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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Showing 46 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
PEGIX PIMCO ESG Income Fund Bond
(Fixed Inc)		 9/2020 $218.72M 5.6 5.6 0.56 -- -- -6.49 0.5 0.55 6.05 Barclays Capital US Aggregate Bond
EMNT Enhanced Short Maturity Active ESG Exchange-Traded Fund Bond
(Fixed Inc)		 12/2019 $170.39M 5.63 5.63 1.76 -- -- -0.46 0.36 0.24 0.47 FTSE 3-month Treasury Bill Index
PCEIX PIMCO Climate Bond Fund Bond
(Fixed Inc)		 12/2019 $18.28M 8.82 8.82 -1.7 -- -- -12.6 0.5 0.59 6.44 Bloomberg Barclays Global Green Bond USD Hdg.
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)		 12/2016 $893.88M 5.35 5.35 -3.45 0.73 -- -13.18 0.4 0.71 8.26 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)		 12/2016 $893.88M 5.61 5.61 -3.21 0.98 -- -12.96 0.4 0.46 8.3 Barclays Capital US Aggregate Bond
CTTCX Calvert Responsible Municipal Income Fund C Bond
(Fixed Inc)		 7/2015 $439M 4.69 4.69 -1.75 0.87 -- -8.91 0.47 1.51 8.55 Bloomberg Municipal Bond Index
CTTIX Calvert Responsible Municipal Income Fund I Bond
(Fixed Inc)		 7/2015 $439M 5.73 5.73 -0.78 1.89 -- -7.97 0.47 0.5 8.6 Bloomberg Municipal Bond Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)		 3/2015 $30.16M 6.94 6.94 -1.37 1.88 -- -8.56 0.55 0.65 6.78 FTSE World BIG Bond Index
CLDIX Calvert Core Bond Fund I Bond
(Fixed Inc)		 1/2015 $900M 6.01 6.01 -3.34 4.65 3.98 -12.95 0.42 0.49 8.07 Barclays Capital US Aggregate Bond
CUBAX Calvert Flexible Bond Fund A Bond
(Fixed Inc)		 9/2014 $371M 8.38 8.38 2.58 3.66 -- -3.9 0 1.1 4.37 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Flexible Bond Fund C Bond
(Fixed Inc)		 9/2014 $371M 7.57 7.57 1.82 2.9 -- -4.55 0 1.85 4.38 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Flexible Bond Fund I Bond
(Fixed Inc)		 9/2014 $371M 8.65 8.65 2.92 3.97 -- -3.62 0 0.65 4.39 Barclays 1-3 Month U.S. Treaury Bill Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)		 1/2014 $730M 6.27 6.27 2.27 2.25 -- -0.02 0.38 0.49 0.75 Bloomberg 9-12 Months Short Treasury Index
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)		 10/2013 $732M 6.62 6.62 -3.15 0.98 1.64 -13.05 0.37 0.73 7.53 Barclays Capital US Aggregate Bond
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)		 10/2013 $732M 6.87 6.87 -2.9 1.23 1.96 -12.82 0.37 0.48 7.58 Barclays Capital US Aggregate Bond
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)		 4/2013 $561.4M 11.07 11.07 -0.2 4.11 2.88 -13 0.5 0.92 7.82 Merrill Lynch High Yield Master I
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)		 9/2012 $6194.36M 6.04 6.04 -3.38 1.06 2.3 -14.05 0.33 0.37 8.31 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)		 9/2012 $6194.36M 5.97 5.97 -3.52 0.88 2.14 -14.28 0.33 0.55 8.4 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)		 9/2012 $6194.36M 5.88 5.88 -3.6 0.79 2.02 -14.29 0.33 0.63 8.41 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)		 9/2012 $6194.36M 5.89 5.89 -3.59 0.83 2.06 -14.27 0.33 0.62 8.44 Barclays Capital US Aggregate Bond
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)		 11/2011 $227.45M 5.96 5.96 -3.48 1.68 1.86 -14.6 0.32 0.57 8.47 Barclays U.S. Aggregate Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)		 10/2011 $435M 9.88 9.88 -0.12 3.04 2.12 -11.68 0.6 1.77 6.75 Merrill Lynch High Yield Master I
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)		 9/2009 $435M 10.99 10.99 0.87 4.08 3.23 -10.8 0.6 0.77 6.81 Merrill Lynch High Yield Master I
ACASX RBC BlueBay Access Capital Community Investment Fund A Bond
(Fixed Inc)		 1/2009 $661.05M 4.5 4.5 -3.25 -0.19 0.78 -12.17 0.35 0.8 9.09 Bloomberg US Securitized Index
CULAX Calvert Ultra-Short Duration Income Fund A Bond
(Fixed Inc)		 10/2006 $730M 6.01 6.01 2.04 2.01 1.5 -0.27 0.38 0.76 0.83 Barclays Short Treasury 9-12 Mon
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)		 4/2006 $852.72M 5.87 5.87 -3.22 1.14 1.81 -12.71 0.37 0.49 8.48 Barclays Capital US Aggregate
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)		 4/2006 $2400M 7.54 7.54 1.19 2.94 2.33 -4.74 0.4 0.51 2.99 Bloomberg 1-5 Year U.S. Credit Index
CLDAX Calvert Core Bond Fund A Bond
(Fixed Inc)		 12/2004 $900M 5.75 5.75 -3.58 4.41 4.22 -13.18 0.42 0.74 8.02 Barclays Capital US Aggregate Bond
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)		 5/2004 $561.4M 11.37 11.37 0.16 4.42 3.15 -12.73 0.5 0.67 7.72 Merrill Lynch High Yield Master I
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)		 9/2002 $2400M 6.45 6.45 0.17 1.91 1.21 -5.7 0.4 1.51 2.93 Bloomberg 1-5 Year U.S. Credit Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)		 1/2002 $2400M 7.3 7.3 0.98 2.71 1.99 -5.03 0.4 0.76 2.97 Bloomberg 1-5 Year U.S. Credit Index
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)		 7/2001 $435M 10.73 10.73 0.63 3.81 2.94 -11.03 0.6 1.02 6.8 Merrill Lynch High Yield Master I
CIFCX Calvert Income Fund C Bond
(Fixed Inc)		 7/2000 $832M 7.63 7.63 -3.09 2.18 1.92 -16.26 0.52 1.66 9.22 Barclays Capital US Credit
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)		 5/2000 $227.45M 5.63 5.63 -3.76 1.38 1.62 -14.91 0.32 0.87 8.41 Barclays U.S. Aggregate Index
CBDIX Calvert Bond Fund I Bond
(Fixed Inc)		 3/2000 $3100M 7.47 7.47 -1.8 2.07 2.62 -12.29 0.41 0.53 8.3 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)		 10/1999 $561.4M 11.08 11.08 -0.22 4.09 2.86 -12.9 0.5 0.92 7.83 Merrill Lynch High Yield Master I
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)		 5/1999 $852.72M 5.56 5.56 -3.56 0.76 1.41 -13.12 0.37 0.94 8.46 Barclays Capital US Aggregate
CINCX Calvert Income Fund I Bond
(Fixed Inc)		 2/1999 $832M 8.76 8.76 -2.12 3.2 3.05 -15.42 0.52 0.66 9.29 Barclays Capital US Credit
ACCSX RBC BlueBay Access Capital Community Investment Fund I Bond
(Fixed Inc)		 6/1998 $661.05M 4.72 4.72 -2.96 0.15 0.98 -11.86 0.35 0.45 9.04 Bloomberg US Securitized Index
CSBCX Calvert Bond Fund C Bond
(Fixed Inc)		 5/1998 $3100M 6.37 6.37 -2.84 1 1.44 -13.17 0.41 1.53 8.23 Barclays Capital US Aggregate Bond
PLDIX PIMCO Low Duration ESG Fund Bond
(Fixed Inc)		 12/1996 $334.67M 5.09 5.09 -0.47 1.21 1.1 -5.59 0.5 0.52 2.72 ICE BofAML 1-3yr U.S. Treasury Index
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)		 8/1992 $280.42M 6.71 6.71 -3.77 1.07 1.48 -14.32 0.48 0.58 8.66 Barclays Capital US Aggregate Bond
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PTSAX PIMCO Total Return ESG Fund Bond
(Fixed Inc)		 4/1991 $1926.11M 5.79 5.79 -4.06 0.95 1.62 -15.62 0.5 0.61 8.68 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Fund A Bond
(Fixed Inc)		 8/1987 $3100M 7.27 7.27 -2.05 1.83 2.28 -12.49 0.41 0.73 8.28 Barclays Capital US Aggregate Bond
CTTLX Calvert Responsible Municipal Income Fund A Bond
(Fixed Inc)		 8/1983 $439M 5.47 5.47 -1.01 1.64 2.35 -8.22 0.47 0.75 8.56 Bloomberg Municipal Bond Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)		 10/1982 $832M 8.5 8.5 -2.34 2.97 2.69 -15.62 0.52 0.91 9.24 Barclays Capital US Credit

View funds by type:

Showing 46 of 171 funds		 Information current as of:
December 31, 2023
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 Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
PIMCO ESG Income FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
Enhanced Short Maturity Active ESG Exchange-Traded FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
PIMCO Climate Bond FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Calvert Responsible Municipal Income Fund CPPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Responsible Municipal Income Fund IPPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Saturna Sustainable Bond FundC *PPPPPP--PPRPCRR-- --
Calvert Core Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Ultra-Short Income Fund ICCCCCCCXCCCCCCXOther/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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Green Bond Fund APCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund IPCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
RBC BlueBay Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Calvert Ultra-Short Duration Income Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
Calvert Short Duration Income Fund ICCCCCCCXCCCCCCXOther/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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Core Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Short Duration Income Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Income Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Bond Fund ICCCCCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Calvert Income Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
RBC BlueBay Access Capital Community Investment Fund IX *XXP------X----XXXXXOther/qualitative criteria --
Calvert Bond Fund CCCCCCCCXCCCCCRROther/qualitative criteria Shareholder engagement
PIMCO Low Duration ESG FundC *RCPCRRRCPRRRRROther/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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Parnassus Fixed Income FundCRC--CCCRCCRRRRR-- Shareholder engagement
PIMCO Total Return ESG FundC *CCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
Calvert Bond Fund ACCCCCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Calvert Responsible Municipal Income Fund APPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Income Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement

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Showing 46 of 171 funds		 Information current as of:
December 31, 2023
Fund NameProxy Voting RecordsProxy Voting Policies
PIMCO ESG Income Fund Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC Available online »
Enhanced Short Maturity Active ESG Exchange-Traded Fund Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC Available online »
PIMCO Climate Bond Fund Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC Available online »
Pax Core Bond Fund Individual Available online » Available online »
Pax Core Bond Fund Institutional Available online » Available online »
Calvert Responsible Municipal Income Fund C Available online » Available online »
Calvert Responsible Municipal Income Fund I Available online » Available online »
Saturna Sustainable Bond Fund Available online » Available online »
Calvert Core Bond Fund I Available online » Available online »
Calvert Flexible Bond Fund A Available online » Available online »
Calvert Flexible Bond Fund C Available online » Available online »
Calvert Flexible Bond Fund I Available online » Available online »
Calvert Ultra-Short Income Fund I Available online » Available online »
Calvert Green Bond Fund A Available online » Available online »
Calvert Green Bond Fund I Available online » Available online »
Pax High Yield Bond Fund A 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 »
Domini Social Bond Fund -- Institutional shares Available online » Available online »
Calvert High Yield Bond Fund C Available online » Available online »
Calvert High Yield Bond Fund I Available online » Available online »
RBC BlueBay Access Capital Community Investment Fund A Not Applicable Not Applicable
Calvert Ultra-Short Duration Income Fund A Available online » Available online »
Praxis Intermediate Income - Institutional Available online » Available online »
Calvert Short Duration Income Fund I Available online » Available online »
Calvert Core Bond Fund A Available online » Available online »
Pax High Yield Bond Fund - Institutional Investor Available online » Available online »
Calvert Short Duration Income Fund C Available online » Available online »
Calvert Short Duration Income Fund A Available online » Available online »
Calvert High Yield Bond Fund A Available online » Available online »
Calvert Income Fund C Available online » Available online »
Domini Social Bond Fund - Investor shares Available online » Available online »
Calvert Bond Fund I Available online » Available online »
Pax High Yield Bond Fund - Individual Investor Available online » Available online »
Praxis Intermediate Income A Available online » Available online »
Calvert Income Fund I Available online » Available online »
RBC BlueBay Access Capital Community Investment Fund I N/A N/A
Calvert Bond Fund C Available online » Available online »
PIMCO Low Duration ESG Fund Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC Available online »
Parnassus Fixed Income Fund Available online » Available online »
PIMCO Total Return ESG Fund • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S Available online »
Calvert Bond Fund A Available online » Available online »
Calvert Responsible Municipal Income Fund A Available online » Available online »
Calvert Income Fund A Available online » Available online »

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Showing 46 of 171 funds		 Information current as of:
December 31, 2023
Fund NameMinimum AccountMinimum IRA
PIMCO ESG Income Fund $1mm for institutional share class N/A
Enhanced Short Maturity Active ESG Exchange-Traded Fund 1 share N/A
PIMCO Climate Bond Fund $1mm institutional share class; $75mm separate account N/A
Pax Core Bond Fund Individual 1000 1000
Pax Core Bond Fund Institutional 250,000 250,000
Calvert Responsible Municipal Income Fund C $1,000 $1,000
Calvert Responsible Municipal Income Fund I $1,000 $1,000
Saturna Sustainable Bond Fund 1000.00 0
Calvert Core Bond Fund I $1,000 $1,000
Calvert Flexible Bond Fund A $1,000 $1,000
Calvert Flexible Bond Fund C $1,000 $1,000
Calvert Flexible Bond Fund I $1,000 $1,000
Calvert Ultra-Short Income Fund I $1,000 $1,000
Calvert Green Bond Fund A $1,000 $1,000
Calvert Green Bond Fund I $1,000 $1,000
Pax High Yield Bond Fund A $1000 --
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 --
Domini Social Bond Fund -- Institutional shares $500,000 $500,000
Calvert High Yield Bond Fund C $1,000 $1,000
Calvert High Yield Bond Fund I $1,000 $1,000
RBC BlueBay Access Capital Community Investment Fund A $1,000 $250
Calvert Ultra-Short Duration Income Fund A $1,000 $1,000
Praxis Intermediate Income - Institutional $100,000 --
Calvert Short Duration Income Fund I $1,000 $1,000
Calvert Core Bond Fund A $1,000 $1,000
Pax High Yield Bond Fund - Institutional Investor $250,000 --
Calvert Short Duration Income Fund C $1,000 $1,000
Calvert Short Duration Income Fund A $1,000 $1,000
Calvert High Yield Bond Fund A $1,000 $1,000
Calvert Income Fund C $1,000 $1,000
Domini Social Bond Fund - Investor shares $2,500 (or $1,500 w/automatic investment plan) $1,500
Calvert Bond Fund I $1000 $1000
Pax High Yield Bond Fund - Individual Investor $1000 --
Praxis Intermediate Income A $2,500 --
Calvert Income Fund I $1,000 $1,000
RBC BlueBay Access Capital Community Investment Fund I $1,000,000 ($0 for Qualified Retirement Plans) --
Calvert Bond Fund C $1000 $1000
PIMCO Low Duration ESG Fund $100mm for separate account; $1mm for fund N/A
Parnassus Fixed Income Fund $2,000 $500
PIMCO Total Return ESG Fund $75mm for separate account; $1mm for fund N/A
Calvert Bond Fund A $1000 $1000
Calvert Responsible Municipal Income Fund A $1,000 $1,000
Calvert Income Fund A $1,000 $1,000