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 202 of 202 funds
Information current as of:
April 30, 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
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $682.84M 1.5 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $682.84M 1.58 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $142.96M 5.88 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $142.96M 5.88 -- -- -- -- -- 0.65 0.65 -- Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $793.23M 5.85 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $793.23M 5.95 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $15.46M 10.33 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $15.46M 10.23 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $58.07M 13.54 13.24 -- -- -- -- 0.8 -- 9.59 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $58.07M 13.62 13.51 -- -- -- -- 0.8 -- 9.55 MSCI World
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $160.29M 4.43 11.8 -- -- -- -- 0.75 1.15 5.95 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $160.29M 4.62 12.07 -- -- -- -- 0.75 0.9 5.93 Russell Midcap Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $19.08M 10.21 29.45 -- -- -- 17.1 2 -- 9.46 S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $7.12M 3.61 17.87 -- -- -- 14.48 0.75 1 9.6 S&P 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $143.4M 1.59 -1.34 -- -- -- -1.25 0.35 0.8 4.9 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $143.4M 1.89 -0.25 -- -- -- -0.14 0.35 0.45 4.89 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $143.4M 1.85 -0.34 -- -- -- -0.17 0.35 0.55 4.89 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $52.48M 11.38 17.05 -- -- -- 4.03 0.27 0.57 7.99 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $52.48M 11.08 16.22 -- -- -- 3.3 0.27 1.32 7.97 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $52.48M 11.46 17.42 -- -- -- 4.44 0.27 0.22 7.98 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $52.48M 11.42 17.33 -- -- -- 4.35 0.27 0.32 7.99 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $110.86M 3.96 18.58 -- -- -- 16.78 0.27 0.57 7.6 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $110.86M 3.7 17.67 -- -- -- 15.93 0.27 1.32 7.55 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $110.86M 4.1 18.99 -- -- -- 17.2 0.27 0.22 7.56 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $110.86M 4.05 18.81 -- -- -- 17.02 0.27 0.32 7.55 Calvert U.S. Large Cap Value Responsible Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $6.53M 7.4 15.8 -- -- -- 6.06 0.65 0.75 7.51 Russell 3000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $11.46M 3.01 2.95 -- -- -- 1.85 0.55 0.89 3.41 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.14M 10.02 11.6 -- -- -- -1.43 0.65 0.99 7.08 S&P Global 1200
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $83.44M 3.33 3.19 -- -- -- 7.3 0.52 -- 7.72 Barclays US Long Credit
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $98.22M 1.53 5.66 -- -- -- 6.24 0.47 1.1 0.87 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $98.22M 1.23 4.84 -- -- -- 5.45 0.47 1.85 0.84 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $98.22M 1.6 6.07 -- -- -- 6.73 0.47 0.65 0.84 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $98.22M 1.62 5.95 -- -- -- 6.51 0.47 0.85 0.87 Barclays 1-3 Month U.S. Treasury Bill Index
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $445.25M 8.21 13.46 0.74 -- -- 14.43 0.99 1.29 5.8 S-Network Global Water TR USD
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $800.99M 0.68 2.15 1.26 -- -- 2.22 0.38 0.5 0.27 Barclays Short Treasury 9-12 Mon TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $79.87M 1.56 2.1 2.54 -- -- 3.66 0.42 0.88 2.55 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $79.87M 1.69 2.55 2.99 -- -- 4.05 0.42 0.5 2.52 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $79.87M 1.65 2.35 2.83 -- -- 3.91 0.42 0.63 2.57 Barclays Capital US Aggregate Bond
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $283.49M 2.86 21.93 10.3 -- -- 20.4 0.8 1.12 12.67 Russell 2000
CCMNX CCM Alternative Income Fund Balanced
5/2013 $30.72M 2.53 6.05 1.61 -- -- 2.47 0 2.76 3.67 Citigroup 3-Month T-Bill Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $195.19M 7.12 14.39 8.85 -- -- 6.24 0.65 1.06 6.65 Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $420.41M 10.35 17.54 5.77 -- -- 10.62 0.8 1.3 7.95 MSCI AC World (Net) Index (ACWI)
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $427.04M 4.2 14.48 2.25 -- -- 13.78 0.5 0.98 3.35 Merrill Lynch High Yield Master I
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $856.96M -0.26 13.2 6.39 -- -- 17.85 0.75 1.19 8.66 Russell 2000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $686.4M 3.6 9.28 5.53 -- -- 8 0.52 0.73 4.12 Russell 1000
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $14.73M 8.04 24.57 3.24 -- -- 13.98 1.1 1.25 7.91 MSCI AC Asia Pacific Index
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $35.07M 12.54 13.02 2.33 -- -- -4.27 1 1.31 9.36 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $855.56M 13.2 13.69 4.97 -- -- 3.61 1 1.1 10.15 MSCI EAFE Equity
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $167.47M 16.14 19.96 4.92 -- -- 6.55 1 1.27 10.23 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $167.47M 15.84 19 4.02 -- -- 5.72 1 2.02 10.3 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $167.47M 16.28 20.35 5.26 -- -- 6.83 1 0.92 10.26 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $167.47M 16.22 20.2 5.16 -- -- 6.82 1 1.02 10.22 MSCI EM NR USD
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1166.65M 2.05 2.07 3.73 -- -- 3.19 0.35 0.4 3.33 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1166.65M 2 1.91 3.58 -- -- 3.03 0.35 0.55 3.3 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1166.65M 1.96 1.69 3.41 -- -- 2.81 0.35 0.68 3.23 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1166.65M 1.97 1.81 3.48 -- -- 2.83 0.35 0.65 3.23 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $828.24M 7.66 18.07 10.61 -- -- 10.6 0.27 0.46 6.79 Calvert U.S. Large Cap Core Responsible Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $408.8M 11.96 18.77 13.73 -- -- 5.75 0.6 0.74 7.4 Russell 1000® Growth Index
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $40.44M 5.07 20.19 9.62 -- -- 20.11 0.75 1 9.22 Russell 2500
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $30.82M 7.52 14.26 8.28 11.46 -- 7.88 0.75 1 6.03 S&P 500 Composite Total Return
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $147.42M 1.77 1.53 2.4 1.74 -- 3.65 0.4 0.63 3.5 Barclays U.S. Aggregate Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $171.69M 2.28 8.51 1.47 4.28 -- 10.87 0.6 2.07 2.34 BofAML US HY Master II
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $42.3M 5.7 12.64 9.26 10.8 -- 12.13 0.75 1 7.28 Russell Midcap
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $81.69M 10 4.21 -4.1 4.01 -- -7.53 0.87 1.6 10.14 Ardour Gbl Alternative Energy
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $171.69M 2.64 9.59 2.65 5.54 -- 11.97 0.6 0.82 2.4 BofAML US HY Master II
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $175.52M 6.64 7.86 1.16 5.14 -- 10.16 0.85 0.95 7.73 MSCI World
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $41.89M 3.67 22.97 -3.1 3.62 -- 22.95 0.8 1.25 15.76 Russell 2000 Value
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $272.08M 3.74 11.51 4.87 8.75 -- 6.7 0.77 0.96 6.92 Russell Mid Cap Growth
MPLAX Praxis International Index A Int'l
Global
12/2010 $245.35M 9.82 13.18 0.62 4.52 -- 4.97 0.6 1.32 7.02 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $245.35M 10.09 13.78 1.16 5.14 -- 5.48 0.6 0.77 7.05 MSCI ACWI xUS
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
BCAIX Boston Common International Fund Int'l
Global
12/2010 $198.07M 12.33 11.12 0.45 4.8 -- -0.96 0.9 1.12 9.38 MSCI EAFE Equity
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $800.99M 0.67 2.1 1.15 1.32 -- 2.15 0.38 0.69 0.24 Barclays Short Treasury 9-12 Mon
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $102.54M 1.2 1.62 1.25 2.2 -- 1.4 1.19 1.36 1.11 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $66.99M 4.65 9.34 4.45 6.48 -- 6.49 0.05 0.54 3.6 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.78M 3.28 4.98 3.4 4.27 -- 4.22 0.05 0.6 2.66 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $58.11M 5.64 12.17 5.34 8.01 -- 7.82 0.05 0.62 4.55 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2575.62M 6.44 17.58 8.55 12.53 -- 13.32 0.15 0.32 6.52 Russell 3000
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $171.69M 2.65 9.68 2.72 5.65 -- 12.1 0.6 0.74 2.4 BofAML US HY Master II
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2351.45M 6.83 16.3 8.48 12.37 -- 9.62 0.73 1.29 7.31 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2351.45M 6.91 16.61 8.72 12.64 -- 9.89 0.73 1.05 7.33 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2351.45M 6.61 15.76 7.93 11.81 -- 9.11 0.73 1.79 7.3 S&P 500 Composite Total Return
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $632.63M 0.79 0.2 2.17 1.65 -- 1.49 0.5 1.01 1.82 Barclays Capital US Securitized Bond
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $872.06M 6.14 17.01 6.46 9.96 4.97 11.21 0.3 1.18 8.58 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $872.06M 6.27 17.57 6.89 10.39 5.86 11.66 0.3 0.8 8.38 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $178.21M 14.76 13.94 3.17 9.18 -- 0.88 0.87 1.15 11.74 MSCI EAFE SMID NR USD
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $86.9M 2.76 19.65 9.09 10.65 -- 23.96 0.75 1 11.12 Russell 2000
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $445.25M 8.03 13.02 0.23 7.94 -- 13.99 0.84 1.28 5.75 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $445.25M 7.77 12.23 -0.47 7.09 -- 13.15 0.84 2.03 5.8 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $445.25M 8.14 13.34 0.55 8.27 -- 14.29 0.84 1.03 5.78 S-Network Global Water TR USD
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $119.77M 5.68 10.71 5.56 7.64 -- 6.02 0.64 1 5.04 Blend: 60% S&P 500 - 40% BC Aggregate
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $420.41M 10.33 17.53 5.78 10.3 -- 10.62 0.8 1.29 7.93 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $420.41M 10.42 17.77 6.04 10.59 -- 10.91 0.8 1.04 7.92 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $519.43M 10.4 10.12 0.41 3.41 -- -1.85 0.55 0.8 8.37 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $519.43M 10.59 10.44 -0.19 3.09 -- -1.63 0.55 0.55 8.38 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $856.96M -0.26 13.17 6.4 12.64 -- 17.9 0.75 1.19 8.62 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $856.96M -0.13 13.52 6.67 12.94 -- 18.17 0.75 0.94 8.62 Russell 2000
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1337.36M 1.24 2.74 1.7 2.3 -- 3.6 0.46 0.8 1.33 Barclays Credit 1-5 Yr
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2351.45M 7.01 17.03 9.13 13.07 -- 10.31 0.62 0.68 7.32 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $81.69M 9.57 3.26 -5.17 2.79 -- -8.4 0.87 2.85 10.14 Ardour Gbl Alternative Energy
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $178.21M 14.33 12.64 2.01 7.97 -- -0.29 0.87 2.26 11.72 MSCI EAFE SMID NR USD
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $73.15M 6.61 13.62 7.72 9.25 -- 10.4 1 1.68 5.32 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $73.15M 6.61 13.61 7.71 9.25 -- 10.39 1 1.68 5.36 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $73.15M 6.34 12.82 6.89 8.43 -- 9.63 1 2.43 5.32 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $73.15M 6.68 13.94 7.97 9.52 -- 10.72 1 1.43 5.29 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $81.69M 10.03 4.11 -4.28 3.79 -- -7.73 0.87 1.85 10.26 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $81.69M 10.07 4.5 -3.87 4.3 -- -7.24 0.87 1.4 10.11 Ardour Gbl Alternative Energy
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $178.21M 14.78 13.94 3.34 9.39 -- 0.95 0.87 1.16 11.7 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $178.21M 14.78 13.94 3.34 9.39 -- 0.95 0.87 1.16 11.7 MSCI EAFE SMID NR USD
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $225.33M 10.3 18.64 11.93 13.92 -- 7.62 0.3 0.44 6.77 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $225.33M 10.15 18.16 11.47 13.39 -- 7.15 0.3 0.86 6.8 MSCI U.S. Prime Market Growth Index
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $49.01M 0.97 12.69 2.36 6.54 -- 8.93 0.3 1 11.05 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $49.01M 0.83 12.04 1.76 5.87 -- 8.18 0.3 1.67 11.15 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $195.19M 7.21 14.68 9.1 11.43 7.18 6.49 0.65 0.84 6.63 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1933.23M 4.6 9.24 5.68 7.4 4.35 6.1 0.75 0.52 3.61 Blended Index
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $432.07M 10.93 13.74 5.84 9.06 3.66 3.96 0.9 1.08 6.69 MSCI ACWI
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2003.3M 1.52 0.43 2.55 1.78 3.69 0.98 0.3 0.46 2.57 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2003.3M 1.31 0.07 2.2 1.43 3.34 0.73 0.3 0.81 2.55 Barclays Capital US Aggregate
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $855.56M 13.2 13.17 4.5 10.22 1.22 3.12 1 1.53 10.09 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $855.56M 13.33 13.36 4.55 10.25 1.08 3.05 1 1.52 10.13 MSCI EAFE Equity
APPLX Appleseed Fund Int'l
Global
12/2006 $175.52M 6.59 7.62 0.92 4.9 5.32 9.94 0.85 1.2 7.71 MSCI World
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $526.71M 2.41 3.38 2.39 3.1 3.06 5.08 0.52 1.47 4.23 Barclays Capital US Credit
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $800.99M 0.52 1.79 0.92 1.07 2.24 1.9 0.38 0.89 0.26 Barclays Short Treasury 9-12 Mon
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $478M 1.76 1.17 2.62 2.44 4.57 2.44 0.4 0.54 3.02 Barclays Capital US Aggregate
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $166.38M 3.82 15.89 7.47 12.48 3.88 16.75 0.3 0.44 7.41 MSCI US Prime Market Value Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $132.72M 9.39 12.54 5.98 9.38 -- 6.3 0.65 0.74 6.25 Pax Global Women’s Leadership Index
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $382.68M 7.81 16.53 8.75 11.91 5.67 10.02 0.7 0.91 6.18 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2575.62M 6.38 17.47 8.44 12.39 6.64 13.26 0.15 0.44 6.61 Russell 3000
ARFFX Ariel Focus Fund All
Cap
6/2005 $55.73M 5.23 18.86 4.98 10.65 4.75 21.11 0.65 1 11.12 Russell 1000 Value
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $127.71M 7.47 14.79 6.76 9.97 4.38 7.55 0 1.26 5.47 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $127.71M 7.24 13.96 5.76 8.83 3.14 6.69 0 2.01 5.47 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $173.23M 3.71 7.18 4.44 5.79 4.76 5.05 0 0.44 2.2 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $173.23M 3.43 6.33 3.5 4.8 3.59 4.24 0 1.8 2.2 Barclays Capital US Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $256.57M 5.63 11.38 5.7 7.92 4.42 6.73 0 1.18 4.01 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $256.57M 5.41 10.65 4.91 7.13 3.64 5.93 0 1.93 4 Custom
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $283.49M 2.94 22.15 10.52 14.95 7.27 20.54 0.8 0.91 12.64 Russell 2000 Value
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4036.65M 5.09 28.61 14.58 16.96 12.28 21.42 0.71 0.95 9.73 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2325.66M 6.48 18.71 10.11 13.06 8.92 16.07 0.77 0.99 7.42 Russell Midcap Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $283.49M 2.51 20.67 9.17 13.39 5.62 19.09 0.8 2.12 12.67 Russell 2000 Value
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $83.44M 3.12 2.67 4.15 4.65 7.37 6.79 0.52 1.25 7.73 Barclays US Long Credit
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $283.49M 2.8 21.62 10.01 14.3 6.54 20 0.8 1.37 12.66 Russell 2000 Value
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $427.04M 4.3 14.82 2.45 5.04 5.44 13.94 0.5 0.74 3.33 Merrill Lynch High Yield Master I
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $872.06M 6.23 17.57 6.83 10.3 5.8 11.55 0.3 0.82 8.46 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $272.08M 3.78 11.63 5.17 9.11 7.4 6.83 0.77 0.85 6.92 Russell Mid Cap Growth
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1337.36M 0.9 1.61 0.64 1.23 2.3 2.49 0.46 1.81 1.3 Barclays Credit 1-5 Yr
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2575.62M 6.39 17.42 8.45 12.43 6.62 13.24 0.15 0.43 6.59 Russell 3000
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1337.36M 1.27 2.76 1.88 2.51 3.58 3.63 0.46 0.5 1.29 Barclays Credit 1-5 Yr
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1337.36M 1.14 2.38 1.37 1.97 3.07 3.25 0.46 1.08 1.3 Barclays Credit 1-5 Yr
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $171.69M 2.57 9.34 2.38 5.29 -- 11.69 0.6 1.07 2.37 BofAML US HY Master II
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $166.38M 3.64 15.3 6.98 11.86 3.32 16.13 0.3 0.94 7.32 MSCI US Prime Market Value Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $67.48M 10.63 15.47 4.4 8.17 6.86 2.48 0.8 0.99 9.07 Russell Mid Cap Growth
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $526.71M 2.33 3.09 2.01 2.66 2.65 4.79 0.52 1.93 4.25 Barclays Capital US Credit
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $828.24M 7.55 17.73 10.48 13.27 6.7 10.34 0.27 0.68 6.87 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $828.24M 7.24 16.83 9.61 12.35 5.74 9.53 0.27 1.44 6.82 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $828.24M 7.7 18.18 10.95 13.81 7.25 10.7 0.27 0.2 6.86 Calvert U.S. Large Cap Core Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $147.42M 1.67 1.33 2.16 1.52 3.46 3.43 0.4 0.93 3.53 Barclays U.S. Aggregate Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $861.91M 2.01 2.88 3.23 3.35 4.37 4.06 0.47 0.51 2.99 Barclays Capital US Aggregate Bond
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2115.52M 10.78 14.11 9.97 11.92 8.07 2.71 0.62 0.66 6.91 S&P 500 Composite Total Return
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $427.04M 4.2 14.49 2.2 4.78 5.23 13.8 0.5 0.99 3.35 Merrill Lynch High Yield Master I
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $432.07M 10.83 13.45 5.55 8.76 3.36 3.72 0.9 1.33 6.67 MSCI ACWI
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2003.3M 1.28 -0.03 2.09 1.32 3.24 0.62 0.3 0.91 2.58 Barclays Capital US Aggregate
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2575.62M 6.48 17.76 8.73 12.7 6.88 13.51 0.15 0.18 6.55 Russell 3000
WSBFX Walden Asset Management Fund Balanced
6/1999 $109.73M 4.96 10.76 6.96 8.37 5.87 9.08 0.75 1 4.58 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $184.79M 6.59 15.45 8.81 11.05 7.45 11.8 0.75 1 6.41 S&P 500 Composite Total Return
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $478M 1.63 0.77 2.24 2.06 4.21 2.12 0.4 0.94 3.01 Barclays Capital US Aggregate
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $526.71M 2.72 4.22 3.28 3.96 3.94 5.94 0.52 0.64 4.23 Barclays Capital US Credit
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $235.7M 9.9 7.92 -0.21 5.48 -1.66 -3.5 0.86 0.96 9.73 MSCI EAFE Investable Market
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $686.4M 3.65 9.41 5.75 7.61 5.09 8.16 0.52 0.62 4.1 Russell 1000
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $632.63M 1.02 0.52 2.17 1.65 3.43 1.54 0.5 0.65 1.76 Barclays Capital US Securitized Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $861.91M 1.61 1.61 1.87 1.95 2.95 2.73 0.47 1.73 2.94 Barclays Capital US Aggregate Bond
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $35.08M 10.75 12.32 3.78 6.72 1.26 -1.07 0.8 1.25 8.47 MSCI World ex USA
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $195.19M 7.1 14.39 8.83 11.15 6.93 6.26 0.65 1.07 6.7 Russell 1000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2351.45M 6.93 16.64 8.76 12.67 6.59 9.88 0.87 1.03 7.33 S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $382.68M 7.74 16.18 8.44 11.62 5.29 9.66 0.7 0.17 6.2 S&P 500 Composite Total Return
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $272.08M 3.63 11.2 4.64 8.51 6.66 6.39 0.77 1.21 6.94 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $272.08M 3.39 10.38 3.83 7.68 5.83 5.59 0.77 1.96 6.88 Russell Mid Cap Growth
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2351.45M 6.95 16.82 8.94 12.86 6.77 10.1 0.73 0.86 7.38 S&P 500 Composite Total Return
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $686.4M 3.26 8.1 4.47 6.28 3.71 6.87 0.52 1.76 4.11 Russell 1000
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2115.52M 10.37 12.78 8.65 10.56 6.71 1.49 0.62 1.81 6.89 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $235.7M 9.53 6.7 -1.51 3.99 -3.13 -4.66 0.86 2.09 9.69 MSCI EAFE Investable Market
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $132.72M 9.29 12.22 5.71 9.1 -- 6.01 0.65 0.98 6.18 Pax Global Women’s Leadership Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $119.77M 5.34 9.65 4.52 6.59 4.35 5.02 0.64 1.98 5.08 Blend: 60% S&P 500 - 40% BC Aggregate
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $119.77M 5.6 10.45 5.29 7.35 5.03 5.76 0.64 1.27 5.05 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15435.6M 5.27 14.6 8.44 13.53 9.2 10.4 0.6 0.88 5.92 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $224.65M 1.84 1.55 2.32 1.64 3.67 2.42 0.5 0.68 3.19 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $235.7M 9.71 7.48 -0.71 4.88 -2.3 -3.85 0.86 1.34 9.67 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $235.7M 9.86 7.79 -0.42 5.21 -- -3.66 0.86 1.09 9.75 MSCI EAFE Investable Market
GCBLX Green Century Balanced Balanced
3/1992 $216.46M 4.83 9.66 5.44 8.13 4.96 5.39 0.65 1.48 5.59 Custom Balanced Index
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $872.06M 6.17 17.15 6.51 9.96 5.45 11.24 0.3 1.14 8.43 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $193.7M 8.29 17.09 9.81 12.77 6.44 8.7 0.25 1.25 6.99 S&P 500 Composite Total Return
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1774.21M 6.93 15.06 7.86 13.63 7.74 12.66 0.69 1.12 11.06 Russell Mid Cap Value
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $861.91M 1.94 2.57 2.75 2.81 3.79 3.63 0.47 0.89 3 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $861.91M 1.96 2.83 3.02 3.09 -- 3.94 0.47 0.62 3 Barclays Capital US Aggregate Bond
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2115.52M 10.61 13.63 9.48 11.38 7.51 2.32 0.62 1.07 6.92 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2115.52M 10.74 14 9.81 11.75 -- 2.62 0.62 0.77 6.93 S&P 500 Composite Total Return
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $119.77M 5.17 9.02 4.28 6.25 4.04 4.55 0.64 2.39 5.18 Blend: 60% S&P 500 - 40% BC Aggregate
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2347.06M 6.7 22.58 10.39 15.54 7.09 15.56 0.59 1 13.17 Russell 2500 Value
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PARNX Parnassus Fund All
Cap
12/1984 $970.61M 5.96 23.7 10.79 15.21 9.66 13.46 0.62 0.84 9.39 S&P 500 Composite Total Return
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $143.4M 1.77 -0.6 2.32 2.3 2.75 -0.42 0.47 0.8 4.97 Barclays Municipal
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $686.4M 3.51 8.97 5.3 7.13 4.58 7.74 0.52 0.97 4.11 Russell 1000
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $526.71M 2.59 3.9 2.75 3.4 3.39 5.6 0.52 1.24 4.25 Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $526.71M 2.73 4.21 3.07 3.73 -- 5.84 0.52 0.91 4.28 Barclays Capital US Credit
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1933.23M 4.52 8.99 5.4 7.13 4.09 5.81 0.75 0.77 3.56 Blended Index

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April 30, 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
Pax Core Bond fund Individual----CCCCCRCCCCR--X-- Shareholder engagement
Pax Core Bond fund Institutional----CCCCCRCCCCR--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCR--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCR--X-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCR--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCR--X-- Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Pax Mid Cap Fund Individual----CCCCCRCCCCR--X-- Shareholder engagement
Pax Mid Cap Fund Institutional----CCCCCRCCCCR--X-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/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
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund YCCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)----PPPP----P--RPRRROther/qualitative criteria Shareholder engagement
Saturna Sustainable Bond FundC *CCCCCC--CCXCCXXOther/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
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund YCCCCCCC--CCRRRRR-- --
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund YCCCCCCC--CCRRRRR-- --
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- 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
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Asia FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Shelton Green Alpha FundC *CCCCCCXCCCCCXXOther/qualitative criteria --
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
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
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
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Calvert High Yield Bond Fund YCCCCCCC--CCR--RRR-- --
Appleseed Fund InstitutionalC *CCP--PPXCCX--RXX-- Shareholder engagement
Ariel Discovery Fund------PP----XP------X--X-- --
Calvert Capital Accumulation Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
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
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Calvert Ultra-Short Income Fund YCCCCCCC--CCRRRRR-- --
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Praxis Genesis Balanced APPPPPPP--PPX--XXX-- --
Praxis Genesis Conservative APPPPPPP--PPX--