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 214 of 214 funds
Information current as of:
February 28, 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
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $86.16M 1.84 28.06 7.25 10.7 -- 23.96 0.75 1 12.71 Russell 2000
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $38.78M -2.98 24.62 -7.06 2.96 -- 22.95 0.8 1.25 16.24 Russell 2000 Value
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3659.61M 4.3 32.69 14.98 17.58 12.63 21.42 0.71 0.95 10.66 S&P 500 Composite Total Return
ARFFX Ariel Focus Fund All
Cap
6/2005 $54.35M 6.9 39.26 6.21 10.94 5.32 21.11 0.65 1 13.06 Russell 1000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $307.24M 1.8 29.92 9.52 14.56 7.32 20.54 0.8 0.91 13.72 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $307.24M 1.78 29.71 9.28 -- -- 20.4 0.8 1.12 13.75 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $40.43M 4.52 29.7 8.09 -- -- 20.11 0.75 1 11.15 Russell 2500
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $307.24M 1.76 29.34 9 13.9 6.59 20 0.8 1.37 13.75 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $307.24M 1.61 28.34 8.18 13 5.68 19.09 0.8 2.12 13.74 Russell 2000 Value
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $837.43M 1.04 22.7 6.4 13.54 -- 18.17 0.75 0.94 9.66 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $837.43M 0.98 22.46 6.15 13.25 -- 17.9 0.75 1.19 9.64 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $837.43M 0.98 22.42 6.15 -- -- 17.85 0.75 1.19 9.68 Russell 2000
PXSRX Pax Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $837.43M 0.92 22.14 5.9 12.95 -- 17.62 0.75 1.45 9.66 Russell 2000
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $98.24M 4.9 30.25 -- -- -- 17.2 0.27 0.22 8.68 Calvert U.S. Large Cap Value Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $12.03M 8.43 39.47 -- -- -- 17.1 2 -- 9.95 S&P 500 Composite Total Return
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $98.24M 4.9 30.05 -- -- -- 17.02 0.27 0.32 8.64 Calvert U.S. Large Cap Value Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $98.24M 4.86 29.81 -- -- -- 16.78 0.27 0.57 8.69 Calvert U.S. Large Cap Value Responsible Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $168.85M 5.02 28.76 9.17 13.22 4.47 16.75 0.3 0.45 8.68 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $168.85M 4.91 28.01 8.67 12.58 3.91 16.13 0.3 0.94 8.56 MSCI US Prime Market Value Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2103.97M 4.33 24.41 10.18 13.16 9.13 16.07 0.77 0.99 8.8 Russell Midcap Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $98.24M 4.74 28.89 -- -- -- 15.93 0.27 1.32 8.67 Calvert U.S. Large Cap Value Responsible Index
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $5.41M 3.8 29.5 -- -- -- 14.48 0.75 1 11.28 S&P 1000
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $442.19M 4.51 24.63 -0.34 -- -- 14.43 0.99 1.29 10.4 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $442.19M 4.47 24.46 -0.53 7.89 -- 14.29 0.84 1.03 10.38 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $442.19M 4.42 24.13 -0.85 7.56 -- 13.99 0.84 1.28 10.36 S-Network Global Water TR USD
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $410.08M 3.34 21.53 2.53 5.09 5.57 13.94 0.5 0.74 4.04 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $410.08M 3.14 21.18 2.24 4.8 5.35 13.8 0.5 0.99 4.2 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $410.08M 3.13 21.15 2.28 -- -- 13.78 0.5 0.98 4.19 Merrill Lynch High Yield Master I
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2555.89M 5.15 25.93 8.6 12.83 7.23 13.51 0.15 0.18 8.61 Russell 3000
PXHRX Pax High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $410.08M 3.24 20.84 1.9 4.51 -- 13.5 0.5 1.24 4.05 Merrill Lynch High Yield Master I
PARNX Parnassus Fund All
Cap
12/1984 $944.36M 4.67 26.78 9.74 15.36 10.02 13.46 0.62 0.84 10.63 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2555.89M 5.17 25.76 8.45 12.67 -- 13.32 0.15 0.32 8.56 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2555.89M 5.1 25.64 8.31 12.53 7.01 13.26 0.15 0.44 8.66 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2555.89M 5.13 25.6 8.35 12.57 6.96 13.24 0.15 0.43 8.58 Russell 3000
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $442.19M 4.29 23.29 -1.56 6.71 -- 13.15 0.84 2.03 10.42 S-Network Global Water TR USD
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $41.55M 5.23 21.31 8.77 11.16 -- 12.13 0.75 1 9.48 Russell Midcap
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $165.38M 1.81 14.91 2.8 5.8 -- 12.1 0.6 0.74 3.48 BofAML US HY Master II
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $165.38M 1.8 14.83 2.72 5.67 -- 11.97 0.6 0.82 3.49 BofAML US HY Master II
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $182.55M 5.31 22.46 8.97 11.24 7.7 11.8 0.75 1 8.38 S&P 500 Composite Total Return
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $165.38M 1.77 14.54 2.45 5.42 -- 11.69 0.6 1.07 3.48 BofAML US HY Master II
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $921.87M 5.57 24.17 6.99 10.64 6.49 11.66 0.3 0.8 10.07 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $921.87M 5.68 24.18 6.98 10.58 6.45 11.55 0.3 0.82 10.11 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $921.87M 5.54 23.76 6.62 10.22 6.08 11.24 0.3 1.14 10.11 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $921.87M 5.54 23.74 6.57 10.21 5.6 11.21 0.3 1.18 10.26 S&P 500 Composite Total Return
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $387.71M 5.66 25.21 3.52 9.66 -- 10.91 0.8 1.04 11.01 MSCI AC World (Net) Index (ACWI)
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $165.38M 1.62 13.68 1.53 4.41 -- 10.87 0.6 2.07 3.47 BofAML US HY Master II
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $71.61M 3.77 19.01 6.42 9.05 -- 10.72 1 1.43 7.31 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $899.36M 6.35 25.17 10.32 14.29 7.53 10.7 0.27 0.2 8.63 Calvert U.S. Large Cap Core Responsible Index
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $387.71M 5.62 24.88 3.27 9.38 -- 10.62 0.8 1.29 11 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $387.71M 5.63 24.9 3.26 -- -- 10.62 0.8 1.3 11.02 MSCI AC World (Net) Index (ACWI)
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $899.36M 6.33 25.05 9.95 -- -- 10.6 0.27 0.46 8.61 Calvert U.S. Large Cap Core Responsible Index
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $71.61M 3.71 18.66 6.14 8.76 -- 10.4 1 1.68 7.38 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15457.1M 3.95 18.38 9.19 13.89 9.58 10.4 0.6 0.88 7.92 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $71.61M 3.71 18.65 6.14 8.76 -- 10.39 1 1.68 7.41 S&P 500 Composite Total Return
PGRGX Pax Global Environmental Markets Fund R Int'l
Global
3/2008 $387.71M 5.59 24.62 3.01 9.11 -- 10.35 0.8 1.54 11.01 MSCI AC World (Net) Index (ACWI)
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $899.36M 6.27 24.77 9.86 13.75 6.99 10.34 0.27 0.68 8.64 Calvert U.S. Large Cap Core Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2336.32M 6.57 24.81 8.97 13.12 -- 10.31 0.62 0.68 9.02 S&P 500 Composite Total Return
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $185.04M 5.72 16.15 0.47 5.34 -- 10.16 0.85 0.95 10.18 MSCI World
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2336.32M 6.54 24.58 8.77 12.91 7.27 10.1 0.73 0.86 9.05 S&P 500 Composite Total Return
MHIEX Miller/Howard Income-Equity Fund - Class I Equity
Large Cap
12/2015 $82M 3.94 19.53 -- -- -- 10.06 0.75 1 7.37 --
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $382.14M 6.34 23.02 8.49 12.09 6.04 10.02 0.7 0.91 7.89 S&P 500 Composite Total Return
APPLX Appleseed Fund Int'l
Global
12/2006 $185.04M 5.66 15.95 0.23 5.1 6 9.94 0.85 1.2 10.15 MSCI World
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2336.32M 6.54 24.37 8.57 12.69 -- 9.89 0.73 1.05 9 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2336.32M 6.52 24.32 8.58 12.72 7.08 9.88 0.87 1.03 8.99 S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $382.14M 6.31 22.66 8.17 11.79 5.66 9.66 0.7 0.17 7.89 S&P 500 Composite Total Return
MHIDX Miller/Howard Income-Equity Fund Adviser Class Shares Equity
Large Cap
12/2015 $82M 3.85 19.11 -- -- -- 9.65 0.75 1.25 7.4 --
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $71.61M 3.6 17.79 5.35 7.96 -- 9.63 1 2.43 7.34 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2336.32M 6.46 23.99 8.3 12.42 -- 9.62 0.73 1.29 8.98 S&P 500 Composite Total Return
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $899.36M 6.12 23.8 8.99 12.81 6.02 9.53 0.27 1.44 8.61 Calvert U.S. Large Cap Core Responsible Index
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2336.32M 6.35 23.39 7.76 11.85 -- 9.11 0.73 1.79 9 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $105.85M 3.88 15.72 7.05 8.51 6.04 9.08 0.75 1 6.2 Blend: 60% S&P 500 - 40% BC Aggregate
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $47.76M 0.1 20.07 0.34 6.31 -- 8.93 0.3 0.51 12.05 Russell 2000
GCEQX Green Century Equity Equity
Large Cap
6/1991 $184.83M 6.19 21.99 8.98 12.81 6.68 8.7 0.25 1.25 9.51 S&P 500 Composite Total Return
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $47.76M 0 19.15 -0.27 5.62 -- 8.18 0.3 1.13 12.09 Russell 2000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $704.3M 3.24 15.1 5.8 8.03 5.31 8.16 0.52 0.62 5.65 Russell 1000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $704.3M 3.23 14.96 5.57 -- -- 8 0.52 0.73 5.65 Russell 1000
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $29.48M 5.82 19.93 7.75 -- -- 7.88 0.75 1 7.91 S&P 500 Composite Total Return
MGAFX Praxis Genesis Growth A Balanced
1/2010 $56.19M 3.79 17.83 4.78 7.77 -- 7.82 0.05 0.62 6.54 Russell 3000
AMKIX American Century Emerging Markets Int'l
Global
1/1999 $634.33M 8.62 25.25 2.67 2.64 1.82 7.76 1.42 1.18 14.83 MSCI EM
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $704.3M 3.19 14.66 5.35 7.55 4.8 7.74 0.52 0.97 5.65 Russell 1000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $220.5M 6.87 21.79 10.54 14.05 -- 7.62 0.3 0.44 9.02 MSCI U.S. Prime Market Growth Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $126M 4.41 19.13 5.62 9.6 4.5 7.55 0 1.26 7.65 Russell 3000
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $82.81M 2.19 6.01 -- -- -- 7.3 0.52 -- 8.01 Barclays US Long Credit
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $220.5M 6.8 21.3 10.07 13.52 -- 7.15 0.3 0.84 9.06 MSCI U.S. Prime Market Growth Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $704.3M 3.09 13.76 4.53 6.69 3.92 6.87 0.52 1.76 5.66 Russell 1000
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $354.87M 3.39 15.32 4.12 9.5 7.74 6.83 0.77 0.85 10.44 Russell Mid Cap Growth
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $141.07M 7.4 21.51 3.34 -- -- 6.83 1 0.92 13.19 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $141.07M 7.42 21.46 3.26 -- -- 6.82 1 1.02 13.18 MSCI EM NR USD
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $82.81M 2.06 5.47 4.72 4.57 7.31 6.79 0.52 1.25 8.01 Barclays US Long Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $252.83M 3.39 15.12 4.92 7.73 4.51 6.73 0 1.18 5.75 Custom
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $89.2M 0.98 8.75 -- -- -- 6.73 0.47 0.65 1.6 Barclays 1-3 Month U.S. Treaury Bill Index
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $354.87M 3.36 15.15 3.81 9.12 -- 6.7 0.77 0.96 10.43 Russell Mid Cap Growth
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $126M 4.3 18.28 4.6 8.44 3.24 6.69 0 2.01 7.68 Russell 3000
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $141.07M 7.37 21.09 2.98 -- -- 6.55 1 1.27 13.2 MSCI EM NR USD
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $89.2M 0.96 8.53 -- -- -- 6.51 0.47 0.85 1.63 Barclays 1-3 Month U.S. Treasury Bill Index
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $198.78M 5.48 20.08 8.13 11.22 -- 6.49 0.65 0.84 9.04 Russell 1000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $65.52M 3.12 13.53 4.08 6.33 -- 6.49 0.05 0.54 5.1 Russell 3000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $354.87M 3.31 14.87 3.59 8.88 6.99 6.39 0.77 1.21 10.45 Russell Mid Cap Growth
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $119.31M 6 17.92 5.37 8.51 -- 6.3 0.74 0.74 8.69 Pax Global Women’s Leadership Index
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $198.78M 5.44 19.76 7.88 10.94 7.35 6.26 0.65 1.07 9.05 Russell 1000
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $89.2M 0.92 8.24 -- -- -- 6.24 0.47 1.1 1.62 Barclays 1-3 Month U.S. Treasury Bill Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $198.78M 5.4 19.69 7.86 -- -- 6.24 0.65 1.06 9.04 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1932.54M 3.4 13.69 5.48 7.34 -- 6.1 0.75 0.62 5.16 Blended Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $6.24M 5.55 20.19 -- -- -- 6.06 0.65 0.75 9.6 Russell 3000
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $120.31M 4.16 14.63 5.19 7.6 -- 6.02 0.64 1 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $119.31M 5.98 17.65 5.11 8.25 -- 6.01 0.74 0.98 8.65 Pax Global Women’s Leadership Index
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $198.78M 5.36 19.48 7.58 10.58 -- 5.99 0.65 1.31 9.04 Russell 1000
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $545.13M 1.73 6.79 3.31 3.85 3.86 5.94 0.52 0.64 4.62 Barclays Capital US Credit
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $252.83M 3.31 14.37 4.14 6.93 3.72 5.93 0 1.93 5.76 Custom
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $545.13M 1.7 6.69 3.07 3.59 -- 5.84 0.52 0.91 4.65 Barclays Capital US Credit
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1932.54M 3.36 13.38 5.2 7.07 4.35 5.81 0.75 0.87 5.11 Blended Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $120.31M 4.09 14.34 4.93 7.32 5.23 5.76 0.64 1.21 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $380.94M 7.25 22.26 10.43 -- -- 5.75 0.6 0.74 9.11 Russell 1000® Growth Index
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $141.07M 7.21 20.15 2.09 -- -- 5.72 1 2.02 13.22 MSCI EM NR USD
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $545.13M 1.6 6.33 2.75 3.26 3.3 5.6 0.52 1.24 4.61 Barclays Capital US Credit
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $354.87M 3.17 13.96 2.79 8.04 6.14 5.59 0.77 1.96 10.39 Russell Mid Cap Growth
PAXRX Pax Balanced Fund R Balanced
4/2007 $1932.54M 3.33 13.1 4.95 6.81 -- 5.5 0.75 1.12 5.18 Blended Index
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $203.14M 5.05 20.22 0.03 3.56 -- 5.48 0.6 0.78 9.78 MSCI ACWI xUS
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $89.2M 0.78 7.5 -- -- -- 5.45 0.47 1.85 1.64 Barclays 1-3 Month U.S. Treasury Bill Index
GCBLX Green Century Balanced Balanced
3/1992 $210.17M 3.98 14.85 4.66 8.53 5.14 5.39 0.65 1.48 6.84 Custom Balanced Index
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $545.13M 1.52 5.86 2.41 2.98 2.94 5.08 0.52 1.47 4.61 Barclays Capital US Credit
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $168.83M 2.22 9.44 4.04 5.74 4.79 5.05 0 0.44 3.21 Barclays Capital US Credit
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $120.31M 3.98 13.52 4.18 6.56 4.56 5.02 0.64 1.98 6 Blend: 60% S&P 500 - 40% BC Aggregate
MPLAX Praxis International Index A Int'l
Global
12/2010 $203.14M 4.86 19.61 -0.52 2.91 -- 4.97 0.6 1.33 9.81 MSCI ACWI xUS
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $545.13M 1.48 5.51 2.02 2.51 2.57 4.79 0.52 1.93 4.61 Barclays Capital US Credit
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $120.31M 3.87 12.93 3.9 6.22 4.24 4.55 0.64 1.83 6.1 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $41.59M 7.64 20.2 -- -- -- 4.44 0.27 0.22 9.81 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $41.59M 7.64 20.1 -- -- -- 4.35 0.27 0.32 9.84 Calvert U.S. Large Cap Growth Responsible Index
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $168.83M 2.06 8.52 3.09 4.74 3.6 4.24 0 1.8 3.2 Barclays Capital US Credit
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.79M 2.18 7.22 3.26 4.23 -- 4.22 0.05 0.6 3.36 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $923.94M 1.16 4.27 3.29 3.34 4.33 4.06 0.47 0.51 3.18 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $67.21M 1.09 3.44 2.97 -- -- 4.05 0.42 0.5 2.63 Barclays Capital US Aggregate Bond
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $41.59M 7.6 19.76 -- -- -- 4.03 0.27 0.57 9.81 Calvert U.S. Large Cap Growth Responsible Index
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $420.52M 6.03 16.94 3.64 7.98 -- 3.96 0.9 1.08 9.07 MSCI ACWI
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $923.94M 1.13 4.21 3.06 3.08 -- 3.94 0.47 0.62 3.18 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $67.21M 1.07 3.3 2.82 -- -- 3.91 0.42 0.63 2.68 Barclays Capital US Aggregate Bond
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $420.52M 5.98 16.67 3.36 7.68 3.8 3.72 0.9 1.33 9.06 MSCI ACWI
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $67.21M 1.03 3.05 2.53 -- -- 3.66 0.42 0.88 2.66 Barclays Capital US Aggregate Bond
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $147.69M 0.93 2.67 2.21 1.66 -- 3.65 0.4 0.63 3.66 Barclays U.S. Aggregate Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $923.94M 1.1 3.91 2.78 2.8 3.74 3.63 0.47 0.89 3.18 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1316.37M 0.7 4.04 1.81 2.52 3.61 3.63 0.46 0.5 1.59 Barclays Credit 1-5 Yr
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $723.07M 6.26 18.23 2.36 -- -- 3.61 1 1.1 12.55 MSCI EAFE Equity
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1316.37M 0.69 4.01 1.6 2.3 -- 3.6 0.45 0.8 1.6 Barclays Credit 1-5 Yr
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $147.69M 0.88 2.46 1.97 1.45 3.43 3.43 0.4 0.93 3.67 Barclays U.S. Aggregate Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $41.59M 7.44 18.9 -- -- -- 3.3 0.27 1.32 9.83 Calvert U.S. Large Cap Growth Responsible Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1316.37M 0.63 3.66 1.29 1.98 3.1 3.25 0.46 1.08 1.6 Barclays Credit 1-5 Yr
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1069.34M 1.21 2.65 3.83 -- -- 3.19 0.35 0.4 3.35 Barclays Capital US Aggregate Bond
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $723.07M 6.21 17.7 1.91 8.25 1.16 3.12 1 1.53 12.52 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $723.07M 6.26 17.76 1.91 8.24 1.02 3.05 1 1.52 12.53 MSCI EAFE Equity
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1069.34M 1.19 2.5 3.67 -- -- 3.03 0.35 0.55 3.34 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1069.34M 1.17 2.4 3.57 -- -- 2.83 0.35 0.65 3.28 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1069.34M 1.17 2.27 3.51 -- -- 2.81 0.35 0.68 3.27 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $923.94M 0.96 3 1.92 1.94 2.91 2.73 0.47 1.73 3.15 Barclays Capital US Aggregate Bond
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2109.17M 5.8 14.43 7.72 11.53 7.96 2.71 0.61 0.66 8.3 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2109.17M 5.78 14.34 7.56 11.36 -- 2.62 0.61 0.77 8.31 S&P 500 Composite Total Return
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1316.37M 0.52 2.9 0.55 1.24 2.33 2.49 0.46 1.81 1.61 Barclays Credit 1-5 Yr
CCMNX CCM Alternative Income Fund Balanced
5/2013 $30.92M 1.69 8.15 2.22 -- -- 2.47 1 2.76 3.82 Citigroup 3-Month T-Bill Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $466.03M 1.03 1.66 2.6 2.45 4.55 2.44 0.4 0.54 3.05 Barclays Capital US Aggregate
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $221.8M 1.11 2.04 2.18 1.56 3.67 2.42 0.5 0.68 3.21 Barclays Capital US Credit
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2109.17M 5.73 13.99 7.25 11 7.4 2.32 0.61 1.07 8.3 S&P 500 Composite Total Return
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $771.19M 0.42 2.8 1.28 -- -- 2.22 0.38 0.5 0.43 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $771.19M 0.35 2.67 1.15 1.34 -- 2.15 0.38 0.69 0.44 Barclays Short Treasury 9-12 Mon
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $466.03M 0.96 1.34 2.22 2.08 4.18 2.12 0.4 0.93 3.06 Barclays Capital US Aggregate
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $771.19M 0.3 2.42 0.92 1.11 2.32 1.9 0.38 0.89 0.42 Barclays Short Treasury 9-12 Mon
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $9.6M 2.24 4.82 -- -- -- 1.85 0.65 0.89 3.83 Citigroup World BIG Bond Index
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $598.84M 0.37 0.25 2.09 1.62 3.41 1.54 0.5 0.65 1.65 Barclays Capital US Securitized Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $598.84M 0.31 0 2.16 1.64 -- 1.49 0.5 1.01 1.71 Barclays Capital US Securitized Bond
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2109.17M 5.62 13.11 6.43 10.18 6.6 1.49 0.61 1.81 8.28 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $100.5M 0.93 2.26 1.32 2.28 -- 1.4 1.19 1.36 1.32 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1949.56M 0.61 -0.33 2.32 1.77 -- 0.98 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $223.25M 5.19 14.7 0.5 7.7 -- 0.95 0.87 1.16 13.02 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $223.25M 5.19 14.7 0.5 7.7 -- 0.95 0.87 1.16 13.02 MSCI EAFE SMID NR USD
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $223.25M 5.19 14.7 0.34 7.5 -- 0.88 0.87 1.15 13.07 MSCI EAFE SMID NR USD
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1949.56M 0.46 -0.68 1.97 1.42 -- 0.73 0.3 0.81 2.42 Barclays Capital US Aggregate
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1949.56M 0.44 -0.78 1.86 1.32 3.2 0.62 0.3 0.91 2.45 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $144.15M 0.78 0.14 -- -- -- -0.14 0.35 0.45 4.94 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $144.15M 0.7 -0.01 -- -- -- -0.17 0.35 0.55 4.94 Barclays Municipal
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $223.25M 4.96 13.31 -0.82 6.29 -- -0.29 0.87 2.26 13.01 MSCI EAFE SMID NR USD
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $144.15M 0.66 -0.27 2.45 2.08 2.63 -0.42 0.47 0.88 5.02 Barclays Municipal
BCAIX Boston Common International Fund Int'l
Global
12/2010 $199.86M 4.92 13.27 -1.48 3.35 -- -0.96 0.9 1.12 10.64 MSCI EAFE Equity
AGGIX American Century Global Growth Int'l
Global
8/2000 $488.52M 6.55 16.93 2.66 8.55 5.18 -1.05 0.87 0.88 10.47 MSCI World
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $25.05M 4.23 15.25 1.85 5.03 1.17 -1.07 0.8 1.25 9.58 MSCI World ex USA
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $144.15M 0.6 -1.02 -- -- -- -1.25 0.35 1.55 4.95 Barclays Capital US Aggregate
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $3.88M 5.54 10.75 -- -- -- -1.43 0.65 0.99 7.95 S&P Global 1200
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $506.12M 4.31 13.24 -3.96 1.22 -- -1.63 0.55 0.55 9.79 MSCI EAFE ESG Index
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $506.12M 4.24 12.86 -3.29 1.55 -- -1.85 0.55 0.8 9.74 MSCI EAFE ESG Index
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $506.12M 4.14 12.59 -3.51 1.3 -- -2.07 0.55 1.05 9.79 MSCI EAFE ESG Index
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $236.22M 2.56 8.7 -2.34 3.88 -1.7 -3.5 0.86 0.96 10.47 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $236.22M 2.58 8.58 -2.54 3.63 -- -3.66 0.86 1.09 10.5 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $236.22M 2.51 8.28 -2.83 3.29 -2.34 -3.85 0.86 1.34 10.43 MSCI EAFE Investable Market
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $35.52M 8.58 13.99 -0.92 -- -- -4.27 1 1.31 10.67 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $236.22M 2.44 7.47 -3.61 2.41 -3.17 -4.66 0.86 2.09 10.43 MSCI EAFE Investable Market
TGRIX American Century International Growth Int'l
Global
11/1997 $1490.52M 3.77 8.59 -2.69 4.83 2.04 -5.63 0.97 0.98 11.58 MSCI EAFE Equity
AFDIX American Century Sustainable Equity Equity
Large Cap
11/1997 $1490.52M 3.77 8.59 -2.69 4.83 2.04 -5.63 0.97 0.98 11.58 S&P 500 Composite Total Return
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $80.42M 5.7 7.42 -6.13 1.82 -- -7.24 0.87 1.4 11.95 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $80.42M 5.74 7.07 -6.31 1.57 -- -7.53 0.87 1.6 11.91 Ardour Gbl Alternative Energy
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $80.42M 5.78 7.08 -6.51 1.35 -- -7.73 0.87 1.85 12.06 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $80.42M 5.42 6.01 -7.4 0.39 -- -8.4 0.87 2.85 11.84 Ardour Gbl Alternative Energy
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
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $10.57M 4.24 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $10.57M 4.24 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $53.56M 6.67 -- -- -- -- -- 0.8 -- -- MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $53.56M 6.66 -- -- -- -- -- 0.8 -- -- MSCI World
PAFSX Parnassus Asia Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC Asia Pacific Index
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $677.37M 0.83 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $677.37M 0.87 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Intitutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $161.72M 4.9 -- -- -- -- -- 0.75 1.15 -- Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $161.72M 5 -- -- -- -- -- 0.75 0.9 -- Russell Midcap Index

View funds by type:

Showing 214 of 214 funds
Information current as of:
February 28, 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
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Ariel Discovery Fund------PP----XP------X--X-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund RCCCCCCCRCCCCXCX-- 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 Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Calvert U.S. Large Cap Value Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- 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 High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Pax High Yield Bond Fund RCCCCCCCRCCCCXCX-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/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
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund YCCCCCCC--CCR--RRR-- --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/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
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Pax Global Environmental Markets Fund RC *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
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCX--RXX-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Miller/Howard Income-Equity Fund - Class IP--C----R--------R--RRROther/qualitative criteria Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Appleseed FundC *CCP--PPXCCX--RXX-- Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Miller/Howard Income-Equity Fund Adviser Class SharesP--C----R--------R--RRROther/qualitative criteria Shareholder engagement
Gabelli ESG Fund Inc CC *CC----------C--R--RR