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.
 |
Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. As the premier financial information provider for banks, corporations, governments and others, Bloomberg leverages its distribution platform to provide ESG data to improve transparency, liquidity and asset valuations. |
Loading mutual fund performance data, please wait a moment ...
| View funds by type: Showing 181 of 181 funds |
Information current as of: October 30, 2020 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $382.54M | 10.1 | 15.15 | 11.59 | 10.4 | 9.11 | 24.69 | 0.63 | 1.25 | 16.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $382.54M | 9.53 | 14.49 | 10.85 | 9.64 | 8.36 | 23.78 | 0.63 | 1.97 | 16.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $382.54M | 10.41 | 15.56 | 11.96 | 10.74 | 9.43 | 25.1 | 0.63 | 0.96 | 16.29 | Blend: 60% S&P 500 - 40% BC Aggregate |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $611.54M | 3.33 | 3.39 | 2.76 | 2.17 | 2.21 | 5.63 | 0.35 | 1.11 | 1.29 | Barclays Capital US Securitized Bond |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $611.54M | 3.6 | 3.84 | 3.14 | 2.48 | 2.37 | 6.12 | 0.35 | 0.66 | 1.26 | Barclays Capital US Securitized Bond |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $100.77M | -1.52 | 8.36 | 7.72 | 11.23 | -- | 37.3 | 0 | 0.5 | 32.61 | S&P 500 Composite Total Return |
| BVSIX | Baywood SociallyResponsible Fund |
Equity Large Cap |
1/2005 | $3.49M | -14.48 | -8.43 | -0.16 | 3.47 | 6.26 | 26.56 | 0.7 | 0.87 | 28.31 | Morningstar US Large Value TR Index |
| BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $312.53M | -0.54 | 5.48 | 2.48 | 5.32 | -- | 23.74 | 0.8 | 1 | 19.86 | MSCI EAFE Equity |
| BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $41.94M | 2.65 | 9.53 | 7.38 | 9.37 | -- | 28.17 | 0.75 | 1 | 23.15 | S&P 500 Composite Total Return |
| CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $191.84M | 1.96 | 8.54 | 7.32 | 8.5 | 9.19 | 27.33 | 0 | 0.43 | 22.21 | Russell 3000 |
| CAACX | Calvert Aggressive Allocation Fund C |
Equity Specialty |
6/2005 | $191.84M | 1.38 | 7.8 | 6.53 | 7.69 | 8.14 | 26.38 | 0 | 1.18 | 22.16 | Russell 3000 |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $956.56M | 5.42 | 9.42 | 9.19 | 8.36 | 8.48 | 23.73 | 0.52 | 0.93 | 16.55 | Russell 1000 |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
2/1994 | $956.56M | 4.74 | 8.61 | 8.37 | 7.52 | 7.62 | 22.82 | 0.52 | 1.68 | 16.55 | Russell 1000 |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $956.56M | 5.65 | 9.73 | 9.5 | 8.71 | 8.91 | 24.05 | 0.52 | 0.66 | 16.59 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $1994.89M | 4.77 | 4.67 | 4.44 | 4.03 | 3.58 | 8.48 | 0.42 | 0.75 | 6.68 | Barclays Capital US Aggregate Bond |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
5/1998 | $1994.89M | 4.04 | 3.86 | 3.59 | 3.16 | 2.73 | 7.6 | 0.42 | 1.56 | 6.64 | Barclays Capital US Aggregate Bond |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $1994.89M | 4.94 | 4.87 | 4.66 | 4.33 | 4.03 | 8.65 | 0.42 | 0.53 | 6.67 | Barclays Capital US Aggregate Bond |
| CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $235.64M | -2.41 | 3.33 | 7.92 | 6.18 | 9.71 | 30.57 | 0.77 | 1.21 | 24.84 | Russell Mid Cap Growth |
| CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $235.64M | -3.04 | 2.54 | 7.11 | 5.38 | 8.87 | 29.62 | 0.77 | 1.96 | 24.86 | Russell Mid Cap Growth |
| CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $235.64M | -2.2 | 3.61 | 8.25 | 6.54 | 10.25 | 30.91 | 0.77 | 0.86 | 24.85 | Russell Mid Cap Growth |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $244.74M | 4.45 | 6.92 | 5.94 | 5.89 | 6.19 | 15.61 | 0 | 0.44 | 11.36 | Barclays Capital US Credit |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $244.74M | 3.83 | 6.12 | 5.17 | 5.08 | 5.25 | 14.74 | 0 | 1.19 | 11.38 | Barclays Capital US Credit |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $3251.41M | 6.65 | 13.76 | 4.66 | 10.83 | -- | 22.41 | 0.87 | 1.27 | 25.65 | MSCI EM NR USD |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $3251.41M | 6.07 | 12.92 | 3.88 | 10.02 | -- | 21.47 | 0.87 | 2.02 | 25.65 | MSCI EM NR USD |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $3251.41M | 6.93 | 14.08 | 4.96 | 11.19 | -- | 22.66 | 0.87 | 0.92 | 25.69 | MSCI EM NR USD |
| CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $5110.65M | 11 | 17.13 | 18.17 | 15.01 | 13.94 | 36.5 | 0.6 | 0.99 | 20.6 | S&P 500 Composite Total Return |
| CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
2/1994 | $5110.65M | 10.3 | 16.24 | 17.28 | 14.14 | 13.11 | 35.45 | 0.6 | 1.75 | 20.28 | S&P 500 Composite Total Return |
| CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
10/1999 | $5110.65M | 11.22 | 17.42 | 18.5 | 15.38 | 14.43 | 36.83 | 0.6 | 0.72 | 20.62 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $117.76M | 22.73 | 32.8 | 9.98 | 9.82 | 2.17 | 33.16 | 0.87 | 1.26 | 30.15 | Ardour Gbl Alternative Energy |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $117.76M | 21.85 | 31.76 | 9.19 | 8.99 | 1.27 | 32.32 | 0.87 | 2.01 | 30.17 | Ardour Gbl Alternative Energy |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $117.76M | 23.02 | 33.09 | 10.36 | 10.19 | 2.59 | 33.48 | 0.87 | 0.98 | 30.21 | Ardour Gbl Alternative Energy |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $407.15M | -2.52 | 1.03 | 3.39 | 6.84 | 6.93 | 28.02 | 0.85 | 1.25 | 22.56 | S-Network Global Water TR USD |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $407.15M | -3.18 | 0.26 | 2.63 | 6.05 | 6.07 | 27.09 | 0.85 | 2.01 | 22.57 | S-Network Global Water TR USD |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $407.15M | -2.33 | 1.26 | 3.7 | 7.18 | -- | 28.35 | 0.85 | 0.97 | 22.61 | S-Network Global Water TR USD |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $654.98M | 5.28 | 4.83 | 4.53 | 3.86 | -- | 8.01 | 0.37 | 0.77 | 7.8 | Barclays Capital US Aggregate Bond |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $654.98M | 5.43 | 5.09 | 4.84 | 4.21 | -- | 8.34 | 0.37 | 0.48 | 7.78 | Barclays Capital US Aggregate Bond |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $342.83M | 0.85 | 2.5 | 3.4 | 4.73 | 5.15 | 12.56 | 0.6 | 1.05 | 12.09 | BofAML US HY Master II |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $342.83M | 0.26 | 1.77 | 2.64 | 3.95 | -- | 11.72 | 0.6 | 1.81 | 12.07 | BofAML US HY Master II |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $342.83M | 1.09 | 2.76 | 3.7 | 5.05 | 5.56 | 12.83 | 0.6 | 0.75 | 12.08 | BofAML US HY Master II |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $638.75M | 3.6 | 4.3 | 4.98 | 5.1 | 3.95 | 14.8 | 0.52 | 0.97 | 12.55 | Barclays Capital US Credit |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $638.75M | 2.96 | 3.47 | 4.17 | 4.28 | 3.18 | 13.85 | 0.52 | 1.72 | 12.57 | Barclays Capital US Credit |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $638.75M | 3.81 | 4.5 | 5.26 | 5.43 | 4.45 | 14.99 | 0.52 | 0.68 | 12.58 | Barclays Capital US Credit |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $554.11M | -1.96 | 4.39 | 5.3 | 4.81 | 4.25 | 30.69 | 0.8 | 1.27 | 19.51 | MSCI EAFE Investable Market |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $554.11M | -2.57 | 3.58 | 4.52 | 4.03 | 3.4 | 29.7 | 0.8 | 2.03 | 19.53 | MSCI EAFE Investable Market |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $554.11M | -1.79 | 4.64 | 5.64 | 5.17 | 4.77 | 31.06 | 0.8 | 0.98 | 19.57 | MSCI EAFE Investable Market |
| COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $361.91M | -3.06 | 5.71 | 2.93 | 7.34 | 7.03 | 26.1 | 0.87 | 1.07 | 26.46 | MSCI EAFE SMID NR USD |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $361.91M | -3.9 | 4.64 | 1.91 | 6.17 | 5.75 | 24.84 | 0.87 | 2.26 | 26.47 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $361.91M | -3.06 | 5.71 | 2.93 | 7.34 | 7.03 | 26.1 | 0.87 | 1.07 | 26.46 | MSCI EAFE SMID NR USD |
| CLDAX | Calvert Long-Term Income Fund A |
Bond (Fixed Inc) |
12/2004 | $106.25M | 9.59 | 9.63 | 8.25 | 7.58 | 6.36 | 20.77 | 0.52 | 0.92 | 12.98 | Barclays US Long Credit |
| CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $106.25M | 9.86 | 9.95 | 8.57 | 7.99 | 3.36 | 20.96 | 0.52 | 0.59 | 12.96 | Barclays US Long Credit |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $349.83M | 3.27 | 7.76 | 6.74 | 7.33 | 7.77 | 21.19 | 0 | 0.42 | 16.25 | Custom |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $349.83M | 2.65 | 6.94 | 5.93 | 6.53 | 6.97 | 20.27 | 0 | 1.17 | 16.26 | Custom |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1717.35M | 2.43 | 2.73 | 2.86 | 2.68 | 2.18 | 6.25 | 0.4 | 0.82 | 6.8 | Barclays Credit 1-5 Yr |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $1717.35M | 1.79 | 1.97 | 2.08 | 1.9 | 1.42 | 5.43 | 0.4 | 1.57 | 6.74 | Barclays Credit 1-5 Yr |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $1717.35M | 2.64 | 2.98 | 3.12 | 3 | 2.64 | 6.46 | 0.4 | 0.52 | 6.75 | Barclays Credit 1-5 Yr |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $1543.14M | -5.09 | -1.36 | 5.04 | 7.56 | 10.57 | 26.01 | 0.8 | 1.23 | 24.34 | Russell 2000 Value |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $1543.14M | -5.66 | -2.07 | 4.27 | 6.76 | 9.68 | 25.05 | 0.8 | 1.99 | 24.32 | Russell 2000 Value |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $1543.14M | -4.87 | -1.1 | 5.34 | 7.93 | 11.13 | 26.3 | 0.8 | 0.95 | 24.33 | Russell 2000 Value |
| CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $336.01M | 2.58 | 2.96 | 3.65 | 3.25 | 3.21 | 7.13 | 0.47 | 0.77 | 5.91 | Barclays Municipal |
| CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $336.01M | 1.94 | 2.19 | 2.85 | 2.48 | 1.26 | 6.29 | 0.47 | 1.51 | 5.9 | Barclays Capital US Aggregate |
| CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $336.01M | 2.78 | 3.15 | 3.93 | 3.57 | -- | 7.39 | 0.47 | 0.49 | 5.88 | Barclays Municipal |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $2932.55M | 8.38 | 15.95 | 12.53 | 12.31 | 13.28 | 32.43 | 0.24 | 0.51 | 23.76 | Calvert U.S. Large Cap Core Responsible Index |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $2932.55M | 7.72 | 15.14 | 11.69 | 11.48 | 12.35 | 31.44 | 0.24 | 1.26 | 23.73 | Calvert U.S. Large Cap Core Responsible Index |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $2932.55M | 8.61 | 16.26 | 12.88 | 12.66 | 13.75 | 32.82 | 0.24 | 0.22 | 23.77 | Calvert U.S. Large Cap Core Responsible Index |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $144.08M | 19.74 | 28.76 | 18.71 | 16.05 | -- | 35.02 | 0.24 | 0.51 | 24.07 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $144.08M | 19.99 | 29.05 | 19.06 | 16.4 | -- | 35.32 | 0.24 | 0.24 | 24.1 | Calvert U.S. Large Cap Growth Responsible Index |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $744.64M | -7.61 | -0.3 | 4.31 | 7.14 | -- | 30.82 | 0.24 | 0.51 | 24.77 | Calvert U.S. Large Cap Value Responsible Index |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $744.64M | -7.41 | -1.39 | 4.13 | 7.19 | -- | 29.38 | 0.24 | 0.23 | 24.6 | Calvert U.S. Large Cap Value Responsible Index |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $812.79M | -0.11 | 0.24 | 1.4 | 1.48 | 1.18 | 3.31 | 0.38 | 0.76 | 5.55 | Barclays Short Treasury 9-12 Mon |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $812.79M | 0.1 | 0.49 | 1.64 | 1.77 | -- | 3.57 | 0.38 | 0.49 | 5.55 | Barclays Short Treasury 9-12 Mon TR USD |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $200.27M | 0.01 | 0.8 | 2.32 | 3.14 | -- | 6.77 | 0 | 1.1 | 10.92 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $200.27M | -0.61 | 0.04 | 1.57 | 2.37 | -- | 6.03 | 0 | 1.85 | 10.9 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $200.27M | 0.2 | 1.04 | 2.61 | 3.48 | -- | 7.06 | 0 | 0.65 | 10.95 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $23.52M | -18.35 | -17.01 | -3.74 | -0.66 | -- | 8.85 | 0 | 1.85 | 27.16 | Citigroup 3-Month T-Bill Index |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $20.11M | 16.26 | 24.63 | 17.36 | 14.56 | -- | 37.85 | 0.65 | 0.75 | 20.64 | Russell 3000 |
| CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $2706.53M | 3.55 | 3.44 | 3.03 | 2.27 | 2.31 | 5.44 | 0.3 | 0.91 | 1.91 | Barclays Capital US Aggregate |
| CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $2706.53M | 3.85 | 3.82 | 3.47 | 2.72 | 2.75 | 5.92 | 0.3 | 0.46 | 1.87 | Barclays Capital US Aggregate Bond |
| CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $2706.53M | 3.64 | 3.45 | 3.11 | 2.42 | 2.43 | 5.45 | 0.3 | 0.81 | 1.94 | Barclays Capital US Aggregate |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1075.91M | -10.88 | -6.94 | -4.1 | 1.33 | 4.32 | 16.82 | 0.85 | 1.4 | 22.7 | MSCI EAFE Equity |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1075.91M | -10.49 | -6.53 | -3.68 | 1.76 | -- | 17.27 | 0.85 | 0.95 | 22.7 | MSCI EAFE Equity |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1075.91M | -10.88 | -6.94 | -4.06 | 1.35 | 4.33 | 16.95 | 0.85 | 1.36 | 22.74 | MSCI EAFE Equity |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $193.24M | 7.73 | 7.5 | 5.32 | 4.44 | 3.02 | 9.12 | 0.2 | 0.86 | 4.22 | Barclays U.S. Aggregate Index |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $193.24M | 8.04 | 7.85 | 5.5 | 4.63 | -- | 9.39 | 0.32 | 0.56 | 4.24 | Barclays U.S. Aggregate Index |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $848.47M | 13.1 | 20.47 | 11.6 | 10.79 | 11.23 | 31.64 | 0.24 | 1.09 | 22.98 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $848.47M | 13.42 | 20.86 | 11.97 | 11.2 | 11.64 | 32.08 | 0.24 | 0.74 | 22.99 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $848.47M | 13.12 | 20.49 | 11.59 | 10.81 | 11.22 | 31.66 | 0.2 | 1.08 | 22.96 | S&P 500 Composite Total Return |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $848.47M | 13.36 | 20.82 | 11.92 | 11.13 | 11.56 | 32.06 | 0.24 | 0.79 | 23.01 | S&P 500 Composite Total Return |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $90.6M | 3.91 | 9.89 | 11.36 | 13.04 | -- | 34.72 | 0.45 | 0.49 | 25.84 | -- |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $21.09M | 9.9 | 15.59 | 11.25 | -- | -- | 26.54 | 1 | 1.36 | 22.61 | MSCI All World Country Index |
| ESGHX | Gabelli ESG Fund Inc A |
All Cap |
5/2007 | $32.45M | -4.38 | 0.16 | 1.72 | 3.89 | 5.75 | 25.86 | 1 | 1.13 | 22.89 | S&P 500 Composite Total Return |
| ESGGX | Gabelli ESG Fund Inc AAA |
All Cap |
5/2007 | $32.45M | -4.37 | 0.15 | 1.69 | 3.87 | 5.74 | 25.83 | 1 | 1.14 | 22.92 | S&P 500 Composite Total Return |
| ESGJX | Gabelli ESG Fund Inc C |
All Cap |
5/2007 | $32.45M | -4.37 | 0.13 | 1.19 | 3.24 | 5.03 | 25.04 | 1 | 1.68 | 22.92 | S&P 500 Composite Total Return |
| ESGKX | Gabelli ESG Fund Inc I |
All Cap |
5/2007 | $32.45M | -4.39 | 0.19 | 1.89 | 4.1 | 5.99 | 26.23 | 1 | 0.97 | 23.02 | S&P 500 Composite Total Return |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $317.87M | 4.96 | 8.47 | 8.15 | 7.62 | 8.49 | 20.91 | 0.65 | 1.47 | 15.46 | Custom Balanced Index |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $365.74M | 6.71 | 13.6 | 11.4 | 11.93 | 12.4 | 30.72 | 0.23 | 1.25 | 22.97 | S&P 500 Composite Total Return |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $96.05M | -5.73 | -1.88 | 1.05 | -- | -- | 25.5 | 0.28 | 0.98 | 19.23 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $96.05M | -5.99 | -2.26 | 0.73 | -- | -- | 25.02 | 0.28 | 1.28 | 19.24 | MSCI World ex USA |
| KESGX | Kennedy Capital ESG SMID Cap Fund |
Equity Mid-Sm Cap |
6/2019 | $1.4M | -1.93 | 5.46 | -- | -- | -- | -- | 0.75 | 0.82 | 28.7 | Russell 2500 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MGGYX | Mirova Global Green Bond Fund |
Bond (Fixed Inc) |
2/2017 | $37.6M | 5.81 | 4.83 | 5.22 | -- | -- | 9.38 | 0.55 | 0.71 | 7.64 | Bloomberg Barclays MSCI Green Bond Index |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $482.26M | 13.36 | 20.97 | 12.87 | -- | -- | 32.63 | 0.8 | 1.29 | 20.05 | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $482.26M | 13.57 | 21.18 | 13.14 | -- | -- | 33 | 0.8 | 1.04 | 20.02 | MSCI World |
| MRVYX | Mirova International Sustainable Equity Fund |
Int'l Global |
12/2018 | $13.73M | 2.08 | 9 | -- | -- | -- | 26.46 | 0.8 | 0.95 | 21.58 | MSCI EAFE Equity |
| NSFBX | Natixis Sustainable Future 2015 Fund |
Balanced |
2/2017 | $3.86M | 4.32 | 7.74 | 6.38 | -- | -- | 16.52 | 0.76 | 0.31 | 11.73 | S&P Target Date 2015 Index |
| NSFDX | Natixis Sustainable Future 2020 Fund |
Balanced |
2/2017 | $2.62M | 3.81 | 7.71 | 6.54 | -- | -- | 17.94 | 0.78 | 0.32 | 13.12 | S&P Target Date 2020 Index |
| NSFEX | Natixis Sustainable Future 2025 Fund |
Balanced |
2/2017 | $5.11M | 2.91 | 7.44 | 6.47 | -- | -- | 19.15 | 0.79 | 0.34 | 15.45 | S&P Target Date 2025 Index |
| NSFGX | Natixis Sustainable Future 2030 Fund |
Balanced |
2/2017 | $7.05M | 2.22 | 7.14 | 6.61 | -- | -- | 20.99 | 0.8 | 0.37 | 16.81 | S&P Target Date 2030 Index |
| NSFGX | Natixis Sustainable Future 2035 Fund |
Balanced |
2/2017 | $6.57M | 0.91 | 6.69 | 6.61 | -- | -- | 23.12 | 0.83 | 0.39 | 19.61 | S&P Target Date 2035 Index |
| NSFHX | Natixis Sustainable Future 2040 Fund |
Balanced |
2/2017 | $4.53M | 0.95 | 7.19 | 6.71 | -- | -- | 23.83 | 0.83 | 0.39 | 20.98 | S&P Target Date 2040 Index |
| NSFJX | Natixis Sustainable Future 2045 Fund |
Balanced |
2/2017 | $4.66M | 0.44 | 6.85 | 6.78 | -- | -- | 25.23 | 0.84 | 0.4 | 21.8 | S&P Target Date 2045 Index |
| NSFKX | Natixis Sustainable Future 2050 Fund |
Balanced |
2/2017 | $3.77M | 0.33 | 7.02 | 6.7 | -- | -- | 24.89 | 0.85 | 0.41 | 22.47 | S&P Target Date 2050 Index |
| NSFLX | Natixis Sustainable Future 2055 Fund |
Balanced |
2/2017 | $2.87M | -0.48 | 6.19 | 6.56 | -- | -- | 25.51 | 0.85 | 0.42 | 22.58 | S&P Target Date 2055 Index |
| NSFMX | Natixis Sustainable Future 2060 Fund |
Balanced |
2/2017 | $2.82M | 0.12 | 6.88 | 6.81 | -- | -- | 25.78 | 0.85 | 0.42 | 22.91 | S&P Target Date 2060+ Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1527.24M | 1.91 | 8.46 | 8.06 | 9.24 | 10.73 | 25.87 | 0.47 | 0.85 | 23.4 | S&P 500 Composite Total Return |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1527.24M | 1.54 | 8 | 7.6 | 8.77 | 10.25 | 25.3 | 0.47 | 1.28 | 23.41 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1527.24M | 1.8 | 8.31 | 7.9 | 9.07 | 10.54 | 25.63 | 0.47 | 1.02 | 23.4 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1527.24M | 1.75 | 8.27 | 7.86 | 9.04 | 10.52 | 25.61 | 0.47 | 1.04 | 23.42 | S&P 500 Composite Total Return |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1527.24M | 1.12 | 7.48 | 7.06 | 8.23 | 9.69 | 24.69 | 0.47 | 1.78 | 23.39 | S&P 500 Composite Total Return |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1527.24M | 2.07 | 8.67 | 8.27 | 9.44 | 10.93 | 26.09 | 0.47 | 0.67 | 23.4 | S&P 500 Composite Total Return |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $328.67M | 29.9 | 39.18 | 17.93 | 17.02 | 11.08 | 36.98 | 0.56 | 1.08 | 23 | S&P 500 Composite Total Return |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $328.67M | 29.63 | 38.85 | 17.65 | 16.75 | -- | 36.68 | 0.56 | 1.33 | 22.99 | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $19971.6M | 6.35 | 12.65 | 12.77 | 11.8 | 13.01 | 30.69 | 0.5 | 0.86 | 20.53 | S&P 500 Composite Total Return |
| PARWX | Parnassus Endeavor Fund |
Equity Specialty |
4/2005 | $2710.49M | 1.94 | 8.66 | 7.18 | 11.05 | 13.11 | 33.29 | 0.67 | 0.95 | 26.69 | S&P 500 Composite Total Return |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $370.38M | 6.73 | 6.13 | 4.96 | 4.01 | 2.92 | 9.63 | 0.5 | 0.68 | 4.07 | Barclays Capital US Credit |
| PARNX | Parnassus Fund |
All Cap |
12/1984 | $925.42M | 8.56 | 15.61 | 9.73 | 10.21 | 12.88 | 29.82 | 0.62 | 0.84 | 23.84 | S&P 500 Composite Total Return |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5887.23M | -1.29 | 3.48 | 7.03 | 9.53 | 11.6 | 29.03 | 0.71 | 0.99 | 24.56 | Russell Midcap Index |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $741.59M | 5.9 | 5.6 | 4.47 | -- | -- | 7.79 | 0.4 | 0.71 | 4.03 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $741.59M | 6.12 | 5.87 | 4.73 | -- | -- | 8.06 | 0.4 | 0.46 | 4.08 | Barclays Capital US Aggregate Bond |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $593.55M | -1.94 | 4.02 | 5.99 | 8.33 | 7.9 | 26.42 | 0.55 | 0.8 | 23.29 | Impax Global Women’s Leadership Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $593.55M | -1.78 | 4.29 | 6.25 | 8.59 | 8.16 | 26.77 | 0.55 | 0.55 | 23.33 | Impax Global Women’s Leadership Index |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $121.57M | 0.15 | 6.2 | 8.17 | -- | -- | 25.85 | 0.65 | 0.9 | 22.66 | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $121.57M | 0.42 | 6.6 | 8.48 | -- | -- | 26.18 | 0.65 | 0.65 | 22.64 | Russell 1000 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $227.16M | -0.63 | 5.48 | 8.05 | 9.12 | -- | 27.08 | 0.65 | 0.9 | 23.16 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $227.16M | -0.62 | 5.46 | 8.05 | 9.11 | 10.68 | 27.13 | 0.65 | 0.9 | 23.17 | Russell 1000 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $227.16M | -0.4 | 5.79 | 8.32 | 9.39 | 10.96 | 27.42 | 0.65 | 0.65 | 23.18 | Russell 1000 |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $1243.95M | 8.8 | 15.98 | 6.52 | 10.46 | 9.31 | 27.75 | 0.8 | 1.22 | 23.85 | MSCI AC World (Net) Index (ACWI) |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $1243.95M | 8.98 | 16.26 | 6.77 | 10.74 | 9.59 | 28.17 | 0.8 | 0.97 | 23.87 | MSCI AC World (Net) Index (ACWI) |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $1243.95M | 8.75 | 15.93 | 6.5 | 10.45 | -- | 27.77 | 0.8 | 1.22 | 23.85 | MSCI AC World (Net) Index (ACWI) |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $424.52M | 3.46 | 5.53 | 4.53 | 5.48 | 4.81 | 14.13 | 0.5 | 0.96 | 11.92 | Merrill Lynch High Yield Master I |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $424.52M | 3.83 | 5.95 | 4.84 | 5.77 | 5.08 | 14.27 | 0.5 | 0.71 | 11.77 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $424.52M | 3.46 | 5.53 | 4.54 | 5.47 | -- | 14.11 | 0.5 | 0.96 | 11.85 | Merrill Lynch High Yield Master I |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $887.43M | 6.9 | 14.69 | 12.76 | -- | -- | 34.85 | 0.65 | 0.95 | 22.26 | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $887.43M | 7.03 | 14.95 | 13.04 | -- | -- | 35.23 | 0.65 | 0.7 | 22.22 | S&P 500 Composite Total Return |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $573.79M | -8.38 | -4.51 | -0.25 | 3 | 1.69 | 22.78 | 0.48 | 0.8 | 20.51 | MSCI EAFE ESG Index |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $573.79M | -8.11 | -4.25 | 0.02 | 3.28 | 1.65 | 23.01 | 0.48 | 0.55 | 20.44 | MSCI EAFE ESG Index |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $370.57M | -10.63 | -4.93 | -1.46 | 3.17 | 7.57 | 23.29 | 0.75 | 1.2 | 28.35 | Russell 2000 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $370.57M | -10.46 | -4.74 | -1.21 | 3.43 | 7.84 | 23.56 | 0.75 | 0.95 | 28.38 | Russell 2000 |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $370.57M | -10.66 | -5.01 | -1.46 | 3.16 | -- | 23.27 | 0.75 | 1.2 | 28.4 | Russell 2000 |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $1944.35M | 5.22 | 9.2 | 7.7 | 7.68 | 7.65 | 20.83 | 0.05 | 0.3 | 13.58 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $1944.35M | 5.43 | 9.48 | 7.98 | 7.96 | 7.92 | 21.17 | 0.05 | 0.05 | 13.54 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
9/1999 | $635.49M | 5.17 | 11.35 | 8.88 | 10.51 | 8.37 | 28.2 | 0.85 | 1.3 | 20.73 | MSCI ACWI |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $81.1M | 1.74 | 5.29 | 5.46 | 6.31 | 6.51 | 18.54 | 0.05 | 0.52 | 14.95 | Russell 3000 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $26.95M | 4.44 | 6.06 | 5.21 | 5.1 | 4.88 | 13.14 | 0.05 | 0.61 | 8.62 | Barclays Capital US Aggregate Bond |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $75.83M | -0.57 | 4.22 | 5.27 | 7.05 | 7.51 | 22.16 | 0.05 | 0.58 | 19.42 | Russell 3000 |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $355.19M | 17.45 | 25.13 | 17.13 | 15.86 | 15.51 | 31.91 | 0.3 | 0.43 | 24 | MSCI U.S. Prime Market Growth Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $355.19M | 17.15 | 24.7 | 16.69 | 15.43 | 15 | 31.45 | 0.3 | 0.79 | 24.02 | MSCI U.S. Prime Market Growth Index |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $685.53M | 6.75 | 6.39 | 5.04 | 4.05 | 3.59 | 8.15 | 0.4 | 0.53 | 4.02 | Barclays Capital US Aggregate |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $685.53M | 6.43 | 6.1 | 4.6 | 3.63 | 3.18 | 7.75 | 0.4 | 0.95 | 4.11 | Barclays Capital US Aggregate |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $292.3M | -5.22 | -0.35 | -0.49 | 3.92 | -- | 19.55 | 0.45 | 1.4 | 21.38 | MSCI ACWI xUS |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $292.3M | -4.6 | 0.46 | 0.26 | 4.6 | -- | 20.45 | 0.45 | 0.64 | 21.4 | MSCI ACWI xUS |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $120.95M | -12.94 | -7.85 | 0.3 | 2.7 | 7.05 | 22.12 | 0.3 | 0.45 | 30.69 | Russell 2000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $120.95M | -13.45 | -8.59 | -0.38 | 2.03 | 6.37 | 21.36 | 0.3 | 1.12 | 30.53 | Russell 2000 |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $261.74M | -10.25 | -3.91 | 4.76 | 7.79 | 9.8 | 32.74 | 0.3 | 0.44 | 23.56 | MSCI US Prime Market Value Index |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $261.74M | -10.64 | -4.37 | 4.28 | 7.28 | 9.21 | 32.21 | 0.3 | 0.86 | 23.54 | MSCI US Prime Market Value Index |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $20.88M | 3.19 | 3.1 | 2.47 | 2.72 | -- | 7.08 | 0.55 | 0.89 | 4.71 | FTSE World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $14.91M | 9.42 | 16.44 | 11.36 | 10.53 | -- | 30.95 | 0.65 | 0.99 | 18.9 | S&P Global 1200 |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $5891.59M | 5.54 | 5.27 | 4.96 | 4.27 | -- | 8.73 | 0.34 | 0.37 | 6.54 | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $5891.59M | 5.29 | 5.09 | 4.75 | 4.1 | -- | 8.55 | 0.34 | 0.55 | 6.42 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $5891.59M | 5.31 | 5 | 4.64 | 3.99 | -- | 8.32 | 0.34 | 0.65 | 6.54 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $5891.59M | 5.32 | 5.01 | 4.7 | 4.01 | -- | 8.46 | 0.34 | 0.62 | 6.53 | Barclays Capital US Aggregate Bond |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $5320.54M | 3.28 | 10.45 | 10.08 | 11.52 | 12.08 | 31.49 | 0.15 | 0.17 | 24.7 | Russell 3000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $5320.54M | 3.14 | 10.26 | 9.91 | 11.35 | 11.91 | 31.32 | 0.15 | 0.33 | 24.67 | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $5320.54M | 3 | 10.09 | 9.77 | 11.2 | 11.77 | 31.12 | 0.15 | 0.45 | 24.73 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $5320.54M | 3.08 | 10.2 | 9.81 | 11.24 | 11.8 | 31.16 | 0.15 | 0.42 | 24.67 | Russell 3000 |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
8/2015 | $15.87M | -3.03 | 1.84 | 3.35 | 6.86 | -- | 25.06 | 0.75 | 0.98 | 29.71 | S&P 1000 |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | $63.25M | -23.37 | -23.6 | -3.66 | -- | -- | 24.61 | 0.4 | 0.5 | 27 | S&P Global REIT Index |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $164.51M | -1.16 | 3.57 | 7.52 | 8.17 | 8.51 | 23.7 | 0.75 | 1 | 14.86 | Blend: 60% S&P 500 - 40% BC Aggregate |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $229.8M | -1.13 | 5.4 | 10.23 | 11.04 | 11.44 | 32.3 | 0.75 | 1 | 22 | S&P 500 Composite Total Return |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $69.13M | -5.13 | 0.02 | 7.37 | 8.9 | -- | 28.38 | 0.75 | 1 | 23.9 | Russell Midcap |
| WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $54.8M | -5.97 | -0.76 | 5.61 | 8.8 | -- | 26.12 | 0.75 | 1 | 24.94 | Russell 2500 |
| ZSRIX | Zeo Sustainable Credit Fund |
Bond (Fixed Inc) |
5/2019 | $15.5M | -3.83 | -3.32 | -- | -- | -- | -- | 0.75 | 1.25 | 11.88 | Barclays Capital US Aggregate Bond |
| View funds by type: Showing 181 of 181 funds |
Information current as of: October 30, 2020 |
| View funds by type: Showing 181 of 181 funds |
Information current as of: October 30, 2020 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Access Capital Community Investment Fund I | N/A | N/A |
| Aspiration Redwood Fund | -- | Available online » |
| Baywood SociallyResponsible Fund | Upon Request | Upon Request |
| Boston Common International Fund | Available online » | -- |
| Boston Common Large Cap Core Equity Fund | Available online » | Available online » |
| Calvert Aggressive Allocation Fund A | Available online » | Available online » |
| Calvert Aggressive Allocation Fund C | Available online » | Available online » |
| Calvert Balanced Portfolio A | Available online » | Available online » |
| Calvert Balanced Portfolio C | Available online » | Available online » |
| Calvert Balanced Portfolio I | Available online » | Available online » |
| Calvert Bond Portfolio A | Available online » | Available online » |
| Calvert Bond Portfolio C | Available online » | Available online » |
| Calvert Bond Portfolio I | Available online » | Available online » |
| Calvert Capital Accumulation Fund A | Available online » | Available online » |
| Calvert Capital Accumulation Fund C | Available online » | Available online » |
| Calvert Capital Accumulation Fund I | Available online » | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| Calvert Equity Portfolio A | Available online » | Available online » |
| Calvert Equity Portfolio C | Available online » | Available online » |
| Calvert Equity Portfolio I | Available online » | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Calvert Global Water Fund A | Available online » | Available online » |
| Calvert Global Water Fund C | Available online » | Available online » |
| Calvert Global Water Fund I | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| Calvert Income Fund C | Available online » | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Calvert International Opportunities Fund A | Available online » | Available online » |
| Calvert International Opportunities Fund C | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Calvert Long-Term Income Fund A | Available online » | Available online » |
| Calvert Long-Term Income Fund I | Available online » | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Calvert Small Cap Fund A | Available online » | Available online » |
| Calvert Small Cap Fund C | Available online » | Available online » |
| Calvert Small Cap Fund I | Available online » | Available online » |
| Calvert Tax-Free Bond Fund A | Available online » | Available online » |
| Calvert Tax-Free Bond Fund C | Available online » | Available online » |
| Calvert Tax-Free Bond Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund A | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Calvert U.S. Large Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Value Responsible Index Fund A | Available online » | Available online » |
| Calvert U.S. Large Cap Value Responsible Index Fund I | Available online » | Available online » |
| Calvert Ultra-Short Income Fund A | Available online » | Available online » |
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Calvert Unconstrained Bond Fund A | Available online » | Available online » |
| Calvert Unconstrained Bond Fund C | Available online » | Available online » |
| Calvert Unconstrained Bond Fund I | Available online » | Available online » |
| CCM Alternative Income Fund | Not currently available | www.ccmalternativeincome.com - Go to Funds quarterly ESG report for information about proxy voting guidelines. |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| CRA Qualified Investment - CRA | N/A | Not available because all holdings are debt and mortgage related securities. |
| CRA Qualified Investment - Institutional | Not Applicable | Not Applicable |
| CRA Qualified Investment - Retail | Not applicable | Not applicable |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Etho Climate Leadership US ETF | -- | -- |
| FundX Sustainable Impact Equity | -- | -- |
| Gabelli ESG Fund Inc A | Available online » | Available online » |
| Gabelli ESG Fund Inc AAA | Available online » | Available online » |
| Gabelli ESG Fund Inc C | Available online » | Available online » |
| Gabelli ESG Fund Inc I | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Green Century Equity | Available online » | Available online » |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Kennedy Capital ESG SMID Cap Fund | -- | We have the capability to execute a proactive voting policy based on ESG or sustainability issues. This policy relies on the portfolio manager to review every proxy and to vote in alignment with the desired approach on ESG/sustainability-related items. |
| Mirova Global Green Bond Fund | -- | -- |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Mirova International Sustainable Equity Fund | -- | -- |
| Natixis Sustainable Future 2015 Fund | -- | -- |
| Natixis Sustainable Future 2020 Fund | -- | -- |
| Natixis Sustainable Future 2025 Fund | -- | -- |
| Natixis Sustainable Future 2030 Fund | -- | -- |
| Natixis Sustainable Future 2035 Fund | -- | -- |
| Natixis Sustainable Future 2040 Fund | -- | -- |
| Natixis Sustainable Future 2045 Fund | -- | -- |
| Natixis Sustainable Future 2050 Fund | -- | -- |
| Natixis Sustainable Future 2055 Fund | -- | -- |
| Natixis Sustainable Future 2060 Fund | -- | -- |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| New Alternatives Fund Investor Shares | Available online » | -- |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Parnassus Endeavor Fund | Available online » | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| Parnassus Fund | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Praxis Genesis Growth A | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Praxis International Index A | Available online » | Available online » |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| Praxis Small Cap Fund A | Available online » | Available online » |
| Praxis Value Index - Institutional | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Walden Small Cap Innovations Fund | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Zeo Sustainable Credit Fund | N/A for fixed income | N/A for fixed income |
| View funds by type: Showing 181 of 181 funds |
Information current as of: October 30, 2020 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Access Capital Community Investment Fund A | $2,500 ($100 for Automatic Investment Plan) | -- |
| Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| Aspiration Redwood Fund | $100 | $100 |
| Baywood SociallyResponsible Fund | $100,000 | $2,500 |
| Boston Common International Fund | $100,000 | $100,000 |
| Boston Common Large Cap Core Equity Fund | 100,000 | 100,000 |
| Calvert Aggressive Allocation Fund A | $2,000 | $1,000 |
| Calvert Aggressive Allocation Fund C | $2000 | $1000 |
| Calvert Balanced Portfolio A | $2000 | $1000 |
| Calvert Balanced Portfolio C | $2000 | $1000 |
| Calvert Balanced Portfolio I | $1 million | N/A |
| Calvert Bond Portfolio A | $1000 | $1000 |
| Calvert Bond Portfolio C | $1000 | $1000 |
| Calvert Bond Portfolio I | $1,000,000 | N/A |
| Calvert Capital Accumulation Fund A | $2,000 | $1,000 |
| Calvert Capital Accumulation Fund C | $2000 | $1000 |
| Calvert Capital Accumulation Fund I | $1 million | N/A |
| Calvert Conservative Allocation Fund A | $2,000 | $1,000 |
| Calvert Conservative Allocation Fund C | $2,000 | $1,000 |
| Calvert Emerging Markets Equity Fund A | $2,000 | $1,000 |
| Calvert Emerging Markets Equity Fund C | $2,000 | $1,000 |
| Calvert Emerging Markets Equity Fund I | $1,000,000 | N/A |
| Calvert Equity Portfolio A | $2,000 | $1,000 |
| Calvert Equity Portfolio C | $2,000 | $1,000 |
| Calvert Equity Portfolio I | $1,000,000 | N/A |
| Calvert Global Energy Solutions Fund A | $2000 | $1000 |
| Calvert Global Energy Solutions Fund C | $2,000 | $1,000 |
| Calvert Global Energy Solutions Fund I | $1,000,000 | N/A |
| Calvert Global Water Fund A | $2,000 | $1,000 |
| Calvert Global Water Fund C | $2,000 | $1,000 |
| Calvert Global Water Fund I | $1,000,000 | N/A |
| Calvert Green Bond Fund A | $2,000.00 | $1,000.00 |
| Calvert Green Bond Fund I | $1,000,000.00 | N/A |
| Calvert High Yield Bond Fund A | $2,000 | $1,000 |
| Calvert High Yield Bond Fund C | $2,000 | $1,000 |
| Calvert High Yield Bond Fund I | $1,000,000.00 | N/A |
| Calvert Income Fund A | $2,000 | $1,000 |
| Calvert Income Fund C | $2,000 | $1,000 |
| Calvert Income Fund I | 1,000,000.00 | N/A |
| Calvert International Equity Fund A | $2,000 | $1,000 |
| Calvert International Equity Fund C | $2,000 | $1,000 |
| Calvert International Equity Fund I | $1,000,000 | N/A |
| Calvert International Opportunities Fund A | $2,000 | $1,000 |
| Calvert International Opportunities Fund C | $2,000 | $1,000 |
| Calvert International Opportunities Fund I | $1,000,000 | N/A |
| Calvert Long-Term Income Fund A | $2,000 | $1,000 |
| Calvert Long-Term Income Fund I | $1,000,000.00 | N/A |
| Calvert Moderate Allocation Fund A | $2,000 | $1,000 |
| Calvert Moderate Allocation Fund C | $2,000 | $1,000 |
| Calvert Short Duration Income Fund A | $2,000 | $1,000 |
| Calvert Short Duration Income Fund C | $2,000 | $1,000 |
| Calvert Short Duration Income Fund I | $1,000,000.00 | N/A |
| Calvert Small Cap Fund A | $2,000 | $1,000 |
| Calvert Small Cap Fund C | $2,000 | $1,000 |
| Calvert Small Cap Fund I | $1,000,000 | N/A |
| Calvert Tax-Free Bond Fund A | $2,000 | $1,000 |
| Calvert Tax-Free Bond Fund C | 2,000 | -- |
| Calvert Tax-Free Bond Fund I | 1,000,000 | -- |
| Calvert U.S. Large Cap Core Responsible Index Fund A | $5,000 | $2,000 |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $5,000 | $2,000 |
| Calvert U.S. Large Cap Core Responsible Index Fund I | $100,000 | N/A |
| Calvert U.S. Large Cap Growth Responsible Index Fund A | 5,000 | 2,000 |
| Calvert U.S. Large Cap Growth Responsible Index Fund I | 100,000 | N/A |
| Calvert U.S. Large Cap Value Responsible Index Fund A | 5,000 | 2,000 |
| Calvert U.S. Large Cap Value Responsible Index Fund I | 100,000 | N/A |
| Calvert Ultra-Short Income Fund A | $2,000 | $1,000 |
| Calvert Ultra-Short Income Fund I | $1,000,000.00 | N/A |
| Calvert Unconstrained Bond Fund A | $2,000 | $1,000 |
| Calvert Unconstrained Bond Fund C | $2,000 | $1,000 |
| Calvert Unconstrained Bond Fund I | $1,000,000.00 | N/A |
| CCM Alternative Income Fund | $100,000 | $100,000 |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| CRA Qualified Investment - CRA | Varies | Varies |
| CRA Qualified Investment - Institutional | $500,000 | -- |
| CRA Qualified Investment - Retail | $2,500 | -- |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Etho Climate Leadership US ETF | -- | -- |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Gabelli ESG Fund Inc A | $1,000 | $250 |
| Gabelli ESG Fund Inc AAA | $1,000 | $250 |
| Gabelli ESG Fund Inc C | $1,000 | $250 |
| Gabelli ESG Fund Inc I | $1,000 | $250 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Kennedy Capital ESG SMID Cap Fund | $50,000 initial; $100 automatic investment | $2,500 initial; $100 automatic investment |
| Mirova Global Green Bond Fund | -- | -- |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Mirova International Sustainable Equity Fund | -- | -- |
| Natixis Sustainable Future 2015 Fund | 0 | NA |
| Natixis Sustainable Future 2020 Fund | -- | -- |
| Natixis Sustainable Future 2025 Fund | -- | -- |
| Natixis Sustainable Future 2030 Fund | -- | -- |
| Natixis Sustainable Future 2035 Fund | -- | -- |
| Natixis Sustainable Future 2040 Fund | -- | -- |
| Natixis Sustainable Future 2045 Fund | -- | -- |
| Natixis Sustainable Future 2050 Fund | -- | -- |
| Natixis Sustainable Future 2055 Fund | -- | -- |
| Natixis Sustainable Future 2060 Fund | -- | -- |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| New Alternatives Fund A Shares | $2500 | $2500 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Parnassus Endeavor Fund | $2,000 | $500 |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| Parnassus Fund | $2,000 | $500 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Pax High Yield Bond Fund A | $1000 | -- |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Pax Small Cap Fund A | -- | -- |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| Praxis Growth Index Fund A | $2,500 | -- |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| Praxis Intermediate Income A | $2,500 | -- |
| Praxis International Index A | $2,500 | -- |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| Praxis Small Cap Fund A | $2,500 | -- |
| Praxis Value Index - Institutional | $100,000 | -- |
| Praxis Value Index A | $2,500 | -- |
| Saturna Sustainable Bond Fund | 10,000 | 0 |
| Saturna Sustainable Equity Fund | 10,000 | 0 |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| Walden Asset Management Fund | $100,000 | -- |
| Walden Equity Fund | $100,000 | -- |
| Walden Midcap Fund | $100,000 | -- |
| Walden Small Cap Innovations Fund | $100,000 | $100,000 |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Zeo Sustainable Credit Fund | $5,000 | $1,500 |