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 206 of 206 funds
Information current as of:
January 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
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3223.79M 1 32.44 15.37 17.79 12.15 21.42 0.71 0.95 10.64 S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $900.18M 2.27 28.76 10.99 15.9 9.73 13.46 0.62 0.84 10.8 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15129.1M 1.99 17.69 10.01 14.15 9.37 10.4 0.6 0.88 7.91 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $1956.52M 2.15 24.56 10.69 13.72 8.76 16.07 0.77 0.99 8.8 Russell Midcap Index
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1738.7M 2.85 23.23 7.21 13.58 7.7 12.66 0.69 1.12 13.63 Russell Mid Cap Value
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2073.69M 2.65 10.81 8.24 12.07 7.44 2.71 0.61 0.66 8.12 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $357.22M 0.81 12.95 5.19 10.17 7.36 6.83 0.77 0.83 10.35 Russell Mid Cap Growth
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $80.79M 0.23 5.22 4.67 4.28 7.33 6.79 0.52 1.25 7.97 Barclays US Long Credit
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $178M 1.38 18.1 9.02 11.37 7.11 11.8 0.75 1 8.16 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2208.58M 2.75 28.92 9.92 15.16 7.03 15.56 0.59 1 15.1 Russell 2500 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $302.26M -0.78 26.93 9.87 14.79 7.02 20.54 0.8 0.91 13.86 Russell 2000 Value
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $191.24M 1.3 14.22 8.24 11.05 6.95 6.26 0.65 0.9 8.85 Russell 1000
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $852.06M 2.34 20.38 10.6 14.53 6.9 10.7 0.15 0.2 8.54 Calvert U.S. Large Cap Core Responsible Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2073.69M 2.61 10.39 7.76 11.52 6.89 2.32 0.61 1.07 8.11 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2274.05M 3.55 22.04 9.87 13.3 6.78 10.1 0.73 0.86 9.04 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2471.52M 1.88 22.51 9.19 12.89 6.69 13.51 0.15 0.18 8.63 Russell 3000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $357.22M 0.74 12.5 4.63 9.54 6.61 6.39 0.77 1.21 10.36 Russell Mid Cap Growth
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $66.12M 3.62 14.4 3.43 8.06 6.6 2.48 0.8 0.99 11.3 Russell Mid Cap Growth
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2274.05M 3.54 21.8 9.68 13.1 6.59 9.88 0.87 1.03 8.98 S&P 500 Composite Total Return
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2471.52M 1.81 22.16 8.9 12.56 6.48 13.26 0.15 0.44 8.67 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2471.52M 1.85 22.25 8.91 12.62 6.43 13.24 0.15 0.43 8.57 Russell 3000
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $852.06M 2.29 19.94 10.13 13.99 6.36 10.34 0.15 0.68 8.56 Calvert U.S. Large Cap Core Responsible Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $302.26M -0.84 26.38 9.33 14.1 6.29 20 0.8 1.37 13.88 Russell 2000 Value
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2073.69M 2.57 9.54 6.95 10.71 6.09 1.49 0.61 1.81 8.1 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $179.94M 2.67 17.63 9.44 12.87 6.08 8.7 0.25 1.25 9.5 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $900.97M 2.12 21.91 7.82 11.2 5.85 11.66 0.3 0.8 9.93 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $900.97M 2.2 21.99 7.8 11.15 5.79 11.55 0.3 0.82 9.97 S&P 500 Composite Total Return
APPLX Appleseed Fund Int'l
Global
12/2006 $181.83M 3.72 17.91 1.3 5.41 5.77 9.94 0.85 1.2 10.4 MSCI World
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $357.22M 0.7 11.65 3.83 8.7 5.77 5.59 0.77 1.96 10.31 Russell Mid Cap Growth
WSBFX Walden Asset Management Fund Balanced
6/1999 $102.23M 0.95 12.85 7.1 8.59 5.64 9.08 0.75 1 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $405.92M 1.82 19.21 2.56 5.19 5.57 13.94 0.5 0.96 4.56 Merrill Lynch High Yield Master I
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $372.67M 2.6 18 8.59 12.18 5.5 10.02 0.7 0.93 7.92 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $900.97M 2.09 21.43 7.44 10.77 5.44 11.24 0.3 1.14 9.97 S&P 500 Composite Total Return
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $852.06M 2.25 19.05 9.28 13.05 5.4 9.53 0.15 1.44 8.54 Calvert U.S. Large Cap Core Responsible Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $302.26M -0.9 25.39 8.51 13.2 5.37 19.09 0.8 2.12 13.87 Russell 2000 Value
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $405.92M 1.64 18.86 2.26 4.93 5.35 13.8 0.5 0.96 4.7 Merrill Lynch High Yield Master I
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $372.67M 2.61 17.69 8.29 11.89 5.11 9.66 0.7 1.21 7.92 S&P 500 Composite Total Return
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $688.21M 1.02 12.72 6.13 8.25 5.03 8.16 0.52 0.62 5.64 Russell 1000
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $900.97M 2.1 21.3 7.38 10.77 4.95 11.21 0.3 1.18 10.13 S&P 500 Composite Total Return
AGGIX American Century Global Growth Int'l
Global
8/2000 $476.49M 4.18 10.71 3.88 9.47 4.78 -1.05 0.87 0.88 11.32 MSCI World
GCBLX Green Century Balanced Balanced
3/1992 $203.89M 1.35 12.36 5.26 8.73 4.77 5.39 0.65 1.48 6.7 Custom Balanced Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $117.44M 1.22 10.98 5.17 7.37 4.76 5.76 0.64 1.21 5.8 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $166.27M 0.8 7.65 4.32 5.87 4.72 5.05 0 0.44 3.27 Barclays Capital US Credit
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $464.4M 0.33 1.47 2.55 2.35 4.63 2.44 0.4 0.54 3.02 Barclays Capital US Aggregate
ARFFX Ariel Focus Fund All
Cap
6/2005 $52.09M 2.85 33.17 6.49 10.93 4.59 21.11 0.65 1 13.44 Russell 1000 Value
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $688.21M 1.01 12.32 5.68 7.76 4.52 7.74 0.52 0.97 5.63 Russell 1000
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $902.97M 0.36 3.77 3.27 3.27 4.41 4.06 0.47 0.51 3.15 Barclays Capital US Aggregate Bond
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $249.61M 1.38 12.34 5.4 8.08 4.28 6.73 0 1.18 5.91 Custom
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $464.4M 0.3 1.15 2.16 1.95 4.27 2.12 0.4 0.93 -- Barclays Capital US Aggregate
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $124.71M 1.81 15.45 6.29 10.11 4.16 7.55 0 1.26 7.82 Russell 3000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $117.44M 1.15 10.22 4.42 6.61 4.08 5.02 0.64 1.98 5.8 Blend: 60% S&P 500 - 40% BC Aggregate
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1898.27M 1.12 10.14 5.6 7.25 4.04 5.81 0.75 0.87 5.23 Blended Index
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $547.66M 0.55 6.13 3.24 3.8 3.91 5.94 0.52 0.64 4.57 Barclays Capital US Credit
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $161.36M 1.19 23.96 9.22 13.25 3.89 16.75 0.3 0.45 8.76 MSCI US Prime Market Value Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $902.97M 0.33 3.34 2.76 2.73 3.82 3.63 0.47 0.89 3.15 Barclays Capital US Aggregate Bond
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $117.44M 1.06 9.61 4.13 6.26 3.77 4.55 0.64 1.83 5.91 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $217.03M 0.35 1.69 2.19 1.31 3.67 2.42 0.5 0.68 3.16 Barclays Capital US Credit
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1321.07M 0.32 3.68 1.8 2.58 3.66 3.63 0.45 0.5 1.62 Barclays Credit 1-5 Yr
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $688.21M 0.97 11.39 4.85 6.91 3.65 6.87 0.52 1.76 5.65 Russell 1000
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $166.27M 0.75 6.85 3.39 4.88 3.53 4.24 0 1.8 3.25 Barclays Capital US Credit
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $596.51M 0.03 0.28 2.08 1.6 3.5 1.54 0.5 0.65 1.66 Barclays Capital US Securitized Bond
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $249.61M 1.32 11.53 4.62 7.28 3.5 5.93 0 1.93 5.92 Custom
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $145.7M 0.16 2.21 1.87 1.32 3.49 3.43 0.4 0.93 3.64 Barclays U.S. Aggregate Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $410.26M 2.87 11.71 4.29 8 3.39 3.72 0.9 1.33 9.22 MSCI ACWI
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $547.66M 0.52 5.8 2.7 3.23 3.35 5.6 0.52 1.24 4.57 Barclays Capital US Credit
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $161.36M 1.19 23.36 8.71 12.63 3.34 16.13 0.3 0.94 8.64 MSCI US Prime Market Value Index
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1906.5M 0.07 -0.6 1.8 1.23 3.31 0.62 0.3 0.91 2.49 Barclays Capital US Aggregate
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1321.07M 0.29 3.3 1.28 2.04 3.15 3.25 0.45 1.08 1.63 Barclays Credit 1-5 Yr
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $902.97M 0.25 2.43 1.88 1.88 2.99 2.73 0.47 1.73 3.11 Barclays Capital US Aggregate Bond
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $547.66M 0.47 5.27 2.36 2.96 2.99 5.08 0.52 1.47 4.57 Barclays Capital US Credit
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $124.71M 1.76 14.6 5.24 8.93 2.91 6.69 0 2.01 7.86 Russell 3000
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $145.93M 0.17 -1.09 2.62 1.95 2.7 -0.42 0.47 0.88 4.99 Barclays Municipal
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $547.66M 0.45 4.99 1.94 2.49 2.62 4.79 0.52 1.93 4.57 Barclays Capital US Credit
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1321.07M 0.23 2.47 0.53 1.29 2.38 2.49 0.45 1.81 1.65 Barclays Credit 1-5 Yr
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $728.27M 0.1 2.04 0.9 1.13 2.34 1.9 0.38 0.89 0.56 Barclays Short Treasury 9-12 Mon
TGRIX American Century International Growth Int'l
Global
11/1997 $1452.34M 4.15 4.48 -0.59 6.08 2 -5.63 0.96 0.97 12.55 MSCI EAFE Equity
AFDIX American Century Sustainable Equity Equity
Large Cap
11/1997 $1452.34M 4.15 4.48 -0.59 6.08 2 -5.63 0.96 0.97 12.55 S&P 500 Composite Total Return
AMKIX American Century Emerging Markets Int'l
Global
1/1999 $596.27M 7.13 20.97 4.12 3.69 1.76 7.76 1.48 1.23 15.37 MSCI EM
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $684.52M 4.14 12.55 3.22 9.06 1.05 3.12 1 1.53 13.08 MSCI EAFE Equity
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $24.21M 3.26 10.99 3.47 6.12 1 -1.07 0.8 1.25 10.4 MSCI World ex USA
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $684.52M 4.22 12.66 3.23 9.04 0.9 3.05 1 1.52 13.09 MSCI EAFE Equity
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $238.29M 2.17 4.26 -0.81 5.15 -1.64 -3.5 0.86 0.96 11.39 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $238.29M 2.11 3.79 -1.32 4.53 -2.29 -3.85 0.86 1.34 11.35 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $238.29M 2.05 2.97 -2.13 3.62 -3.13 -4.66 0.86 2.09 11.35 MSCI EAFE Investable Market
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $117.44M 1.22 11.26 5.43 7.65 -- 6.02 0.64 1 5.78 Blend: 60% S&P 500 - 40% BC Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $596.51M -0.11 0.05 2.12 1.61 -- 1.49 0.5 1.01 1.73 Barclays Capital US Securitized Bond
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $181.83M 3.78 18.21 1.54 5.65 -- 10.16 0.85 0.95 10.45 MSCI World
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $40.28M 0.2 35.07 -4.41 4.1 -- 22.95 0.8 1.25 15.46 Russell 2000 Value
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $9.24M 4.78 34.93 -- -- -- 17.1 2 -- 15.19 --
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $100.68M 0.37 2.13 1.47 2.23 -- 1.4 1.19 1.36 1.28 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $194.26M 4.4 9.15 -0.12 4.34 -- -0.96 0.9 1.12 11.45 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $27.24M 1.84 14.07 8.07 -- -- 7.88 0.75 1 7.89 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $365.35M 3.75 16.82 11.18 -- -- 5.75 0.6 0.74 9.36 Russell 1000® Growth Index
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $688.21M 1.03 12.63 5.89 -- -- 8 0.52 0.73 5.64 Russell 1000
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $902.97M 0.35 3.65 3.05 3.02 -- 3.94 0.47 0.62 3.14 Barclays Capital US Aggregate Bond
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $357.22M 0.76 12.77 4.85 9.78 -- 6.7 0.77 0.96 10.35 Russell Mid Cap Growth
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $136.72M 4.8 17.43 3.22 -- -- 6.55 1 1.33 13.36 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $136.72M 4.78 16.66 2.33 -- -- 5.72 1 2.08 13.38 MSCI EM NR USD
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $136.72M 4.85 17.87 3.57 -- -- 6.83 1 0.98 13.37 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $136.72M 4.81 17.76 3.49 -- -- 6.82 1 1.08 13.35 MSCI EM NR USD
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2073.69M 2.64 10.71 8.08 11.89 -- 2.62 0.61 0.77 8.13 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $79.95M 3.57 4.84 -5.93 2.16 -- -7.73 0.95 1.85 11.96 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $79.95M 3.43 4.2 -6.79 1.19 -- -8.4 0.95 2.85 11.75 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $79.95M 3.52 5.38 -5.56 2.65 -- -7.24 0.95 1.4 11.85 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $79.95M 3.61 5.08 -5.7 2.4 -- -7.53 0.95 1.6 11.81 Ardour Gbl Alternative Energy
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $436.67M 2.41 23.68 0.33 8.2 -- 13.99 0.84 1.28 10.36 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $436.67M 2.36 22.82 -0.37 7.36 -- 13.15 0.84 2.03 10.42 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $436.67M 2.45 24.12 0.84 -- -- 14.43 0.99 1.29 10.4 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $436.67M 2.43 24.04 0.64 8.54 -- 14.29 0.84 1.03 10.38 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $62.77M 0.42 2.92 2.47 -- -- 3.66 0.42 0.88 2.64 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $62.77M 0.45 3.31 2.9 -- -- 4.05 0.42 0.5 2.61 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $62.77M 0.44 3.17 2.74 -- -- 3.91 0.42 0.63 2.67 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $163.64M 0.82 13.41 2.61 5.61 -- 11.69 0.6 1.07 3.68 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $163.64M 0.71 12.54 1.66 4.59 -- 10.87 0.6 2.07 3.67 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $163.64M 0.83 13.77 2.94 5.98 -- 12.1 0.6 0.74 3.68 BofAML US HY Master II
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $163.64M 0.81 13.67 2.86 5.84 -- 11.97 0.6 0.82 3.69 BofAML US HY Master II
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $547.66M 0.53 6.03 3 3.56 -- 5.84 0.52 0.91 4.6 Barclays Capital US Credit
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $238.29M 2.13 4.04 -1.04 4.86 -- -3.66 0.86 1.09 11.42 MSCI EAFE Investable Market
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $216.62M 2.91 11.29 1.47 8.78 -- 0.95 0.87 1.12 13.12 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $216.62M 2.77 9.85 0.14 7.36 -- -0.29 0.87 2.26 13.11 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $216.62M 2.91 11.29 1.47 8.78 -- 0.95 0.87 1.12 13.12 MSCI EAFE SMID NR USD
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $216.62M 2.99 11.35 1.33 8.6 -- 0.88 0.87 1.24 13.18 MSCI EAFE SMID NR USD
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $80.79M 0.27 5.71 -- -- -- 7.3 0.52 -- 8.05 Barclays US Long Credit
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1321.07M 0.25 3.52 1.58 2.35 -- 3.6 0.45 0.8 1.64 Barclays Credit 1-5 Yr
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $302.26M -0.83 26.71 9.63 -- -- 20.4 0.8 1.12 13.88 Russell 2000
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $145.93M 0.17 -1.8 -- -- -- -1.25 0.35 1.55 5 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $145.93M 0.2 -0.74 -- -- -- -0.14 0.35 0.45 4.98 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $145.93M 0.19 -0.84 -- -- -- -0.17 0.35 0.55 5 Barclays Municipal
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $852.06M 2.34 20.22 10.23 -- -- 10.6 0.15 0.46 8.53 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $44.81M 3.63 15.09 -- -- -- 4.03 0.15 0.57 11.8 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $44.81M 3.6 14.33 -- -- -- 3.3 0.15 1.32 11.84 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $44.81M 3.67 15.52 -- -- -- 4.44 0.15 0.22 11.79 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $44.81M 3.67 15.42 -- -- -- 4.35 0.15 0.32 11.81 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $99.77M 0.9 24.7 -- -- -- 16.78 0.15 0.57 11.49 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $99.77M 0.85 23.75 -- -- -- 15.93 0.15 1.32 11.45 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $99.77M 0.94 25.13 -- -- -- 17.2 0.15 0.22 11.47 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $99.77M 0.94 25 -- -- -- 17.02 0.15 0.32 11.45 Calvert U.S. Large Cap Value Responsible Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $728.27M 0.19 2.49 1.24 -- -- 2.22 0.38 0.5 0.53 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $728.27M 0.19 2.42 1.14 1.36 -- 2.15 0.38 0.69 0.53 Barclays Short Treasury 9-12 Mon
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $91.24M 0.56 7.37 -- -- -- 6.24 0.47 1.1 1.95 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $91.24M 0.42 6.51 -- -- -- 5.45 0.47 1.85 2.01 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $91.24M 0.52 7.8 -- -- -- 6.73 0.47 0.65 1.95 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $91.24M 0.58 7.65 -- -- -- 6.51 0.47 0.85 1.96 Barclays 1-3 Month U.S. Treasury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $29.9M 1.38 6.43 2.17 -- -- 2.47 1 2.76 4.29 Citigroup 3-Month T-Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $5.97M 1.85 15.09 -- -- -- 6.06 0.65 0.75 12.02 Russell 3000
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1906.5M 0.21 -0.15 2.25 1.69 -- 0.98 0.3 0.46 2.44 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1906.5M 0.08 -0.59 1.9 1.34 -- 0.73 0.3 0.81 2.44 Barclays Capital US Aggregate
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $684.52M 4.08 13.13 3.64 -- -- 3.61 1 1.1 13.07 MSCI EAFE Equity
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $145.7M 0.19 2.42 2.07 1.53 -- 3.65 0.4 0.63 3.63 Barclays U.S. Aggregate Index
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $71.87M 2.5 18.51 7.49 9.65 -- 10.4 1 1.68 7.38 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $71.87M 2.49 18.49 7.48 9.64 -- 10.39 1 1.68 7.42 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $71.87M 2.38 17.51 6.65 8.81 -- 9.63 1 2.43 7.36 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $71.87M 2.45 18.71 7.71 9.91 -- 10.72 1 1.43 7.33 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $7.25M 2.69 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $7.25M 2.69 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
MHIEX Miller/Howard Income-Equity Fund - Class I Equity
Large Cap
12/2015 $80.05M 2.81 19.23 -- -- -- 10.06 0.75 -- 9.73 --
MHIDX Miller/Howard Income-Equity Fund Adviser Class Shares Equity
Large Cap
12/2015 $80.05M 2.82 18.92 -- -- -- 9.65 0.75 -- 9.78 --
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $52.21M 4.14 -- -- -- -- -- 0.8 -- -- MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $52.21M 4.14 -- -- -- -- -- 0.8 -- -- MSCI World
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2274.05M 3.52 21.53 9.4 12.81 -- 9.62 0.73 1.29 8.96 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2274.05M 3.53 21.81 9.66 13.07 -- 9.89 0.73 1.05 8.98 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2274.05M 3.41 20.89 8.84 12.22 -- 9.11 0.73 1.79 8.98 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2274.05M 3.55 22.24 10.06 13.51 -- 10.31 0.62 0.68 9.01 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $13.5M 3.69 31.77 4.76 -- -- 13.98 1.1 1.25 9.42 MSCI AC Asia Pacific Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1898.27M 1.1 10.43 5.86 7.51 -- 6.1 0.75 0.62 5.26 Blended Index
PAXRX Pax Balanced Fund R Balanced
4/2007 $1898.27M 1.11 9.89 5.35 6.99 -- 5.5 0.75 1.12 5.28 Blended Index
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $115.48M 3.02 14.24 6.03 8.53 -- 6.01 0.74 0.98 8.6 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $115.48M 3.05 14.57 6.3 8.81 -- 6.3 0.74 0.74 8.65 Pax Global Women’s Leadership Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $191.24M 1.3 14.21 8.23 -- -- 6.24 0.65 0.9 8.85 Russell 1000
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $191.24M 1.31 13.98 7.98 10.71 -- 5.99 0.65 1.15 8.88 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $191.24M 1.38 14.53 8.51 11.35 -- 6.49 0.65 0.65 8.89 Russell 1000
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $364.63M 3.34 23.62 4.32 9.84 -- 10.62 0.8 1.23 11.02 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $364.63M 3.4 24.07 4.59 10.12 -- 10.91 0.8 0.98 11.03 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $364.63M 3.35 23.64 4.31 -- -- 10.62 0.8 1.23 11.04 MSCI AC World (Net) Index (ACWI)
PGRGX Pax Global Environmental Markets Fund R Int'l
Global
3/2008 $364.63M 3.3 23.35 4.06 9.55 -- 10.35 0.8 1.48 11.03 MSCI AC World (Net) Index (ACWI)
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $405.92M 1.64 18.84 2.31 -- -- 13.78 0.5 0.96 4.69 Merrill Lynch High Yield Master I
PXHRX Pax High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $405.92M 1.77 18.73 1.92 4.61 -- 13.5 0.5 1.21 4.49 Merrill Lynch High Yield Master I
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $498.32M 2.7 7.13 -1.88 2.1 -- -1.85 0.55 0.8 10.79 MSCI EAFE ESG Index
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $498.32M 2.61 7.25 -2.61 1.76 -- -1.63 0.55 0.55 10.86 MSCI EAFE ESG Index
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $498.32M 2.59 6.68 -2.14 1.85 -- -2.07 0.55 1.05 10.89 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $818.26M 1.11 25.43 7.42 13.94 -- 17.9 0.75 1.22 9.43 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $818.26M 1.17 25.75 7.69 14.23 -- 18.17 0.75 0.97 9.45 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $818.26M 1.11 25.39 7.42 -- -- 17.85 0.75 1.22 9.48 Russell 2000
PXSRX Pax Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $818.26M 1.05 25.13 7.14 13.65 -- 17.62 0.75 1.47 9.46 Russell 2000
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $410.26M 2.91 12 4.57 8.31 -- 3.96 0.9 1.08 -- MSCI ACWI
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $64.24M 1.25 11.11 4.41 6.47 -- 6.49 0.05 0.54 5.19 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.62M 0.92 5.95 3.4 4.25 -- 4.22 0.05 0.6 3.31 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $54.71M 1.56 14.55 5.29 8 -- 7.82 0.05 0.62 6.77 Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $210.45M 2.91 16.86 10.9 14.26 -- 7.62 0.3 0.44 8.9 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $210.45M 2.87 16.34 10.43 13.71 -- 7.15 0.3 0.84 8.94 MSCI U.S. Prime Market Growth Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $199.75M 3.8 15.66 0.76 3.57 -- 4.97 0.6 1.33 -- MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $199.75M 3.89 16.29 1.27 4.2 -- 5.48 0.6 0.78 10.49 MSCI ACWI xUS
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $47.12M -1.26 17.03 1.31 6.8 -- 8.93 0.3 0.51 12.37 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $47.12M -1.24 16.32 0.7 6.12 -- 8.18 0.3 1.13 12.38 Russell 2000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $9.45M 1.5 3.09 -- -- -- 1.85 0.55 0.89 3.78 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $3.75M 2.03 6.7 -- -- -- -1.43 0.65 0.99 9.59 S&P Global 1200
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $33.11M 2.48 9.05 -1.04 -- -- -4.27 1 1.31 9.31 S&P 500 Composite Total Return
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1015.61M 0.4 2.27 3.85 -- -- 3.19 0.35 0.4 3.3 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1015.61M 0.39 2.11 3.7 -- -- 3.03 0.35 0.55 3.29 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1015.61M 0.38 1.89 3.53 -- -- 2.81 0.35 0.68 3.22 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1015.61M 0.38 2.01 3.6 -- -- 2.83 0.35 0.65 3.22 Barclays Capital US Aggregate Bond
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2471.52M 1.88 22.33 9.03 12.73 -- 13.32 0.15 0.32 8.57 Russell 3000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $5.17M 1.67 27.87 -- -- -- 14.48 0.75 1 15.91 S&P 1000
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $40.13M 1.88 19.64 9.2 11.4 -- 12.13 0.75 1 9.32 Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $85.65M 0.6 29.9 8.07 11.01 -- 23.96 0.75 1 12.68 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $39.05M 1.51 28.87 8.59 -- -- 20.11 0.75 1 11.12 Russell 2500

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Showing 206 of 206 funds
Information current as of:
January 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
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Appleseed FundC *CCP--PPXCCX--RXX-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
American Century Global Growth-------------------------------- --
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Calvert Conservative Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
Parnassus Fixed Income FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Calvert Moderate Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Praxis Value Index A----PPPPP------XRXXX-- --
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
Calvert Short Duration Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Bond Portfolio C