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 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| View funds by type: Showing 43 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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| Amana Growth Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Amana Growth Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Equity Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X |  |
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| Praxis Growth Index Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Parnassus Value Equity Fund | C | R | C | -- | C | C | C | R | C | C | R | R | P | R | R | -- | |
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| Calvert Equity Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert U. Large-Cap Core Responsible Index Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Equity Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert US Large-Cap Core Responsible Index Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Parnassus Core Equity Fund | C | R | C | -- | C | C | C | R | C | C | R | R | R | R | R | -- | |
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| Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | |
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| Calvert U.S. Large Cap Core Responsible Index Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Walden Equity Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax ESG Beta Quality Fund - Class A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Neuberger Berman Socially Responsive I | C | C | C | P | P | P | P | P | P | P | X | R | X | X | X | |
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| Neuberger Berman Socially Resp Inv | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Praxis Value Index - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Neuberger Berman Socially Resp Tr | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Domini Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Neuberger Berman Socially Responsive A | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Domini Social Equity Fund -- R shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Amana Income Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Neuberger Berman Socially Resp R3 | C | C | P | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Domini Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Domini Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Amana Income Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Neuberger Berman Socially Responsive C | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Aspiration Redwood Fund | P | P | P | P | P | P | P | X | P | P | X | X | X | X | X | |
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| AXS Change Finance ESG ETF | C * | C | C | -- | C | C | C | -- | C | C | -- | C | R | -- | R | |
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| Calvert US Large-Cap Growth Responsible Index Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert US Large-Cap Growth Responsible Index Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert US Large-Cap Value Responsible Index Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert US Large-Cap Value Responsible Index Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Parnassus Growth Equity Fund | C * | R | C | -- | C | C | C | R | C | C | R | R | R | R | R | -- | |
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| Pax ESG Beta Dividend Fund Individual | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax ESG Beta Dividend Fund Institutional | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax Large Cap Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax Large Cap Fund Intitutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Sphere 500 Fossil-Free Fund | R * | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| View funds by type: Showing 43 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 43 of 171 funds |
Information current as of: December 31, 2023 |