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 202 of 202 funds
Information current as of:
July 31, 2017

Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $235.2M 29.69 28.16 6.69 -- -- 6.83 1 0.92 9.94 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $235.2M 29.58 28.03 6.57 -- -- 6.82 1 1.02 9.88 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $235.2M 29.39 27.67 6.31 -- -- 6.55 1 1.27 9.9 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $235.2M 28.83 26.68 5.43 -- -- 5.72 1 2.02 9.93 MSCI EM NR USD
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $201.13M 25.94 27.05 6.81 12.99 4.19 0.95 0.87 1.16 8.06 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $201.13M 25.94 27.05 6.81 12.99 4.19 0.95 0.87 1.16 8.06 MSCI EAFE SMID NR USD
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $201.13M 25.93 27.04 6.67 12.79 -- 0.88 0.87 1.15 8.09 MSCI EAFE SMID NR USD
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $41.83M 25.44 20 6.17 -- -- -4.27 1 1.31 8.9 S&P 500 Composite Total Return
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $201.13M 25.04 25.56 5.45 11.51 -- -0.29 0.87 2.26 8.05 MSCI EAFE SMID NR USD
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $61.95M 20.69 15.79 -- -- -- -- 0.8 -- 8.73 MSCI World
BCAIX Boston Common International Fund Int'l
Global
12/2010 $207.18M 20.68 18.91 3.07 7.75 -- -0.96 0.9 1.12 9.04 MSCI EAFE Equity
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $61.95M 20.51 15.55 -- -- -- -- 0.8 -- 8.77 MSCI World
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $40.29M 19.93 20.33 5.9 9.91 2.09 -1.07 0.8 1.25 7.36 MSCI World ex USA
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1063.86M 19.51 20.61 6.19 11.86 1.96 3.05 0.94 1.52 7.6 MSCI EAFE Equity
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1063.86M 19.43 20.44 6.17 11.85 2.1 3.12 0.94 1.53 7.46 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1063.86M 19.41 20.8 6.59 -- -- 3.61 0.94 1.1 7.43 MSCI EAFE Equity
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $270.4M 18.51 19.41 2.98 7.87 -- 5.48 0.6 0.77 6.31 MSCI ACWI xUS
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $84.7M 18.2 14.43 -1.52 8.58 -- -7.53 0.87 1.6 8.45 Ardour Gbl Alternative Energy
MPLAX Praxis International Index A Int'l
Global
12/2010 $270.4M 18.16 18.84 2.44 7.25 -- 4.97 0.6 1.32 6.38 MSCI ACWI xUS
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $84.7M 18.12 14.66 -1.36 8.81 -7.03 -7.24 0.87 1.4 8.4 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $84.7M 18.03 14.22 -1.75 8.33 -7.45 -7.73 0.87 1.85 8.55 Ardour Gbl Alternative Energy
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $23.59M 17.91 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $23.59M 17.75 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $84.7M 17.33 13.27 -2.65 7.29 -- -8.4 0.87 2.85 8.33 Ardour Gbl Alternative Energy
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $583.23M 17.24 15.58 2.75 5.46 -- -1.63 0.55 0.55 7.06 MSCI EAFE ESG Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $583.23M 17.06 15.27 2.5 5.8 -- -1.85 0.55 0.8 7.01 MSCI EAFE ESG Index
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $467.27M 16.93 15.58 7.42 10.93 4.3 3.96 0.9 1.08 5.5 MSCI ACWI
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $467.27M 16.75 15.29 7.13 10.63 4 3.72 0.9 1.33 5.51 MSCI ACWI
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $58.9M 16.7 16.07 -- -- -- 4.44 0.27 0.22 6.55 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $58.9M 16.61 15.93 -- -- -- 4.35 0.27 0.32 6.57 Calvert U.S. Large Cap Growth Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $58.9M 16.48 15.67 -- -- -- 4.03 0.27 0.57 6.58 Calvert U.S. Large Cap Growth Responsible Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $442.92M 16.25 15.19 14.33 16.1 -- 5.75 0.6 0.74 6 Russell 1000® Growth Index
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $494.44M 16.14 18.31 7.82 13.39 -- 10.91 0.8 1.04 7.16 MSCI AC World (Net) Index (ACWI)
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $494.44M 16.04 18.15 7.56 13.12 -- 10.62 0.8 1.29 7.2 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $494.44M 15.99 18.08 7.55 -- -- 10.62 0.8 1.3 7.18 MSCI AC World (Net) Index (ACWI)
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $58.9M 15.96 14.82 -- -- -- 3.3 0.27 1.32 6.55 Calvert U.S. Large Cap Growth Responsible Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $241.11M 15.8 16.74 11.97 15.11 9.04 7.62 0.3 0.44 5.94 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $241.11M 15.52 16.22 11.54 14.6 8.57 7.15 0.3 0.86 5.98 MSCI U.S. Prime Market Growth Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $153.04M 15.46 15.56 7.42 11.66 -- 6.3 0.65 0.74 5.36 Pax Global Women’s Leadership Index
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $153.04M 15.3 15.29 7.16 11.38 -- 6.01 0.65 0.98 5.33 Pax Global Women’s Leadership Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.6M 15.25 13.48 -- -- -- -1.43 0.65 0.99 5.73 S&P Global 1200
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $237.29M 15.21 14.59 1.77 7.41 -1.1 -3.5 0.86 0.96 7.04 MSCI EAFE Investable Market
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $237.29M 15.15 14.39 1.58 7.15 -- -3.66 0.86 1.09 7.01 MSCI EAFE Investable Market
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2127.73M 15.03 13.29 10.39 13.92 8.44 2.71 0 0.66 6.07 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2127.73M 14.97 13.18 10.24 13.75 -- 2.62 0.62 0.77 6.07 S&P 500 Composite Total Return
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $237.29M 14.95 14.15 1.3 6.82 -1.73 -3.85 0.86 1.34 7.02 MSCI EAFE Investable Market
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2127.73M 14.74 12.83 9.9 13.38 7.88 2.32 0.62 1.07 6.07 S&P 500 Composite Total Return
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $29.8M 14.7 24.09 -- -- -- 17.1 2 -- 8.49 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $237.29M 14.49 13.23 0.5 5.92 -2.57 -4.66 0.86 2.09 7.01 MSCI EAFE Investable Market
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2127.73M 14.25 11.96 9.07 12.54 7.07 1.49 0.62 1.81 6.06 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $207.14M 12.92 15.42 10.17 14.44 7.11 8.7 0.25 1.25 5.98 S&P 500 Composite Total Return
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $132.99M 12.22 16.06 7.68 11.74 4.95 7.55 0 1.26 4.19 Russell 3000
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $388.89M 12.07 16.13 8.91 13.52 6.07 10.02 0.7 0.91 5.77 S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $388.89M 11.91 15.75 8.61 13.21 5.69 9.66 0.7 0.17 5.78 S&P 500 Composite Total Return
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $132.99M 11.8 15.26 6.69 10.61 3.72 6.69 0 2.01 4.2 Russell 3000
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $449.39M 11.75 12.46 2.13 -- -- 14.43 0.99 1.29 5.78 S-Network Global Water TR USD
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $449.39M 11.71 12.41 2 9.73 -- 14.29 0.84 1.03 5.79 S-Network Global Water TR USD
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $7.38M 11.68 16.54 -- -- -- 6.06 0.65 0.75 6.42 Russell 3000
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $912.31M 11.6 16.07 10.92 15.23 7.83 10.7 0.27 0.2 5.82 Calvert U.S. Large Cap Core Responsible Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $32.59M 11.55 12.74 8.55 12.79 -- 7.88 0.75 1 5.63 S&P 500 Composite Total Return
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $912.31M 11.54 16 10.73 14.86 -- 10.6 0.27 0.46 5.8 Calvert U.S. Large Cap Core Responsible Index
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $449.39M 11.53 12.1 1.69 9.39 -- 13.99 0.84 1.28 5.73 S-Network Global Water TR USD
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2423.68M 11.41 15.78 9.78 14.87 -- 10.31 0.62 0.68 6.24 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $912.31M 11.32 15.68 10.47 14.7 7.29 10.34 0.27 0.68 5.86 Calvert U.S. Large Cap Core Responsible Index
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2423.68M 11.32 15.57 9.6 14.67 7.1 10.1 0.73 0.86 6.27 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2672.18M 11.27 16.68 9.22 14.44 7.62 13.51 0.15 0.18 5.87 Russell 3000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2423.68M 11.24 15.41 9.41 14.48 6.91 9.88 0.87 1.03 6.24 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4528.17M 11.22 27.15 15.12 19.05 13.05 21.42 0.69 0.95 8.19 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2423.68M 11.21 15.38 9.39 14.44 -- 9.89 0.73 1.05 6.26 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2672.18M 11.19 16.51 9.05 14.28 -- 13.32 0.15 0.32 5.86 Russell 3000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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 $2672.18M 11.1 16.35 8.96 14.16 7.35 13.24 0.15 0.43 5.92 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2672.18M 11.07 16.38 8.93 14.12 7.38 13.26 0.15 0.44 5.92 Russell 3000
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2423.68M 11.03 15.08 9.11 14.17 -- 9.62 0.73 1.29 6.2 S&P 500 Composite Total Return
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $180.68M 11.02 5.99 1.98 6.71 -- 10.16 0.85 0.95 6.21 MSCI World
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $449.39M 11 11.21 0.94 8.54 -- 13.15 0.84 2.03 5.79 S-Network Global Water TR USD
APPLX Appleseed Fund Int'l
Global
12/2006 $180.68M 10.9 5.84 1.74 6.47 6 9.94 0.85 1.2 6.19 MSCI World
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $912.31M 10.84 14.8 9.64 13.78 6.33 9.53 0.27 1.44 5.79 Calvert U.S. Large Cap Core Responsible Index
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $199.52M 10.68 13.38 8.96 13.5 7.52 6.49 0.65 0.84 5.54 Russell 1000
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2423.68M 10.67 14.49 8.56 13.59 -- 9.11 0.73 1.79 6.19 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $782.48M 10.61 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $782.48M 10.54 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $199.52M 10.51 13.07 8.68 -- -- 6.24 0.65 1.06 5.6 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $199.52M 10.46 13 8.67 13.21 7.18 6.26 0.65 1.07 5.58 Russell 1000
PARNX Parnassus Fund All
Cap
12/1984 $1056.89M 10.21 21.7 11.09 16.7 10.05 13.46 0.62 0.84 7.95 S&P 500 Composite Total Return
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
MGAFX Praxis Genesis Growth A Balanced
1/2010 $60.75M 9.73 11.74 6.05 9.39 -- 7.82 0.05 0.62 3.92 Russell 3000
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $190.77M 9.67 14.03 9.43 12.6 7.68 11.8 0.75 1 6.23 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2548.9M 9.66 13.48 10.55 13.81 9.52 16.07 0.74 0.99 6.25 Russell Midcap Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $262.98M 9.25 11.86 6.3 9.03 4.84 6.73 0 1.18 3.11 Custom
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $153.01M 9.09 11.11 -- -- -- -- 0.75 0.9 5.54 Russell Midcap Index
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $153.01M 8.89 10.88 -- -- -- -- 0.75 1.15 5.54 Russell Midcap Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $262.98M 8.77 11.03 5.5 8.23 4.05 5.93 0 1.93 3.06 Custom
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $68.15M 8.53 8.46 7.76 11.25 7.12 10.72 1 1.43 4.45 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15737.8M 8.44 12.66 8.97 13.96 9.6 10.4 0.6 0.88 5.29 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $68.15M 8.43 8.14 7.49 10.98 6.85 10.39 1 1.68 4.53 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $68.15M 8.37 8.15 7.5 10.97 6.86 10.4 1 1.68 4.52 S&P 500 Composite Total Return
GCBLX Green Century Balanced Balanced
3/1992 $225.84M 8.19 9.07 5.9 9.55 5.47 5.39 0.65 1.48 4.07 Custom Balanced Index
ARFFX Ariel Focus Fund All
Cap
6/2005 $55.11M 8.09 17.7 4.23 12.39 5.31 21.11 0.65 1 10.21 Russell 1000 Value
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $139.74M 8.06 -- -- -- -- -- 0.65 0.65 -- Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $862.11M 8.04 14.51 5.77 11.61 6.45 11.66 0.24 0.8 6.53 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $119.84M 7.98 8.81 5.53 8.47 -- 6.02 0.64 1 4.56 Blend: 60% S&P 500 - 40% BC Aggregate
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $69.1M 7.98 8.73 4.96 7.47 -- 6.49 0.05 0.54 3.14 Russell 3000
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $68.15M 7.93 7.33 6.69 10.14 6.05 9.63 1 2.43 4.47 S&P 500 Composite Total Return
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $139.74M 7.89 -- -- -- -- -- 0.65 0.9 -- Russell 1000
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $862.11M 7.88 14.2 5.68 11.51 6.38 11.55 0.24 0.82 6.57 S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $9.27M 7.87 14.3 -- -- -- 14.48 0.75 1 8.19 S&P 1000
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $119.84M 7.83 8.52 5.29 8.2 5.29 5.76 0.64 1.27 4.55 Blend: 60% S&P 500 - 40% BC Aggregate
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $862.11M 7.82 14.07 5.4 11.19 6.04 11.24 0.24 1.14 6.55 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $42.61M 7.79 10.63 9.4 12.47 -- 12.13 0.75 1 7.29 Russell Midcap
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $862.11M 7.78 13.97 5.34 11.17 5.55 11.21 0.24 1.18 6.63 S&P 500 Composite Total Return
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1950.18M 7.75 8.42 5.87 8.56 4.64 6.1 0.75 0.52 3.07 Blended Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1950.18M 7.62 8.19 5.61 8.29 4.38 5.81 0.75 0.77 3.03 Blended Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $119.84M 7.33 7.73 4.51 7.42 4.61 5.02 0.64 1.98 4.57 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $179.81M 7.32 15.51 7.76 13.6 4.83 16.75 0.3 0.44 7.36 MSCI US Prime Market Value Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $114.27M 7.31 9.26 7.34 9.43 6.01 9.08 0.75 1 4.44 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $119.84M 7.17 7.13 4.3 7.1 4.31 4.55 0.64 2.39 4.67 Blend: 60% S&P 500 - 40% BC Aggregate
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $179.81M 7.04 14.94 7.27 13.01 4.26 16.13 0.3 0.94 7.25 MSCI US Prime Market Value Index
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $92.32M 6.88 -0.17 -- -- -- 7.3 0.52 -- 6.43 Barclays US Long Credit
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $118.99M 6.78 16.3 -- -- -- 17.2 0.27 0.22 7.2 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $118.99M 6.74 16.18 -- -- -- 17.02 0.27 0.32 7.18 Calvert U.S. Large Cap Value Responsible Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $92.32M 6.6 -0.65 4.54 3.93 7.72 6.79 0.52 1.25 6.43 Barclays US Long Credit
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $694.85M 6.57 8.41 5.69 8.53 5.5 8.16 0.52 0.62 3.74 Russell 1000
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $118.99M 6.55 15.91 -- -- -- 16.78 0.27 0.57 7.24 Calvert U.S. Large Cap Value Responsible Index
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $694.85M 6.52 8.31 5.49 -- -- 8 0.52 0.73 3.77 Russell 1000
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $261.1M 6.4 11.31 5.7 10.33 7.83 6.83 0.77 0.85 6.47 Russell Mid Cap Growth
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $18.79M 6.39 4.29 -- -- -- 1.85 0.55 0.89 3.52 Citigroup World BIG Bond Index
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $694.85M 6.34 8.03 5.25 8.06 4.99 7.74 0.52 0.97 3.78 Russell 1000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $261.1M 6.3 11.18 5.43 9.98 -- 6.7 0.77 0.96 6.48 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $183.44M 6.2 7.32 4.77 6.12 5.02 5.05 0 0.44 1.86 Barclays Capital US Credit
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $118.99M 6.16 15.1 -- -- -- 15.93 0.27 1.32 7.18 Calvert U.S. Large Cap Value Responsible Index
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $43.43M 6.16 16.25 9.71 12.81 -- 20.11 0.75 1 9.37 Russell 2500
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $261.1M 6.14 10.88 5.18 9.74 7.1 6.39 0.77 1.21 6.49 Russell Mid Cap Growth
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $694.85M 5.86 7.16 4.41 7.19 4.11 6.87 0.52 1.76 3.76 Russell 1000
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $183.44M 5.74 6.52 3.85 5.15 3.87 4.24 0 1.8 1.84 Barclays Capital US Credit
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $261.1M 5.7 10.08 4.37 8.9 6.27 5.59 0.77 1.96 6.44 Russell Mid Cap Growth
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $421.46M 5.58 11.85 2.67 4.92 5.92 13.94 0.5 0.74 3.19 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $421.46M 5.41 11.7 2.47 -- -- 13.78 0.5 0.98 3.17 Merrill Lynch High Yield Master I
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.07M 5.39 4.19 3.6 4.66 -- 4.22 0.05 0.6 2.47 Barclays Capital US Aggregate Bond
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $524.13M 5.31 2.56 3.7 3.76 4.18 5.94 0.52 0.64 3.54 Barclays Capital US Credit
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $421.46M 5.26 11.55 2.37 4.63 5.66 13.8 0.5 0.99 3.18 Merrill Lynch High Yield Master I
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $524.13M 5.2 2.39 3.5 3.53 -- 5.84 0.52 0.91 3.6 Barclays Capital US Credit
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $524.13M 5.01 2.11 3.18 3.2 3.64 5.6 0.52 1.24 3.56 Barclays Capital US Credit
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $177.75M 4.76 8 3.32 5.57 -- 12.1 0.6 0.74 1.74 BofAML US HY Master II
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $524.13M 4.73 1.66 2.82 2.9 3.31 5.08 0.52 1.47 3.56 Barclays Capital US Credit
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $177.75M 4.72 7.92 3.23 5.47 -- 11.97 0.6 0.82 1.77 BofAML US HY Master II
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $281M 4.66 17.05 10.98 15.72 7.86 20.54 0.8 0.91 12.7 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $281M 4.61 16.9 10.79 -- -- 20.4 0.8 1.12 12.71 Russell 2000
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $177.75M 4.56 7.64 2.96 5.21 -- 11.69 0.6 1.07 1.72 BofAML US HY Master II
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $524.13M 4.52 1.3 2.42 2.45 2.9 4.79 0.52 1.93 3.56 Barclays Capital US Credit
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $281M 4.39 16.5 10.47 15.08 7.14 20 0.8 1.37 12.72 Russell 2000 Value
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $177.75M 4.08 6.85 2.07 4.23 -- 10.87 0.6 2.07 1.73 BofAML US HY Master II
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $146.32M 3.95 0.17 -- -- -- -0.14 0.35 0.45 4.94 Barclays Municipal
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $281M 3.93 15.68 9.64 14.2 6.22 19.09 0.8 2.12 12.73 Russell 2000 Value
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $146.32M 3.9 0.08 -- -- -- -0.17 0.35 0.55 4.94 Barclays Municipal
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $146.32M 3.74 -0.19 2.64 2.2 3 -0.42 0.47 0.8 5.02 Barclays Municipal
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $914.94M 3.56 1.52 3.32 2.93 4.47 4.06 0.47 0.51 2.54 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $914.94M 3.42 1.35 3.12 2.68 -- 3.94 0.47 0.62 2.54 Barclays Capital US Aggregate Bond
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $146.32M 3.37 -0.87 -- -- -- -1.25 0.35 0.8 4.95 Barclays Capital US Aggregate
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $914.94M 3.32 1.07 2.83 2.4 3.89 3.63 0.47 0.89 2.52 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1357.14M 3.29 0.64 3.57 -- -- 3.19 0.35 0.4 2.85 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1357.14M 3.2 0.48 3.41 -- -- 3.03 0.35 0.55 2.82 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1357.14M 3.14 0.36 3.25 -- -- 2.81 0.35 0.68 2.74 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1357.14M 3.14 0.39 3.28 -- -- 2.83 0.35 0.65 2.74 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $245.95M 2.98 0.38 2.46 1.37 3.78 2.42 0.5 0.68 2.84 Barclays Capital US Credit
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $148.87M 2.96 -0.15 2.58 1.75 -- 3.65 0.32 0.63 3.03 Barclays U.S. Aggregate Index
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $91.52M 2.88 0.99 3.05 -- -- 4.05 0.42 0.5 2.05 Barclays Capital US Aggregate Bond
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $148.87M 2.87 -0.35 2.38 1.52 3.59 3.43 0.32 0.93 3.1 Barclays U.S. Aggregate Index
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $914.94M 2.83 0.25 1.97 1.56 3.05 2.73 0.47 1.73 2.51 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $495.17M 2.82 0.03 2.62 2.29 4.74 2.44 0.4 0.54 2.66 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $86.23M 2.82 12.86 8.81 11.76 -- 23.96 0.75 1 11.24 Russell 2000
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $91.52M 2.81 0.86 2.9 -- -- 3.91 0.42 0.63 2.1 Barclays Capital US Aggregate Bond
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $102.95M 2.76 4.99 -- -- -- 6.73 0.47 0.65 0.43 Barclays 1-3 Month U.S. Treaury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.24M 2.73 4.82 1 -- -- 2.47 0 2.76 2.58 Citigroup 3-Month T-Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $102.95M 2.68 4.83 -- -- -- 6.51 0.47 0.85 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $91.52M 2.66 0.61 2.61 -- -- 3.66 0.42 0.88 2.07 Barclays Capital US Aggregate Bond
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $49.44M 2.61 6.25 3.89 8.07 5.32 8.93 0.3 1 11.03 Russell 2000
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $495.17M 2.59 -0.36 2.25 1.9 4.37 2.12 0.4 0.94 2.66 Barclays Capital US Aggregate
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $40.28M 2.48 17.54 -1.59 3.41 -- 22.95 0.8 1.25 17.03 Russell 2000 Value
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $102.95M 2.47 4.49 -- -- -- 6.24 0.47 1.1 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $682.55M 2.38 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $49.44M 2.28 5.62 3.25 7.37 4.78 8.18 0.3 1.67 11.11 Russell 2000
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2029.87M 2.27 -0.22 2.45 1.57 3.76 0.98 0.3 0.46 2.38 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2029.87M 2.27 -0.37 2.2 1.26 3.43 0.73 0.3 0.81 2.44 Barclays Capital US Aggregate
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $682.55M 2.23 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1353.68M 2.18 2.03 2.05 2.32 3.57 3.63 0.46 0.52 1.04 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1353.68M 2.13 2 1.88 2.12 -- 3.6 0.46 0.61 1.06 Barclays Credit 1-5 Yr
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $102.95M 2.04 3.75 -- -- -- 5.45 0.47 1.85 0.44 Barclays 1-3 Month U.S. Treasury Bill Index
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2029.87M 2.01 -0.67 2.02 1.13 3.31 0.62 0.3 0.91 2.41 Barclays Capital US Aggregate
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1353.68M 1.96 1.65 1.59 1.8 3.06 3.25 0.46 0.88 1.04 Barclays Credit 1-5 Yr
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $105.23M 1.58 1.09 1.16 1.94 -- 1.4 1.19 1.36 1.03 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $642.51M 1.56 0.38 2.07 1.54 3.53 1.54 0.5 0.65 1.83 Barclays Capital US Securitized Bond
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1353.68M 1.51 0.88 0.83 1.06 2.29 2.49 0.46 1.66 1.05 Barclays Credit 1-5 Yr
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $642.51M 1.24 -0.07 2.02 1.55 -- 1.49 0.5 1.01 1.83 Barclays Capital US Securitized Bond
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $857.9M 1.16 9.78 6.9 14.01 -- 18.17 0.75 0.94 8.05 Russell 2000
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $866.96M 1.12 1.86 1.34 -- -- 2.22 0.38 0.5 0.18 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $866.96M 1.09 1.82 1.24 1.3 -- 2.15 0.38 0.52 0.15 Barclays Short Treasury 9-12 Mon
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $857.9M 0.98 9.52 6.62 -- -- 17.85 0.75 1.19 8.07 Russell 2000
Ticker
Mutual Fund
Fund Type Inception
Month
AUM
(US$ 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
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $857.9M 0.97 9.49 6.61 13.72 -- 17.9 0.75 1.19 8.05 Russell 2000
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $866.96M 0.87 1.52 0.97 1.06 2.15 1.9 0.38 0.77 0.18 Barclays Short Treasury 9-12 Mon
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

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Showing 202 of 202 funds
Information current as of:
July 31, 2017

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Sudan Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Shelton Green Alpha FundC *CCCCCCXCCCCCXXOther/qualitative criteria --
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- 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 International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Portfolio 21 InstitutionalP *PPPRRRCPRRRRRROther/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
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
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
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
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
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
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 International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--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 Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)----PPPP----P--RPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/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 PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXR