Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
Quick facts about sustainable investment performance >
US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.
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| View funds by type: Showing 17 of 171 funds |
Information current as of: December 31, 2023 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSIFX | Calvert Balanced Fund A |
Balanced |
10/1982 | $1200M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| CSGCX | Calvert Balanced Fund C |
Balanced |
2/1994 | $1200M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| CBAIX | Calvert Balanced Fund I |
Balanced |
2/1999 | $1200M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| CCLAX | Calvert Conservative Allocation Fund A |
Balanced |
4/2005 | $249M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Aggregate Bond |
| CALCX | Calvert Conservative Allocation Fund C |
Balanced |
4/2005 | $249M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Aggregate Bond |
| CMAAX | Calvert Moderate Allocation Fund A |
Balanced |
4/2005 | $392M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Russell 3000 |
| CMACX | Calvert Moderate Allocation Fund C |
Balanced |
4/2005 | $392M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Russell 3000 |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| View funds by type: Showing 17 of 171 funds |
Information current as of: December 31, 2023 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
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| 1919 Socially Responsive Balanced Fund - A | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- |  |
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| 1919 Socially Responsive Balanced Fund - C | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| 1919 Socially Responsive Balanced Fund - I | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Calvert Balanced Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | R | |
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| Calvert Balanced Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | R | |
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| Calvert Balanced Fund I | C | C | C | P | C | C | C | X | C | C | C | C | C | C | R | |
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| Calvert Conservative Allocation Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Conservative Allocation Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Moderate Allocation Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Moderate Allocation Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Green Century Balanced | C * | R | C | P | C | C | P | -- | C | C | R | X | X | R | X | |
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| Pax Sustainable Allocation Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Sustainable Allocation Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile |  |
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| Praxis Genesis Balanced A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| Praxis Genesis Conservative A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| Praxis Genesis Growth A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| Walden Asset Management Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| View funds by type: Showing 17 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 17 of 171 funds |
Information current as of: December 31, 2023 |
| 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 |
| Calvert Balanced Fund A | $1000 | $1000 |
| Calvert Balanced Fund C | $1000 | $1000 |
| Calvert Balanced Fund I | $1000 | $1000 |
| Calvert Conservative Allocation Fund A | $1,000 | $1,000 |
| Calvert Conservative Allocation Fund C | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund A | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund C | $1,000 | $1,000 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Walden Asset Management Fund | $100,000 | -- |