Sustainable, Responsible and Impact Mutual Fund and ETF Chart

The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact 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 179 of 179 funds
Information current as of:
September 30, 2019

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
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17561.4M 22.98 11.17 13.45 10.76 13.06 -0.18 0.75 0.87 16.59 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4599.79M 20.59 4.05 12.75 9.69 12.44 -5.5 0.15 0.17 19.23 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4599.79M 20.48 3.87 12.58 9.53 12.26 -5.69 0.15 0.33 19.21 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4599.79M 20.3 3.76 12.44 9.4 12.15 -5.76 0.15 0.45 19.14 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4599.79M 20.37 3.77 12.47 9.42 12.16 -5.74 0.15 0.42 19.22 Russell 3000
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4288.91M 8.66 10.24 3.54 3.96 -- 0.33 0.35 0.37 3.51 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4288.91M 8.52 10.16 3.4 3.81 -- 0.16 0.35 0.55 3.44 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4288.91M 8.44 10.04 3.29 3.67 -- 0.06 0.35 0.65 3.48 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4288.91M 8.57 10.07 3.31 3.72 -- 0.08 0.35 0.62 3.55 Barclays Capital US Aggregate Bond
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4154.15M 24.5 10.58 11.21 10.6 13.33 -6.6 0.72 0.99 17.74 Russell Midcap Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3759.61M 21.2 0.42 10.48 11.07 13.65 -13.42 0.85 0.92 28.32 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3288.14M 29.6 18.72 19.23 13.98 13.78 5.01 0.62 1.08 15.22 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3288.14M 28.83 17.82 18.33 13.12 12.94 4.29 0.62 1.84 15.2 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3288.14M 29.83 19.05 19.63 14.41 14.3 5.39 0.62 0.71 15.21 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2197.08M 10.16 4.02 7.98 5.29 -- -15.48 0.87 1.27 18.63 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2197.08M 9.61 3.33 7.18 4.48 -- -16.13 1 2.02 18.62 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2197.08M 10.34 4.36 8.32 5.65 -- -15.15 1 0.92 18.62 MSCI EM NR USD
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2189.65M 5.35 7.03 1.65 2.23 2.53 0.1 0.3 0.91 2.32 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2189.65M 5.71 7.52 2.11 2.7 2.99 0.56 0.3 0.46 2.32 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2189.65M 5.43 7.14 1.86 2.4 2.66 0.3 0.3 0.81 2.36 Barclays Capital US Aggregate
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2047.11M 14.61 -7.18 7.3 6.63 11.43 -13.6 0.58 1 27.51 Russell 2500 Value
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1933.86M 21.04 4.33 13.06 10.47 12.74 -4.36 0.27 0.54 19.57 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1933.86M 20.38 3.55 12.22 9.63 11.79 -5.06 0.27 1.29 19.57 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1933.86M 21.35 4.68 13.46 10.87 13.25 -4.05 0.27 0.19 19.63 Calvert U.S. Large Cap Core Responsible Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1825.21M 14.61 5.27 7.49 6.12 7.59 -4.06 0.05 0.91 11.39 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1825.21M 14.85 5.5 7.75 6.38 7.86 -3.83 0.05 0.66 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1804.33M 16.58 0.8 10.46 8.49 11.74 -5.8 0.47 0.85 19.2 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1804.33M 16.18 0.36 9.99 8.02 11.26 -6.19 0.47 1.28 19.19 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $1804.33M 16.43 0.63 10.29 8.3 11.55 -5.94 0.47 1.02 19.2 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1804.33M 16.4 0.62 10.26 8.28 11.54 -5.95 0.47 1.04 19.19 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1804.33M 15.78 -0.11 9.45 7.49 10.7 -6.65 0.47 1.78 19.19 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1804.33M 16.75 1 10.67 8.69 11.95 -5.6 0.47 0.67 19.2 S&P 500 Composite Total Return
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1700.12M 8.22 9.11 3.2 3.46 3.9 -0.16 0.42 0.88 3.22 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1700.12M 7.51 8.17 2.31 2.57 3.05 -0.95 0.42 1.63 3.21 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1700.12M 8.34 9.29 3.48 3.82 4.4 0.1 0.42 0.53 3.26 Barclays Capital US Aggregate Bond
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1667.77M 26.25 10.76 18.34 16.24 -- 4.58 0.6 0.73 19.1 Russell 1000® Growth Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1617.11M 5.49 4.95 2.3 2.15 2.39 0.05 0.4 0.88 1.7 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1617.11M 4.87 4.15 1.53 1.39 1.64 -0.69 0.4 1.64 1.69 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1617.11M 5.63 5.22 2.63 2.56 2.88 0.42 0.4 0.52 1.67 Barclays Credit 1-5 Yr
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1295.56M 15.07 -4.23 5.77 5.26 10.75 -13.92 0.69 1.12 25.36 Russell Mid Cap Value
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1206.17M 8.57 -5.53 3.85 3.16 5.47 -16.23 0.9 1.53 16.9 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1206.17M 9.04 -4.98 4.33 3.62 -- -15.85 0.9 1.07 16.8 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1206.17M 8.76 -5.43 3.94 3.22 5.48 -16.26 0.9 1.46 16.8 MSCI EAFE Equity
PARNX Parnassus Fund All
Cap
12/1984 $944.38M 22.1 6.18 10.64 9.45 12.65 -9.68 0.61 0.84 20 S&P 500 Composite Total Return
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $936.38M 2.64 2.45 1.75 1.39 1.45 0.89 0.38 0.77 0.71 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $936.38M 2.83 2.73 2.02 1.71 -- 1.1 0.38 0.47 0.72 Barclays Short Treasury 9-12 Mon TR USD
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $839.37M 17.49 1.54 7.6 7.06 8.21 -14.24 0.8 1.29 20.81 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $839.37M 17.73 1.73 7.87 7.32 8.48 -14.1 0.8 1.04 20.85 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $839.37M 17.43 1.47 7.61 7.04 -- -14.26 0.8 1.3 20.81 MSCI AC World (Net) Index (ACWI)
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $814.69M 18.1 8.56 9.02 6.86 8.55 -2.73 0.52 0.94 10.98 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $814.69M 17.46 7.77 8.19 6.02 7.68 -3.46 0.52 1.69 10.98 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $814.69M 18.32 8.87 9.38 7.23 9.02 -2.45 0.52 0.62 10.98 Russell 1000
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $759.41M 20.48 3.77 9.55 6.11 10.38 -9.03 0.24 1.16 18.84 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $759.41M 20.82 4.2 9.94 6.52 10.8 -8.67 0.24 0.79 18.83 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $759.41M 20.5 3.82 9.55 6.14 10.37 -9.03 0.2 1.14 18.86 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $759.41M 20.78 4.09 9.86 6.45 10.72 -8.9 0.24 0.83 18.9 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $698.8M 7.89 9.57 -- -- -- -0.24 0.4 0.71 3.54 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $698.8M 8.09 9.84 -- -- -- 0.01 0.4 0.46 3.5 Barclays Capital US Aggregate Bond
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $692.61M 22.17 3.66 -- -- -- -4.98 0.65 0.95 20.65 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $692.61M 22.4 3.91 -- -- -- -4.77 0.65 0.7 20.57 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $681.07M 21.58 0.61 12.61 10.71 12.21 -6.81 0.8 1.29 22.12 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $681.07M 20.91 -0.12 11.77 9.89 11.28 -7.5 0.8 2.04 22.09 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $681.07M 21.8 0.92 13.02 11.16 12.85 -6.51 0.8 0.91 22.05 Russell 2000 Value
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $577.58M 13.21 -0.57 5.6 2.96 2.58 -13.08 0.55 0.8 15.63 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $577.58M 13.34 -0.3 5.83 3.23 2.54 -12.84 0.55 0.55 15.77 MSCI EAFE ESG Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $573.89M 8.2 9.85 2.97 3.27 3.79 0.08 0.4 0.54 3.43 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $573.89M 7.81 9.34 2.5 2.84 3.38 -0.36 0.4 0.98 3.35 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $567.11M 5.37 7 1.46 2.05 2.41 -0.41 0.5 1.01 2.28 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $567.11M 5.64 7.24 1.8 2.2 2.55 -0.2 0.5 0.65 2.27 Barclays Capital US Securitized Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $557.48M 13.22 11.47 4.22 4.14 4.28 -3.34 0.52 0.99 4.49 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $557.48M 12.57 10.63 3.41 3.37 3.52 -4.06 0.52 1.74 4.5 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $557.48M 13.4 11.79 4.56 4.58 4.83 -2.97 0.52 0.64 4.48 Barclays Capital US Credit
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $556.07M 17.36 3.6 10.94 8.23 7.96 -7.13 0.9 1.33 16.82 MSCI ACWI
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $421.49M 19.04 3.18 9.6 -- -- -10.31 0.27 0.57 21.16 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $421.49M 19.26 3.46 9.95 -- -- -10.01 0.27 0.22 21.16 Calvert U.S. Large Cap Value Responsible Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $421.3M 15.72 -2.5 4.6 4.96 10.4 -15.72 0.75 1.19 19.79 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $421.3M 15.89 -2.29 4.85 5.22 10.68 -15.51 0.75 0.94 19.75 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $421.3M 15.69 -2.55 4.6 4.94 -- -15.74 0.75 1.19 19.79 Russell 2000
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $411.41M 18.22 4.86 6.13 3.06 7.31 -13.56 0.85 1.28 18.43 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $411.41M 17.6 4.08 5.35 2.32 6.43 -14.14 0.85 2.03 18.5 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $411.41M 18.47 5.18 6.48 3.46 -- -13.25 0.85 0.93 18.44 S-Network Global Water TR USD
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $400.56M 18.71 3.44 11.19 7.83 8.22 -7.7 0.55 0.81 17.49 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $400.56M 18.94 3.65 11.45 8.09 8.49 -7.47 0.55 0.56 17.49 Pax Global Women’s Leadership Index
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $375.19M 11.44 6.6 5.65 3.37 5.6 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $375.19M 11.51 6.71 5.86 3.59 5.86 -2.69 0.5 0.74 6.04 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $375.19M 11.43 6.44 5.65 3.37 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $343.07M 8.16 9.52 3.04 3.25 -- 0.29 0.37 0.85 3.05 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $343.07M 8.33 9.83 3.4 3.63 -- 0.67 0.37 0.5 3.05 Barclays Capital US Aggregate Bond
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $336.38M 11.69 -6.51 9.04 5.69 7.23 -14.51 0.87 1.07 17.51 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $336.38M 10.77 -7.49 7.85 4.46 5.91 -15.3 0.87 2.26 17.45 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $336.38M 11.69 -6.51 9.04 5.69 7.23 -14.51 0.87 1.07 17.51 MSCI EAFE SMID NR USD
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $327.15M 14.32 4.43 8.25 6.51 7.84 -5.11 0 0.43 12.22 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $327.15M 13.73 3.68 7.46 5.72 7.03 -5.86 0 1.93 12.2 Custom
GCEQX Green Century Equity Equity
Large Cap
6/1991 $302.49M 20.28 5.88 12.9 10.31 12.08 -3.98 0.23 1.25 18.62 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $301.19M 21.66 4.4 15.8 12.72 14.48 0.38 0.3 0.44 17.95 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $301.19M 21.36 4.02 15.34 12.28 13.95 -0.05 0.3 0.86 17.93 MSCI U.S. Prime Market Growth Index
GCBLX Green Century Balanced Balanced
3/1992 $277.88M 16.44 8.4 8.85 6.78 8.6 -2.13 0.65 1.48 11.3 Custom Balanced Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $275.2M 10.13 -2.7 4.79 2.02 -- -15.05 0.48 1.32 16.51 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $275.2M 10.82 -1.93 5.49 2.65 -- -14.44 0.48 0.77 16.58 MSCI ACWI xUS
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $252.66M 18.13 4.93 7.38 3.35 3.85 -11.42 0.87 1.34 16.4 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $252.66M 17.46 4.15 6.58 2.55 2.99 -12.09 0.87 2.09 16.35 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $252.66M 18.33 5.25 7.75 3.77 4.43 -11.05 0.87 0.97 16.33 MSCI EAFE Investable Market
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $241.35M 9.99 10.73 2.95 3.18 3.23 -1.11 0.5 0.68 4 Barclays Capital US Credit
BCAIX Boston Common International Fund Int'l
Global
12/2010 $234.39M 11.95 -2.53 5.39 2.86 -- -13.38 0.8 1.12 16.95 MSCI EAFE Equity
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $232.18M 21.33 6.88 11.63 8.36 11.2 -8.02 0.3 0.44 19.9 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $232.18M 20.91 6.36 11.09 7.84 10.54 -8.43 0.3 0.94 19.89 MSCI US Prime Market Value Index
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $231.24M 22.59 7.94 14.42 11.03 12.42 -2.52 0.75 1 18.03 S&P 500 Composite Total Return
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $226.97M 18.33 4.61 12.42 9.56 -- -4.41 0.65 0.9 17.39 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $226.97M 18.41 4.59 12.43 9.55 12.06 -4.41 0.65 0.9 17.47 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $226.97M 18.56 4.88 12.69 9.83 12.34 -4.14 0.65 0.65 17.43 Russell 1000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $219.13M 23.15 6.55 11.51 7.32 12.01 -4.34 0.77 1.21 19.08 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $219.13M 22.52 5.77 10.7 6.52 11.14 -5.05 0.77 1.96 19.12 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $219.13M 23.39 6.86 11.89 7.77 12.63 -3.98 0.77 0.86 19.1 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $217.09M 11.86 6.57 6.15 5.16 6.37 -2.95 0 0.44 7.19 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $217.09M 11.24 5.77 5.36 4.32 5.37 -3.65 0 1.8 7.13 Barclays Capital US Credit
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $217.05M 26.36 18.76 9.71 7.57 6.67 -6.93 0.56 1.07 15.06 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $217.05M 26.14 18.47 9.45 -- -- -7.15 0.56 1.32 15.09 S&P 500 Composite Total Return
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $204.52M 10.32 6.67 4.6 3.75 6.74 -2.83 0.6 1.07 4.82 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $204.52M 9.72 5.87 3.82 2.9 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $204.52M 10.51 6.91 4.91 4.07 7.32 -2.51 0.6 0.74 4.87 BofAML US HY Master II
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $187.17M 17.71 6.39 11.18 7.54 8.69 -1.3 0.64 1.26 13.21 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $187.17M 16.98 5.6 10.35 6.76 7.95 -1.94 0.64 1.99 13.16 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $187.17M 17.94 6.72 11.48 7.83 8.98 -1 0.64 1 13.17 Blend: 60% S&P 500 - 40% BC Aggregate
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $186.92M 5.51 4.57 3.23 3.3 -- 0.12 0.47 1.1 2.01 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $186.92M 4.99 3.8 2.46 2.53 -- -0.68 0 1.85 2.06 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $186.92M 5.73 4.85 3.57 3.68 -- 0.43 0 0.65 2.03 Barclays 1-3 Month U.S. Treaury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $174.71M 11.09 -4.81 6.16 3.53 4.93 -16.86 0.8 1.25 17.71 MSCI World ex USA
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $173.72M 6.8 8.18 2.9 3.01 3.23 0.54 0.47 0.8 2.69 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $173.72M 6.18 7.35 2.13 -- 1.06 -0.19 0.47 1.55 2.69 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $173.72M 6.99 8.43 3.23 -- -- 0.91 0.47 0.45 2.73 Barclays Municipal
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $163.49M 16.86 2.57 9.95 7.58 9.19 -7.7 0 1.26 17.23 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $163.49M 16.23 1.8 9.13 6.67 8.06 -8.43 0 1.18 17.26 Russell 3000
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $160.82M 9.13 9.87 2.75 3.12 2.91 -1.03 0.2 0.93 3.43 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $160.82M 9.33 9.76 2.91 3.3 -- -1.1 0.32 0.62 3.45 Barclays U.S. Aggregate Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $148.67M 16.94 7.34 10.32 8.36 9.21 -1.89 0.75 1 12.7 Blend: 60% S&P 500 - 40% BC Aggregate
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $148.47M 4.26 3.62 2.1 1.75 -- 0.09 1.19 1.36 1.8 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
APPLX Appleseed Fund Int'l
Global
12/2006 $148M 3.3 -0.44 4.8 2.88 5.62 -3.39 0.85 1.2 14.4 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $148M 3.45 -0.28 4.98 3.08 -- -3.17 0.85 1.06 14.46 MSCI World
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $123.13M 17.26 3.28 -- -- -- -4.19 0.65 0.9 18.3 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $123.13M 17.54 3.6 -- -- -- -3.82 0.65 0.65 18.23 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $113.72M 22.35 7.03 12.24 -- -- -6.51 0.8 1.29 18.37 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $113.72M 22.62 7.23 12.52 -- -- -6.28 0.8 1.04 18.45 MSCI World
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $113.18M 12.92 -9.55 6.63 5.48 9.75 -7.79 0.3 1 24.65 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $113.18M 12.5 -10.06 5.94 4.83 9.11 -8.52 0.3 1.67 24.76 Russell 2000
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $110.53M 21.58 3.21 11.62 10.43 11.45 -6.02 0.75 1 21.54 Russell 2000
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $91.26M 22.42 4.51 15.78 -- -- 0.38 0.27 0.57 19.7 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $91.26M 22.66 4.82 16.16 -- -- 0.76 0.27 0.22 19.69 Calvert U.S. Large Cap Growth Responsible Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $87.9M 21.04 3.75 12.84 7.45 11.46 -3.26 0.8 0.99 22.51 Russell Mid Cap Growth
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $84.83M 20.01 18.78 5.12 5.85 6.58 -5.7 0.52 0.92 8.35 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $84.83M 20.13 19.12 5.5 5.62 2.64 -5.29 0.52 0.55 8.29 Barclays US Long Credit
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $84.46M 22.49 2.87 12.59 -- -- -8.38 2 -- 25.86 S&P 500 Composite Total Return
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $78.75M 12.88 4.04 6.91 5.44 -- -4.86 0.05 1.05 10.98 Russell 3000
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $78.21M 19.19 3.3 5.73 0.77 -3.16 -19.57 0.87 1.28 21.82 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $78.21M 18.6 2.69 4.99 -0.04 -4.03 -20.18 0.87 2.03 21.9 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $78.21M 19.4 3.74 6.08 1.15 -2.74 -19.18 0.87 0.93 21.9 Ardour Gbl Alternative Energy
MGAFX Praxis Genesis Growth A Balanced
1/2010 $69.41M 14.36 1.84 8.13 6.31 -- -6.48 0.05 0.62 14.81 Russell 3000
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $67.24M 15.67 1.5 6.24 -- -- -14 0.28 0.98 16.06 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $67.24M 15.36 1.19 5.88 -- -- -14.26 0.28 1.28 16.07 MSCI World ex USA
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $58.31M 20.94 6.19 12.83 10.61 -- -3.56 0.75 1 19.47 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $57.06M 18.92 2.61 12.28 10.52 -- -5.57 0.75 1 21.1 Russell 2500
ARFFX Ariel Focus Fund All
Cap
6/2005 $56.32M 16.13 -6.86 7.63 4.21 8.63 -13.21 0.65 1 24.8 Russell 1000 Value
CCMNX CCM Alternative Income Fund Balanced
5/2013 $55.79M 7.2 2.62 4.31 2.73 -- -0.32 0.75 1.85 4.73 Citigroup 3-Month T-Bill Index
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $53.43M 24.28 6.53 14.78 -- -- -4.49 0.45 0.49 21.23 --
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $42.09M 19.04 1.84 4.34 5.44 7.58 -15.71 1 1.25 18.89 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $42.09M 19.1 1.91 4.35 5.45 7.58 -15.76 1 1.25 18.93 S&P 500 Composite Total Return
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $42.09M 18.46 1.12 3.56 4.65 6.76 -16.4 1 2 18.97 S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $42.09M 19.36 2.13 4.6 5.69 7.84 -15.57 1 1 18.96 S&P 500 Composite Total Return
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $39.4M 11.14 -7.53 -- -- -- -2.72 0.75 -- 17.04 MSCI USA
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $37.97M 18.02 2.02 9.52 8.05 -- -8.41 0.75 1 18.59 S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $37.92M 22.63 13.48 -- -- -- -9.65 0.4 -- 15.24 S&P Global REIT Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $28.33M 6.52 3.27 2.13 -- -- -3.16 0.55 0.89 3.78 FTSE World BIG Bond Index
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.38M 10.49 7.01 4.77 4.16 -- -2.62 0.05 0.6 5.58 Barclays Capital US Aggregate Bond
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $20.26M 19.29 2.49 -- -- -- -4 1 1.35 17.63 MSCI All World Country Index
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $19.89M 19.18 -3.28 9.03 -- -- -13 0.75 1 25.07 S&P 1000
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $11.06M 26.18 10.42 15.64 -- -- -2.38 0.65 0.75 19.31 Russell 3000
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $7.54M 20.82 6.55 10.77 -- -- -5.73 0.65 0.99 16.83 S&P Global 1200
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
4/2019 $4.94M -- -- -- -- -- -- 0.75 -- -- Barclays Capital US Aggregate Bond
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.84M 17.46 -1.7 8.14 4.81 8.35 -12.61 0.7 0.87 22.23 Morningstar US Large Value TR Index
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index

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Showing 179 of 179 funds
Information current as of:
September 30, 2019

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
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- 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
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Ariel Fund----PPP----XP------X--X-- --
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- 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
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Domini International Social Equity Fund -- A 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
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
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
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/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
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
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----C