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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| View funds by type: Showing 182 of 182 funds |
Information current as of: November 30, 2018 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $144.22M | -1.13 | -1.43 | 0.9 | -- | 1.1 | 4.26 | 0.47 | 1.55 | 2.44 | Barclays Capital US Aggregate |
| CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $1977.59M | -1.36 | -1.97 | 0.37 | 1.33 | 2.51 | 2.19 | 0.3 | 0.91 | 1.98 | Barclays Capital US Aggregate |
| CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $1977.59M | -1.27 | -1.96 | 0.54 | 1.48 | 2.63 | 2.49 | 0.3 | 0.81 | 2 | Barclays Capital US Aggregate |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
5/2006 | $518.55M | -1.65 | -1.87 | 1.31 | 2.01 | 4.26 | 3.59 | 0.4 | 0.54 | 2.37 | Barclays Capital US Aggregate |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $518.55M | -1.95 | -2.28 | 0.94 | 1.62 | 3.87 | 3.12 | 0.4 | 0.98 | 2.24 | Barclays Capital US Aggregate |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $1157.86M | -1.31 | -1.25 | 2 | 2.41 | 4.02 | 4.21 | 0.47 | 0.88 | 1.86 | Barclays Capital US Aggregate Bond |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
6/1998 | $1157.86M | -2.04 | -2.05 | 1.13 | 1.54 | 3.17 | 3.3 | 0.47 | 1.63 | 1.81 | Barclays Capital US Aggregate Bond |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $1157.86M | -1.12 | -1.04 | 2.34 | 2.84 | 4.55 | 4.57 | 0.47 | 0.53 | 1.87 | Barclays Capital US Aggregate Bond |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $167.1M | -0.99 | -1.35 | 1.77 | 1.95 | -- | 3.02 | 0.42 | 0.85 | 1.78 | Barclays Capital US Aggregate Bond |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $167.1M | -0.63 | -0.96 | 2.18 | 2.34 | -- | 3.38 | 0.42 | 0.5 | 1.71 | Barclays Capital US Aggregate Bond |
| CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $1977.59M | -0.95 | -1.52 | 0.82 | 1.79 | 2.97 | 2.74 | 0.3 | 0.46 | 1.99 | Barclays Capital US Aggregate Bond |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $672.91M | -1.87 | -2.37 | -- | -- | -- | 2.57 | 0.4 | 0.71 | 2.41 | Barclays Capital US Aggregate Bond |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $672.91M | -1.65 | -2.13 | -- | -- | -- | 2.82 | 0.4 | 0.46 | 2.41 | Barclays Capital US Aggregate Bond |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $22.54M | -1.48 | -1.16 | 3.21 | 3.15 | -- | 8.38 | 0.05 | 0.6 | 4.21 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $2694.05M | -1.31 | -1.33 | 1.97 | 3.08 | -- | 4.52 | 0.35 | 0.4 | 1.99 | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $2694.05M | -1.56 | -1.49 | 1.81 | 2.92 | -- | 4.47 | 0.35 | 0.55 | 2.13 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $2694.05M | -1.66 | -1.69 | 1.66 | 2.77 | -- | 4.35 | 0.35 | 0.68 | 2.21 | Barclays Capital US Aggregate Bond |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $2694.05M | -1.53 | -1.57 | 1.72 | 2.82 | -- | 4.26 | 0.35 | 0.65 | 2.07 | Barclays Capital US Aggregate Bond |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $190.91M | -0.39 | 0.06 | 4.29 | 4.18 | 7.03 | 9.67 | 0 | 0.44 | 4.73 | Barclays Capital US Credit |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $190.91M | -1.07 | -0.62 | 3.5 | 3.3 | 5.96 | 8.84 | 0 | 1.8 | 4.68 | Barclays Capital US Credit |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $479.36M | -3.57 | -2.6 | 2.55 | 2.36 | 4.54 | 6.59 | 0.52 | 0.99 | 2.58 | Barclays Capital US Credit |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $479.36M | -4.25 | -3.34 | 1.76 | 1.61 | 3.78 | 5.75 | 0.52 | 1.74 | 2.55 | Barclays Capital US Credit |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $479.36M | -3.28 | -2.28 | 2.93 | 2.85 | 5.13 | 7.03 | 0.52 | 0.64 | 2.55 | Barclays Capital US Credit |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $219.32M | -2.23 | -2.57 | 0.99 | 1.52 | 3.22 | 3.11 | 0.49 | 0.68 | 2.05 | Barclays Capital US Credit |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $139.41M | 4.71 | 5.32 | 8.38 | 6.81 | 9.61 | 16.41 | 0.64 | 1.26 | 9.37 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESIX | 1919 Socially Responsive Balanced Fund - B |
Balanced |
2/1987 | $139.41M | 4 | 4.6 | 7.43 | 5.85 | 8.63 | 15.37 | 0.64 | 2.16 | 9.36 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $139.41M | 4.03 | 4.6 | 7.58 | 6.04 | 8.88 | 15.52 | 0.64 | 1.99 | 9.37 | Blend: 60% S&P 500 - 40% BC Aggregate |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $139.41M | 4.97 | 5.67 | 8.67 | 7.09 | 9.91 | 16.76 | 0.64 | 1 | 9.35 | Blend: 60% S&P 500 - 40% BC Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PAXWX | Pax Balanced Fund - Individual Investor |
Balanced |
8/1971 | $1791.03M | 0.39 | 1.14 | 5.79 | 5.5 | 8.55 | 13.2 | 0.05 | 0.91 | 8.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXIX | Pax Balanced Fund - Institutional Investor |
Balanced |
4/2007 | $1791.03M | 0.6 | 1.43 | 6.05 | 5.76 | 8.83 | 13.46 | 0.05 | 0.66 | 8.14 | Blend: 60% S&P 500 - 40% BC Aggregate |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $129.42M | 4.79 | 5.9 | 8.96 | 7.46 | 9.53 | 14.92 | 0.75 | 1 | 8.57 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $366.7M | -1.19 | -0.43 | 5.01 | 2.24 | 7.97 | 6.38 | 0.5 | 0.99 | 2.63 | Merrill Lynch High Yield Master I |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
6/2004 | $366.7M | -0.83 | -0.05 | 5.32 | 2.51 | 8.24 | 6.66 | 0.5 | 0.74 | 2.74 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
5/2013 | $366.7M | -1.18 | -0.42 | 5.01 | 2.27 | -- | 6.38 | 0.5 | 0.99 | 2.75 | Merrill Lynch High Yield Master I |
| BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $232.21M | -8.7 | -9.05 | 3.98 | 1.14 | -- | 26.47 | 0.9 | 1.12 | 12.41 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1307.67M | -11.72 | -10.73 | 3.52 | 2.45 | 8.4 | 24.53 | 0.9 | 1.53 | 12.84 | MSCI EAFE Equity |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1307.67M | -11.43 | -10.43 | 3.91 | 2.86 | -- | 24.86 | 0.9 | 1.07 | 12.95 | MSCI EAFE Equity |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1307.67M | -11.76 | -10.64 | 3.56 | 2.48 | 8.38 | 24.68 | 0.9 | 1.46 | 12.82 | MSCI EAFE Equity |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $186.73M | -6.77 | -6.55 | 2.09 | 0.46 | 5.7 | 21.31 | 0.87 | 1.34 | 11.95 | MSCI EAFE Investable Market |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
3/1994 | $186.73M | -7.4 | -7.19 | 1.33 | -0.33 | 4.82 | 20.5 | 0.87 | 2.09 | 11.91 | MSCI EAFE Investable Market |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $186.73M | -6.41 | -6.12 | 2.49 | 0.93 | 6.35 | 21.77 | 0.87 | 0.97 | 11.88 | MSCI EAFE Investable Market |
| APPLX | Appleseed Fund |
Int'l Global |
12/2006 | $170.46M | -0.73 | 1.56 | 7.68 | 2.65 | 10.35 | 17.48 | 0.85 | 1.2 | 8.34 | MSCI World |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| APPIX | Appleseed Fund Institutional |
Int'l Global |
2/2011 | $170.46M | -0.51 | 1.83 | 7.87 | 2.87 | -- | 17.62 | 0.85 | 0.95 | 8.39 | MSCI World |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $89.06M | 0.46 | -0.27 | -- | -- | -- | 30.54 | 0.8 | 1.29 | 13.61 | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $89.06M | 0.69 | -0.08 | -- | -- | -- | 30.84 | 0.8 | 1.04 | 13.73 | MSCI World |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $49.77M | -8.78 | -8.79 | -- | -- | -- | 24.21 | 0.28 | 0.98 | 11.57 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $49.77M | -9.1 | -9.04 | -- | -- | -- | 23.92 | 0.28 | 1.28 | 11.53 | MSCI World ex USA |
| BNIEX | UBS International Sustainable Equity Fund |
Int'l Global |
6/1997 | $106.29M | -11.01 | -7.92 | 4.06 | 3.86 | 8.36 | 31.02 | 0.8 | 1.25 | 12.74 | MSCI World ex USA |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $706.24M | 2.65 | 3.73 | 6.55 | 5.88 | 9.27 | 11.56 | 0.52 | 0.94 | 7.27 | Russell 1000 |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
3/1994 | $706.24M | 1.95 | 2.94 | 5.72 | 5.06 | 8.38 | 10.69 | 0.52 | 1.69 | 7.26 | Russell 1000 |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $706.24M | 2.94 | 4.04 | 6.93 | 6.31 | 9.78 | 11.98 | 0.52 | 0.62 | 7.27 | Russell 1000 |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $128.47M | 4.8 | 6.18 | -- | -- | -- | 19.3 | 0.65 | 0.9 | 12.02 | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $128.47M | 5.14 | 6.47 | -- | -- | -- | 19.5 | 0.65 | 0.65 | 12.01 | Russell 1000 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
5/2013 | $215M | 4.57 | 6.15 | 10.03 | 9.68 | -- | 22.03 | 0.65 | 0.9 | 10.88 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $215M | 4.61 | 6.14 | 10.03 | 9.75 | 14.58 | 21.96 | 0.65 | 0.9 | 10.96 | Russell 1000 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $215M | 4.85 | 6.33 | 10.3 | 10.03 | 14.86 | 22.28 | 0.65 | 0.65 | 10.91 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $626.96M | -6.46 | -6.92 | 4.78 | 4.59 | 14.21 | 8.8 | 0.75 | 1.19 | 12.74 | Russell 2000 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $626.96M | -6.29 | -6.64 | 5.04 | 4.85 | 14.5 | 9.13 | 0.75 | 0.94 | 12.71 | Russell 2000 |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
5/2013 | $626.96M | -6.47 | -6.87 | 4.79 | 4.59 | -- | 8.82 | 0.75 | 1.19 | 12.75 | Russell 2000 |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
5/2007 | $57.64M | 5.45 | 6.49 | 6.02 | 3.69 | 13.05 | 11.26 | 0.3 | 1 | 15.63 | Russell 2000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
5/2007 | $57.64M | 4.75 | 5.79 | 5.34 | 3.05 | 12.42 | 10.73 | 0.3 | 1.67 | 15.61 | Russell 2000 |
| WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
10/2008 | $94.37M | 4.84 | 4.76 | 10.99 | 6.97 | 13.15 | 11.53 | 0.75 | 1 | 14.19 | Russell 2000 |
| ARDFX | Ariel Discovery Fund |
Equity Specialty |
1/2011 | $28.33M | -13.03 | -10.4 | 3.06 | -4.61 | -- | 8.27 | 0.8 | 1.25 | 13.36 | Russell 2000 Value |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
10/2004 | $410.38M | 3.93 | 5.47 | 10.3 | 8.63 | 13.79 | 13.24 | 0.8 | 1.29 | 14.01 | Russell 2000 Value |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
4/2005 | $410.38M | 3.23 | 4.69 | 9.47 | 7.81 | 12.85 | 12.37 | 0.8 | 2.04 | 14.02 | Russell 2000 Value |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $410.38M | 4.2 | 5.82 | 10.73 | 9.11 | 14.48 | 13.73 | 0.8 | 0.91 | 13.99 | Russell 2000 Value |
| CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $152.04M | -0.4 | 0.54 | 7.91 | 6.72 | 10.88 | 20.32 | 0 | 1.26 | 10.79 | Russell 3000 |
| CAACX | Calvert Aggressive Allocation Fund C |
Equity Specialty |
6/2005 | $152.04M | -1.1 | -0.25 | 7.08 | 5.77 | 9.67 | 19.47 | 0 | 2.01 | 10.79 | Russell 3000 |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $9.52M | 6.38 | 6.08 | 10.68 | -- | -- | 21.6 | 0.65 | 0.75 | 12.94 | Russell 3000 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $73.41M | -0.67 | 0.23 | 5.54 | 4.62 | -- | 13.42 | 0.05 | 1.05 | 7.36 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $64.11M | -0.2 | 0.91 | 6.93 | 5.65 | -- | 16.76 | 0.05 | 0.62 | 9.64 | Russell 3000 |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
7/1999 | $3792.51M | 3.81 | 5.17 | 11.63 | 9.68 | 13.91 | 20.99 | 0.15 | 0.18 | 12.22 | Russell 3000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $3792.51M | 3.66 | 5.07 | 11.46 | 9.52 | -- | 20.86 | 0.15 | 0.32 | 12.17 | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $3792.51M | 3.54 | 4.93 | 11.33 | 9.39 | 13.63 | 20.64 | 0.15 | 0.44 | 12.18 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
10/2002 | $3792.51M | 3.59 | 4.96 | 11.36 | 9.42 | 13.64 | 20.7 | 0.15 | 0.43 | 12.17 | Russell 3000 |
| ADJEX | Azzad Ethical Fund |
Equity Mid-Sm Cap |
11/2000 | $82.36M | 5.86 | 5.58 | 9.18 | 6.72 | 14.65 | 23.29 | 0.8 | 0.99 | 14.91 | Russell Mid Cap Growth |
| CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $239.52M | 5.68 | 5.35 | 5.98 | 5.43 | 13.21 | 11.74 | 0.77 | 1.21 | 11.25 | Russell Mid Cap Growth |
| CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $239.52M | 4.95 | 4.55 | 5.17 | 4.62 | 12.33 | 10.9 | 0.77 | 1.96 | 11.28 | Russell Mid Cap Growth |
| CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $239.52M | 6.03 | 5.76 | 6.38 | 5.92 | 13.92 | 12.18 | 0.77 | 0.86 | 11.27 | Russell Mid Cap Growth |
| CAAPX | Ariel Appreciation Fund |
Equity Mid-Sm Cap |
12/1989 | $1454.07M | -2.55 | 0.51 | 6.24 | 6.01 | 15.77 | 15.14 | 0.69 | 1.12 | 12.28 | Russell Mid Cap Value |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $77.45M | 4.32 | 0.79 | 12.04 | -- | -- | 22.57 | 2 | -- | 12.76 | S&P 500 Composite Total Return |
| BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $34.07M | 0.91 | 1.3 | 9.18 | 8.29 | -- | 20.71 | 0.75 | 1 | 11.3 | S&P 500 Composite Total Return |
| CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $2373.45M | 12.89 | 13.51 | 12.77 | 11.42 | 14.41 | 25.87 | 0.62 | 1.08 | 10.55 | S&P 500 Composite Total Return |
| CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
3/1994 | $2373.45M | 12.15 | 12.61 | 11.91 | 10.59 | 13.55 | 24.91 | 0.62 | 1.84 | 10.57 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
11/1999 | $2373.45M | 13.24 | 13.87 | 13.18 | 11.88 | 14.97 | 26.32 | 0.62 | 0.71 | 10.56 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $760.88M | -0.51 | -0.21 | 7.06 | 6.5 | 12.24 | 15.49 | 0.24 | 1.16 | 12.29 | S&P 500 Composite Total Return |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $760.88M | -0.16 | 0.07 | 7.46 | 6.91 | 12.69 | 15.84 | 0.24 | 0.79 | 12.3 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $760.88M | -0.49 | -0.25 | 7.08 | 6.53 | 12.25 | 15.47 | 0.24 | 1.14 | 12.28 | S&P 500 Composite Total Return |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $760.88M | -0.33 | 0.09 | 7.39 | 6.84 | 12.62 | 15.89 | 0.24 | 0.83 | 12.24 | S&P 500 Composite Total Return |
| SRIAX | Gabelli ESG Fund Inc A |
All Cap |
6/2007 | $48.64M | -6.09 | -4.24 | 4.52 | 4.67 | 11.3 | 13.27 | 1 | 1.25 | 11.76 | S&P 500 Composite Total Return |
| SRIGX | Gabelli ESG Fund Inc AAA |
All Cap |
6/2007 | $48.64M | -6.15 | -4.3 | 4.49 | 4.67 | 11.28 | 13.33 | 1 | 1.25 | 11.75 | S&P 500 Composite Total Return |
| SRICX | Gabelli ESG Fund Inc C |
All Cap |
6/2007 | $48.64M | -6.77 | -4.95 | 3.73 | 3.88 | 10.46 | 12.47 | 1 | 2 | 11.73 | S&P 500 Composite Total Return |
| SRIDX | Gabelli ESG Fund Inc I |
All Cap |
6/2007 | $48.64M | -5.9 | -4.02 | 4.78 | 4.93 | 11.57 | 13.56 | 1 | 1 | 11.72 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $259.75M | 4.66 | 4.13 | 11.13 | 10.16 | 13.25 | 22.02 | 0.24 | 1.25 | 12.84 | S&P 500 Composite Total Return |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $2173.96M | 4.48 | 5.48 | 10.36 | 9.02 | 13.54 | 18.62 | 0.73 | 0.84 | 11.95 | S&P 500 Composite Total Return |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $2173.96M | 4.05 | 5.05 | 9.88 | 8.55 | -- | 18.13 | 0.73 | 1.28 | 11.94 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $2173.96M | 4.32 | 5.33 | 10.17 | 8.84 | 13.35 | 18.45 | 0.87 | 1.01 | 11.96 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $2173.96M | 4.29 | 5.27 | 10.14 | 8.82 | -- | 18.41 | 0.73 | 1.03 | 11.94 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $2173.96M | 3.6 | 4.53 | 9.33 | 8.01 | -- | 17.49 | 0.73 | 1.78 | 11.93 | S&P 500 Composite Total Return |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $2173.96M | 4.68 | 5.69 | 10.56 | 9.22 | 13.75 | 18.82 | 0.62 | 0.66 | 11.95 | S&P 500 Composite Total Return |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $187.35M | -1.84 | -8.21 | 11.2 | 6.48 | 8.96 | 21.29 | 0.56 | 1.07 | 11.55 | S&P 500 Composite Total Return |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $187.35M | -2.04 | -8.45 | 10.93 | -- | -- | 20.97 | 0.56 | 1.32 | 11.57 | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $16144.5M | 0.69 | 8.05 | 8.14 | 8.61 | 12.96 | 16.43 | 0.58 | 0.87 | 11.35 | S&P 500 Composite Total Return |
| PARWX | Parnassus Endeavor Fund |
Equity Specialty |
4/2005 | $4613.55M | -8.23 | 0 | 9.65 | 11.04 | 16.86 | 19.87 | 0.66 | 0.92 | 14.72 | S&P 500 Composite Total Return |
| PARNX | Parnassus Fund |
All Cap |
12/1984 | $949.07M | 1.21 | 0.7 | 8.89 | 9.85 | 16.14 | 16.13 | 0.62 | 0.84 | 11.44 | S&P 500 Composite Total Return |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $668.27M | 4.45 | 6.79 | -- | -- | -- | 20.71 | 0.65 | 0.95 | 14.05 | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $668.27M | 4.65 | 7.1 | -- | -- | -- | 21.02 | 0.65 | 0.7 | 14.06 | S&P 500 Composite Total Return |
| ICAN | SerenityShares Impact ETF |
Equity Large Cap |
4/2017 | $4.29M | 6.66 | 7.59 | -- | -- | -- | -- | 0.5 | 0.5 | 9.32 | S&P 500 Composite Total Return |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $214.63M | 7.54 | 9.55 | 12.52 | 10.04 | 12.99 | 20.83 | 0.75 | 1 | 11.6 | S&P 500 Composite Total Return |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $573.15M | -1.86 | -2.8 | 0.23 | 1.35 | -- | 1.27 | 0.5 | 1.01 | 2.25 | Barclays Capital US Securitized Bond |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
7/1998 | $573.15M | -1.57 | -2.37 | 0.5 | 1.42 | 2.74 | 1.75 | 0.5 | 0.65 | 2.21 | Barclays Capital US Securitized Bond |
| ASUIX | Arabesque Systematic USA Fund |
Balanced |
5/2017 | $43.19M | 4.89 | 6.94 | -- | -- | -- | -- | 0 | -- | 15.22 | MSCI USA |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| ARFFX | Ariel Focus Fund |
All Cap |
6/2005 | $58.59M | -0.86 | 2.83 | 9.51 | 5.58 | 11.09 | 15 | 0.65 | 1 | 13.68 | Russell 1000 Value |
| ARGFX | Ariel Fund |
Equity Mid-Sm Cap |
11/1986 | $2105.93M | -0.68 | 3.15 | 8.42 | 7.99 | 16.85 | 15.93 | 0.58 | 1 | 14.31 | Russell 2500 Value |
| WISEX | Azzad Wise Capital Fund |
Bond (Fixed Inc) |
4/2010 | $121.38M | 0.59 | 0.68 | 1.47 | 1.44 | -- | 2.69 | 1.19 | 1.36 | 1.27 | Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index |
| BVSIX | Baywood SociallyResponsible Fund |
Equity Large Cap |
1/2005 | $4.08M | -2.19 | 0.8 | 7.9 | 4.97 | 9.9 | 16.78 | 0.7 | 0.87 | 12.27 | Morningstar US Large Value TR Index |
| BAFWX | Brown Advisory Sustainable Growth Fund |
Equity Large Cap |
6/2012 | $780.73M | 13.38 | 12.67 | 14.74 | 13.65 | -- | 28.19 | 0.6 | 0.73 | 13.35 | Russell 1000® Growth Index |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1250.38M | -13.42 | -14.54 | 9.81 | 3.77 | -- | 44.34 | 1 | 1.27 | 15.61 | MSCI EM NR USD |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1250.38M | -14.04 | -15.2 | 8.98 | 2.9 | -- | 43.31 | 1 | 2.02 | 15.54 | MSCI EM NR USD |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1250.38M | -13.15 | -14.25 | 10.19 | 4.13 | -- | 44.86 | 1 | 0.92 | 15.58 | MSCI EM NR USD |
| CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $74.1M | -13.83 | -15.65 | 2.31 | -2.17 | -0.76 | 29.5 | 0.87 | 1.28 | 14.18 | Ardour Gbl Alternative Energy |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $74.1M | -14.43 | -16.35 | 1.55 | -3.03 | -1.68 | 28.41 | 0.87 | 2.03 | 14.35 | Ardour Gbl Alternative Energy |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $74.1M | -13.39 | -15.37 | 2.72 | -1.77 | -0.31 | 29.73 | 0.87 | 0.93 | 14.29 | Ardour Gbl Alternative Energy |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $394.37M | -8.62 | -8.4 | 5.21 | 1.46 | 9.06 | 18.94 | 0.85 | 1.28 | 11.21 | S-Network Global Water TR USD |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $394.37M | -9.15 | -9.03 | 4.46 | 0.73 | 8.16 | 17.97 | 0.85 | 2.03 | 11.23 | S-Network Global Water TR USD |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $394.37M | -8.33 | -8.07 | 5.59 | -- | -- | 19.36 | 0.85 | 0.93 | 11.22 | S-Network Global Water TR USD |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $174.83M | -1.34 | -0.54 | 5.03 | 2.52 | 8.8 | 5.8 | 0.6 | 1.07 | 2.25 | BofAML US HY Master II |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $174.83M | -2.01 | -1.29 | 4.23 | 1.64 | -- | 4.97 | 0.6 | 1.82 | 2.24 | BofAML US HY Master II |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $174.83M | -1.01 | -0.21 | 5.39 | 2.86 | 9.97 | 6.1 | 0.6 | 0.74 | 2.25 | BofAML US HY Master II |
| COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $279.79M | -8.81 | -4.37 | 8.09 | 5.02 | 10.54 | 38.63 | 0.87 | 1.07 | 13.35 | MSCI EAFE SMID NR USD |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $279.79M | -9.6 | -5.27 | 6.85 | 3.75 | 9.16 | 37 | 0.87 | 2.26 | 13.33 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $279.79M | -8.81 | -4.37 | 8.09 | 5.02 | 10.54 | 38.63 | 0.87 | 1.07 | 13.35 | MSCI EAFE SMID NR USD |
| CLDAX | Calvert Long-Term Income Fund A |
Bond (Fixed Inc) |
12/2004 | $58.11M | -7.68 | -5.97 | 2.38 | 3.7 | 6.41 | 9.5 | 0.52 | 0.92 | 4.8 | Barclays US Long Credit |
| CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $58.11M | -7.35 | -5.61 | 2.83 | 2.46 | 1.86 | 9.95 | 0.52 | 0.55 | 4.83 | Barclays US Long Credit |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $295.1M | 0.06 | 0.87 | 6.42 | 5.6 | 9.09 | 15.12 | 0 | 1.18 | 7.78 | Custom |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $295.1M | -0.66 | 0.13 | 5.62 | 4.82 | 8.27 | 14.29 | 0 | 1.93 | 7.81 | Custom |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1400.59M | 0.16 | 0.26 | 1.72 | 1.26 | 3.04 | 2.17 | 0.46 | 0.88 | 0.7 | Barclays Credit 1-5 Yr |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
10/2002 | $1400.59M | -0.53 | -0.5 | 0.94 | 0.51 | 2.28 | 1.41 | 0.46 | 1.64 | 0.7 | Barclays Credit 1-5 Yr |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $1400.59M | 0.46 | 0.52 | 2.07 | 1.73 | 3.55 | 2.53 | 0.46 | 0.52 | 0.74 | Barclays Credit 1-5 Yr |
| CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $144.22M | -0.45 | -0.64 | 1.67 | 2.92 | 3.53 | 5.01 | 0.47 | 0.8 | 2.42 | Barclays Municipal |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $144.22M | -0.09 | -0.38 | 2.03 | -- | -- | 5.36 | 0.47 | 0.45 | 2.46 | Barclays Municipal |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $1440.97M | 5.19 | 6.41 | 10.99 | 10.42 | 14.44 | 20.8 | 0.27 | 0.54 | 12.67 | Calvert U.S. Large Cap Core Responsible Index |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $1440.97M | 4.46 | 5.62 | 10.15 | 9.57 | 13.44 | 19.87 | 0.27 | 1.29 | 12.66 | Calvert U.S. Large Cap Core Responsible Index |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $1440.97M | 5.53 | 6.81 | 11.38 | 10.87 | 14.98 | 21.24 | 0.27 | 0.19 | 12.68 | Calvert U.S. Large Cap Core Responsible Index |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $71.38M | 9.33 | 10.43 | 12.27 | -- | -- | 27.07 | 0.27 | 0.57 | 14.72 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $71.38M | 9.7 | 10.85 | 12.65 | -- | -- | 27.48 | 0.27 | 0.22 | 14.73 | Calvert U.S. Large Cap Growth Responsible Index |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $296.73M | 0.37 | 1.71 | 9.32 | -- | -- | 14.75 | 0.27 | 0.57 | 10.86 | Calvert U.S. Large Cap Value Responsible Index |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $296.73M | 0.69 | 2.05 | 9.71 | -- | -- | 15.2 | 0.27 | 0.22 | 10.81 | Calvert U.S. Large Cap Value Responsible Index |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $943.15M | 1.33 | 1.58 | 1.51 | 1.08 | 1.9 | 1.39 | 0.38 | 0.77 | 0.32 | Barclays Short Treasury 9-12 Mon |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $943.15M | 1.57 | 1.84 | 1.84 | -- | -- | 1.76 | 0.38 | 0.47 | 0.32 | Barclays Short Treasury 9-12 Mon TR USD |
| CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $159.46M | 0.63 | 0.93 | 3.24 | -- | -- | 3.22 | 0 | 1.1 | 0.71 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $159.46M | -0.12 | 0.18 | 2.45 | -- | -- | 2.42 | 0 | 1.85 | 0.72 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $159.46M | 0.93 | 1.25 | 3.65 | -- | -- | 3.6 | 0 | 0.65 | 0.7 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $36.16M | 1.68 | 3.05 | 3.58 | 2.4 | -- | 5.03 | 0 | 2.76 | 3.73 | Citigroup 3-Month T-Bill Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
6/2000 | $146.42M | -2.21 | -2.2 | 1.47 | 1.5 | 2.82 | 3.79 | 0.32 | 0.93 | 2.36 | Barclays U.S. Aggregate Index |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $146.42M | -1.94 | -1.92 | 1.71 | 1.74 | -- | 4.09 | 0.32 | 0.62 | 2.32 | Barclays U.S. Aggregate Index |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $17.47M | 3.11 | 3.88 | -- | -- | -- | -- | 1 | 1.35 | 14.32 | MSCI All World Country Index |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $247.32M | 3.03 | 2.38 | 6.29 | 5.68 | 9.43 | 12.82 | 0.65 | 1.48 | 7.54 | Custom Balanced Index |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $3035.82M | 2.38 | 1.7 | 10.26 | 9.47 | 14.95 | 15.84 | 0.72 | 0.99 | 9.58 | Russell Midcap Index |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
10/1993 | $261M | 0.27 | 2.59 | 9.47 | 7.29 | 9.74 | 24.94 | 0.55 | 0.81 | 11.15 | Pax Global Women’s Leadership Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $261M | 0.5 | 2.87 | 9.74 | 7.56 | 10.01 | 25.22 | 0.55 | 0.56 | 11.14 | Pax Global Women’s Leadership Index |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $697.5M | -7.67 | -9.47 | 7.91 | 5 | 11.05 | 26.5 | 0.8 | 1.29 | 14.21 | MSCI AC World (Net) Index (ACWI) |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $697.5M | -7.44 | -9.23 | 8.19 | 5.28 | 11.36 | 26.87 | 0.8 | 1.04 | 14.22 | MSCI AC World (Net) Index (ACWI) |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
5/2013 | $697.5M | -7.67 | -9.48 | 7.92 | 5.01 | -- | 26.54 | 0.8 | 1.3 | 14.21 | MSCI AC World (Net) Index (ACWI) |
| PWMDX | Pax Mid Cap Fund Individual |
Equity Mid-Sm Cap |
3/2016 | $117.75M | -4.49 | -4.52 | -- | -- | -- | 13.61 | 0.75 | 1.14 | 9.79 | Russell Midcap Index |
| PMIDX | Pax Mid Cap Fund Institutional |
Equity Mid-Sm Cap |
3/2016 | $117.75M | -4.29 | -4.3 | -- | -- | -- | 13.95 | 0.75 | 0.89 | 9.82 | Russell Midcap Index |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $588.34M | -8.28 | -7.94 | 2.98 | 0.08 | 5.71 | 23.08 | 0.55 | 0.8 | 12.16 | MSCI EAFE ESG Index |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $588.34M | -8.08 | -7.82 | 3.22 | -0.23 | 5.69 | 23.41 | 0.55 | 0.55 | 12.22 | MSCI EAFE ESG Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
9/1999 | $497.75M | -0.14 | 0.23 | 9.29 | 6.51 | 10.29 | 27.95 | 0.9 | 1.33 | 11.55 | MSCI ACWI |
| PORIX | Portfolio 21 Institutional |
Int'l Global |
3/2007 | $497.75M | 0.09 | 0.5 | 9.56 | 6.79 | 10.6 | 28.31 | 0.9 | 1.08 | 11.55 | MSCI ACWI |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
5/2007 | $273.72M | 9.65 | 11.19 | 13.71 | 12.91 | 15.95 | 26.86 | 0.3 | 0.44 | 13.78 | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
5/2007 | $273.72M | 9.24 | 10.77 | 13.25 | 12.43 | 15.43 | 26.36 | 0.3 | 0.86 | 13.76 | MSCI U.S. Prime Market Growth Index |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $264.61M | -10.44 | -9.45 | 4.74 | 1.13 | -- | 25.05 | 0.48 | 1.32 | 12.67 | MSCI ACWI xUS |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $264.61M | -9.87 | -8.85 | 5.31 | 1.69 | -- | 25.75 | 0.48 | 0.77 | 12.7 | MSCI ACWI xUS |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
5/2006 | $195.47M | 1.31 | 3.43 | 10.26 | 8.45 | 12.21 | 16.96 | 0.3 | 0.44 | 11 | MSCI US Prime Market Value Index |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
5/2001 | $195.47M | 0.94 | 2.96 | 9.75 | 7.94 | 11.58 | 16.36 | 0.3 | 0.94 | 11.02 | MSCI US Prime Market Value Index |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $31.61M | -2.7 | -0.9 | 1.41 | -- | -- | 5.91 | 0.55 | 0.89 | 2.81 | FTSE World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $5.66M | -0.09 | 0.33 | 6.23 | -- | -- | 23.84 | 0.65 | 0.99 | 11.64 | S&P Global 1200 |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
8/2015 | $18.34M | -1.35 | -0.42 | 8.92 | -- | -- | 19.03 | 0.75 | 1 | 14.62 | S&P 1000 |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | $16.59M | -3.39 | -3.44 | -- | -- | -- | -- | 0.4 | -- | 12.15 | S&P Global REIT Index |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
8/2011 | $50.94M | 6.26 | 7.85 | 11.33 | 9.95 | -- | 19.68 | 0.75 | 1 | 11.47 | Russell Midcap |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $55.54M | 4.61 | 5.77 | 11.84 | 8.59 | -- | 16.99 | 0.75 | 1 | 12.41 | Russell 2500 |
| View funds by type: Showing 182 of 182 funds |
Information current as of: November 30, 2018 |
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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| Calvert Tax-Free Bond Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| CRA Qualified Investment - CRA | P * | P | P | P | P | -- | -- | -- | -- | -- | R | R | R | R | R | -- | -- | ||||||||||||||
| CRA Qualified Investment - Retail | P * | P | P | P | P | -- | -- | -- | -- | -- | X | X | X | X | X | -- | -- | ||||||||||||||
| Praxis Intermediate Income - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Praxis Intermediate Income A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Bond Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R |  |
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| Calvert Bond Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Bond Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Green Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Green Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| CRA Qualified Investment - Institutional | P * | P | P | P | P | -- | -- | -- | -- | -- | X | X | X | X | X | -- | -- | ||||||||||||||
| Pax Core Bond Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax Core Bond Fund Institutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Praxis Genesis Conservative A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| TIAA-CREF Social Choice Bond Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Bond Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Bond Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Bond Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Calvert Conservative Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Conservative Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Parnassus Fixed Income Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| 1919 Socially Responsive Balanced Fund - A | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| 1919 Socially Responsive Balanced Fund - B | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| 1919 Socially Responsive Balanced Fund - C | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| 1919 Socially Responsive Balanced Fund - I | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Pax Balanced Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Balanced Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Walden Asset Management Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Pax High Yield Bond Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax High Yield Bond Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax High Yield Bond Fund A | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Boston Common International Fund | C | C | C | P | C | C | C | R | C | -- | R | R | R | R | R | |
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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 -- Institutional 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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| Calvert International Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert International Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert International Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Appleseed Fund | C * | C | C | P | -- | P | P | X | C | C | X | C | R | X | X | -- | |
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| Appleseed Fund Institutional | C * | C | C | P | -- | P | P | X | C | C | X | C | R | 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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| UBS International Sustainable Equity Fund | C | C | C | C | C | C | C | R | C | C | X | C | X | X | X | -- | |
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| Calvert Balanced Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Balanced Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Balanced Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Pax ESG Beta Dividend Fund Individual | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax ESG Beta Dividend Fund Institutional | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |
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| Pax ESG Beta Quality Fund - Class A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Small Cap Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Small Cap Fund - Institutional Class | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax Small Cap Fund A | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Praxis Small Cap Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Praxis Small Cap Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Walden Small Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | R | R | R | R | R | -- | |
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| Ariel Discovery Fund | -- | -- | -- | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Calvert Small Cap Fund A | C | C | C | C | C | C | C | -- | C | C | R | ||||||||||||||||||||