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 >

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View funds by type:

Showing 29 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
AMIDX Amana Developing World Fund (Institutional) Int'l
Global
9/2013 $107.51M 13.39 13.39 0.22 7.76 2.45 -17.48 0.8 1.01 15.19 MSCI Emerging Markets
AMDWX Amana Developing World Fund (Investor) Int'l
Global
9/2009 $107.51M 13.24 13.24 0.05 7.59 2.23 -17.64 0.8 1.22 15.2 MSCI Emerging Markets
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1780M 4.48 4.48 -9.35 2.59 2.98 -22.81 0.87 1.27 20.19 MSCI Emerging Markets Index
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1780M 3.66 3.66 -10.05 1.81 2.16 -23.4 0.87 2.02 20.2 MSCI Emerging Markets Index
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1780M 4.73 4.73 -9.14 2.83 3.28 -22.64 0.87 1.02 20.24 MSCI Emerging Markets Index
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $1000M 15.34 15.34 1.45 9.93 4.36 -19.24 0.79 1.2 19.05 MSCI EAFE Equity
CWVCX Calvert International Equity Fund C Int'l
Global
2/1994 $1000M 14.41 14.41 0.67 9.1 3.55 -19.83 0.79 1.95 18.98 MSCI EAFE Equity
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $1000M 15.56 15.56 1.69 10.2 4.73 -19.02 0.79 0.95 19.01 MSCI EAFE Investable Market
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $369M 11.8 11.8 -2.92 5.21 3.57 -27.45 0.87 2.05 19.74 MSCI EAFE Equity
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $369M 12.92 12.92 -1.95 6.28 4.72 -26.75 0.87 1.05 19.74 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $805.25M 21.28 21.28 2.02 5.57 3.31 -20.96 0.84 1.38 19.26 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $805.25M 21.8 21.8 2.54 6.05 3.76 -20.55 0.84 0.91 19.2 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $805.25M 21.39 21.39 2.08 5.63 3.35 -20.9 0.84 1.37 19.27 MSCI EAFE Equity
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 -- -- -- -- -- -- -19.41 1 1.99 -- MSCI All World Country Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $195.93M 16.98 16.98 1.38 8.02 -- -21.16 0.28 0.98 17.73 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $195.93M 16.63 16.63 1.07 7.68 -- -21.4 0.28 1.28 17.68 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $1033.57M 18.32 18.32 2.59 13.6 -- -22.61 0.8 1.2 16.47 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $1033.57M 18.63 18.63 2.85 13.89 -- -22.38 0.8 0.95 16.45 MSCI World
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $326.54M -2.49 -2.49 -7.94 11.59 8.17 -15.97 0.54 0.85 23.63 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $326.54M -2.74 -2.74 -8.17 11.31 -- -16.18 0.53 1.1 23.61 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $2446.84M 16.55 16.55 3.23 12.06 7.33 -22.67 0.75 1.16 19.74 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $2446.84M 16.85 16.85 3.5 12.36 7.6 -22.44 0.75 0.91 19.72 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
4/2013 $2446.84M 16.58 16.58 3.24 12.06 7.33 -22.64 0.75 1.16 19.73 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $1135.47M 18.92 18.92 2.64 7.97 3.29 -18.04 0.47 0.72 16.93 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $1135.47M 19.28 19.28 2.93 8.24 3.26 -17.84 0.47 0.47 16.94 MSCI EAFE ESG Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI ACWI
MPLAX Praxis International Index A Int'l
Global
12/2010 $396.1M 14.51 14.51 0.75 6.56 3.12 -16.76 0.44 1.24 16.65 MSCI ACWI xUS
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $22.34M 18.81 18.81 1.3 11.11 -- -21.44 0.65 0.75 14.9 S&P Global 1200
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 -- 6.15 6.15 1.28 3.09 -- -26.25 0.4 0.5 -- S&P Global REIT Index

View funds by type:

Showing 29 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
Amana Developing World Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Developing World Fund (Investor)C *PPPPPPPPPRPCRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRCCCROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRCRCROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRCRCROther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/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
FundX Sustainable Impact Equity----------R----------------X-- --
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----X--R-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----X--R-- Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Praxis International Index 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
Saturna Sustainable Equity FundC *PPPPPP--PPRPCRR-- --
Vert Global Sustainable Real Estate FundC *CCCCCCCCC------------ Shareholder engagement

View funds by type:

Showing 29 of 171 funds
Information current as of:
December 31, 2023

Fund NameProxy Voting RecordsProxy Voting Policies
Amana Developing World Fund (Institutional) saturna.com/about/proxy-voting/amana Available online »
Amana Developing World Fund (Investor) saturna.com/about/proxy-voting/amana Available online »
Calvert Emerging Markets Equity Fund A Available online » Available online »
Calvert Emerging Markets Equity Fund C Available online » Available online »
Calvert Emerging Markets Equity Fund I Available online » Available online »
Calvert International Equity Fund A Available online » Available online »
Calvert International Equity Fund C Available online » Available online »
Calvert International Equity Fund I Available online » Available online »
Calvert International Opportunities Fund C Available online » Available online »
Calvert International Opportunities Fund I Available online » Available online »
Domini International Social Equity Fund -- A shares Available online » Available online »
Domini International Social Equity Fund -- Institutional shares Available online » Available online »
Domini International Social Equity Fund -- Investor shares Available online » Available online »
FundX Sustainable Impact Equity -- --
Green Century MSCI International Index Fund - Institution The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. Available online »
Green Century MSCI International Index Fund - Investor The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. Available online »
Mirova Global Sustainable Equity Fund - Class A Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord Proxy Voting Policy is available upon request.
Mirova Global Sustainable Equity Fund - Class Y Available online » Proxy Voting Policy is available upon request.
New Alternatives Fund A Shares Available online » t
New Alternatives Fund Investor Shares Available online » --
Pax Global Environmental Markets Fund - Individual Investor Available online » Available online »
Pax Global Environmental Markets Fund - Institutional Class Available online » Available online »
Pax Global Environmental Markets Fund A Available online » Available online »
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Available online » Available online »
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Available online » Available online »
Portfolio 21 Global Equity Fund Available online » Available online »
Praxis International Index A Available online » Available online »
Saturna Sustainable Equity Fund Available online » Available online »
Vert Global Sustainable Real Estate Fund Available online » Available online »

View funds by type:

Showing 29 of 171 funds
Information current as of:
December 31, 2023

Fund NameMinimum AccountMinimum IRA
Amana Developing World Fund (Institutional) $100,000.00 $0.00
Amana Developing World Fund (Investor) $100.00 $0.00
Calvert Emerging Markets Equity Fund A $1,000 $1,000
Calvert Emerging Markets Equity Fund C $1,000 $1,000
Calvert Emerging Markets Equity Fund I $1,000 $1,000
Calvert International Equity Fund A $1,000 $1,000
Calvert International Equity Fund C $1,000 $1,000
Calvert International Equity Fund I $1,000 $1,000
Calvert International Opportunities Fund C $1,000 $1,000
Calvert International Opportunities Fund I $1,000 $1,000
Domini International Social Equity Fund -- A shares $2,500 (or $1,500 w/automatic investment plan) $1,500
Domini International Social Equity Fund -- Institutional shares $500,000 $500,000
Domini International Social Equity Fund -- Investor shares $2,500 (or $1,500 w/automatic investment plan) $1,500
FundX Sustainable Impact Equity $1000 $1000
Green Century MSCI International Index Fund - Institution $250,000 $250,000
Green Century MSCI International Index Fund - Investor $2,500; $1,000 with automatic deposit $1,000
Mirova Global Sustainable Equity Fund - Class A $2,500 $1,000
Mirova Global Sustainable Equity Fund - Class Y $100,000 $100,000
New Alternatives Fund A Shares $2500 $2500
New Alternatives Fund Investor Shares $3500 $3500
Pax Global Environmental Markets Fund - Individual Investor $1000 --
Pax Global Environmental Markets Fund - Institutional Class $250,000 --
Pax Global Environmental Markets Fund A $1000 --
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor $1000 --
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class $250,000 --
Portfolio 21 Global Equity Fund $5,000 $1,000
Praxis International Index A $2,500 --
Saturna Sustainable Equity Fund 1000.00 0
Vert Global Sustainable Real Estate Fund $10,000 $10,000