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 172 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $342.99M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $425.32M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | BofAML US HY Master II |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $792.06M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
5/1998 | $2858.42M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $442.29M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Barclays Capital US Aggregate |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2242.8M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Barclays Credit 1-5 Yr |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $342.99M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $425.32M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | BofAML US HY Master II |
| 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 |
| 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 |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $792.06M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| 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 |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $660.46M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Barclays Capital US Securitized Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $425.32M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | BofAML US HY Master II |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2242.8M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Barclays Credit 1-5 Yr |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $988.19M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $442.29M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Barclays Municipal |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $795.32M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays US Long Credit |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $2858.42M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $731.95M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| 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 |
| 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 |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $792.06M | 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 | $342.99M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| 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 |
| 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 |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| 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. |
| 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 |
| 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 |
| 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 |
| 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 |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $2858.42M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| 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 |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2242.8M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Barclays Credit 1-5 Yr |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $442.29M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Barclays Municipal |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $795.32M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays US Long Credit |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $988.19M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Barclays Short Treasury 9-12 Mon TR USD |
| 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 |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $731.95M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $660.46M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Barclays Capital US Securitized Bond |
| 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 |
| 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 |
| View funds by type: Showing 46 of 172 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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| Calvert Flexible Bond Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert High Yield Bond Fund C | C | C | C | C | C | -- | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Bond Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R |  |
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| Calvert Responsible Municipal Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Short Duration Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Flexible Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert High Yield Bond Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Praxis Intermediate Income A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| 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 Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| 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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| Access Capital Community Investment Fund A | -- * | X | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | |
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| Calvert High Yield Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Short Duration Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Ultra-Short Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Responsible Municipal Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Core Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Bond Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Green Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Pax Core Bond Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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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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| Calvert Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Flexible Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Saturna Sustainable Bond Fund | C * | P | P | P | P | P | P | -- | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| TIAA-CREF Social Choice Bond Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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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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| PIMCO Total Return ESG Fund | C * | C | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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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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| Parnassus Fixed Income Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |
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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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| PIMCO ESG Income Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | |
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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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| Calvert Bond Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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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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| Calvert Short Duration Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Responsible Municipal Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Core Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Ultra-Short Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Praxis Intermediate Income - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
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| Calvert Green Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Pax Core Bond Fund Institutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Access Capital Community Investment Fund I | -- * | -- | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | 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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| 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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| View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |