Sustainable & Responsible Mutual Fund Chart

The Mutual Fund Performance Chart displays all sustainable and responsible mutual funds offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.

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Showing 214 of 214 funds
Information current as of:
March 31, 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
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $40.56M 1.89 22.58 -5.17 3.03 -- 22.95 0.8 1.25 15.77 Russell 2000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2373.29M 6.56 23.54 9.78 14.71 7.35 15.56 0.59 1 13.09 Russell 2500 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $280.46M 2.37 20.7 8 12.69 5.65 19.09 0.8 2.12 12.67 Russell 2000 Value
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $280.46M 2.59 21.61 8.82 13.58 6.57 20 0.8 1.37 12.66 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $280.46M 2.66 21.98 9.12 -- -- 20.4 0.8 1.12 12.66 Russell 2000
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $280.46M 2.7 22.21 9.34 14.24 7.29 20.54 0.8 0.91 12.64 Russell 2000 Value
AMKIX American Century Emerging Markets Int'l
Global
1/1999 $682.93M 12.4 16.97 3.86 3.63 1.87 7.76 1.42 1.18 11.51 MSCI EM
ARFFX Ariel Focus Fund All
Cap
6/2005 $56.59M 6.98 27.5 5.67 10.43 5.36 21.11 0.65 1 11.23 Russell 1000 Value
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $83.95M 1.79 18.66 6.92 10.15 -- 23.96 0.75 1 11.2 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $48.29M -0.1 12.35 0.08 5.23 -- 8.18 0.3 1.13 11.15 Russell 2000
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1783.83M 7.36 19.65 7.39 12.97 8.27 12.66 0.69 1.12 11.14 Russell Mid Cap Value
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $48.29M 0 12.99 0.69 5.91 -- 8.93 0.3 0.51 11.05 Russell 2000
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $167.23M 8.91 9.47 1.41 8.23 -- 0.88 0.87 1.15 10.81 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $167.23M 8.88 9.46 1.54 8.44 -- 0.95 0.87 1.16 10.75 MSCI EAFE SMID NR USD
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $167.23M 8.51 8.12 0.21 7.01 -- -0.29 0.87 2.26 10.75 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $167.23M 8.88 9.46 1.54 8.44 -- 0.95 0.87 1.16 10.75 MSCI EAFE SMID NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $151.95M 12.32 14.5 2.86 -- -- 5.72 1 2.02 10.36 MSCI EM NR USD
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3874.01M 4.12 25.48 14.59 16.51 12.72 21.42 0.71 0.95 10.36 S&P 500 Composite Total Return
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $151.95M 12.66 15.82 4.12 -- -- 6.83 1 0.92 10.33 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $151.95M 12.5 15.32 3.75 -- -- 6.55 1 1.27 10.3 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $151.95M 12.55 15.64 4.01 -- -- 6.82 1 1.02 10.27 MSCI EM NR USD
PARNX Parnassus Fund All
Cap
12/1984 $961.27M 5.07 20.58 9.93 14.58 10.11 13.46 0.62 0.84 10.01 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $80.13M 7.14 1.38 -5.87 1.96 -- -7.73 0.87 1.85 9.95 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $80.13M 6.86 0.71 -6.72 1.01 -- -8.4 0.87 2.85 9.85 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $80.13M 7.21 1.57 -5.67 2.19 -- -7.53 0.87 1.6 9.85 Ardour Gbl Alternative Energy
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $796.1M 9.39 11.8 3.86 -- -- 3.61 1 1.1 9.85 MSCI EAFE Equity
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $80.13M 7.21 1.79 -5.49 2.46 -- -7.24 0.87 1.4 9.81 Ardour Gbl Alternative Energy
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $796.1M 9.44 11.4 3.41 9.01 1.32 3.12 1 1.53 9.8 MSCI EAFE Equity
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $796.1M 9.39 11.34 3.4 9.02 1.16 3.05 1 1.52 9.79 MSCI EAFE Equity
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $7.06M 2.13 17.53 -- -- -- 14.48 0.75 1 9.61 S&P 1000
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $67.1M 9.26 11.88 3.57 7.77 7.29 2.48 0.8 0.99 9.59 Russell Mid Cap Growth
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $34.34M 9.36 8.51 -0.45 -- -- -4.27 1 1.31 9.37 S&P 500 Composite Total Return
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $15.49M 9.36 32.34 -- -- -- 17.1 2 -- 9.36 S&P 500 Composite Total Return
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $235.58M 6 5.82 -1.42 4.24 -- -3.66 0.86 1.09 9.29 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $235.58M 6.01 5.96 -1.23 4.5 -1.52 -3.5 0.86 0.96 9.27 MSCI EAFE Investable Market
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $40.21M 4.38 19.76 7.91 -- -- 20.11 0.75 1 9.27 Russell 2500
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $235.58M 5.75 4.75 -2.5 3.02 -3 -4.66 0.86 2.09 9.23 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $235.58M 5.91 5.53 -1.69 3.89 -2.17 -3.85 0.86 1.34 9.22 MSCI EAFE Investable Market
BCAIX Boston Common International Fund Int'l
Global
12/2010 $197.52M 9.04 10.13 -0.26 3.98 -- -0.96 0.9 1.12 9.2 MSCI EAFE Equity
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $55.76M 9.09 8.16 -- -- -- -- 0.8 -- 9.13 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $55.76M 9.18 8.42 -- -- -- -- 0.8 -- 9.09 MSCI World
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $872.43M 5.09 15.2 6.26 9.66 5.44 11.21 0.3 1.18 8.79 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $872.43M 5.13 15.58 6.62 10.03 6.27 11.55 0.3 0.82 8.71 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $872.43M 5.12 15.33 6.3 9.68 5.92 11.24 0.3 1.14 8.65 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $872.43M 5.21 15.75 6.69 10.1 6.33 11.66 0.3 0.8 8.6 S&P 500 Composite Total Return
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $33.61M 7.61 12.37 2.86 5.86 1.35 -1.07 0.8 1.25 8.48 MSCI World ex USA
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $859.71M 0.46 14.51 6.09 -- -- 17.85 0.75 1.19 8.47 Russell 2000
AGGIX American Century Global Growth Int'l
Global
8/2000 $502.8M 8.92 11.57 4.36 8.45 5.13 -1.05 0.87 0.88 8.46 MSCI World
PXSRX Pax Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $859.71M 0.4 14.27 5.84 12.16 -- 17.62 0.75 1.45 8.44 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $859.71M 0.46 14.56 6.1 12.44 -- 17.9 0.75 1.19 8.43 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $859.71M 0.58 14.83 6.37 12.74 -- 18.17 0.75 0.94 8.43 Russell 2000
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $503.88M 7.63 9.34 -0.3 2.24 -- -2.07 0.55 1.05 8.31 MSCI EAFE ESG Index
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $503.88M 7.7 9.63 -0.05 2.46 -- -1.85 0.55 0.8 8.28 MSCI EAFE ESG Index
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $503.88M 7.71 9.8 -0.69 2.11 -- -1.63 0.55 0.55 8.26 MSCI EAFE ESG Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $274.33M 2.89 6.67 3.9 8.3 6.86 6.39 0.77 1.21 8.17 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $274.33M 2.98 6.96 4.13 8.54 -- 6.7 0.77 0.96 8.16 Russell Mid Cap Growth
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $274.33M 3 7.08 4.43 8.9 7.6 6.83 0.77 0.85 8.15 Russell Mid Cap Growth
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $50.52M 8.72 13.73 -- -- -- 4.35 0.27 0.32 8.13 Calvert U.S. Large Cap Growth Responsible Index
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $274.33M 2.74 5.9 3.11 7.48 6.02 5.59 0.77 1.96 8.12 Russell Mid Cap Growth
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $50.52M 8.68 13.47 -- -- -- 4.03 0.27 0.57 8.12 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $50.52M 8.42 12.57 -- -- -- 3.3 0.27 1.32 8.11 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $50.52M 8.77 13.88 -- -- -- 4.44 0.27 0.22 8.1 Calvert U.S. Large Cap Growth Responsible Index
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $14.41M 6.13 23.91 2.56 -- -- 13.98 1.1 1.25 7.94 MSCI AC Asia Pacific Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $6.34M 5.84 12.95 -- -- -- 6.06 0.65 0.75 7.84 Russell 3000
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $183.04M 6.22 8.7 0.95 5.37 -- 10.16 0.85 0.95 7.74 MSCI World
APPLX Appleseed Fund Int'l
Global
12/2006 $183.04M 6.17 8.57 0.74 5.14 5.81 9.94 0.85 1.2 7.73 MSCI World
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $82.6M 1.66 2.35 4.35 4.81 7.27 6.79 0.52 1.25 7.68 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $82.6M 1.83 2.87 -- -- -- 7.3 0.52 -- 7.68 Barclays US Long Credit
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $395.23M 6.62 15.43 4.09 -- -- 10.62 0.8 1.3 7.62 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $395.23M 6.72 15.77 4.35 9.51 -- 10.91 0.8 1.04 7.61 MSCI AC World (Net) Index (ACWI)
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PGRGX Pax Global Environmental Markets Fund R Int'l
Global
3/2008 $395.23M 6.59 15.2 3.84 8.97 -- 10.35 0.8 1.54 7.61 MSCI AC World (Net) Index (ACWI)
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $395.23M 6.61 15.42 4.07 9.23 -- 10.62 0.8 1.29 7.6 MSCI AC World (Net) Index (ACWI)
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2206.75M 5.33 18.28 10.45 12.75 9.3 16.07 0.77 0.99 7.45 Russell Midcap Index
TGRIX American Century International Growth Int'l
Global
7/2005 $215.26M 5.29 15.19 8.23 11.6 7.21 8.99 0.99 0.99 7.41 MSCI EAFE Equity
AFDIX American Century Sustainable Equity Equity
Large Cap
7/2005 $215.26M 5.29 15.19 8.23 11.6 7.21 8.99 0.99 0.99 7.41 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2352.37M 6.63 16.71 8.69 12.41 7.24 10.1 0.73 0.86 7.39 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $165.09M 3.82 18.86 7.8 12.31 4.32 16.75 0.3 0.45 7.38 MSCI US Prime Market Value Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $102.63M 4.29 20.68 -- -- -- 16.78 0.27 0.57 7.35 Calvert U.S. Large Cap Value Responsible Index
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2352.37M 6.59 16.52 8.48 12.19 -- 9.89 0.73 1.05 7.35 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $187M 6.43 13.93 9 12.21 6.72 8.7 0.25 1.25 7.34 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2352.37M 6.62 16.55 8.52 12.23 7.05 9.88 0.87 1.03 7.34 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2352.37M 6.69 16.93 8.89 12.62 -- 10.31 0.62 0.68 7.34 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2352.37M 6.51 16.2 8.21 11.93 -- 9.62 0.73 1.29 7.33 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2352.37M 6.35 15.6 7.66 11.36 -- 9.11 0.73 1.79 7.33 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $102.63M 4.38 21.09 -- -- -- 17.2 0.27 0.22 7.31 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $102.63M 4.38 20.97 -- -- -- 17.02 0.27 0.32 7.3 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $102.63M 4.13 19.8 -- -- -- 15.93 0.27 1.32 7.29 Calvert U.S. Large Cap Value Responsible Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $165.09M 3.72 18.33 7.31 11.71 3.77 16.13 0.3 0.94 7.29 MSCI US Prime Market Value Index
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $41.55M 4.97 12.69 8.6 10.44 -- 12.13 0.75 1 7.28 Russell Midcap
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.01M 8 8.61 -- -- -- -1.43 0.65 0.99 7.21 S&P Global 1200
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $228.98M 8.1 14.65 0.89 4.42 -- 5.48 0.6 0.78 7.18 MSCI ACWI xUS
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $391.55M 8.34 15.52 11.62 -- -- 5.75 0.6 0.74 7.15 Russell 1000® Growth Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $228.98M 7.92 14.03 0.38 3.82 -- 4.97 0.6 1.33 7.14 MSCI ACWI xUS
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $219.69M 8.08 14.96 10.85 12.86 -- 7.15 0.3 0.84 7.13 MSCI U.S. Prime Market Growth Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $219.69M 8.19 15.46 11.31 13.37 -- 7.62 0.3 0.44 7.09 MSCI U.S. Prime Market Growth Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $809.52M 6.49 17.1 9.84 12.86 7.03 10.34 0.27 0.68 6.93 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $809.52M 6.56 17.44 10.29 13.39 7.58 10.7 0.27 0.2 6.92 Calvert U.S. Large Cap Core Responsible Index
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $198.61M 5.8 12.36 8.23 10.55 7.15 6.26 0.65 1.07 6.91 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $809.52M 6.29 16.21 9.01 11.93 6.06 9.53 0.27 1.44 6.88 Calvert U.S. Large Cap Core Responsible Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $198.61M 5.81 12.35 8.23 -- -- 6.24 0.65 1.06 6.87 Russell 1000
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $809.52M 6.54 17.31 9.94 -- -- 10.6 0.27 0.46 6.86 Calvert U.S. Large Cap Core Responsible Index
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $198.61M 5.88 12.63 8.49 10.83 -- 6.49 0.65 0.84 6.85 Russell 1000
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $198.61M 5.72 12.05 7.96 10.18 -- 5.99 0.65 1.31 6.83 Russell 1000
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2071.07M 7 9.34 8.31 10.83 -- 2.62 0.62 0.77 6.62 S&P 500 Composite Total Return
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2544.36M 4.97 16.97 8.07 11.94 6.94 13.26 0.15 0.44 6.62 Russell 3000
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2071.07M 6.89 8.99 8 10.46 7.56 2.32 0.62 1.07 6.61 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2071.07M 7.01 9.42 8.47 11 8.11 2.71 0.62 0.66 6.61 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2071.07M 6.75 8.19 7.19 9.66 6.75 1.49 0.62 1.81 6.6 S&P 500 Composite Total Return
MHIEX Miller/Howard Income-Equity Fund - Class I Equity
Large Cap
12/2015 $85.16M 4.03 14.26 -- -- -- 10.06 0.75 1 6.6 --
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2544.36M 5.01 17.06 8.08 11.96 6.9 13.24 0.15 0.43 6.6 Russell 3000
MHIDX Miller/Howard Income-Equity Fund Adviser Class Shares Equity
Large Cap
12/2015 $85.16M 4.04 13.96 -- -- -- 9.65 0.75 1.25 6.59 --
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2544.36M 5.09 17.32 8.35 12.25 7.17 13.51 0.15 0.18 6.56 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2544.36M 5.05 17.15 8.17 12.07 -- 13.32 0.15 0.32 6.54 Russell 3000
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $425.23M 8.13 11.22 4.43 8.08 -- 3.96 0.9 1.08 6.52 MSCI ACWI
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $425.23M 8.07 10.97 4.16 7.79 3.64 3.72 0.9 1.33 6.5 MSCI ACWI
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $184.08M 4.89 14.12 8.29 10.52 7.67 11.8 0.75 1 6.44 S&P 500 Composite Total Return
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $441.15M 5.99 15.55 -0.2 -- -- 14.43 0.99 1.29 6.43 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $441.15M 5.66 14.25 -1.4 6.46 -- 13.15 0.84 2.03 6.41 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $441.15M 6 15.47 -0.36 7.64 -- 14.29 0.84 1.03 6.41 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $441.15M 5.91 15.15 -0.69 7.31 -- 13.99 0.84 1.28 6.39 S-Network Global Water TR USD
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15205.4M 4.38 12.33 9.18 13.52 9.56 10.4 0.6 0.88 6.35 S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $380.5M 6.6 15.71 7.87 11.23 5.54 9.66 0.7 0.17 6.23 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $380.5M 6.63 16.01 8.18 11.53 5.93 10.02 0.7 0.91 6.22 S&P 500 Composite Total Return
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $126.95M 7.55 11.79 5.84 8.74 -- 6.3 0.74 0.74 6.2 Pax Global Women’s Leadership Index
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $126.95M 7.49 11.52 5.58 8.47 -- 6.01 0.74 0.98 6.14 Pax Global Women’s Leadership Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $30.39M 6.34 13.46 7.77 -- -- 7.88 0.75 1 6.08 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $160.88M 4.33 13.04 -- -- -- -- 0.75 1.15 5.88 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $160.88M 4.43 13.22 -- -- -- -- 0.75 0.9 5.87 Russell Midcap Index
GCBLX Green Century Balanced Balanced
3/1992 $211.25M 3.43 8.76 4.37 7.77 5.09 5.39 0.65 1.48 5.56 Custom Balanced Index
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $126.25M 5.41 12.39 4.95 8.24 3.31 6.69 0 2.01 5.48 Russell 3000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $126.25M 5.6 13.25 5.97 9.39 4.55 7.55 0 1.26 5.47 Russell 3000
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $71.69M 4.99 13.14 6.94 8.88 -- 10.39 1 1.68 5.34 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $71.69M 4.93 13.08 6.92 8.89 -- 10.4 1 1.68 5.29 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $71.69M 4.76 12.29 6.15 8.09 -- 9.63 1 2.43 5.29 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $71.69M 4.96 13.42 7.19 9.17 -- 10.72 1 1.43 5.26 S&P 500 Composite Total Return
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $118.26M 3.18 7.4 3.54 5.69 4.16 4.55 0.64 1.83 5.02 Blend: 60% S&P 500 - 40% BC Aggregate
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $142.4M 1.09 -0.44 2.55 2.38 2.72 -0.42 0.47 0.8 5 Barclays Municipal
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $118.26M 3.35 8.02 3.82 6.02 4.47 5.02 0.64 1.98 4.93 Blend: 60% S&P 500 - 40% BC Aggregate
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $142.4M 0.97 -1.18 -- -- -- -1.25 0.35 0.8 4.93 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $142.4M 1.17 -0.09 -- -- -- -0.14 0.35 0.45 4.92 Barclays Municipal
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $142.4M 1.15 -0.18 -- -- -- -0.17 0.35 0.55 4.92 Barclays Municipal
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $118.26M 3.52 8.79 4.55 6.78 5.14 5.76 0.64 1.21 4.89 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $118.26M 3.6 9.05 4.81 7.06 -- 6.02 0.64 1 4.89 Blend: 60% S&P 500 - 40% BC Aggregate
WSBFX Walden Asset Management Fund Balanced
6/1999 $106.25M 3.56 9.64 6.54 8.03 6.02 9.08 0.75 1 4.58 Blend: 60% S&P 500 - 40% BC Aggregate
MGAFX Praxis Genesis Growth A Balanced
1/2010 $57.11M 4.53 12.27 4.96 7.62 -- 7.82 0.05 0.62 4.55 Russell 3000
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $528.56M 1.68 4.41 3.08 3.74 -- 5.84 0.52 0.91 4.32 Barclays Capital US Credit
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $528.56M 1.56 4.09 2.76 3.43 3.31 5.6 0.52 1.24 4.29 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $528.56M 1.37 3.29 2 2.69 2.58 4.79 0.52 1.93 4.29 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $528.56M 1.72 4.48 3.29 3.99 3.86 5.94 0.52 0.64 4.28 Barclays Capital US Credit
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $528.56M 1.44 3.58 2.39 3.14 2.94 5.08 0.52 1.47 4.27 Barclays Capital US Credit
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $685.19M 3.28 9.7 5.47 -- -- 8 0.52 0.73 4.09 Russell 1000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $685.19M 3.22 9.43 5.25 7.16 4.78 7.74 0.52 0.97 4.08 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $685.19M 3.03 8.53 4.4 6.31 3.91 6.87 0.52 1.76 4.08 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $685.19M 3.29 9.84 5.68 7.65 5.29 8.16 0.52 0.62 4.08 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $406.44M 2.99 17.05 2.02 4.61 5.25 13.8 0.5 0.99 4.06 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $406.44M 2.99 17.03 2.02 -- -- 13.78 0.5 0.98 4.06 Merrill Lynch High Yield Master I
PXHRX Pax High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $406.44M 2.93 16.75 1.62 4.29 -- 13.5 0.5 1.24 4.06 Merrill Lynch High Yield Master I
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $254.2M 4.25 10.57 5.18 7.56 4.55 6.73 0 1.18 4 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $254.2M 4.03 9.73 4.38 6.77 3.76 5.93 0 1.93 3.98 Custom
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $406.44M 3.06 17.21 2.21 4.86 5.45 13.94 0.5 0.74 3.96 Merrill Lynch High Yield Master I
CCMNX CCM Alternative Income Fund Balanced
5/2013 $31.03M 3.04 8.99 2.21 -- -- 2.47 0 2.76 3.88 Citigroup 3-Month T-Bill Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1928.65M 3.58 8.96 5.44 7.17 -- 6.1 0.75 0.52 3.6 Blended Index
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $66.2M 3.65 9.32 4.21 6.21 -- 6.49 0.05 0.54 3.6 Russell 3000
PAXRX Pax Balanced Fund R Balanced
4/2007 $1928.65M 3.51 8.42 4.93 6.63 -- 5.5 0.75 1.02 3.59 Blended Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1928.65M 3.54 8.71 5.18 6.9 4.27 5.81 0.75 0.77 3.55 Blended Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $147.94M 0.78 1.08 2.02 1.47 3.4 3.43 0.4 0.93 3.48 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $147.94M 0.95 1.38 2.29 1.7 -- 3.65 0.4 0.63 3.47 Barclays U.S. Aggregate Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $11.33M 2.81 3.35 -- -- -- 1.85 0.55 0.89 3.42 Citigroup World BIG Bond Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1115.78M 1.27 1.78 3.69 -- -- 3.03 0.35 0.55 3.28 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1115.78M 1.2 1.73 3.81 -- -- 3.19 0.35 0.4 3.27 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1115.78M 1.24 1.56 3.55 -- -- 2.81 0.35 0.68 3.21 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1115.78M 1.24 1.58 3.58 -- -- 2.83 0.35 0.65 3.19 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $223.67M 1.05 1.12 2.25 1.74 3.68 2.42 0.5 0.68 3.13 Barclays Capital US Credit
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $861.52M 1.21 2.96 3.3 3.45 4.31 4.06 0.47 0.51 3.01 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $861.52M 1.1 2.52 2.79 2.92 3.73 3.63 0.47 0.89 2.99 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $861.52M 1.11 2.78 3.07 3.2 -- 3.94 0.47 0.62 2.99 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $472.51M 1.05 0.98 2.66 2.48 4.53 2.44 0.4 0.54 2.99 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $472.51M 0.95 0.57 2.27 2.08 4.17 2.12 0.4 0.93 2.98 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $861.52M 0.9 1.63 1.94 2.06 2.89 2.73 0.47 1.73 2.95 Barclays Capital US Aggregate Bond
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $168.31M 1.62 10.91 2.54 5.6 -- 11.97 0.6 0.82 2.81 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $168.31M 1.62 10.99 2.62 5.72 -- 12.1 0.6 0.74 2.8 BofAML US HY Master II
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $168.31M 1.59 10.63 2.28 5.36 -- 11.69 0.6 1.07 2.75 BofAML US HY Master II
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $168.31M 1.38 9.81 1.37 4.35 -- 10.87 0.6 2.07 2.74 BofAML US HY Master II
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.72M 2.46 4.91 3.34 4.19 -- 4.22 0.05 0.6 2.65 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $73.56M 1.1 2.29 2.89 -- -- 3.91 0.42 0.63 2.56 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $73.56M 1.03 2.04 2.6 -- -- 3.66 0.42 0.88 2.54 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $73.56M 1.13 2.42 3.03 -- -- 4.05 0.42 0.5 2.5 Barclays Capital US Aggregate Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1976.35M 0.53 -0.77 2.08 1.34 3.19 0.62 0.3 0.91 2.45 Barclays Capital US Aggregate
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1976.35M 0.55 -0.68 2.19 1.45 3.29 0.73 0.3 0.81 2.42 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1976.35M 0.64 -0.42 2.51 1.79 3.64 0.98 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $170.36M 2.5 5.97 3.26 4.7 3.63 4.24 0 1.8 2.16 Barclays Capital US Credit
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $170.36M 2.66 6.76 4.18 5.67 4.8 5.05 0 0.44 2.15 Barclays Capital US Credit
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $617.61M 0.17 -0.19 2.24 1.61 -- 1.49 0.5 1.01 1.71 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $617.61M 0.37 0.1 2.22 1.62 3.39 1.54 0.5 0.65 1.65 Barclays Capital US Securitized Bond
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1318.07M 0.62 2.03 0.63 1.25 2.31 2.49 0.46 1.81 1.42 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1318.07M 0.81 3.09 1.66 2.31 -- 3.6 0.45 0.8 1.42 Barclays Credit 1-5 Yr
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1318.07M 0.79 2.79 1.38 1.99 3.08 3.25 0.46 1.08 1.41 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1318.07M 0.89 3.17 1.89 2.52 3.59 3.63 0.46 0.5 1.4 Barclays Credit 1-5 Yr
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $95.64M 1.12 6.76 -- -- -- 6.24 0.47 1.1 1.31 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $95.64M 0.9 5.94 -- -- -- 5.45 0.47 1.85 1.29 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $95.64M 1.23 7.25 -- -- -- 6.73 0.47 0.65 1.29 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $95.64M 1.19 6.99 -- -- -- 6.51 0.47 0.85 1.26 Barclays 1-3 Month U.S. Treasury Bill Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $101.76M 1.05 1.54 1.24 2.21 -- 1.4 1.19 1.36 1.11 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $794.22M 0.48 2.43 1.13 1.29 -- 2.15 0.38 0.69 0.42 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $794.22M 0.49 2.42 1.24 -- -- 2.22 0.38 0.5 0.39 Barclays Short Treasury 9-12 Mon TR USD
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $794.22M 0.35 2.05 0.9 1.05 2.28 1.9 0.38 0.89 0.38 Barclays Short Treasury 9-12 Mon
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $13.34M 7.95 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $13.34M 7.95 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $676.8M 0.71 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $676.8M 0.77 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $141.85M 5.07 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $141.85M 5.07 -- -- -- -- -- 0.65 0.65 -- Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $788.97M 4.84 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $788.97M 4.84 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return

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March 31, 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
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
American Century Emerging Markets-------------------------------- --
Ariel Focus Fund----PPP----XP------X--X-- --
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Calvert International Opportunities Fund YCCCCCCC--CCRRRRR-- 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 International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- 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 International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Shelton Green Alpha FundC *CCCCCCXCCCCCXXOther/qualitative criteria --
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Calvert International Equity Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- 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 -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria 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 -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
American Century Global Growth-------------------------------- --
Pax Small Cap Fund RCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax MSCI International ESG Index Fund RCCCCCCC--CC----R--R-- Shareholder engagement
Pax MSCI International ESG Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Pax MSCI International ESG Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- 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 Capital Accumulation Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Asia FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)----PPPP----P--RPRRROther/qualitative criteria Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCX--RXX-- Shareholder engagement
Appleseed FundC *CCP--PPXCCX--RXX-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund RC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
American Century International Growth-------------------------------- --
American Century Sustainable EquityCCC--