Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
Quick facts about sustainable investment performance >
US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.
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View funds by type: Showing 43 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 | $7053.69M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | S&P 500 Composite Total Return |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
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 |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
Environment | Social | Governance | Products | ||||||||||||||||||||||||||||
Praxis Value Index - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Amana Income Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Amana Income Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Calvert U.S. Large Cap Value Responsible Index Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Value Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Pax ESG Beta Dividend Fund Institutional | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Pax ESG Beta Dividend Fund Individual | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Walden Equity Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |||||||||||||||
Parnassus Value Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
Calvert Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Calvert Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Calvert Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Pax ESG Beta Quality Fund - Class A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Neuberger Berman Socially Responsive I | C | C | C | P | P | P | P | P | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Resp Inv | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Parnassus Core Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
Neuberger Berman Socially Resp Tr | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Responsive A | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Resp R3 | C | C | P | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Amana Growth Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Neuberger Berman Socially Responsive C | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Amana Growth Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Pax Large Cap Fund Intitutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Pax Large Cap Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Sphere 500 Fossil-Free Fund | R * | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
Aspiration Redwood Fund | P | P | P | P | P | P | P | X | P | P | X | X | X | X | X | -- | |||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund I | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | ||||||||||||||||
AXS Change Finance ESG ETF | C * | C | C | -- | C | C | C | -- | C | C | -- | C | R | -- | R | ||||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- R shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Calvert U.S. Large Cap Growth Responsible Index Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Growth Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Praxis Growth Index Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Parnassus Growth Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |