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
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
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
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
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
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
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
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
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
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
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
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
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2274.05M 3.55 22.04 9.87 13.3 6.78 10.1 0.73 0.86 9.04 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2471.52M 1.81 22.16 8.9 12.56 6.48 13.26 0.15 0.44 8.67 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $191.24M 1.31 13.98 7.98 10.71 -- 5.99 0.65 1.15 8.88 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
WSBFX Walden Asset Management Fund Balanced
6/1999 $102.23M 0.95 12.85 7.1 8.59 5.64 9.08 0.75 1 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
PAXRX Pax Balanced Fund R Balanced
4/2007 $1898.27M 1.11 9.89 5.35 6.99 -- 5.5 0.75 1.12 5.28 Blended Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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)
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
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $117.44M 1.15 10.22 4.42 6.61 4.08 5.02 0.64 1.98 5.8 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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)
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)
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
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
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
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)
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
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
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
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
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
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1015.61M 0.38 2.01 3.6 -- -- 2.83 0.35 0.65 3.22 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $547.66M 0.53 6.03 3 3.56 -- 5.84 0.52 0.91 4.6 Barclays Capital US Credit
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $405.92M 1.64 18.84 2.31 -- -- 13.78 0.5 0.96 4.69 Merrill Lynch High Yield Master I
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $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
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
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
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
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
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
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
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
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
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
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
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
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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1321.07M 0.32 3.68 1.8 2.58 3.66 3.63 0.45 0.5 1.62 Barclays Credit 1-5 Yr
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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 $728.27M 0.19 2.42 1.14 1.36 -- 2.15 0.38 0.69 0.53 Barclays Short Treasury 9-12 Mon
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $238.29M 2.13 4.04 -1.04 4.86 -- -3.66 0.86 1.09 11.42 MSCI EAFE Investable Market
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $9.24M 4.78 34.93 -- -- -- 17.1 2 -- 15.19 --
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
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
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
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
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 $91.24M 0.58 7.65 -- -- -- 6.51 0.47 0.85 1.96 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $7.25M 2.69 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
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
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
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

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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
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert Small Cap 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
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/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
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- 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 ESG Beta Quality Fund - Class RCCCCCCCRCCCCXCX-- Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Pax Small Cap Fund RCCCCCCCRCCCCXCX-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc CC *CC----------C--R--RRR-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Pax Ellevate Global Women's Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Balanced Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio AC