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 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| CFWIX | Calvert Global Water Fund I |
Equity Specialty |
1/2014 | $587M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water Index |
| CFWAX | Calvert Global Water Fund A |
Equity Specialty |
9/2008 | $587M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water Index |
| CFWCX | Calvert Global Water Fund C |
Equity Specialty |
9/2008 | $587M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| CAEIX | Calvert Global Energy Solutions Fund I |
Equity Specialty |
5/2007 | $160M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | MSCI World |
| CGAEX | Calvert Global Energy Solutions Fund A |
Equity Specialty |
5/2007 | $160M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | MSCI World |
| CGACX | Calvert Global Energy Solutions Fund C |
Equity Specialty |
7/2007 | $160M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | MSCI World |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| View funds by type: Showing 14 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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| TIAA-CREF Social Choice Equity Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R |  |
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| TIAA-CREF Social Choice Equity Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Equity Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Equity Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Calvert Global Water Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Global Water Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Global Water Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Pax Ellevate Global Women's Leadership Fund - Institutional Class | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Pax Ellevate Global Women's Leadership Fund - Individual Investor | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Praxis International Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Global Energy Solutions Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Global Energy Solutions Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Global Energy Solutions Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| VegTech™ Plant-based Innovation & Climate ETF | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | ||||||||||||||
| View funds by type: Showing 14 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 14 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| Calvert Global Water Fund I | $1,000 | $1,000 |
| Calvert Global Water Fund A | $1,000 | $1,000 |
| Calvert Global Water Fund C | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Calvert Global Energy Solutions Fund I | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| Calvert Global Energy Solutions Fund C | $1,000 | $1,000 |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |