.23M 17.06 15.27 2.5 5.8 -- -1.85 0.55 0.8 7.01 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $583.23M 17.24 15.58 2.75 5.46 -- -1.63 0.55 0.55 7.06 MSCI EAFE ESG Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $524.13M 5.01 2.11 3.18 3.2 3.64 5.6 0.52 1.24 3.56 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $524.13M 4.52 1.3 2.42 2.45 2.9 4.79 0.52 1.93 3.56 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $524.13M 5.31 2.56 3.7 3.76 4.18 5.94 0.52 0.64 3.54 Barclays Capital US Credit
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $524.13M 4.73 1.66 2.82 2.9 3.31 5.08 0.52 1.47 3.56 Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $524.13M 5.2 2.39 3.5 3.53 -- 5.84 0.52 0.91 3.6 Barclays Capital US Credit
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $495.17M 2.82 0.03 2.62 2.29 4.74 2.44 0.4 0.54 2.66 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $495.17M 2.59 -0.36 2.25 1.9 4.37 2.12 0.4 0.94 2.66 Barclays Capital US Aggregate
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $494.44M 16.04 18.15 7.56 13.12 -- 10.62 0.8 1.29 7.2 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $494.44M 16.14 18.31 7.82 13.39 -- 10.91 0.8 1.04 7.16 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $494.44M 15.99 18.08 7.55 -- -- 10.62 0.8 1.3 7.18 MSCI AC World (Net) Index (ACWI)
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $467.27M 16.75 15.29 7.13 10.63 4 3.72 0.9 1.33 5.51 MSCI ACWI
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $467.27M 16.93 15.58 7.42 10.93 4.3 3.96 0.9 1.08 5.5 MSCI ACWI
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $449.39M 11.53 12.1 1.69 9.39 -- 13.99 0.84 1.28 5.73 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $449.39M 11 11.21 0.94 8.54 -- 13.15 0.84 2.03 5.79 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $449.39M 11.75 12.46 2.13 -- -- 14.43 0.99 1.29 5.78 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $449.39M 11.71 12.41 2 9.73 -- 14.29 0.84 1.03 5.79 S-Network Global Water TR USD
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $442.92M 16.25 15.19 14.33 16.1 -- 5.75 0.6 0.74 6 Russell 1000® Growth Index
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $421.46M 5.26 11.55 2.37 4.63 5.66 13.8 0.5 0.99 3.18 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $421.46M 5.58 11.85 2.67 4.92 5.92 13.94 0.5 0.74 3.19 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $421.46M 5.41 11.7 2.47 -- -- 13.78 0.5 0.98 3.17 Merrill Lynch High Yield Master I
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $388.89M 11.91 15.75 8.61 13.21 5.69 9.66 0.7 0.17 5.78 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $388.89M 12.07 16.13 8.91 13.52 6.07 10.02 0.7 0.91 5.77 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $281M 4.39 16.5 10.47 15.08 7.14 20 0.8 1.37 12.72 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $281M 3.93 15.68 9.64 14.2 6.22 19.09 0.8 2.12 12.73 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $281M 4.66 17.05 10.98 15.72 7.86 20.54 0.8 0.91 12.7 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $281M 4.61 16.9 10.79 -- -- 20.4 0.8 1.12 12.71 Russell 2000
MPLAX Praxis International Index A Int'l
Global
12/2010 $270.4M 18.16 18.84 2.44 7.25 -- 4.97 0.6 1.32 6.38 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $270.4M 18.51 19.41 2.98 7.87 -- 5.48 0.6 0.77 6.31 MSCI ACWI xUS
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $262.98M 9.25 11.86 6.3 9.03 4.84 6.73 0 1.18 3.11 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $262.98M 8.77 11.03 5.5 8.23 4.05 5.93 0 1.93 3.06 Custom
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $261.1M 6.14 10.88 5.18 9.74 7.1 6.39 0.77 1.21 6.49 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $261.1M 5.7 10.08 4.37 8.9 6.27 5.59 0.77 1.96 6.44 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $261.1M 6.4 11.31 5.7 10.33 7.83 6.83 0.77 0.85 6.47 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $261.1M 6.3 11.18 5.43 9.98 -- 6.7 0.77 0.96 6.48 Russell Mid Cap Growth
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $245.95M 2.98 0.38 2.46 1.37 3.78 2.42 0.5 0.68 2.84 Barclays Capital US Credit
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $241.11M 15.8 16.74 11.97 15.11 9.04 7.62 0.3 0.44 5.94 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $241.11M 15.52 16.22 11.54 14.6 8.57 7.15 0.3 0.86 5.98 MSCI U.S. Prime Market Growth Index
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $237.29M 14.95 14.15 1.3 6.82 -1.73 -3.85 0.86 1.34 7.02 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $237.29M 14.49 13.23 0.5 5.92 -2.57 -4.66 0.86 2.09 7.01 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $237.29M 15.21 14.59 1.77 7.41 -1.1 -3.5 0.86 0.96 7.04 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $237.29M 15.15 14.39 1.58 7.15 -- -3.66 0.86 1.09 7.01 MSCI EAFE Investable Market
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $235.2M 29.39 27.67 6.31 -- -- 6.55 1 1.27 9.9 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $235.2M 28.83 26.68 5.43 -- -- 5.72 1 2.02 9.93 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $235.2M 29.69 28.16 6.69 -- -- 6.83 1 0.92 9.94 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $235.2M 29.58 28.03 6.57 -- -- 6.82 1 1.02 9.88 MSCI EM NR USD
GCBLX Green Century Balanced Balanced
3/1992 $225.84M 8.19 9.07 5.9 9.55 5.47 5.39 0.65 1.48 4.07 Custom Balanced Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $207.18M 20.68 18.91 3.07 7.75 -- -0.96 0.9 1.12 9.04 MSCI EAFE Equity
GCEQX Green Century Equity Equity
Large Cap
6/1991 $207.14M 12.92 15.42 10.17 14.44 7.11 8.7 0.25 1.25 5.98 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $201.13M 25.94 27.05 6.81 12.99 4.19 0.95 0.87 1.16 8.06 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $201.13M 25.04 25.56 5.45 11.51 -- -0.29 0.87 2.26 8.05 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $201.13M 25.94 27.05 6.81 12.99 4.19 0.95 0.87 1.16 8.06 MSCI EAFE SMID NR USD
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $201.13M 25.93 27.04 6.67 12.79 -- 0.88 0.87 1.15 8.09 MSCI EAFE SMID NR USD
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $199.52M 10.51 13.07 8.68 -- -- 6.24 0.65 1.06 5.6 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $199.52M 10.46 13 8.67 13.21 7.18 6.26 0.65 1.07 5.58 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $199.52M 10.68 13.38 8.96 13.5 7.52 6.49 0.65 0.84 5.54 Russell 1000
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $190.77M 9.67 14.03 9.43 12.6 7.68 11.8 0.75 1 6.23 S&P 500 Composite Total Return
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $183.44M 6.2 7.32 4.77 6.12 5.02 5.05 0 0.44 1.86 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $183.44M 5.74 6.52 3.85 5.15 3.87 4.24 0 1.8 1.84 Barclays Capital US Credit
APPLX Appleseed Fund Int'l
Global
12/2006 $180.68M 10.9 5.84 1.74 6.47 6 9.94 0.85 1.2 6.19 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $180.68M 11.02 5.99 1.98 6.71 -- 10.16 0.85 0.95 6.21 MSCI World
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $179.81M 7.32 15.51 7.76 13.6 4.83 16.75 0.3 0.44 7.36 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $179.81M 7.04 14.94 7.27 13.01 4.26 16.13 0.3 0.94 7.25 MSCI US Prime Market Value Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $177.75M 4.56 7.64 2.96 5.21 -- 11.69 0.6 1.07 1.72 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $177.75M 4.08 6.85 2.07 4.23 -- 10.87 0.6 2.07 1.73 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $177.75M 4.76 8 3.32 5.57 -- 12.1 0.6 0.74 1.74 BofAML US HY Master II
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $177.75M 4.72 7.92 3.23 5.47 -- 11.97 0.6 0.82 1.77 BofAML US HY Master II
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $153.04M 15.3 15.29 7.16 11.38 -- 6.01 0.65 0.98 5.33 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $153.04M 15.46 15.56 7.42 11.66 -- 6.3 0.65 0.74 5.36 Pax Global Women’s Leadership Index
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $153.01M 8.89 10.88 -- -- -- -- 0.75 1.15 5.54 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $153.01M 9.09 11.11 -- -- -- -- 0.75 0.9 5.54 Russell Midcap Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $148.87M 2.87 -0.35 2.38 1.52 3.59 3.43 0.32 0.93 3.1 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $148.87M 2.96 -0.15 2.58 1.75 -- 3.65 0.32 0.63 3.03 Barclays U.S. Aggregate Index
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $146.32M 3.74 -0.19 2.64 2.2 3 -0.42 0.47 0.8 5.02 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $146.32M 3.37 -0.87 -- -- -- -1.25 0.35 0.8 4.95 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $146.32M 3.95 0.17 -- -- -- -0.14 0.35 0.45 4.94 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $146.32M 3.9 0.08 -- -- -- -0.17 0.35 0.55 4.94 Barclays Municipal
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $139.74M 7.89 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $139.74M 8.06 -- -- -- -- -- 0.65 0.65 -- Russell 1000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $132.99M 12.22 16.06 7.68 11.74 4.95 7.55 0 1.26 4.19 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $132.99M 11.8 15.26 6.69 10.61 3.72 6.69 0 2.01 4.2 Russell 3000
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $119.84M 7.83 8.52 5.29 8.2 5.29 5.76 0.64 1.27 4.55 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $119.84M 7.17 7.13 4.3 7.1 4.31 4.55 0.64 2.39 4.67 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $119.84M 7.33 7.73 4.51 7.42 4.61 5.02 0.64 1.98 4.57 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $119.84M 7.98 8.81 5.53 8.47 -- 6.02 0.64 1 4.56 Blend: 60% S&P 500 - 40% BC Aggregate
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $118.99M 6.55 15.91 -- -- -- 16.78 0.27 0.57 7.24 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $118.99M 6.16 15.1 -- -- -- 15.93 0.27 1.32 7.18 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $118.99M 6.78 16.3 -- -- -- 17.2 0.27 0.22 7.2 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $118.99M 6.74 16.18 -- -- -- 17.02 0.27 0.32 7.18 Calvert U.S. Large Cap Value Responsible Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $114.27M 7.31 9.26 7.34 9.43 6.01 9.08 0.75 1 4.44 Blend: 60% S&P 500 - 40% BC Aggregate
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $105.23M 1.58 1.09 1.16 1.94 -- 1.4 1.19 1.36 1.03 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $102.95M 2.47 4.49 -- -- -- 6.24 0.47 1.1 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $102.95M 2.04 3.75 -- -- -- 5.45 0.47 1.85 0.44 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $102.95M 2.76 4.99 -- -- -- 6.73 0.47 0.65 0.43 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $102.95M 2.68 4.83 -- -- -- 6.51 0.47 0.85 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $92.32M 6.6 -0.65 4.54 3.93 7.72 6.79 0.52 1.25 6.43 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $92.32M 6.88 -0.17 -- -- -- 7.3 0.52 -- 6.43 Barclays US Long Credit
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $91.52M 2.66 0.61 2.61 -- -- 3.66 0.42 0.88 2.07 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $91.52M 2.88 0.99 3.05 -- -- 4.05 0.42 0.5 2.05 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $91.52M 2.81 0.86 2.9 -- -- 3.91 0.42 0.63 2.1 Barclays Capital US Aggregate Bond
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $86.23M 2.82 12.86 8.81 11.76 -- 23.96 0.75 1 11.24 Russell 2000
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $84.7M 18.03 14.22 -1.75 8.33 -7.45 -7.73 0.87 1.85 8.55 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $84.7M 17.33 13.27 -2.65 7.29 -- -8.4 0.87 2.85 8.33 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $84.7M 18.12 14.66 -1.36 8.81 -7.03 -7.24 0.87 1.4 8.4 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $84.7M 18.2 14.43 -1.52 8.58 -- -7.53 0.87 1.6 8.45 Ardour Gbl Alternative Energy
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $69.1M 7.98 8.73 4.96 7.47 -- 6.49 0.05 0.54 3.14 Russell 3000
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $68.15M 8.37 8.15 7.5 10.97 6.86 10.4 1 1.68 4.52 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $68.15M 8.43 8.14 7.49 10.98 6.85 10.39 1 1.68 4.53 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $68.15M 7.93 7.33 6.69 10.14 6.05 9.63 1 2.43 4.47 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $68.15M 8.53 8.46 7.76 11.25 7.12 10.72 1 1.43 4.45 S&P 500 Composite Total Return
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $61.95M 20.51 15.55 -- -- -- -- 0.8 -- 8.77 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $61.95M 20.69 15.79 -- -- -- -- 0.8 -- 8.73 MSCI World
MGAFX Praxis Genesis Growth A Balanced
1/2010 $60.75M 9.73 11.74 6.05 9.39 -- 7.82 0.05 0.62 3.92 Russell 3000
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $58.9M 16.48 15.67 -- -- -- 4.03 0.27 0.57 6.58 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $58.9M 15.96 14.82 -- -- -- 3.3 0.27 1.32 6.55 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $58.9M 16.7 16.07 -- -- -- 4.44 0.27 0.22 6.55 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $58.9M 16.61 15.93 -- -- -- 4.35 0.27 0.32 6.57 Calvert U.S. Large Cap Growth Responsible Index
ARFFX Ariel Focus Fund All
Cap
6/2005 $55.11M 8.09 17.7 4.23 12.39 5.31 21.11 0.65 1 10.21 Russell 1000 Value
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $49.44M 2.61 6.25 3.89 8.07 5.32 8.93 0.3 1 11.03 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $49.44M 2.28 5.62 3.25 7.37 4.78 8.18 0.3 1.67 11.11 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $43.43M 6.16 16.25 9.71 12.81 -- 20.11 0.75 1 9.37 Russell 2500
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $42.61M 7.79 10.63 9.4 12.47 -- 12.13 0.75 1 7.29 Russell Midcap
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $41.83M 25.44 20 6.17 -- -- -4.27 1 1.31 8.9 S&P 500 Composite Total Return
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $40.29M 19.93 20.33 5.9 9.91 2.09 -1.07 0.8 1.25 7.36 MSCI World ex USA
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $40.28M 2.48 17.54 -1.59 3.41 -- 22.95 0.8 1.25 17.03 Russell 2000 Value
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $32.59M 11.55 12.74 8.55 12.79 -- 7.88 0.75 1 5.63 S&P 500 Composite Total Return
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.24M 2.73 4.82 1 -- -- 2.47 0 2.76 2.58 Citigroup 3-Month T-Bill Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $29.8M 14.7 24.09 -- -- -- 17.1 2 -- 8.49 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $23.59M 17.91 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $23.59M 17.75 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.07M 5.39 4.19 3.6 4.66 -- 4.22 0.05 0.6 2.47 Barclays Capital US Aggregate Bond
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $18.79M 6.39 4.29 -- -- -- 1.85 0.55 0.89 3.52 Citigroup World BIG Bond Index
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $9.27M 7.87 14.3 -- -- -- 14.48 0.75 1 8.19 S&P 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $7.38M 11.68 16.54 -- -- -- 6.06 0.65 0.75 6.42 Russell 3000
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.6M 15.25 13.48 -- -- -- -1.43 0.65 0.99 5.73 S&P Global 1200
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
PAFSX Parnassus Asia Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC Asia Pacific Index

View funds by type:

Showing 202 of 202 funds
Information current as of:
July 31, 2017

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
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/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 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
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Short Duration Income 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 Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund YCCCCCCCXCCRRRRR-- --
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
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria 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 U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/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 U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Ultra-Short Income Fund YCCCCCCC--CCRRRRR-- --
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
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCR--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCR--X-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--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 CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio I