Sustainable, Responsible and Impact Mutual Fund and ETF Chart

The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact 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.

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Bloomberg 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.


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View funds by type:

Showing 45 of 205 funds
Information current as of:
June 20, 2018

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
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $73.88M 7.52 16.54 -- -- -- 22.5 2 -- 6.95 S&P 500 Composite Total Return
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $8.21M 0.58 15.3 5.72 8.16 5.16 16.73 0.7 0.87 9.49 Morningstar US Large Value TR Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $36.05M 0.33 9.64 8.63 11.53 -- 20.65 0.75 1 7.56 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $703.12M 14 26.41 16.64 17.95 -- 28.1 0.6 0.74 9.53 Russell 1000® Growth Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2281.88M 7.39 18.94 10.81 13.79 8.75 25.79 0.62 1.07 8.47 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2281.88M 7.05 18.05 9.97 12.94 7.93 24.84 0.62 1.81 8.48 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2281.88M 7.61 19.36 11.24 14.29 9.29 26.24 0.62 0.66 8.5 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1131.77M 4.59 14.69 10.1 13.61 8.83 20.74 0.27 0.54 8.05 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1131.77M 4.24 13.84 9.27 12.73 7.89 19.82 0.27 1.44 8.02 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1131.77M 4.79 15.13 10.49 14.08 9.36 21.18 0.27 0.2 8.08 Calvert U.S. Large Cap Core Responsible Index
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $64.22M 9.58 20.38 12.7 -- -- 26.99 0.27 0.57 9.25 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $64.22M 9.78 20.8 13.1 -- -- 27.39 0.27 0.22 9.27 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $247.15M -0.18 9.25 7.54 -- -- 14.71 0.27 0.57 7.88 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $247.15M -0.04 9.63 7.91 -- -- 15.16 0.27 0.22 7.84 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value Responsible Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $814.29M 2.06 11.32 6.02 10.49 7.17 15.44 0.24 1.16 8.12 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $814.29M 2.28 11.77 6.45 10.9 7.57 15.8 0.24 0.79 8.13 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $814.29M 2.08 11.34 6.06 10.5 7.15 15.42 0.24 1.14 8.11 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $814.29M 2.11 11.74 6.38 10.84 7.51 15.85 0.24 0.83 8.02 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $257.19M 5.15 15.32 11.11 13.03 8.58 21.95 0.25 1.25 8.87 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2352.64M 5.82 14.61 10.15 12.59 8.06 18.57 0.73 0.84 8.19 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2352.64M 5.62 14.15 9.68 12.11 -- 18.07 0.73 1.28 8.17 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2352.64M 5.76 14.47 9.98 12.41 7.87 18.39 0.87 1.01 8.18 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2352.64M 5.73 14.4 9.95 12.38 -- 18.36 0.73 1.03 8.15 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2352.64M 5.38 13.58 9.14 11.56 -- 17.44 0.73 1.78 8.17 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2352.64M 5.94 14.83 10.36 12.8 8.25 18.76 0.62 0.66 8.19 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15508.6M 4.13 13.04 9.97 12.53 9.71 16.38 0.59 0.88 7.7 S&P 500 Composite Total Return
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $144.1M 2.7 14.01 -- -- -- 19.24 0.65 0.9 8.39 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $144.1M 2.96 14.39 -- -- -- 19.44 0.65 0.65 8.34 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $214.54M 2.75 14.89 8.96 12.89 -- 21.96 0.65 1.06 7.67 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $214.54M 2.79 14.83 8.95 12.97 7.84 21.89 0.65 1.07 7.72 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $214.54M 2.92 15.15 9.22 13.25 8.11 22.22 0.65 0.84 7.66 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $701.36M 5.11 16.26 -- -- -- 20.65 0.65 0.95 8.57 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $701.36M 5.11 16.45 -- -- -- 20.96 0.65 0.7 8.56 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $269.52M 9.82 21.85 14.31 16.43 10.47 26.78 0.3 0.44 9.37 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $269.52M 9.59 21.36 13.84 15.93 9.98 26.28 0.3 0.86 9.37 MSCI U.S. Prime Market Growth Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $195.14M -0.15 10.91 8.13 10.68 6.87 16.91 0.3 0.44 9.2 MSCI US Prime Market Value Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $195.14M -0.36 10.39 7.57 10.15 6.27 16.31 0.3 0.94 9.24 MSCI US Prime Market Value Index
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $4.32M 7.2 13.37 -- -- -- -- 0.5 0.5 6.39 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $206.81M 3.05 14.37 11.03 12 8.1 20.77 0.75 1 8.86 S&P 500 Composite Total Return

View funds by type:

Showing 45 of 205 funds
Information current as of:
June 20, 2018

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
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/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
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
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
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
SerenityShares Impact ETFP *--PP------X--------RXROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement

View funds by type:

Showing 45 of 205 funds
Information current as of:
June 20, 2018

Fund NameProxy Voting RecordsProxy Voting Policies
Aspiration Redwood Fund -- Available online »
Baywood SociallyResponsible Fund Upon Request Upon Request
Boston Common Large Cap Core Equity Fund Available online » Available online »
Brown Advisory Sustainable Growth Fund All voting records are stored through Brown Advisory’s proxy voting database. Clients typically receive proxy voting records upon request. The fund emphasizes a more stringent research approach to ESG proxy matters and shareholder proposals, voting on a case-by-case basis. The portfolio managers actively engage company management as shareholder advocates in instances where the company is not
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 Equity Portfolio Y 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 Core Responsible Index Fund Y 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 C Available online » Available online »
Calvert U.S. Large Cap Growth Responsible Index Fund I Available online » Available online »
Calvert U.S. Large Cap Growth Responsible Index Fund Y 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 C Available online » Available online »
Calvert U.S. Large Cap Value Responsible Index Fund I Available online » Available online »
Calvert U.S. Large Cap Value Responsible Index Fund Y 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 »
Green Century Equity Available online » Available online »
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 »
Parnassus Core Equity Fund 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 Large Cap Fund Individual Available online » Available online »
Pax Large Cap Fund Intitutional Available online » Available online »
Praxis Growth Index Fund - Institutional Available online » Available online »
Praxis Growth Index Fund A Available online » Available online »
Praxis Value Index - Institutional Available online » Available online »
Praxis Value Index A Available online » Available online »
SerenityShares Impact ETF -- The fund evaluates ESG factors in its proxy voting
Walden Equity Fund Available online » Available online »

View funds by type:

Showing 45 of 205 funds
Information current as of:
June 20, 2018

Fund NameMinimum AccountMinimum IRA
Aspiration Redwood Fund $100 $100
Baywood SociallyResponsible Fund $100,000 $2,500
Boston Common Large Cap Core Equity Fund 100,000 100,000
Brown Advisory Sustainable Growth Fund Brown Advisory Sustainable Growth Fund: BAFWX: Institutional Share Class: $1 million/BIAWX: Investor Share Class: $5,000/BAWAX: Advisor Share Class: $2,000 Investor Share Class: $2,000/ Advisor Share Class: $1,000 (qualified Retirement Plans - 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 Equity Portfolio Y N/A N/A
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 Core Responsible Index Fund Y 10,000 2,000
Calvert U.S. Large Cap Growth Responsible Index Fund A 5,000 2,000
Calvert U.S. Large Cap Growth Responsible Index Fund C 5,000 2,000
Calvert U.S. Large Cap Growth Responsible Index Fund I 100,000 N/A
Calvert U.S. Large Cap Growth Responsible Index Fund Y 10,000 2,000
Calvert U.S. Large Cap Value Responsible Index Fund A 5,000 2,000
Calvert U.S. Large Cap Value Responsible Index Fund C 5,000 2,000
Calvert U.S. Large Cap Value Responsible Index Fund I 100,000 N/A
Calvert U.S. Large Cap Value Responsible Index Fund Y 10,000 2,000
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
Green Century Equity $2,500; $1,000 with automatic deposit $1,000
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
Parnassus Core Equity Fund $2,000 $500
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 Large Cap Fund Individual 1000 1000
Pax Large Cap Fund Intitutional 250,000 250,000
Praxis Growth Index Fund - Institutional $100,000 --
Praxis Growth Index Fund A $2,500 --
Praxis Value Index - Institutional $100,000 --
Praxis Value Index A $2,500 --
SerenityShares Impact ETF 0 0
Walden Equity Fund $100,000 --