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.

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Showing 43 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
CSIEX Calvert Equity Fund A Equity
Large Cap		 8/1987 $7200M 17.93 17.93 7.83 16.29 12.71 -17.63 0.55 0.91 17.05 Russell 1000
CSECX Calvert Equity Fund C Equity
Large Cap		 2/1994 $7200M 17.07 17.07 7.03 15.42 11.87 -18.24 0.55 1.66 17.01 Russell 1000
CEYIX Calvert Equity Fund I Equity
Large Cap		 10/1999 $7200M 18.23 18.23 8.1 16.58 13.08 -17.41 0.55 0.66 17.04 Russell 1000
CISIX Calvert U. Large-Cap Core Responsible Index Fund I Equity
Large Cap		 6/2000 $5300M 27.26 27.26 7.81 15.98 12.06 -21.71 0.24 0.24 16.27 Russell 1000
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap		 6/2000 $5300M 26 26 6.74 14.82 10.86 -22.49 0.24 1.24 16.26 Russell 1000
CSXAX Calvert US Large-Cap Core Responsible Index Fund A Equity
Large Cap		 6/2000 $5300M 26.93 26.93 7.54 15.68 11.7 -21.9 0.24 0.49 16.25 Russell 1000
CGJAX Calvert US Large-Cap Growth Responsible Index Fund A Equity
Large Cap		 6/2015 $643M 36.35 36.35 7.79 18.51 -- -27.08 0.24 0.49 17.05 Russell 1000
CGJIX Calvert US Large-Cap Growth Responsible Index Fund I Equity
Large Cap		 6/2015 $643M 36.66 36.66 8.06 18.81 -- -26.89 0.24 0.24 17.04 Russell 1000
CFJAX Calvert US Large-Cap Value Responsible Index Fund A Equity
Large Cap		 6/2015 $1900M 9.53 9.53 6.2 11.25 -- -11.9 0.24 0.51 18.21 Russell 1000
CFJIX Calvert US Large-Cap Value Responsible Index Fund I Equity
Large Cap		 6/2015 $1900M 9.82 9.82 6.46 11.22 -- -11.69 0.24 0.23 18.21 Russell 1000
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap		 12/2016 $93.91M 9.33 9.33 2.53 9.16 -- -13.47 0.65 0.8 16.6 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap		 12/2016 $93.91M 9.55 9.55 2.76 9.42 -- -13.29 0.65 0.55 16.63 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap		 4/2013 $289.95M 24.39 24.39 9.77 13.75 10.41 -18.28 0.63 0.7 15.63 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap		 6/1997 $289.95M 24.39 24.39 9.77 13.77 10.41 -18.29 0.63 0.7 15.67 Russell 1000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap		 4/2007 $289.95M 24.65 24.65 10.05 14.04 10.68 -18.05 0.63 0.45 15.61 Russell 1000
AMIGX Amana Growth Fund (Institutional) Equity
Large Cap		 9/2013 $4578.33M 25.98 25.98 10.31 18.98 14.56 -19.27 0.64 0.67 14.93 S&P 500 Composite Total Return
AMAGX Amana Growth Fund (Investor) Equity
Large Cap		 2/1994 $4578.33M 25.66 25.66 10.04 18.69 14.29 -19.46 0.64 0.91 14.92 S&P 500 Composite Total Return
AMINX Amana Income Fund (Institutional) Equity
Large Cap		 9/2013 $1719.31M 13.82 13.82 8.55 12.89 9.51 -8.53 0.75 0.78 12.55 S&P 500 Composite Total Return
AMANX Amana Income Fund (Investor) Equity
Large Cap		 6/1986 $1719.31M 13.55 13.55 8.3 12.64 9.25 -8.75 0.75 1.02 12.55 S&P 500 Composite Total Return
REDWX Aspiration Redwood Fund Equity
Large Cap		 11/2015 $147.01M 23.24 23.24 7.65 14.7 -- -20.35 2 0.5 17.08 S&P 500 Composite Total Return
CHGX AXS Change Finance ESG ETF Equity
Large Cap		 3/2022 $132.1M 23.7 23.7 5.92 14.35 -- -21.72 0.49 0.49 16.6 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap		 11/2008 $990.12M 28.28 28.28 4.94 14.72 9.37 -25.83 0.2 1.09 16.24 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap		 11/2008 $990.12M 28.77 28.77 5.33 15.14 9.77 -25.54 0.2 0.74 16.24 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap		 6/1991 $990.12M 28.42 28.42 5 14.77 9.4 -25.76 0.2 1.09 16.26 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap		 11/2003 $990.12M 28.63 28.63 5.25 15.06 9.7 -25.59 0.2 1.05 16.22 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap		 6/1991 $581.53M 27.7 27.7 8.44 15.3 11.43 -23.09 0.23 1.25 15.93 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap		 3/1994 $1373.01M 26.76 26.76 8.41 13.87 9.98 -18.66 0.76 0.87 13.25 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap		 5/2009 $1373.01M 26.2 26.2 7.92 13.36 9.5 -19.02 0.76 1.32 13.22 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap		 3/1997 $1373.01M 26.54 26.54 8.21 13.67 9.79 -18.79 0.9 1.05 13.21 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap		 5/2009 $1373.01M 26.53 26.53 8.2 13.65 9.77 -18.81 0.76 1.06 13.23 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap		 5/2009 $1373.01M 25.59 25.59 7.4 12.81 8.96 -19.41 0.76 1.82 13.23 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap		 11/2007 $1373.01M 26.99 26.99 8.6 14.07 10.18 -18.51 0.65 0.7 13.22 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap		 8/1992 $27798.3M 24.93 24.93 9.07 15.49 11.61 -18.66 0.57 0.82 14.43 S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap		 12/2016 $1443.36M 19.9 19.9 7.81 15.9 -- -20.04 0.65 0.97 17.76 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap		 12/2016 $1443.36M 20.12 20.12 8.07 16.18 -- -19.82 0.65 0.72 17.82 S&P 500 Composite Total Return
SPFFX Sphere 500 Fossil-Free Fund Equity
Large Cap		 10/2021 $6.38M 29.48 29.48 -- -- -- -20.07 0.07 0.07 14.55 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap		 6/1999 $262.91M 16.29 16.29 8.78 14.04 10.76 -13.59 0.75 1 13.39 S&P 500 Composite Total Return
PFGEX Parnassus Growth Equity Fund Equity
Large Cap		 12/2022 $30.54M 44.92 44.92 -- -- -- -- 0.75 0.84 17.24 Russell 1000 Growth Index
PARWX Parnassus Value Equity Fund Equity
Large Cap		 4/2005 $4920.38M 13.7 13.7 8.73 16.9 12.89 -13.85 0.66 0.88 17.96 Russell 1000 Value Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap		 4/2007 $540.73M 29.82 29.82 7.17 16.68 13.47 -28.25 0.24 0.36 14.58 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap		 4/2007 $540.73M 29.48 29.48 6.86 16.33 13.06 -28.48 0.24 0.67 14.59 MSCI U.S. Prime Market Growth Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap		 4/2006 $499.91M 20.42 20.42 11.69 13.99 9.88 -7.57 0.25 0.38 15.95 MSCI US Prime Market Value Index
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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		 4/2001 $499.91M 20.04 20.04 11.28 13.54 9.4 -7.88 0.25 0.75 15.94 MSCI US Prime Market Value Index

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Showing 43 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
Calvert Equity Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Equity Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Equity Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert U. Large-Cap Core Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Core Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Growth Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Growth Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Value Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Value Responsible Index Fund ICCCCCCCXCCCCCCXOther/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
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
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Amana Growth Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Growth Fund (Investor)C *PPPPPPPPPRPCRR-- --
Amana Income Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Income Fund (Investor)C *PPPPPPPPPRPCRR-- --
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
AXS Change Finance ESG ETFC *CC--CCC--CC--CR--ROther/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
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 R3CCPPPPPXPPXRXXXOther/qualitative criteria 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 FundCRC--CCCRCCRRRRR-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Sphere 500 Fossil-Free FundR *----------------------X--X-- --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Parnassus Growth Equity FundC *RC--CCCRCCRRRRR-- Shareholder engagement
Parnassus Value Equity FundCRC--CCCRCCRRPRR-- 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-- --

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Showing 43 of 171 funds		 Information current as of:
December 31, 2023
Fund NameProxy Voting RecordsProxy Voting Policies
Calvert Equity Fund A Available online » Available online »
Calvert Equity Fund C Available online » Available online »
Calvert Equity Fund I Available online » Available online »
Calvert U. Large-Cap Core Responsible Index Fund I Available online » Available online »
Calvert U.S. Large Cap Core Responsible Index Fund C Available online » Available online »
Calvert US Large-Cap Core Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Growth Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Growth Responsible Index Fund I Available online » Available online »
Calvert US Large-Cap Value Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Value Responsible Index Fund I 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 »
Amana Growth Fund (Institutional) saturna.com/about/proxy-voting/amana Available online »
Amana Growth Fund (Investor) Available online » Available online »
Amana Income Fund (Institutional) saturna.com/about/proxy-voting/amana Available online »
Amana Income Fund (Investor) Available online » Available online »
Aspiration Redwood Fund -- Available online »
AXS Change Finance ESG ETF NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f
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 Large Cap Fund Individual Available online » Available online »
Pax Large Cap Fund Intitutional Available online » Available online »
Sphere 500 Fossil-Free Fund Available online » We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values)
Walden Equity Fund Available online » Available online »
Parnassus Growth Equity Fund Available online » Available online »
Parnassus Value Equity Fund 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 »

View funds by type:

Showing 43 of 171 funds		 Information current as of:
December 31, 2023
Fund NameMinimum AccountMinimum IRA
Calvert Equity Fund A $1,000 $1,000
Calvert Equity Fund C $1,000 $1,000
Calvert Equity Fund I $1,000 $1,000
Calvert U. Large-Cap Core Responsible Index Fund I $1,000 $1,000
Calvert U.S. Large Cap Core Responsible Index Fund C $1,000 $1,000
Calvert US Large-Cap Core Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Growth Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Growth Responsible Index Fund I $1,000 $1,000
Calvert US Large-Cap Value Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Value Responsible Index Fund I $1,000 $1,000
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 --
Amana Growth Fund (Institutional) $100,000.00 $0.00
Amana Growth Fund (Investor) $100.00 $0.00
Amana Income Fund (Institutional) $100,000.00 $0.00
Amana Income Fund (Investor) $100.00 $0.00
Aspiration Redwood Fund $100 $100
AXS Change Finance ESG ETF N/A N/A
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 Large Cap Fund Individual 1000 1000
Pax Large Cap Fund Intitutional 250,000 250,000
Sphere 500 Fossil-Free Fund None None
Walden Equity Fund $100,000 --
Parnassus Growth Equity Fund $2,000 $500
Parnassus Value Equity Fund $2,000 $500
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 --