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:
February 28, 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 $3659.61M 4.3 32.69 14.98 17.58 12.63 21.42 0.71 0.95 10.66 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $220.5M 6.87 21.79 10.54 14.05 -- 7.62 0.3 0.44 9.02 MSCI U.S. Prime Market Growth Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $380.94M 7.25 22.26 10.43 -- -- 5.75 0.6 0.74 9.11 Russell 1000® Growth Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $899.36M 6.35 25.17 10.32 14.29 7.53 10.7 0.27 0.2 8.63 Calvert U.S. Large Cap Core Responsible Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2103.97M 4.33 24.41 10.18 13.16 9.13 16.07 0.77 0.99 8.8 Russell Midcap Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $220.5M 6.8 21.3 10.07 13.52 -- 7.15 0.3 0.84 9.06 MSCI U.S. Prime Market Growth Index
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $899.36M 6.33 25.05 9.95 -- -- 10.6 0.27 0.46 8.61 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $899.36M 6.27 24.77 9.86 13.75 6.99 10.34 0.27 0.68 8.64 Calvert U.S. Large Cap Core Responsible Index
PARNX Parnassus Fund All
Cap
12/1984 $944.36M 4.67 26.78 9.74 15.36 10.02 13.46 0.62 0.84 10.63 S&P 500 Composite Total Return
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $307.24M 1.8 29.92 9.52 14.56 7.32 20.54 0.8 0.91 13.72 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $307.24M 1.78 29.71 9.28 -- -- 20.4 0.8 1.12 13.75 Russell 2000
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15457.1M 3.95 18.38 9.19 13.89 9.58 10.4 0.6 0.88 7.92 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $168.85M 5.02 28.76 9.17 13.22 4.47 16.75 0.3 0.45 8.68 MSCI US Prime Market Value Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $307.24M 1.76 29.34 9 13.9 6.59 20 0.8 1.37 13.75 Russell 2000 Value
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $899.36M 6.12 23.8 8.99 12.81 6.02 9.53 0.27 1.44 8.61 Calvert U.S. Large Cap Core Responsible Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $184.83M 6.19 21.99 8.98 12.81 6.68 8.7 0.25 1.25 9.51 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2336.32M 6.57 24.81 8.97 13.12 -- 10.31 0.62 0.68 9.02 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $182.55M 5.31 22.46 8.97 11.24 7.7 11.8 0.75 1 8.38 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2336.32M 6.54 24.58 8.77 12.91 7.27 10.1 0.73 0.86 9.05 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $41.55M 5.23 21.31 8.77 11.16 -- 12.13 0.75 1 9.48 Russell Midcap
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $168.85M 4.91 28.01 8.67 12.58 3.91 16.13 0.3 0.94 8.56 MSCI US Prime Market Value Index
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2555.89M 5.15 25.93 8.6 12.83 7.23 13.51 0.15 0.18 8.61 Russell 3000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2336.32M 6.52 24.32 8.58 12.72 7.08 9.88 0.87 1.03 8.99 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2336.32M 6.54 24.37 8.57 12.69 -- 9.89 0.73 1.05 9 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $382.14M 6.34 23.02 8.49 12.09 6.04 10.02 0.7 0.91 7.89 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2555.89M 5.17 25.76 8.45 12.67 -- 13.32 0.15 0.32 8.56 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2555.89M 5.13 25.6 8.35 12.57 6.96 13.24 0.15 0.43 8.58 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2555.89M 5.1 25.64 8.31 12.53 7.01 13.26 0.15 0.44 8.66 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2336.32M 6.46 23.99 8.3 12.42 -- 9.62 0.73 1.29 8.98 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $307.24M 1.61 28.34 8.18 13 5.68 19.09 0.8 2.12 13.74 Russell 2000 Value
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $382.14M 6.31 22.66 8.17 11.79 5.66 9.66 0.7 0.17 7.89 S&P 500 Composite Total Return
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $198.78M 5.48 20.08 8.13 11.22 -- 6.49 0.65 0.84 9.04 Russell 1000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $40.43M 4.52 29.7 8.09 -- -- 20.11 0.75 1 11.15 Russell 2500
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $198.78M 5.44 19.76 7.88 10.94 7.35 6.26 0.65 1.07 9.05 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $198.78M 5.4 19.69 7.86 -- -- 6.24 0.65 1.06 9.04 Russell 1000
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2336.32M 6.35 23.39 7.76 11.85 -- 9.11 0.73 1.79 9 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $29.48M 5.82 19.93 7.75 -- -- 7.88 0.75 1 7.91 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2109.17M 5.8 14.43 7.72 11.53 7.96 2.71 0.61 0.66 8.3 S&P 500 Composite Total Return
PXGRX Pax ESG Beta Quality Fund - Class R Equity
Large Cap
4/2007 $198.78M 5.36 19.48 7.58 10.58 -- 5.99 0.65 1.31 9.04 Russell 1000
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2109.17M 5.78 14.34 7.56 11.36 -- 2.62 0.61 0.77 8.31 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2109.17M 5.73 13.99 7.25 11 7.4 2.32 0.61 1.07 8.3 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $86.16M 1.84 28.06 7.25 10.7 -- 23.96 0.75 1 12.71 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $105.85M 3.88 15.72 7.05 8.51 6.04 9.08 0.75 1 6.2 Blend: 60% S&P 500 - 40% BC Aggregate
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $921.87M 5.57 24.17 6.99 10.64 6.49 11.66 0.3 0.8 10.07 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $921.87M 5.68 24.18 6.98 10.58 6.45 11.55 0.3 0.82 10.11 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $921.87M 5.54 23.76 6.62 10.22 6.08 11.24 0.3 1.14 10.11 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $921.87M 5.54 23.74 6.57 10.21 5.6 11.21 0.3 1.18 10.26 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2109.17M 5.62 13.11 6.43 10.18 6.6 1.49 0.61 1.81 8.28 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $71.61M 3.77 19.01 6.42 9.05 -- 10.72 1 1.43 7.31 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $837.43M 1.04 22.7 6.4 13.54 -- 18.17 0.75 0.94 9.66 Russell 2000
ARFFX Ariel Focus Fund All
Cap
6/2005 $54.35M 6.9 39.26 6.21 10.94 5.32 21.11 0.65 1 13.06 Russell 1000 Value
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $837.43M 0.98 22.46 6.15 13.25 -- 17.9 0.75 1.19 9.64 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $837.43M 0.98 22.42 6.15 -- -- 17.85 0.75 1.19 9.68 Russell 2000
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $71.61M 3.71 18.66 6.14 8.76 -- 10.4 1 1.68 7.38 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $71.61M 3.71 18.65 6.14 8.76 -- 10.39 1 1.68 7.41 S&P 500 Composite Total Return
PXSRX Pax Small Cap Fund R Equity
Mid-Sm Cap
3/2008 $837.43M 0.92 22.14 5.9 12.95 -- 17.62 0.75 1.45 9.66 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $704.3M 3.24 15.1 5.8 8.03 5.31 8.16 0.52 0.62 5.65 Russell 1000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $126M 4.41 19.13 5.62 9.6 4.5 7.55 0 1.26 7.65 Russell 3000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $704.3M 3.23 14.96 5.57 -- -- 8 0.52 0.73 5.65 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1932.54M 3.4 13.69 5.48 7.34 -- 6.1 0.75 0.62 5.16 Blended Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $119.31M 6 17.92 5.37 8.51 -- 6.3 0.74 0.74 8.69 Pax Global Women’s Leadership Index
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $704.3M 3.19 14.66 5.35 7.55 4.8 7.74 0.52 0.97 5.65 Russell 1000
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $71.61M 3.6 17.79 5.35 7.96 -- 9.63 1 2.43 7.34 S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1932.54M 3.36 13.38 5.2 7.07 4.35 5.81 0.75 0.87 5.11 Blended Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $120.31M 4.16 14.63 5.19 7.6 -- 6.02 0.64 1 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $119.31M 5.98 17.65 5.11 8.25 -- 6.01 0.74 0.98 8.65 Pax Global Women’s Leadership Index
PAXRX Pax Balanced Fund R Balanced
4/2007 $1932.54M 3.33 13.1 4.95 6.81 -- 5.5 0.75 1.12 5.18 Blended Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $120.31M 4.09 14.34 4.93 7.32 5.23 5.76 0.64 1.21 5.98 Blend: 60% S&P 500 - 40% BC Aggregate
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $252.83M 3.39 15.12 4.92 7.73 4.51 6.73 0 1.18 5.75 Custom
MGAFX Praxis Genesis Growth A Balanced
1/2010 $56.19M 3.79 17.83 4.78 7.77 -- 7.82 0.05 0.62 6.54 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $82.81M 2.06 5.47 4.72 4.57 7.31 6.79 0.52 1.25 8.01 Barclays US Long Credit
GCBLX Green Century Balanced Balanced
3/1992 $210.17M 3.98 14.85 4.66 8.53 5.14 5.39 0.65 1.48 6.84 Custom Balanced Index
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $126M 4.3 18.28 4.6 8.44 3.24 6.69 0 2.01 7.68 Russell 3000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $704.3M 3.09 13.76 4.53 6.69 3.92 6.87 0.52 1.76 5.66 Russell 1000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $120.31M 3.98 13.52 4.18 6.56 4.56 5.02 0.64 1.98 6 Blend: 60% S&P 500 - 40% BC Aggregate
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $252.83M 3.31 14.37 4.14 6.93 3.72 5.93 0 1.93 5.76 Custom
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $354.87M 3.39 15.32 4.12 9.5 7.74 6.83 0.77 0.85 10.44 Russell Mid Cap Growth
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $65.52M 3.12 13.53 4.08 6.33 -- 6.49 0.05 0.54 5.1 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $168.83M 2.22 9.44 4.04 5.74 4.79 5.05 0 0.44 3.21 Barclays Capital US Credit
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $120.31M 3.87 12.93 3.9 6.22 4.24 4.55 0.64 1.83 6.1 Blend: 60% S&P 500 - 40% BC Aggregate
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1069.34M 1.21 2.65 3.83 -- -- 3.19 0.35 0.4 3.35 Barclays Capital US Aggregate Bond
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $354.87M 3.36 15.15 3.81 9.12 -- 6.7 0.77 0.96 10.43 Russell Mid Cap Growth
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1069.34M 1.19 2.5 3.67 -- -- 3.03 0.35 0.55 3.34 Barclays Capital US Aggregate Bond
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $420.52M 6.03 16.94 3.64 7.98 -- 3.96 0.9 1.08 9.07 MSCI ACWI
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $354.87M 3.31 14.87 3.59 8.88 6.99 6.39 0.77 1.21 10.45 Russell Mid Cap Growth
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1069.34M 1.17 2.4 3.57 -- -- 2.83 0.35 0.65 3.28 Barclays Capital US Aggregate Bond
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $387.71M 5.66 25.21 3.52 9.66 -- 10.91 0.8 1.04 11.01 MSCI AC World (Net) Index (ACWI)
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1069.34M 1.17 2.27 3.51 -- -- 2.81 0.35 0.68 3.27 Barclays Capital US Aggregate Bond
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $420.52M 5.98 16.67 3.36 7.68 3.8 3.72 0.9 1.33 9.06 MSCI ACWI
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $141.07M 7.4 21.51 3.34 -- -- 6.83 1 0.92 13.19 MSCI EM NR USD
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $545.13M 1.73 6.79 3.31 3.85 3.86 5.94 0.52 0.64 4.62 Barclays Capital US Credit
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $923.94M 1.16 4.27 3.29 3.34 4.33 4.06 0.47 0.51 3.18 Barclays Capital US Aggregate Bond
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $387.71M 5.62 24.88 3.27 9.38 -- 10.62 0.8 1.29 11 MSCI AC World (Net) Index (ACWI)
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $141.07M 7.42 21.46 3.26 -- -- 6.82 1 1.02 13.18 MSCI EM NR USD
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $387.71M 5.63 24.9 3.26 -- -- 10.62 0.8 1.3 11.02 MSCI AC World (Net) Index (ACWI)
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.79M 2.18 7.22 3.26 4.23 -- 4.22 0.05 0.6 3.36 Barclays Capital US Aggregate Bond
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $168.83M 2.06 8.52 3.09 4.74 3.6 4.24 0 1.8 3.2 Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $545.13M 1.7 6.69 3.07 3.59 -- 5.84 0.52 0.91 4.65 Barclays Capital US Credit
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $923.94M 1.13 4.21 3.06 3.08 -- 3.94 0.47 0.62 3.18 Barclays Capital US Aggregate Bond
PGRGX Pax Global Environmental Markets Fund R Int'l
Global
3/2008 $387.71M 5.59 24.62 3.01 9.11 -- 10.35 0.8 1.54 11.01 MSCI AC World (Net) Index (ACWI)
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $141.07M 7.37 21.09 2.98 -- -- 6.55 1 1.27 13.2 MSCI EM NR USD
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $67.21M 1.09 3.44 2.97 -- -- 4.05 0.42 0.5 2.63 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $67.21M 1.07 3.3 2.82 -- -- 3.91 0.42 0.63 2.68 Barclays Capital US Aggregate Bond
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $165.38M 1.81 14.91 2.8 5.8 -- 12.1 0.6 0.74 3.48 BofAML US HY Master II
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $354.87M 3.17 13.96 2.79 8.04 6.14 5.59 0.77 1.96 10.39 Russell Mid Cap Growth
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $923.94M 1.1 3.91 2.78 2.8 3.74 3.63 0.47 0.89 3.18 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $545.13M 1.6 6.33 2.75 3.26 3.3 5.6 0.52 1.24 4.61 Barclays Capital US Credit
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $165.38M 1.8 14.83 2.72 5.67 -- 11.97 0.6 0.82 3.49 BofAML US HY Master II
AMKIX American Century Emerging Markets Int'l
Global
1/1999 $634.33M 8.62 25.25 2.67 2.64 1.82 7.76 1.42 1.18 14.83 MSCI EM
AGGIX American Century Global Growth Int'l
Global
8/2000 $488.52M 6.55 16.93 2.66 8.55 5.18 -1.05 0.87 0.88 10.47 MSCI World
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $466.03M 1.03 1.66 2.6 2.45 4.55 2.44 0.4 0.54 3.05 Barclays Capital US Aggregate
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $67.21M 1.03 3.05 2.53 -- -- 3.66 0.42 0.88 2.66 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $410.08M 3.34 21.53 2.53 5.09 5.57 13.94 0.5 0.74 4.04 Merrill Lynch High Yield Master I
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $165.38M 1.77 14.54 2.45 5.42 -- 11.69 0.6 1.07 3.48 BofAML US HY Master II
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $144.15M 0.66 -0.27 2.45 2.08 2.63 -0.42 0.47 0.88 5.02 Barclays Municipal
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $545.13M 1.52 5.86 2.41 2.98 2.94 5.08 0.52 1.47 4.61 Barclays Capital US Credit
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $723.07M 6.26 18.23 2.36 -- -- 3.61 1 1.1 12.55 MSCI EAFE Equity
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1949.56M 0.61 -0.33 2.32 1.77 -- 0.98 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $410.08M 3.13 21.15 2.28 -- -- 13.78 0.5 0.98 4.19 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $410.08M 3.14 21.18 2.24 4.8 5.35 13.8 0.5 0.99 4.2 Merrill Lynch High Yield Master I
CCMNX CCM Alternative Income Fund Balanced
5/2013 $30.92M 1.69 8.15 2.22 -- -- 2.47 1 2.76 3.82 Citigroup 3-Month T-Bill Index
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $466.03M 0.96 1.34 2.22 2.08 4.18 2.12 0.4 0.93 3.06 Barclays Capital US Aggregate
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $147.69M 0.93 2.67 2.21 1.66 -- 3.65 0.4 0.63 3.66 Barclays U.S. Aggregate Index
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $221.8M 1.11 2.04 2.18 1.56 3.67 2.42 0.5 0.68 3.21 Barclays Capital US Credit
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $598.84M 0.31 0 2.16 1.64 -- 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 $598.84M 0.37 0.25 2.09 1.62 3.41 1.54 0.5 0.65 1.65 Barclays Capital US Securitized Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $141.07M 7.21 20.15 2.09 -- -- 5.72 1 2.02 13.22 MSCI EM NR USD
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $545.13M 1.48 5.51 2.02 2.51 2.57 4.79 0.52 1.93 4.61 Barclays Capital US Credit
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1949.56M 0.46 -0.68 1.97 1.42 -- 0.73 0.3 0.81 2.42 Barclays Capital US Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $147.69M 0.88 2.46 1.97 1.45 3.43 3.43 0.4 0.93 3.67 Barclays U.S. Aggregate Index
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $923.94M 0.96 3 1.92 1.94 2.91 2.73 0.47 1.73 3.15 Barclays Capital US Aggregate Bond
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $723.07M 6.21 17.7 1.91 8.25 1.16 3.12 1 1.53 12.52 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $723.07M 6.26 17.76 1.91 8.24 1.02 3.05 1 1.52 12.53 MSCI EAFE Equity
PXHRX Pax High Yield Bond Fund R Bond
(Fixed Inc)
4/2007 $410.08M 3.24 20.84 1.9 4.51 -- 13.5 0.5 1.24 4.05 Merrill Lynch High Yield Master I
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1949.56M 0.44 -0.78 1.86 1.32 3.2 0.62 0.3 0.91 2.45 Barclays Capital US Aggregate
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $25.05M 4.23 15.25 1.85 5.03 1.17 -1.07 0.8 1.25 9.58 MSCI World ex USA
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1316.37M 0.7 4.04 1.81 2.52 3.61 3.63 0.46 0.5 1.59 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1316.37M 0.69 4.01 1.6 2.3 -- 3.6 0.45 0.8 1.6 Barclays Credit 1-5 Yr
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $165.38M 1.62 13.68 1.53 4.41 -- 10.87 0.6 2.07 3.47 BofAML US HY Master II
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $100.5M 0.93 2.26 1.32 2.28 -- 1.4 1.19 1.36 1.32 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1316.37M 0.63 3.66 1.29 1.98 3.1 3.25 0.46 1.08 1.6 Barclays Credit 1-5 Yr
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $771.19M 0.42 2.8 1.28 -- -- 2.22 0.38 0.5 0.43 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $771.19M 0.35 2.67 1.15 1.34 -- 2.15 0.38 0.69 0.44 Barclays Short Treasury 9-12 Mon
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $771.19M 0.3 2.42 0.92 1.11 2.32 1.9 0.38 0.89 0.42 Barclays Short Treasury 9-12 Mon
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1316.37M 0.52 2.9 0.55 1.24 2.33 2.49 0.46 1.81 1.61 Barclays Credit 1-5 Yr
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $223.25M 5.19 14.7 0.5 7.7 -- 0.95 0.87 1.16 13.02 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $223.25M 5.19 14.7 0.5 7.7 -- 0.95 0.87 1.16 13.02 MSCI EAFE SMID NR USD
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $185.04M 5.72 16.15 0.47 5.34 -- 10.16 0.85 0.95 10.18 MSCI World
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $223.25M 5.19 14.7 0.34 7.5 -- 0.88 0.87 1.15 13.07 MSCI EAFE SMID NR USD
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $47.76M 0.1 20.07 0.34 6.31 -- 8.93 0.3 0.51 12.05 Russell 2000
APPLX Appleseed Fund Int'l
Global
12/2006 $185.04M 5.66 15.95 0.23 5.1 6 9.94 0.85 1.2 10.15 MSCI World
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $203.14M 5.05 20.22 0.03 3.56 -- 5.48 0.6 0.78 9.78 MSCI ACWI xUS
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $47.76M 0 19.15 -0.27 5.62 -- 8.18 0.3 1.13 12.09 Russell 2000
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $442.19M 4.51 24.63 -0.34 -- -- 14.43 0.99 1.29 10.4 S-Network Global Water TR USD
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MPLAX Praxis International Index A Int'l
Global
12/2010 $203.14M 4.86 19.61 -0.52 2.91 -- 4.97 0.6 1.33 9.81 MSCI ACWI xUS
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $442.19M 4.47 24.46 -0.53 7.89 -- 14.29 0.84 1.03 10.38 S-Network Global Water TR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $223.25M 4.96 13.31 -0.82 6.29 -- -0.29 0.87 2.26 13.01 MSCI EAFE SMID NR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $442.19M 4.42 24.13 -0.85 7.56 -- 13.99 0.84 1.28 10.36 S-Network Global Water TR USD
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $35.52M 8.58 13.99 -0.92 -- -- -4.27 1 1.31 10.67 S&P 500 Composite Total Return
BCAIX Boston Common International Fund Int'l
Global
12/2010 $199.86M 4.92 13.27 -1.48 3.35 -- -0.96 0.9 1.12 10.64 MSCI EAFE Equity
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $442.19M 4.29 23.29 -1.56 6.71 -- 13.15 0.84 2.03 10.42 S-Network Global Water TR USD
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $236.22M 2.56 8.7 -2.34 3.88 -1.7 -3.5 0.86 0.96 10.47 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $236.22M 2.58 8.58 -2.54 3.63 -- -3.66 0.86 1.09 10.5 MSCI EAFE Investable Market
TGRIX American Century International Growth Int'l
Global
11/1997 $1490.52M 3.77 8.59 -2.69 4.83 2.04 -5.63 0.97 0.98 11.58 MSCI EAFE Equity
AFDIX American Century Sustainable Equity Equity
Large Cap
11/1997 $1490.52M 3.77 8.59 -2.69 4.83 2.04 -5.63 0.97 0.98 11.58 S&P 500 Composite Total Return
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $236.22M 2.51 8.28 -2.83 3.29 -2.34 -3.85 0.86 1.34 10.43 MSCI EAFE Investable Market
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $506.12M 4.24 12.86 -3.29 1.55 -- -1.85 0.55 0.8 9.74 MSCI EAFE ESG Index
PXIRX Pax MSCI International ESG Index Fund R Int'l
Global
3/2008 $506.12M 4.14 12.59 -3.51 1.3 -- -2.07 0.55 1.05 9.79 MSCI EAFE ESG Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $236.22M 2.44 7.47 -3.61 2.41 -3.17 -4.66 0.86 2.09 10.43 MSCI EAFE Investable Market
PXNIX Pax MSCI International ESG Index Fund - Institutional Class Int'l
Global
3/2008 $506.12M 4.31 13.24 -3.96 1.22 -- -1.63 0.55 0.55 9.79 MSCI EAFE ESG Index
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $80.42M 5.7 7.42 -6.13 1.82 -- -7.24 0.87 1.4 11.95 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $80.42M 5.74 7.07 -6.31 1.57 -- -7.53 0.87 1.6 11.91 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $80.42M 5.78 7.08 -6.51 1.35 -- -7.73 0.87 1.85 12.06 Ardour Gbl Alternative Energy
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $38.78M -2.98 24.62 -7.06 2.96 -- 22.95 0.8 1.25 16.24 Russell 2000 Value
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $80.42M 5.42 6.01 -7.4 0.39 -- -8.4 0.87 2.85 11.84 Ardour Gbl Alternative Energy
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500 Value
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $12.03M 8.43 39.47 -- -- -- 17.1 2 -- 9.95 S&P 500 Composite Total Return
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $82.81M 2.19 6.01 -- -- -- 7.3 0.52 -- 8.01 Barclays US Long Credit
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $144.15M 0.6 -1.02 -- -- -- -1.25 0.35 1.55 4.95 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $144.15M 0.78 0.14 -- -- -- -0.14 0.35 0.45 4.94 Barclays Municipal
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $144.15M 0.7 -0.01 -- -- -- -0.17 0.35 0.55 4.94 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $41.59M 7.6 19.76 -- -- -- 4.03 0.27 0.57 9.81 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $41.59M 7.44 18.9 -- -- -- 3.3 0.27 1.32 9.83 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $41.59M 7.64 20.2 -- -- -- 4.44 0.27 0.22 9.81 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $41.59M 7.64 20.1 -- -- -- 4.35 0.27 0.32 9.84 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $98.24M 4.86 29.81 -- -- -- 16.78 0.27 0.57 8.69 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $98.24M 4.74 28.89 -- -- -- 15.93 0.27 1.32 8.67 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $98.24M 4.9 30.25 -- -- -- 17.2 0.27 0.22 8.68 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $98.24M 4.9 30.05 -- -- -- 17.02 0.27 0.32 8.64 Calvert U.S. Large Cap Value Responsible Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $89.2M 0.92 8.24 -- -- -- 6.24 0.47 1.1 1.62 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $89.2M 0.78 7.5 -- -- -- 5.45 0.47 1.85 1.64 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $89.2M 0.98 8.75 -- -- -- 6.73 0.47 0.65 1.6 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $89.2M 0.96 8.53 -- -- -- 6.51 0.47 0.85 1.63 Barclays 1-3 Month U.S. Treasury Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $6.24M 5.55 20.19 -- -- -- 6.06 0.65 0.75 9.6 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $10.57M 4.24 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $10.57M 4.24 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
MHIEX Miller/Howard Income-Equity Fund - Class I Equity
Large Cap
12/2015 $82M 3.94 19.53 -- -- -- 10.06 0.75 1 7.37 --
MHIDX Miller/Howard Income-Equity Fund Adviser Class Shares Equity
Large Cap
12/2015 $82M 3.85 19.11 -- -- -- 9.65 0.75 1.25 7.4 --
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $53.56M 6.67 -- -- -- -- -- 0.8 -- -- MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $53.56M 6.66 -- -- -- -- -- 0.8 -- -- MSCI World
PAFSX Parnassus Asia Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC Asia Pacific Index
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $677.37M 0.83 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $677.37M 0.87 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Intitutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $161.72M 4.9 -- -- -- -- -- 0.75 1.15 -- Russell Midcap Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $161.72M 5 -- -- -- -- -- 0.75 0.9 -- Russell Midcap Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $9.6M 2.24 4.82 -- -- -- 1.85 0.65 0.89 3.83 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $3.88M 5.54 10.75 -- -- -- -1.43 0.65 0.99 7.95 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $5.41M 3.8 29.5 -- -- -- 14.48 0.75 1 11.28 S&P 1000

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Showing 214 of 214 funds
Information current as of:
February 28, 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
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/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
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
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 Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria 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 Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Class RCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio 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
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Domini Social Equity Fund -- Institutional 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 -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
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 Small Cap Fund RCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Ellevate Global Women's Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Gabelli ESG Fund Inc CC *CC----------C--R--