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 180 of 180 funds
Information current as of:
May 31, 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 $16393.6M 12.5 10.84 11.62 9.12 13.59 -0.18 0.58 0.87 17.08 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4127.88M 10.63 2.48 11.27 8.28 13.32 -5.5 0.15 0.17 19.36 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4127.88M 10.61 2.35 11.11 8.13 -- -5.69 0.15 0.33 19.33 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4127.88M 10.52 2.22 10.97 8 13.02 -5.76 0.15 0.45 19.27 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4127.88M 10.51 2.24 11 8.01 13.04 -5.74 0.15 0.42 19.34 Russell 3000
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3832.83M 9.56 -3.08 9.87 9.71 14.49 -13.42 0.66 0.92 27.46 S&P 500 Composite Total Return
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3625.27M 4.9 6.52 3.16 3.44 -- 0.33 0.35 0.39 2.95 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3625.27M 4.72 6.24 2.99 3.28 -- 0.16 0.35 0.54 3.05 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3625.27M 4.67 6.12 2.88 3.16 -- 0.06 0.35 0.65 3.09 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3625.27M 4.79 6.16 2.9 3.19 -- 0.08 0.35 0.64 3.09 Barclays Capital US Aggregate Bond
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3432.72M 13.96 7.75 9.62 8.62 13.93 -6.6 0.72 0.99 17.83 Russell Midcap Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2675.01M 17.88 18.8 16.22 12.38 14.54 5.01 0.62 1.08 15.32 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2675.01M 17.46 17.9 15.33 11.53 13.68 4.29 0.62 1.84 15.3 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2675.01M 17.96 19.11 16.6 12.82 15.07 5.39 0.62 0.71 15.31 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2100.3M 3.25 4.48 1.37 1.93 2.6 0.1 0.3 0.91 2.47 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2100.3M 3.44 5.06 1.83 2.39 3.06 0.56 0.3 0.46 2.46 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2100.3M 3.19 4.59 1.54 2.07 2.72 0.3 0.3 0.81 2.48 Barclays Capital US Aggregate
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2089.99M 9.85 -5.5 7.72 6.29 14.31 -13.6 0.58 1 26.23 Russell 2500 Value
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1836.69M 7.53 -1.68 8.77 7.29 12.19 -5.8 0.47 0.85 19.06 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1836.69M 7.31 -2.1 8.3 6.83 11.39 -6.19 0.47 1.28 19.04 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1836.69M 7.45 -1.84 8.59 7.12 12 -5.94 0.47 1.02 19.06 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1836.69M 7.42 -1.85 8.57 7.09 11.66 -5.95 0.47 1.04 19.04 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1836.69M 7.09 -2.6 7.76 6.3 10.82 -6.65 0.47 1.78 19.04 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1836.69M 7.61 -1.5 8.97 7.49 12.4 -5.6 0.47 0.67 19.06 S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1748.15M 7.47 3 6.38 5.09 8 -4.06 0.05 0.91 11.63 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1748.15M 7.64 3.27 6.65 5.36 8.27 -3.83 0.05 0.66 11.6 Blend: 60% S&P 500 - 40% BC Aggregate
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1742.06M 5.01 -7.11 10.41 4.08 -- -15.48 0.87 1.27 18.26 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1742.06M 4.7 -7.8 9.59 3.24 -- -16.13 1 2.02 18.24 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1742.06M 5.03 -6.88 10.76 4.42 -- -15.15 1 0.92 18.24 MSCI EM NR USD
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1698.7M 11.23 4.57 11.38 9.45 13.77 -4.36 0.27 0.54 19.91 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1698.7M 10.89 3.77 10.56 8.63 12.8 -5.06 0.27 1.29 19.91 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1698.7M 11.39 4.88 11.75 9.87 14.3 -4.05 0.27 0.19 19.96 Calvert U.S. Large Cap Core Responsible Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1515.13M 5.04 6.04 3.14 2.82 4.27 -0.16 0.42 0.88 2.66 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1515.13M 4.67 5.19 2.27 1.96 3.41 -0.95 0.42 1.63 2.66 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1515.13M 5.09 6.27 3.46 3.21 4.78 0.1 0.42 0.53 2.69 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1475.2M 4.04 4.25 2.45 1.77 2.75 0.05 0.4 0.88 1.62 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1475.2M 3.69 3.46 1.67 1.01 2 -0.69 0.4 1.64 1.61 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1475.2M 4.1 4.52 2.79 2.2 3.26 0.42 0.4 0.52 1.58 Barclays Credit 1-5 Yr
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1281.07M 9.35 -5.08 5.33 4.39 13.18 -13.92 0.69 1.12 24.01 Russell Mid Cap Value
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1221.21M 16.93 11.41 17.23 15.09 -- 4.58 0.6 0.73 19.29 Russell 1000® Growth Index
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1188.87M 5.96 -9.59 3.51 1.96 7 -16.23 0.9 1.53 16.27 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1188.87M 6.22 -9.06 3.96 2.4 -- -15.85 0.9 1.07 16.21 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $1188.87M 6.19 -9.44 3.64 2.02 7 -16.26 0.9 1.46 16.18 MSCI EAFE Equity
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $956.81M 1.87 2.44 1.74 1.25 1.66 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 $956.81M 1.98 2.69 2.02 1.56 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
PARNX Parnassus Fund All
Cap
12/1984 $907.55M 12.8 6.25 10.07 8 13.76 -9.68 0.61 0.84 19.84 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $757.3M 10.92 -1.28 8.17 4.74 9.15 -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 $757.3M 11.08 -1 8.43 4.99 9.42 -14.1 0.8 1.04 20.83 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $757.3M 10.86 -1.28 8.15 4.72 -- -14.26 0.8 1.3 20.8 MSCI AC World (Net) Index (ACWI)
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $753.38M 11.21 7.43 7.93 5.88 9.18 -2.73 0.52 0.94 11.15 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $753.38M 10.88 6.66 7.08 5.06 8.3 -3.46 0.52 1.69 11.15 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $753.38M 11.35 7.76 8.29 6.28 9.66 -2.45 0.52 0.62 11.16 Russell 1000
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $719.89M 10.63 0.79 8.22 5.21 11.24 -9.03 0.24 1.16 19.1 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $719.89M 10.78 1.15 8.66 5.6 11.67 -8.67 0.24 0.79 19.09 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $719.89M 10.61 0.77 8.25 5.22 11.22 -9.03 0.24 1.14 19.12 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $719.89M 10.76 1.04 8.58 5.53 11.59 -8.9 0.24 0.83 19.16 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $671.58M 4.44 5.73 -- -- -- -0.24 0.4 0.71 3.1 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $671.58M 4.55 5.99 -- -- -- 0.01 0.4 0.46 3.12 Barclays Capital US Aggregate Bond
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $627.18M 10.41 2.65 -- -- -- -4.98 0.65 0.95 21.08 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $627.18M 10.53 2.89 -- -- -- -4.77 0.65 0.7 20.98 S&P 500 Composite Total Return
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $585.49M 3.35 4.47 1.16 1.76 2.56 -0.41 0.5 1.01 2.6 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $585.49M 3.49 4.8 1.49 1.86 2.69 -0.2 0.5 0.65 2.55 Barclays Capital US Securitized Bond
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $566.45M 7.3 -4.88 4.35 0.71 3.49 -13.08 0.55 0.8 15.23 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $566.45M 7.31 -4.67 4.59 0.43 3.44 -12.84 0.55 0.55 15.35 MSCI EAFE ESG Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $541.52M 4.76 6.26 2.58 2.66 4.07 0.08 0.4 0.54 3.14 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $541.52M 4.63 5.83 2.14 2.26 3.67 -0.36 0.4 0.98 2.98 Barclays Capital US Aggregate
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $522.96M 10.25 0.97 9.85 6.58 8.92 -7.13 0.85 1.33 16.82 MSCI ACWI
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $507.19M 14.39 0.51 12.02 9 13.2 -6.81 0.8 1.29 22.14 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $507.19M 14.03 -0.22 11.19 8.19 12.27 -7.5 0.8 2.04 22.11 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $507.19M 14.53 0.86 12.45 9.47 13.87 -6.51 0.8 0.91 22.08 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $499.55M 8.02 7.07 3.99 3.06 4.72 -3.34 0.52 0.99 3.92 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $499.55M 7.66 6.25 3.18 2.28 3.97 -4.06 0.52 1.74 3.94 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $499.55M 8.05 7.4 4.35 3.5 5.29 -2.97 0.52 0.64 3.89 Barclays Capital US Credit
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $402.92M 11.41 -5.39 4.53 3.97 12 -15.72 0.75 1.19 19.76 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $402.92M 11.47 -5.22 4.78 4.23 12.28 -15.51 0.75 0.94 19.72 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $402.92M 11.44 -5.38 4.52 3.97 -- -15.74 0.75 1.19 19.74 Russell 2000
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $380.43M 8.28 -3.81 5.19 0.37 8.04 -13.56 0.85 1.28 18.45 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $380.43M 7.93 -4.53 4.4 -0.36 7.14 -14.14 0.85 2.03 18.51 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $380.43M 8.41 -3.51 5.54 0.79 -- -13.25 0.85 0.93 18.47 S-Network Global Water TR USD
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $349.52M 6.88 4.73 6.46 2.33 6.3 -3.05 0.5 0.99 6.05 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $349.52M 6.85 4.99 6.68 2.57 6.56 -2.69 0.5 0.74 6.05 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $349.52M 6.88 4.73 6.46 2.33 -- -3.04 0.5 0.99 6.09 Merrill Lynch High Yield Master I
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $346.46M 9.78 0.43 8.3 -- -- -10.31 0.27 0.57 20.69 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $346.46M 9.88 0.72 8.67 -- -- -10.01 0.27 0.22 20.69 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $332.19M 11.22 2.61 9.57 6.29 8.93 -7.7 0.55 0.81 17.3 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $332.19M 11.35 2.87 9.86 6.55 9.2 -7.47 0.55 0.56 17.32 Pax Global Women’s Leadership Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $310.81M 8.73 2.64 7.46 5.43 8.66 -5.11 0 1.18 12.3 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $310.81M 8.4 1.85 6.65 4.64 7.85 -5.86 0 1.93 12.28 Custom
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $310.33M 7.75 -10.43 7.81 3.98 8.88 -14.51 0.87 1.07 17.16 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $310.33M 7.25 -11.3 6.65 2.73 7.53 -15.3 0.87 2.26 17.1 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $310.33M 7.75 -10.43 7.81 3.98 8.88 -14.51 0.87 1.07 17.16 MSCI EAFE SMID NR USD
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $284.76M 13.46 7.07 14.91 12.19 15.27 0.38 0.3 0.44 18.6 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $284.76M 13.33 6.7 14.46 11.74 14.76 -0.05 0.3 0.86 18.59 MSCI U.S. Prime Market Growth Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $277.21M 11.04 4.37 11.31 9.16 12.91 -3.98 0.23 1.25 18.71 S&P 500 Composite Total Return
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $262.07M 4.37 5.95 2.63 2.57 -- 0.29 0.37 0.85 2.5 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $262.07M 4.45 6.26 2.99 2.96 -- 0.67 0.37 0.5 2.48 Barclays Capital US Aggregate Bond
MPLAX Praxis International Index A Int'l
Global
12/2010 $261.63M 6.24 -7.78 5.45 0.59 -- -15.05 0.48 1.32 16.27 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $261.63M 6.63 -7.03 6.13 1.18 -- -14.44 0.48 0.77 16.36 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
GCBLX Green Century Balanced Balanced
3/1992 $259.94M 9.55 6.67 7.86 5.93 9.18 -2.13 0.65 1.48 11.5 Custom Balanced Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $248.31M 13.88 4.63 8.91 6.22 12.67 -4.34 0.77 1.21 19.02 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $248.31M 13.52 3.82 8.08 5.41 11.8 -5.05 0.77 1.96 19.05 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $248.31M 14 4.97 9.29 6.69 13.33 -3.98 0.77 0.86 19.02 Russell Mid Cap Growth
BCAIX Boston Common International Fund Int'l
Global
12/2010 $231.11M 6.91 -6.95 4.87 0.73 -- -13.38 0.9 1.12 16.71 MSCI EAFE Equity
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $214.82M 11.25 7.43 12 9.13 12.91 -2.52 0.75 1 18.19 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $212.4M 6.05 6.93 2.53 2.41 3.41 -1.11 0.49 0.68 3.33 Barclays Capital US Credit
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $211.2M 8.34 3.17 9.94 8.18 -- -4.41 0.65 0.9 17.73 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $211.2M 8.38 3.21 9.92 8.17 12.79 -4.41 0.65 0.9 17.8 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $211.2M 8.47 3.45 10.2 8.44 13.08 -4.14 0.65 0.65 17.77 Russell 1000
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $208.35M 10.85 -1.37 5.26 0.95 4.89 -11.42 0.87 1.34 16.29 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $208.35M 10.51 -2.14 4.49 0.17 4.02 -12.09 0.87 2.09 16.23 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $208.35M 10.96 -1.04 5.66 1.39 5.5 -11.05 0.87 0.97 16.21 MSCI EAFE Investable Market
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $207.14M 8.79 1.72 9.1 6.55 11.78 -8.02 0.3 0.44 19.71 MSCI US Prime Market Value Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $207.14M 8.64 1.34 8.58 6.07 11.16 -8.43 0.3 0.94 19.66 MSCI US Prime Market Value Index
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $202.16M 7.43 4.26 5.52 4.34 6.96 -2.95 0 0.44 7.29 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $202.16M 7.12 3.51 4.72 3.49 5.94 -3.65 0 1.8 7.23 Barclays Capital US Credit
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $197.48M 13.82 9.85 9.29 4.9 7.13 -6.93 0.56 1.07 15.26 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $197.48M 13.71 9.57 9.02 -- -- -7.15 0.56 1.32 15.29 S&P 500 Composite Total Return
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $177.67M 6.38 4.86 4.94 2.55 7.35 -2.83 0.6 1.07 4.84 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $177.67M 6.05 4.07 4.16 1.7 -- -3.55 0.6 1.82 4.87 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $177.67M 6.52 5.18 5.29 2.88 8.13 -2.51 0.6 0.74 4.89 BofAML US HY Master II
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $168.77M 4.17 4.06 3.62 -- -- 0.12 0.47 1.1 2.03 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $168.77M 3.85 3.22 2.85 -- -- -0.68 0 1.85 2.08 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $168.77M 4.31 4.34 4.02 -- -- 0.43 0 0.65 2.06 Barclays 1-3 Month U.S. Treaury Bill Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $163.52M 10.91 6.25 9.75 6.66 9.43 -1.3 0.64 1.26 13.5 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $163.52M 10.55 5.48 8.73 5.75 8.47 -2.01 0.64 2.16 13.48 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $163.52M 10.52 5.51 8.95 5.89 8.7 -1.94 0.64 1.99 13.45 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $163.52M 11.05 6.64 10.08 6.96 9.74 -1 0.64 1 13.46 Blend: 60% S&P 500 - 40% BC Aggregate
APPLX Appleseed Fund Int'l
Global
12/2006 $158M -4.46 -5.8 3.6 0.78 6.63 -3.39 0.85 1.2 14.51 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $158M -4.44 -5.71 3.78 0.99 -- -3.17 0.85 1.06 14.56 MSCI World
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $156.06M 4.53 5.63 2.39 2.86 3.27 0.54 0.47 0.8 2.29 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $156.06M 4.17 4.83 1.61 -- 1.01 -0.19 0.47 1.55 2.31 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $156.06M 4.63 5.94 2.74 -- -- 0.91 0.47 0.45 2.33 Barclays Municipal
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $154.32M 9.75 0.6 8.76 6.19 10.12 -7.7 0 1.26 17.2 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $154.32M 9.43 -0.19 7.95 5.27 8.96 -8.43 0 2.01 17.24 Russell 3000
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $154.13M 5.32 5.82 2.47 2.36 2.84 -1.03 0.32 0.93 2.98 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $154.13M 5.39 5.69 2.63 2.54 -- -1.1 0.32 0.62 2.95 Barclays U.S. Aggregate Index
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $145.99M 8.23 -9.18 6.12 3.11 6.28 -16.86 0.8 1.25 17.49 MSCI World ex USA
WSBFX Walden Asset Management Fund Balanced
6/1999 $138.56M 8.32 6.03 8.57 6.93 9.31 -1.89 0.75 1 12.92 Blend: 60% S&P 500 - 40% BC Aggregate
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $132.73M 2.16 2.8 1.73 1.38 -- 0.09 1.19 1.36 1.81 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $121.74M 7.61 2.9 -- -- -- -4.19 0.65 0.9 18.49 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $121.74M 7.79 3.28 -- -- -- -3.82 0.65 0.65 18.42 Russell 1000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $102.33M 4.92 -10.55 5.49 2.78 10.8 -7.79 0.3 1 25.03 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $102.33M 4.7 -11.16 4.81 2.14 10.16 -8.52 0.3 1.67 25.15 Russell 2000
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $100.65M 13.54 3.68 10.72 -- -- -6.51 0.8 1.29 18.54 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $100.65M 13.76 3.98 10.99 -- -- -6.28 0.8 1.04 18.61 MSCI World
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $95.94M 11.37 0.29 10.21 7.98 12.61 -6.02 0.75 1 21.78 Russell 2000
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $89.16M 10.48 -2.85 4.86 -- -- -13.26 0.75 1.14 17.74 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $89.16M 10.6 -2.67 5.11 -- -- -13.04 0.75 0.89 17.75 Russell Midcap Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $82.25M 13.28 2.35 11.49 6.49 12.76 -3.26 0.8 0.99 22.66 Russell Mid Cap Growth
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $79.34M 12.51 6.87 13.85 -- -- 0.38 0.27 0.57 20.38 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $79.34M 12.6 7.23 14.22 -- -- 0.76 0.27 0.22 20.37 Calvert U.S. Large Cap Growth Responsible Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $78.52M 14.55 -0.14 13.77 -- -- -8.38 2 -- 25.13 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $75.27M 10.61 -8.6 3.29 -2.04 -3.16 -19.57 0.87 1.28 21.68 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $75.27M 10.2 -9.33 2.51 -2.84 -4.05 -20.18 0.87 2.03 21.76 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $75.27M 10.61 -8.3 3.63 -1.66 -2.75 -19.18 0.87 0.93 21.78 Ardour Gbl Alternative Energy
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $74.65M 6.95 1.28 6.22 4.35 -- -4.86 0.05 1.05 11.08 Russell 3000
MGAFX Praxis Genesis Growth A Balanced
1/2010 $65.53M 7.59 -0.61 7.35 5.02 -- -6.48 0.05 0.62 14.85 Russell 3000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $64.88M 11.19 9.69 4.46 4.31 6.95 -5.7 0.52 0.92 6.87 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $64.88M 11.22 10.02 4.85 3.87 2.9 -5.29 0.52 0.55 6.82 Barclays US Long Credit
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $59.66M 8.47 -4.29 -- -- -- -14 0.28 0.98 15.83 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $59.66M 8.27 -4.67 -- -- -- -14.26 0.28 1.28 15.84 MSCI World ex USA
CCMNX CCM Alternative Income Fund Balanced
5/2013 $54.78M 4.21 2.97 3.46 1.89 -- -0.32 0.75 1.85 4.84 Citigroup 3-Month T-Bill Index
ARFFX Ariel Focus Fund All
Cap
6/2005 $53.19M 8.47 -7.16 7.21 3.28 9.88 -13.21 0.65 1 24.28 Russell 1000 Value
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $52.26M 10.12 1.05 11.13 8.68 -- -5.57 0.75 1 20.67 Russell 2500
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $50.31M 11.88 6.94 10.72 9.43 -- -3.56 0.75 1 19.26 Russell Midcap
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.29M 10.24 -0.75 3.27 3.56 8.57 -15.71 1 1.25 19.05 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.29M 10.31 -0.68 3.29 3.57 8.56 -15.76 1 1.25 19.06 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.29M 9.97 -1.49 2.51 2.78 7.75 -16.4 1 2 19.1 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.29M 10.46 -0.46 3.54 3.83 8.83 -15.57 1 1 19.1 S&P 500 Composite Total Return
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $40.17M 7.77 -2.54 -- -- -- -2.72 0.75 -- 18.42 MSCI USA
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $34.98M 9 1.47 7.86 6.77 -- -8.41 0.75 1 18.93 S&P 500 Composite Total Return
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $30.34M 4.19 1.8 2.24 -- -- -3.16 0.55 0.89 3.79 FTSE World BIG Bond Index
MCONX Praxis Genesis Conservative A Balanced
1/2010 $23.73M 5.94 3.93 4.24 3.36 -- -2.62 0.05 0.6 5.67 Barclays Capital US Aggregate Bond
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $23.22M 14.14 7.44 -- -- -- -9.65 0.4 -- 15.49 S&P Global REIT Index
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.65M 11.65 3.26 -- -- -- -4 1 1.35 18.26 MSCI All World Country Index
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $19.27M 10.49 -20.04 2.59 -4.25 -- -24.65 0.8 1.25 23.39 Russell 2000 Value
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $18.38M 9.2 -7.9 7.94 -- -- -13 0.75 1 25.11 S&P 1000
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $9.66M 13.22 8.32 12.59 -- -- -2.38 0.65 0.75 19.74 Russell 3000
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.8M 12.83 3.98 9.91 -- -- -5.73 0.65 0.99 17.01 S&P Global 1200
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.68M 8.57 -3.45 6.88 3.05 9.04 -12.61 0.7 0.87 21.95 Morningstar US Large Value TR Index

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Information current as of:
May 31, 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
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/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
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
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Ariel Fund----PPP----XP------X--X-- --
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria 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
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
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 Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
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
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
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-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
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
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria 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
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----