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 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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) |
| 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) |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI 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 |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| 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 |
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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| Amana Developing World Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Amana Developing World Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
| Calvert International Opportunities Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X |  |
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| Calvert International Opportunities Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert Emerging Markets Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | C | C | C | R | |
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| Calvert Emerging Markets Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | C | R | C | R | |
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| Calvert Emerging Markets Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | C | R | C | R | |
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| Calvert International Equity Fund C | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert International Equity Fund A | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Calvert International Equity Fund I | C | C | C | C | C | C | C | X | C | C | C | C | C | C | X | |
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| Domini International Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini International Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini International Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Mirova Global Sustainable Equity Fund - Class A | P | X | C | C | P | R | C | -- | C | C | -- | -- | -- | -- | -- | -- | -- | ||||||||||||||
| Mirova Global Sustainable Equity Fund - Class Y | P | R | C | C | P | R | C | -- | C | C | R | -- | R | C | R | -- | |
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| Green Century MSCI International Index Fund - Institution | C * | R | C | -- | C | C | C | -- | C | C | X | R | X | X | X | -- | |
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| Green Century MSCI International Index Fund - Investor | C * | R | C | -- | C | C | C | -- | C | C | X | R | X | X | X | -- | |
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| Praxis International Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| New Alternatives Fund Investor Shares | P * | R | P | P | P | P | P | X | P | P | R | R | R | R | -- | -- | |
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| New Alternatives Fund A Shares | P * | R | P | P | P | P | P | X | P | P | X | P | R | R | R | -- | |
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| Pax Global Environmental Markets Fund - Institutional Class | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Global Environmental Markets Fund - Individual Investor | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Portfolio 21 Global Equity Fund | R * | C | R | X | C | C | C | -- | -- | -- | -- | R | R | R | R | -- | |
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| Pax Global Environmental Markets Fund A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | C | C | C | C | C | C | C | -- | C | C | -- | -- | X | -- | R | -- | |
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| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | C | C | C | C | C | C | C | -- | C | C | -- | -- | X | -- | R | -- | |
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| Saturna Sustainable Equity Fund | C * | P | P | P | P | P | P | -- | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
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| FundX Sustainable Impact Equity | -- | -- | -- | -- | -- | R | -- | -- | -- | -- | -- | -- | -- | -- | X | -- | -- | ||||||||||||||
| Vert Global Sustainable Real Estate Fund | C * | C | C | C | C | C | C | C | C | C | -- | -- | -- | -- | -- | -- | |
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| View funds by type: Showing 29 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 29 of 171 funds |
Information current as of: December 31, 2023 |