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
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
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
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
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
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
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
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
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
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
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
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
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $220.5M 6.87 21.79 10.54 14.05 -- 7.62 0.3 0.44 9.02 MSCI U.S. Prime Market Growth Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $382.14M 6.31 22.66 8.17 11.79 5.66 9.66 0.7 0.17 7.89 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $80.42M 5.78 7.08 -6.51 1.35 -- -7.73 0.87 1.85 12.06 Ardour Gbl Alternative Energy
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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)
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)
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
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)
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)
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
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
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $921.87M 5.54 23.74 6.57 10.21 5.6 11.21 0.3 1.18 10.26 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2555.89M 5.15 25.93 8.6 12.83 7.23 13.51 0.15 0.18 8.61 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $161.72M 5 -- -- -- -- -- 0.75 0.9 -- Russell Midcap Index
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
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
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
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
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $161.72M 4.9 -- -- -- -- -- 0.75 1.15 -- Russell Midcap 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
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
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $98.24M 4.74 28.89 -- -- -- 15.93 0.27 1.32 8.67 Calvert U.S. Large Cap Value Responsible Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
PXINX Pax MSCI International ESG Index Fund - Individual Investor Int'l
Global
3/2008 $506.12M 4.24 12.86 -3.29 1.55 -- -1.85 0.55 0.8 9.74 MSCI EAFE ESG Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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 --
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
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
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 --
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
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
TGRIX American Century International Growth Int'l
Global
11/1997 $1490.52M 3.77 8.59 -2.69 4.83 2.04 -5.63 0.97 0.98 11.58 MSCI EAFE Equity
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $252.83M 3.31 14.37 4.14 6.93 3.72 5.93 0 1.93 5.76 Custom
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $9.6M 2.24 4.82 -- -- -- 1.85 0.65 0.89 3.83 Citigroup World BIG Bond Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $168.83M 2.22 9.44 4.04 5.74 4.79 5.05 0 0.44 3.21 Barclays Capital US Credit
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $923.94M 1.1 3.91 2.78 2.8 3.74 3.63 0.47 0.89 3.18 Barclays Capital US Aggregate Bond
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $89.2M 0.92 8.24 -- -- -- 6.24 0.47 1.1 1.62 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $677.37M 0.87 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $677.37M 0.83 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
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
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
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
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
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
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
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
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
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
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1316.37M 0.52 2.9 0.55 1.24 2.33 2.49 0.46 1.81 1.61 Barclays Credit 1-5 Yr
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $38.78M -2.98 24.62 -7.06 2.96 -- 22.95 0.8 1.25 16.24 Russell 2000 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
PAFSX Parnassus Asia Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC Asia Pacific Index
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
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

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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
American Century Emerging Markets-------------------------------- --
Shelton Green Alpha FundC *CCCCCCXCCCCCXXOther/qualitative criteria --
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Ariel Focus Fund----PPP----XP------X--X-- --
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
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
American Century Global Growth-------------------------------- --
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/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
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Portfolio 21 InstitutionalP *PPPRRRCPRRRRRROther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCX--RXX-- Shareholder engagement
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Appleseed FundC *CCP--PPXCCX--RXX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund RC *CCCCCCRCCCCXCX-- Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)----PPPP----P--RPRRROther/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
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class RCCCCCCCRCCCCXCX-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement<