Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
Quick facts about sustainable investment performance >
US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.
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View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $342.99M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $342.99M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $988.19M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Barclays Short Treasury 9-12 Mon TR USD |
CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $988.19M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $342.99M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2242.8M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Barclays Credit 1-5 Yr |
CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2242.8M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Barclays Credit 1-5 Yr |
CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $425.32M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | BofAML US HY Master II |
CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $425.32M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | BofAML US HY Master II |
PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2242.8M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Barclays Credit 1-5 Yr |
PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $425.32M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | BofAML US HY Master II |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $442.29M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Barclays Municipal |
CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $442.29M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Barclays Municipal |
SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $442.29M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Barclays Capital US Aggregate |
CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $2858.42M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $2858.42M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $792.06M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $792.06M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
5/1998 | $2858.42M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $731.95M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $660.46M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Barclays Capital US Securitized Bond |
CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $792.06M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $731.95M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $660.46M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Barclays Capital US Securitized Bond |
CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $795.32M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays US Long Credit |
TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $795.32M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays US Long Credit |
TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
Environment | Social | Governance | Products | ||||||||||||||||||||||||||||
Calvert Flexible Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Flexible Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Ultra-Short Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Ultra-Short Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Flexible Bond Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Enhanced Short Maturity Active ESG Exchange-Traded Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | ||||||||||||||||
Calvert Short Duration Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Short Duration Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert High Yield Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert High Yield Bond Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
PIMCO ESG Income Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | ||||||||||||||||
Calvert Short Duration Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Pax High Yield Bond Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Calvert High Yield Bond Fund C | C | C | C | C | C | -- | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Pax High Yield Bond Fund A | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Pax High Yield Bond Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
PIMCO Low Duration ESG Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | ||||||||||||||||
Calvert Responsible Municipal Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Responsible Municipal Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Saturna Sustainable Bond Fund | C * | P | P | P | P | P | P | -- | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
PIMCO Climate Bond Fund | C * | R | C | P | C | R | R | R | C | P | R | R | R | R | R | ||||||||||||||||
Calvert Responsible Municipal Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Bond Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | ||||||||||||||||
Calvert Bond Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | ||||||||||||||||
Calvert Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Bond Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | ||||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Calvert Green Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Access Capital Community Investment Fund I | -- * | -- | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | -- | |||||||||||||||
Calvert Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Green Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Pax Core Bond Fund Institutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Praxis Intermediate Income - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Access Capital Community Investment Fund A | -- * | X | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | -- | |||||||||||||||
Calvert Core Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
TIAA-CREF Social Choice Bond Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ||||||||||||||||
Pax Core Bond Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Domini Social Bond Fund -- Institutional shares | C * | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
TIAA-CREF Social Choice Bond Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ||||||||||||||||
Praxis Intermediate Income A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Calvert Core Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
TIAA-CREF Social Choice Bond Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ||||||||||||||||
TIAA-CREF Social Choice Bond Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ||||||||||||||||
Domini Social Bond Fund - Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Parnassus Fixed Income Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
PIMCO Total Return ESG Fund | C * | C | C | P | C | R | R | R | C | P | R | R | R | R | R |
View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |
View funds by type: Showing 46 of 172 funds |
Information current as of: December 31, 2023 |