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 >
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| View funds by type: Showing 172 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $499.91M | 20.42 | 20.42 | 11.69 | 13.99 | 9.88 | -7.57 | 0.25 | 0.38 | 15.95 | MSCI US Prime Market Value Index |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $442.29M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Barclays Municipal |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| AMINX | Amana Income Fund (Institutional) |
Equity Large Cap |
9/2013 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
| 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 |
| AMANX | Amana Income Fund (Investor) |
Equity Large Cap |
6/1986 | $1719.31M | 13.55 | 13.55 | 8.3 | 12.64 | 9.25 | -8.75 | 0.75 | 1.02 | 12.55 | S&P 500 Composite Total Return |
| 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 |
| 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 |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $123.93M | 13.88 | 13.88 | 8.23 | 12.1 | 9.73 | -10.93 | 0.75 | 1 | 17.08 | Russell Midcap |
| 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 |
| 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 |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1778.93M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Calvert U.S. Large Cap Value Responsible Index |
| 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 |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1778.93M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Calvert U.S. Large Cap Value Responsible 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 |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $2858.42M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| 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. |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $93.91M | 9.55 | 9.55 | 2.76 | 9.42 | -- | -13.29 | 0.65 | 0.55 | 16.63 | Russell 1000 |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $93.91M | 9.33 | 9.33 | 2.53 | 9.16 | -- | -13.47 | 0.65 | 0.8 | 16.6 | Russell 1000 |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PARWX | Parnassus Value Equity Fund |
Equity Large Cap |
4/2005 | $4920.38M | 13.7 | 13.7 | 8.73 | 16.9 | 12.89 | -13.85 | 0.66 | 0.88 | 17.96 | Russell 1000 Value Index |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| 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 |
| 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 |
| 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 |
| 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 |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $249.98M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Credit |
| 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 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $212.74M | 16.4 | 16.4 | 8.96 | 12.23 | 9.09 | -14.63 | 0.75 | 1 | 18.77 | Russell 2500 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $249.98M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Credit |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $1151.11M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $1151.11M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| 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 |
| 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 |
| 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 |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $383.36M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Custom |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $3017.44M | 11.73 | 11.73 | 4.08 | 10.36 | 8.41 | -15.95 | 0.8 | 0.94 | 20.92 | Russell 2000 |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $326.54M | -2.49 | -2.49 | -7.94 | 11.59 | 8.17 | -15.97 | 0.54 | 0.85 | 23.63 | S&P 500 Composite Total Return |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
2/1994 | $1151.11M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $3017.44M | 11.44 | 11.44 | 3.82 | 10.08 | 8.03 | -16.15 | 0.8 | 1.19 | 20.9 | Russell 2000 Value |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $326.54M | -2.74 | -2.74 | -8.17 | 11.31 | -- | -16.18 | 0.53 | 1.1 | 23.61 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| 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 |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $383.36M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Custom |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $396.1M | 14.51 | 14.51 | 0.75 | 6.56 | 3.12 | -16.76 | 0.44 | 1.24 | 16.65 | MSCI ACWI xUS |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $3017.44M | 10.59 | 10.59 | 3.03 | 9.25 | 7.21 | -16.79 | 0.8 | 1.94 | 20.91 | Russell 2000 Value |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| JSTC | Adasina Social Justice All Cap Global ETF |
All Cap |
12/2020 | $152.4M | 15.22 | 15.22 | 4.27 | -- | -- | -17.23 | 0.89 | 0.89 | 16.26 | Adasina Social Justice Index, FTSE Global All Cap |
| CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7053.69M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | S&P 500 Composite Total Return |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $171.75M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | Ardour Gbl Alternative Energy |
| AMIDX | Amana Developing World Fund (Institutional) |
Int'l Global |
9/2013 | $107.51M | 13.39 | 13.39 | 0.22 | 7.76 | 2.45 | -17.48 | 0.8 | 1.01 | 15.19 | MSCI Emerging Markets |
| CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7053.69M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| AMDWX | Amana Developing World Fund (Investor) |
Int'l Global |
9/2009 | $107.51M | 13.24 | 13.24 | 0.05 | 7.59 | 2.23 | -17.64 | 0.8 | 1.22 | 15.2 | MSCI Emerging Markets |
| CGAEX | Calvert Global Energy Solutions Fund A |
All Cap |
5/2007 | $171.75M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | Ardour Gbl Alternative Energy |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $1135.47M | 19.28 | 19.28 | 2.93 | 8.24 | 3.26 | -17.84 | 0.47 | 0.47 | 16.94 | MSCI EAFE ESG Index |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $1135.47M | 18.92 | 18.92 | 2.64 | 7.97 | 3.29 | -18.04 | 0.47 | 0.72 | 16.93 | MSCI EAFE ESG Index |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $289.95M | 24.65 | 24.65 | 10.05 | 14.04 | 10.68 | -18.05 | 0.63 | 0.45 | 15.61 | Russell 1000 |
| CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7053.69M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | S&P 500 Composite Total Return |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $171.75M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | Ardour Gbl Alternative Energy |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $289.95M | 24.39 | 24.39 | 9.77 | 13.75 | 10.41 | -18.28 | 0.63 | 0.7 | 15.63 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $289.95M | 24.39 | 24.39 | 9.77 | 13.77 | 10.41 | -18.29 | 0.63 | 0.7 | 15.67 | Russell 1000 |
| CAAAX | Calvert Growth Allocation Fund A |
Equity Specialty |
6/2005 | $338.6M | 15.14 | 15.14 | 3.08 | 10.58 | 7.62 | -18.34 | 0 | 0.43 | 15.5 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1373.01M | 26.99 | 26.99 | 8.6 | 14.07 | 10.18 | -18.51 | 0.65 | 0.7 | 13.22 | S&P 500 Composite Total Return |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1373.01M | 26.76 | 26.76 | 8.41 | 13.87 | 9.98 | -18.66 | 0.76 | 0.87 | 13.25 | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $27798.3M | 24.93 | 24.93 | 9.07 | 15.49 | 11.61 | -18.66 | 0.57 | 0.82 | 14.43 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1373.01M | 26.54 | 26.54 | 8.21 | 13.67 | 9.79 | -18.79 | 0.9 | 1.05 | 13.21 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1373.01M | 26.53 | 26.53 | 8.2 | 13.65 | 9.77 | -18.81 | 0.76 | 1.06 | 13.23 | S&P 500 Composite Total Return |
| CAACX | Calvert Growth Allocation Fund C |
Equity Specialty |
6/2005 | $338.6M | 14.27 | 14.27 | 2.29 | 9.75 | 6.73 | -18.96 | 0 | 1.18 | 15.49 | Russell 3000 |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $1019.2M | 15.56 | 15.56 | 1.69 | 10.2 | 4.73 | -19.02 | 0.79 | 0.95 | 19.01 | MSCI EAFE Investable Market |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1373.01M | 26.2 | 26.2 | 7.92 | 13.36 | 9.5 | -19.02 | 0.76 | 1.32 | 13.22 | S&P 500 Composite Total Return |
| CMJIX | Calvert US Mid Cap Core Responsible Index Fund I |
Equity Mid-Sm Cap |
10/2015 | $430.29M | 15.23 | 15.23 | 4.18 | 12.94 | -- | -19.12 | 0.24 | 0.24 | 21.03 | Russell Mid Cap Index |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $1019.2M | 15.34 | 15.34 | 1.45 | 9.93 | 4.36 | -19.24 | 0.79 | 1.2 | 19.05 | MSCI EAFE Investable Market |
| AMIGX | Amana Growth Fund (Institutional) |
Equity Large Cap |
9/2013 | $4578.33M | 25.98 | 25.98 | 10.31 | 18.98 | 14.56 | -19.27 | 0.64 | 0.67 | 14.93 | S&P 500 Composite Total Return |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1373.01M | 25.59 | 25.59 | 7.4 | 12.81 | 8.96 | -19.41 | 0.76 | 1.82 | 13.23 | S&P 500 Composite Total Return |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $584.11M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water TR USD |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| AMAGX | Amana Growth Fund (Investor) |
Equity Large Cap |
2/1994 | $4578.33M | 25.66 | 25.66 | 10.04 | 18.69 | 14.29 | -19.46 | 0.64 | 0.91 | 14.92 | S&P 500 Composite Total Return |
| CCPIX | Calvert Mid Cap Fund I |
Equity Mid-Sm Cap |
6/2003 | $240.79M | 11.72 | 11.72 | 1.13 | 8.68 | 6.2 | -19.53 | 0.77 | 0.97 | 17.99 | Russell Mid Cap Growth |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 16.67 | 16.67 | 6.12 | 10.13 | 5.3 | -19.65 | 0.3 | 0.43 | 23.55 | Russell 2000 |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $584.11M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water TR USD |
| CCAFX | Calvert Mid Cap Fund A |
Equity Mid-Sm Cap |
10/1994 | $240.79M | 11.42 | 11.42 | 0.88 | 8.41 | 5.81 | -19.69 | 0.77 | 1.22 | 17.98 | Russell Mid Cap Growth |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $1019.2M | 14.41 | 14.41 | 0.67 | 9.1 | 3.55 | -19.83 | 0.79 | 1.95 | 18.98 | MSCI EAFE Investable Market |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $1443.36M | 19.9 | 19.9 | 7.81 | 15.9 | -- | -20.04 | 0.65 | 0.97 | 17.76 | S&P 500 Composite Total Return |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 15.87 | 15.87 | 5.43 | 9.44 | 4.64 | -20.13 | 0.3 | 1.12 | 23.55 | Russell 2000 |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $584.11M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water TR USD |
| CCACX | Calvert Mid Cap Fund C |
Equity Mid-Sm Cap |
10/1994 | $240.79M | 10.63 | 10.63 | 0.13 | 7.61 | 5.02 | -20.32 | 0.77 | 1.98 | 17.99 | Russell Mid Cap Growth |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $147.01M | 23.24 | 23.24 | 7.65 | 14.7 | -- | -20.35 | 2 | 0.5 | 17.08 | S&P 500 Composite Total Return |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $805.25M | 21.8 | 21.8 | 2.54 | 6.05 | 3.76 | -20.55 | 0.84 | 0.91 | 19.2 | MSCI EAFE Equity |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $116.53M | 16.66 | 16.66 | 4.84 | 16.63 | -- | -20.9 | 0.65 | 0.75 | 16.53 | Russell 3000 |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $805.25M | 21.39 | 21.39 | 2.08 | 5.63 | 3.35 | -20.9 | 0.84 | 1.37 | 19.27 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $805.25M | 21.28 | 21.28 | 2.02 | 5.57 | 3.31 | -20.96 | 0.84 | 1.38 | 19.26 | MSCI EAFE Equity |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $195.93M | 16.98 | 16.98 | 1.38 | 8.02 | -- | -21.16 | 0.28 | 0.98 | 17.73 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $195.93M | 16.63 | 16.63 | 1.07 | 7.68 | -- | -21.4 | 0.28 | 1.28 | 17.68 | MSCI World ex USA |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5398.8M | 12.67 | 12.67 | 0.95 | 8.81 | 7.75 | -21.61 | 0.71 | 0.96 | 19.55 | Russell Midcap Index |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $4822.55M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Calvert U.S. Large Cap Core Responsible Index |
| CHGX | AXS Change Finance ESG ETF |
Equity Large Cap |
3/2022 | $132.1M | 23.7 | 23.7 | 5.92 | 14.35 | -- | -21.72 | 0.49 | 0.49 | 16.6 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $4822.55M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Calvert U.S. Large Cap Core Responsible Index |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $183.83M | 14.8 | 14.8 | 2.79 | 12.87 | -- | -22.05 | 0.45 | 0.49 | 20.77 | -- |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $1033.57M | 18.63 | 18.63 | 2.85 | 13.89 | -- | -22.38 | 0.8 | 0.95 | 16.45 | MSCI World |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $2446.84M | 16.85 | 16.85 | 3.5 | 12.36 | 7.6 | -22.44 | 0.75 | 0.91 | 19.72 | MSCI AC World (Net) Index (ACWI) |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $4822.55M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 Growth |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $2074.65M | 4.73 | 4.73 | -9.14 | 2.83 | 3.28 | -22.64 | 0.87 | 1.02 | 20.24 | MSCI EM NR USD |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $2446.84M | 16.58 | 16.58 | 3.24 | 12.06 | 7.33 | -22.64 | 0.75 | 1.16 | 19.73 | MSCI AC World (Net) Index (ACWI) |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $2446.84M | 16.55 | 16.55 | 3.23 | 12.06 | 7.33 | -22.67 | 0.75 | 1.16 | 19.74 | MSCI AC World (Net) Index (ACWI) |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $2074.65M | 4.48 | 4.48 | -9.35 | 2.59 | 2.98 | -22.81 | 0.87 | 1.27 | 20.19 | MSCI EM NR USD |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.79 | 13.79 | 4.68 | 9.69 | 5.98 | -22.86 | 0.75 | 0.91 | 21.52 | Russell 2000 |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.51 | 13.51 | 4.42 | 9.43 | 5.72 | -23.03 | 0.75 | 1.16 | 21.54 | Russell 2000 |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $677.24M | 13.56 | 13.56 | 4.44 | 9.43 | 5.71 | -23.05 | 0.75 | 1.16 | 21.57 | Russell 2000 |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $581.53M | 27.7 | 27.7 | 8.44 | 15.3 | 11.43 | -23.09 | 0.23 | 1.25 | 15.93 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $2074.65M | 3.66 | 3.66 | -10.05 | 1.81 | 2.16 | -23.4 | 0.87 | 2.02 | 20.2 | MSCI EM NR USD |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $990.12M | 28.77 | 28.77 | 5.33 | 15.14 | 9.77 | -25.54 | 0.2 | 0.74 | 16.24 | S&P 500 Composite Total Return |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $990.12M | 28.63 | 28.63 | 5.25 | 15.06 | 9.7 | -25.59 | 0.2 | 1.05 | 16.22 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $990.12M | 28.42 | 28.42 | 5 | 14.77 | 9.4 | -25.76 | 0.2 | 1.09 | 16.26 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $990.12M | 28.28 | 28.28 | 4.94 | 14.72 | 9.37 | -25.83 | 0.2 | 1.09 | 16.24 | S&P 500 Composite Total Return |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | -- | 6.15 | 6.15 | 1.28 | 3.09 | -- | -26.25 | 0.4 | 0.5 | -- | S&P Global REIT Index |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $406.73M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $406.73M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE SMID NR USD |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $580.4M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $580.4M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Calvert U.S. Large Cap Growth Responsible Index |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $406.73M | 11.8 | 11.8 | -2.92 | 5.21 | 3.57 | -27.45 | 0.87 | 2.05 | 19.74 | MSCI EAFE SMID NR USD |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $540.73M | 29.82 | 29.82 | 7.17 | 16.68 | 13.47 | -28.25 | 0.24 | 0.36 | 14.58 | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
| PARNX | Parnassus Mid Cap Growth Fund |
Equity Mid-Sm Cap |
12/1984 | $828.28M | 35.6 | 35.6 | -0.47 | 10.49 | 8.45 | -33.6 | 0.62 | 0.8 | 20.92 | Russell Mid Cap Growth |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| PFGEX | Parnassus Growth Equity Fund |
Equity Large Cap |
12/2022 | $30.54M | 44.92 | 44.92 | -- | -- | -- | -- | 0.75 | 0.84 | 17.24 | Russell 1000 Growth Index |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| View funds by type: Showing 172 of 172 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 172 of 172 funds |
Information current as of: December 31, 2023 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Calvert Ultra-Short Income Fund A | Available online » | Available online » |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Flexible Bond Fund I | Available online » | Available online » |
| Calvert Flexible Bond Fund A | Available online » | Available online » |
| Calvert Flexible Bond Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| PIMCO Low Duration ESG Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| PIMCO ESG Income Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Praxis Value Index - Institutional | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund I | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund A | Available online » | Available online » |
| Amana Income Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| Amana Income Fund (Investor) | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund C | Available online » | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Calvert U.S. Large Cap Value Responsible Index Fund I | Available online » | Available online » |
| Access Capital Community Investment Fund I | N/A | N/A |
| Calvert U.S. Large Cap Value Responsible Index Fund A | Available online » | Available online » |
| Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Calvert Bond Portfolio I | Available online » | Available online » |
| Calvert Bond Portfolio A | Available online » | Available online » |
| PIMCO Climate Bond Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| Calvert Core Bond Fund I | Available online » | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Calvert Bond Portfolio C | Available online » | Available online » |
| Calvert Core Bond Fund A | Available online » | Available online » |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Parnassus Value Equity Fund | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| Calvert Balanced Portfolio I | Available online » | Available online » |
| Calvert Balanced Portfolio A | Available online » | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| PIMCO Total Return ESG Fund | • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| Calvert Small Cap Fund I | Available online » | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| Calvert Balanced Portfolio C | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Calvert Small Cap Fund A | Available online » | Available online » |
| New Alternatives Fund Investor Shares | Available online » | -- |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Calvert Income Fund C | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Praxis International Index A | Available online » | Available online » |
| Calvert Small Cap Fund C | Available online » | Available online » |
| Praxis Genesis Growth A | Available online » | Available online » |
| Adasina Social Justice All Cap Global ETF | -- | Refer to page 14, https://www.adasinaetf.com/wp-content/uploads/dlm_uploads/2020/11/Adasina-JSTC-SAI-December-29-2021-1.pdf |
| Calvert Equity Fund I | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Amana Developing World Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert Equity Fund A | Available online » | Available online » |
| Amana Developing World Fund (Investor) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| Calvert Equity Fund C | Available online » | Available online » |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| Calvert Growth Allocation Fund A | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| Calvert Growth Allocation Fund C | Available online » | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Calvert US Mid Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Amana Growth Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| FundX Sustainable Impact Equity | -- | -- |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| Calvert Global Water Fund I | Available online » | Available online » |
| Amana Growth Fund (Investor) | Available online » | Available online » |
| Calvert Mid Cap Fund I | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| Calvert Global Water Fund A | Available online » | Available online » |
| Calvert Mid Cap Fund A | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| Sphere 500 Fossil-Free Fund | Available online » | We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values) |
| Praxis Small Cap Fund A | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Calvert Global Water Fund C | Available online » | Available online » |
| Calvert Mid Cap Fund C | Available online » | Available online » |
| Aspiration Redwood Fund | -- | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund I | Available online » | Available online » |
| AXS Change Finance ESG ETF | NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings | Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f |
| Calvert U.S. Large Cap Core Responsible Index Fund A | Available online » | Available online » |
| Etho Climate Leadership US ETF | -- | -- |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Green Century Equity | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Calvert International Opportunities Fund C | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Parnassus Mid Cap Growth Fund | Available online » | Available online » |
| VegTech™ Plant-based Innovation & Climate ETF | Available online » | Available online » |
| Parnassus Growth Equity Fund | Available online » | Available online » |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| View funds by type: Showing 172 of 172 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| Calvert Ultra-Short Income Fund I | $1,000,000.00 | N/A |
| Calvert Ultra-Short Income Fund A | $2,000 | $1,000 |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | 1 share | N/A |
| Calvert Flexible Bond Fund I | $1,000,000.00 | N/A |
| Calvert Flexible Bond Fund A | $2,000 | $1,000 |
| Calvert Flexible Bond Fund C | $2,000 | $1,000 |
| Calvert Short Duration Income Fund I | $1,000,000.00 | N/A |
| Calvert Short Duration Income Fund A | $2,000 | $1,000 |
| PIMCO Low Duration ESG Fund | $100mm for separate account; $1mm for fund | N/A |
| Calvert Short Duration Income Fund C | $2,000 | $1,000 |
| PIMCO ESG Income Fund | $1mm for institutional share class | N/A |
| Praxis Value Index - Institutional | $100,000 | -- |
| Praxis Value Index A | $2,500 | -- |
| Calvert Responsible Municipal Income Fund I | 1,000,000 | -- |
| Calvert Responsible Municipal Income Fund A | $2,000 | $1,000 |
| Amana Income Fund (Institutional) | $100,000.00 | $0.00 |
| Saturna Sustainable Bond Fund | 1000.00 | 0 |
| Amana Income Fund (Investor) | $100.00 | $0.00 |
| Calvert Responsible Municipal Income Fund C | 2,000 | -- |
| Calvert High Yield Bond Fund I | $1,000,000.00 | N/A |
| Walden Midcap Fund | $100,000 | -- |
| Calvert High Yield Bond Fund A | $2,000 | $1,000 |
| Calvert High Yield Bond Fund C | $2,000 | $1,000 |
| Calvert U.S. Large Cap Value Responsible Index Fund I | 100,000 | N/A |
| Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| Calvert U.S. Large Cap Value Responsible Index Fund A | 5,000 | 2,000 |
| Access Capital Community Investment Fund A | $2,500 ($100 for Automatic Investment Plan) | -- |
| Calvert Bond Portfolio I | $1,000,000 | N/A |
| Calvert Bond Portfolio A | $1000 | $1000 |
| PIMCO Climate Bond Fund | $1mm institutional share class; $75mm separate account | N/A |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Calvert Green Bond Fund I | $1,000,000.00 | N/A |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| Calvert Core Bond Fund I | $1,000,000.00 | N/A |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| Pax High Yield Bond Fund A | $1000 | -- |
| Calvert Green Bond Fund A | $2,000.00 | $1,000.00 |
| Praxis Intermediate Income A | $2,500 | -- |
| Calvert Bond Portfolio C | $1000 | $1000 |
| Calvert Core Bond Fund A | $2,000 | $1,000 |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| Walden Equity Fund | $100,000 | -- |
| Walden Asset Management Fund | $100,000 | -- |
| Parnassus Value Equity Fund | $2,000 | $500 |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| Calvert Conservative Allocation Fund A | $2,000 | $1,000 |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Calvert Conservative Allocation Fund C | $2,000 | $1,000 |
| Calvert Balanced Portfolio I | $1 million | N/A |
| Calvert Balanced Portfolio A | $2000 | $1000 |
| Calvert Income Fund I | 1,000,000.00 | N/A |
| Calvert Income Fund A | $2,000 | $1,000 |
| PIMCO Total Return ESG Fund | $75mm for separate account; $1mm for fund | N/A |
| Calvert Moderate Allocation Fund A | $2,000 | $1,000 |
| Calvert Small Cap Fund I | $1,000,000 | N/A |
| New Alternatives Fund A Shares | $2500 | $2500 |
| Calvert Balanced Portfolio C | $2000 | $1000 |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Calvert Small Cap Fund A | $2,000 | $1,000 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Income Fund C | $2,000 | $1,000 |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Calvert Moderate Allocation Fund C | $2,000 | $1,000 |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Praxis International Index A | $2,500 | -- |
| Calvert Small Cap Fund C | $2,000 | $1,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Adasina Social Justice All Cap Global ETF | $0 | $0 |
| Calvert Equity Fund I | $1,000,000 | N/A |
| Calvert Global Energy Solutions Fund I | $1,000,000 | N/A |
| Amana Developing World Fund (Institutional) | $100,000.00 | $0.00 |
| Calvert Equity Fund A | $2,000 | $1,000 |
| Amana Developing World Fund (Investor) | $100.00 | $0.00 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| Calvert Equity Fund C | $2,000 | $1,000 |
| Calvert Global Energy Solutions Fund C | $2,000 | $1,000 |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| Calvert Growth Allocation Fund A | $2,000 | $1,000 |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| Calvert Growth Allocation Fund C | $2000 | $1000 |
| Calvert International Equity Fund I | $1,000,000 | N/A |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Calvert US Mid Cap Core Responsible Index Fund I | $10,000 | N/A |
| Calvert International Equity Fund A | $2,000 | $1,000 |
| Amana Growth Fund (Institutional) | $100,000.00 | $0.00 |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| Calvert Global Water Fund I | $1,000,000 | N/A |
| Amana Growth Fund (Investor) | $100.00 | $0.00 |
| Calvert Mid Cap Fund I | $1 million | N/A |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| Calvert Global Water Fund A | $2,000 | $1,000 |
| Calvert Mid Cap Fund A | $2,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Calvert International Equity Fund C | $2,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| Sphere 500 Fossil-Free Fund | None | None |
| Praxis Small Cap Fund A | $2,500 | -- |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Calvert Global Water Fund C | $2,000 | $1,000 |
| Calvert Mid Cap Fund C | $2000 | $1000 |
| Aspiration Redwood Fund | $100 | $100 |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Saturna Sustainable Equity Fund | 1000.00 | 0 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Calvert U.S. Large Cap Core Responsible Index Fund I | $100,000 | N/A |
| AXS Change Finance ESG ETF | N/A | N/A |
| Calvert U.S. Large Cap Core Responsible Index Fund A | $5,000 | $2,000 |
| Etho Climate Leadership US ETF | -- | -- |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $5,000 | $2,000 |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Calvert Emerging Markets Equity Fund I | $1,000,000 | N/A |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Calvert Emerging Markets Equity Fund A | $2,000 | $1,000 |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Pax Small Cap Fund A | -- | -- |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Emerging Markets Equity Fund C | $2,000 | $1,000 |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| Calvert International Opportunities Fund I | $2,000 | $1,000 |
| Calvert International Opportunities Fund I | $1,000,000 | N/A |
| Calvert U.S. Large Cap Growth Responsible Index Fund I | 100,000 | N/A |
| Calvert U.S. Large Cap Growth Responsible Index Fund A | 5,000 | 2,000 |
| Calvert International Opportunities Fund C | $2,000 | $1,000 |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| Praxis Growth Index Fund A | $2,500 | -- |
| Parnassus Mid Cap Growth Fund | $2,000 | $500 |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |
| Parnassus Growth Equity Fund | $2,000 | $500 |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |