Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
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| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $369M | 11.8 | 11.8 | -2.92 | 5.21 | 3.57 | -27.45 | 0.87 | 2.05 | 19.74 | MSCI EAFE Equity |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1780M | 3.66 | 3.66 | -10.05 | 1.81 | 2.16 | -23.4 | 0.87 | 2.02 | 20.2 | MSCI Emerging Markets Index |
| CGACX | Calvert Global Energy Solutions Fund C |
Equity Specialty |
7/2007 | $160M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | MSCI World |
| CFWCX | Calvert Global Water Fund C |
Equity Specialty |
9/2008 | $587M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water Index |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| CCACX | Calvert Mid-Cap Fund C |
Equity Mid-Sm Cap |
10/1994 | $249M | 10.63 | 10.63 | 0.13 | 7.61 | 5.02 | -20.32 | 0.77 | 1.98 | 17.99 | Russell Mid Cap Growth |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $1000M | 14.41 | 14.41 | 0.67 | 9.1 | 3.55 | -19.83 | 0.79 | 1.95 | 18.98 | MSCI EAFE Equity |
| CSCCX | Calvert Small-Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $3200M | 10.59 | 10.59 | 3.03 | 9.25 | 7.21 | -16.79 | 0.8 | 1.94 | 20.91 | Russell 2000 |
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $371M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1373.01M | 25.59 | 25.59 | 7.4 | 12.81 | 8.96 | -19.41 | 0.76 | 1.82 | 13.23 | S&P 500 Composite Total Return |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $435M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | Merrill Lynch High Yield Master I |
| CSGCX | Calvert Balanced Fund C |
Balanced |
2/1994 | $1200M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7200M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $832M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CSBCX | Calvert Bond Fund C |
Bond (Fixed Inc) |
5/1998 | $3100M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $439M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Bloomberg Municipal Bond Index |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2400M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Bloomberg 1-5 Year U.S. Credit Index |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $805.25M | 21.28 | 21.28 | 2.02 | 5.57 | 3.31 | -20.96 | 0.84 | 1.38 | 19.26 | MSCI EAFE Equity |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $805.25M | 21.39 | 21.39 | 2.08 | 5.63 | 3.35 | -20.9 | 0.84 | 1.37 | 19.27 | MSCI EAFE Equity |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1373.01M | 26.2 | 26.2 | 7.92 | 13.36 | 9.5 | -19.02 | 0.76 | 1.32 | 13.22 | S&P 500 Composite Total Return |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $195.93M | 16.63 | 16.63 | 1.07 | 7.68 | -- | -21.4 | 0.28 | 1.28 | 17.68 | MSCI World ex USA |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1780M | 4.48 | 4.48 | -9.35 | 2.59 | 2.98 | -22.81 | 0.87 | 1.27 | 20.19 | MSCI Emerging Markets Index |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $581.53M | 27.7 | 27.7 | 8.44 | 15.3 | 11.43 | -23.09 | 0.23 | 1.25 | 15.93 | S&P 500 Composite Total Return |
| CGAEX | Calvert Global Energy Solutions Fund A |
Equity Specialty |
5/2007 | $160M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | MSCI World |
| CFWAX | Calvert Global Water Fund A |
Equity Specialty |
9/2008 | $587M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water Index |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $5300M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $396.1M | 14.51 | 14.51 | 0.75 | 6.56 | 3.12 | -16.76 | 0.44 | 1.24 | 16.65 | MSCI ACWI xUS |
| AMDWX | Amana Developing World Fund (Investor) |
Int'l Global |
9/2009 | $107.51M | 13.24 | 13.24 | 0.05 | 7.59 | 2.23 | -17.64 | 0.8 | 1.22 | 15.2 | MSCI Emerging Markets |
| CCAFX | Calvert Mid-Cap Fund A |
Equity Mid-Sm Cap |
10/1994 | $249M | 11.42 | 11.42 | 0.88 | 8.41 | 5.81 | -19.69 | 0.77 | 1.22 | 17.98 | Russell Mid Cap Growth |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $1000M | 15.34 | 15.34 | 1.45 | 9.93 | 4.36 | -19.24 | 0.79 | 1.2 | 19.05 | MSCI EAFE Equity |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| CALCX | Calvert Conservative Allocation Fund C |
Balanced |
4/2005 | $249M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Aggregate Bond |
| CCVAX | Calvert Small-Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $3200M | 11.44 | 11.44 | 3.82 | 10.08 | 8.03 | -16.15 | 0.8 | 1.19 | 20.9 | Russell 2000 |
| CAACX | Calvert Growth Allocation Fund C |
All Cap |
6/2005 | $352M | 14.27 | 14.27 | 2.29 | 9.75 | 6.73 | -18.96 | 0 | 1.18 | 15.49 | Russell 3000 |
| CMACX | Calvert Moderate Allocation Fund C |
Balanced |
4/2005 | $392M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Russell 3000 |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $2446.84M | 16.55 | 16.55 | 3.23 | 12.06 | 7.33 | -22.67 | 0.75 | 1.16 | 19.74 | MSCI AC World (Net) Index (ACWI) |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $2446.84M | 16.58 | 16.58 | 3.24 | 12.06 | 7.33 | -22.64 | 0.75 | 1.16 | 19.73 | MSCI AC World (Net) Index (ACWI) |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.51 | 13.51 | 4.42 | 9.43 | 5.72 | -23.03 | 0.75 | 1.16 | 21.54 | Russell 2000 |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $677.24M | 13.56 | 13.56 | 4.44 | 9.43 | 5.71 | -23.05 | 0.75 | 1.16 | 21.57 | Russell 2000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 15.87 | 15.87 | 5.43 | 9.44 | 4.64 | -20.13 | 0.3 | 1.12 | 23.55 | Russell 2000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $371M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $326.54M | -2.74 | -2.74 | -8.17 | 11.31 | -- | -16.18 | 0.53 | 1.1 | 23.61 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $990.12M | 28.28 | 28.28 | 4.94 | 14.72 | 9.37 | -25.83 | 0.2 | 1.09 | 16.24 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $990.12M | 28.42 | 28.42 | 5 | 14.77 | 9.4 | -25.76 | 0.2 | 1.09 | 16.26 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1373.01M | 26.53 | 26.53 | 8.2 | 13.65 | 9.77 | -18.81 | 0.76 | 1.06 | 13.23 | S&P 500 Composite Total Return |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $369M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE Equity |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $990.12M | 28.63 | 28.63 | 5.25 | 15.06 | 9.7 | -25.59 | 0.2 | 1.05 | 16.22 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1373.01M | 26.54 | 26.54 | 8.21 | 13.67 | 9.79 | -18.79 | 0.9 | 1.05 | 13.21 | S&P 500 Composite Total Return |
| AMANX | Amana Income Fund (Investor) |
Equity Large Cap |
6/1986 | $1719.31M | 13.55 | 13.55 | 8.3 | 12.64 | 9.25 | -8.75 | 0.75 | 1.02 | 12.55 | S&P 500 Composite Total Return |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1780M | 4.73 | 4.73 | -9.14 | 2.83 | 3.28 | -22.64 | 0.87 | 1.02 | 20.24 | MSCI Emerging Markets Index |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $435M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | Merrill Lynch High Yield Master I |
| AMIDX | Amana Developing World Fund (Institutional) |
Int'l Global |
9/2013 | $107.51M | 13.39 | 13.39 | 0.22 | 7.76 | 2.45 | -17.48 | 0.8 | 1.01 | 15.19 | MSCI Emerging Markets |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $123.93M | 13.88 | 13.88 | 8.23 | 12.1 | 9.73 | -10.93 | 0.75 | 1 | 17.08 | Russell Midcap |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $212.74M | 16.4 | 16.4 | 8.96 | 12.23 | 9.09 | -14.63 | 0.75 | 1 | 18.77 | Russell 2500 |
| CSIFX | Calvert Balanced Fund A |
Balanced |
10/1982 | $1200M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| CAEIX | Calvert Global Energy Solutions Fund I |
Equity Specialty |
5/2007 | $160M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | MSCI World |
| CFWIX | Calvert Global Water Fund I |
Equity Specialty |
1/2014 | $587M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water Index |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $195.93M | 16.98 | 16.98 | 1.38 | 8.02 | -- | -21.16 | 0.28 | 0.98 | 17.73 | MSCI World ex USA |
| CCPIX | Calvert Mid Cap Fund I |
Equity Mid-Sm Cap |
6/2003 | $249M | 11.72 | 11.72 | 1.13 | 8.68 | 6.2 | -19.53 | 0.77 | 0.97 | 17.99 | Russell Mid Cap Growth |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $1443.36M | 19.9 | 19.9 | 7.81 | 15.9 | -- | -20.04 | 0.65 | 0.97 | 17.76 | S&P 500 Composite Total Return |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5398.8M | 12.67 | 12.67 | 0.95 | 8.81 | 7.75 | -21.61 | 0.71 | 0.96 | 19.55 | Russell Midcap Index |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $1000M | 15.56 | 15.56 | 1.69 | 10.2 | 4.73 | -19.02 | 0.79 | 0.95 | 19.01 | MSCI EAFE Investable Market |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $1033.57M | 18.63 | 18.63 | 2.85 | 13.89 | -- | -22.38 | 0.8 | 0.95 | 16.45 | MSCI World |
| CSVIX | Calvert Small-Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $3200M | 11.73 | 11.73 | 4.08 | 10.36 | 8.41 | -15.95 | 0.8 | 0.94 | 20.92 | Russell 2000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
| AMAGX | Amana Growth Fund (Investor) |
Equity Large Cap |
2/1994 | $4578.33M | 25.66 | 25.66 | 10.04 | 18.69 | 14.29 | -19.46 | 0.64 | 0.91 | 14.92 | S&P 500 Composite Total Return |
| CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7200M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | Russell 1000 |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $832M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $805.25M | 21.8 | 21.8 | 2.54 | 6.05 | 3.76 | -20.55 | 0.84 | 0.91 | 19.2 | MSCI EAFE Equity |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $2446.84M | 16.85 | 16.85 | 3.5 | 12.36 | 7.6 | -22.44 | 0.75 | 0.91 | 19.72 | MSCI AC World (Net) Index (ACWI) |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.79 | 13.79 | 4.68 | 9.69 | 5.98 | -22.86 | 0.75 | 0.91 | 21.52 | Russell 2000 |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| JSTC | Adasina Social Justice All Cap Global ETF |
All Cap |
12/2020 | $152.4M | 15.22 | 15.22 | 4.27 | -- | -- | -17.23 | 0.89 | 0.89 | 16.26 | Adasina Social Justice Index, FTSE Global All Cap |
| PARWX | Parnassus Value Equity Fund |
Equity Large Cap |
4/2005 | $4920.38M | 13.7 | 13.7 | 8.73 | 16.9 | 12.89 | -13.85 | 0.66 | 0.88 | 17.96 | Russell 1000 Value Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1373.01M | 26.76 | 26.76 | 8.41 | 13.87 | 9.98 | -18.66 | 0.76 | 0.87 | 13.25 | S&P 500 Composite Total Return |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $326.54M | -2.49 | -2.49 | -7.94 | 11.59 | 8.17 | -15.97 | 0.54 | 0.85 | 23.63 | S&P 500 Composite Total Return |
| PFGEX | Parnassus Growth Equity Fund |
Equity Large Cap |
12/2022 | $30.54M | 44.92 | 44.92 | -- | -- | -- | -- | 0.75 | 0.84 | 17.24 | Russell 1000 Growth Index |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $27798.3M | 24.93 | 24.93 | 9.07 | 15.49 | 11.61 | -18.66 | 0.57 | 0.82 | 14.43 | S&P 500 Composite Total Return |
| PARNX | Parnassus Mid Cap Growth Fund |
Equity Mid-Sm Cap |
12/1984 | $828.28M | 35.6 | 35.6 | -0.47 | 10.49 | 8.45 | -33.6 | 0.62 | 0.8 | 20.92 | Russell Mid Cap Growth |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $93.91M | 9.33 | 9.33 | 2.53 | 9.16 | -- | -13.47 | 0.65 | 0.8 | 16.6 | Russell 1000 |
| ACASX | RBC BlueBay Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $661.05M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Bloomberg US Securitized Index |
| AMINX | Amana Income Fund (Institutional) |
Equity Large Cap |
9/2013 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $435M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | Merrill Lynch High Yield Master I |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2400M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Bloomberg 1-5 Year U.S. Credit Index |
| CULAX | Calvert Ultra-Short Duration Income Fund A |
Bond (Fixed Inc) |
10/2006 | $730M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $439M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Bloomberg Municipal Bond Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $116.53M | 16.66 | 16.66 | 4.84 | 16.63 | -- | -20.9 | 0.65 | 0.75 | 16.53 | Russell 3000 |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| CBAIX | Calvert Balanced Fund I |
Balanced |
2/1999 | $1200M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $900M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays Capital US Aggregate Bond |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $990.12M | 28.77 | 28.77 | 5.33 | 15.14 | 9.77 | -25.54 | 0.2 | 0.74 | 16.24 | S&P 500 Composite Total Return |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSIBX | Calvert Bond Fund A |
Bond (Fixed Inc) |
8/1987 | $3100M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $732M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $1135.47M | 18.92 | 18.92 | 2.64 | 7.97 | 3.29 | -18.04 | 0.47 | 0.72 | 16.93 | MSCI EAFE ESG Index |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1373.01M | 26.99 | 26.99 | 8.6 | 14.07 | 10.18 | -18.51 | 0.65 | 0.7 | 13.22 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $289.95M | 24.39 | 24.39 | 9.77 | 13.75 | 10.41 | -18.28 | 0.63 | 0.7 | 15.63 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $289.95M | 24.39 | 24.39 | 9.77 | 13.77 | 10.41 | -18.29 | 0.63 | 0.7 | 15.67 | Russell 1000 |
| AMIGX | Amana Growth Fund (Institutional) |
Equity Large Cap |
9/2013 | $4578.33M | 25.98 | 25.98 | 10.31 | 18.98 | 14.56 | -19.27 | 0.64 | 0.67 | 14.93 | S&P 500 Composite Total Return |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
| CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7200M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | Russell 1000 |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $832M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
| CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $371M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $93.91M | 9.55 | 9.55 | 2.76 | 9.42 | -- | -13.29 | 0.65 | 0.55 | 16.63 | Russell 1000 |
| PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
| CBDIX | Calvert Bond Fund I |
Bond (Fixed Inc) |
3/2000 | $3100M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2400M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Bloomberg 1-5 Year U.S. Credit Index |
| CFJAX | Calvert US Large-Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1900M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Russell 1000 |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $147.01M | 23.24 | 23.24 | 7.65 | 14.7 | -- | -20.35 | 2 | 0.5 | 17.08 | S&P 500 Composite Total Return |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $439M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Bloomberg Municipal Bond Index |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | -- | 6.15 | 6.15 | 1.28 | 3.09 | -- | -26.25 | 0.4 | 0.5 | -- | S&P Global REIT Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CHGX | AXS Change Finance ESG ETF |
Equity Large Cap |
3/2022 | $132.1M | 23.7 | 23.7 | 5.92 | 14.35 | -- | -21.72 | 0.49 | 0.49 | 16.6 | S&P 500 Composite Total Return |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $900M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays Capital US Aggregate Bond |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $730M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Bloomberg 9-12 Months Short Treasury Index |
| CSXAX | Calvert US Large-Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $5300M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Russell 1000 |
| CGJAX | Calvert US Large-Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $643M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Russell 1000 |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $183.83M | 14.8 | 14.8 | 2.79 | 12.87 | -- | -22.05 | 0.45 | 0.49 | 20.77 | -- |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $732M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $1135.47M | 19.28 | 19.28 | 2.93 | 8.24 | 3.26 | -17.84 | 0.47 | 0.47 | 16.94 | MSCI EAFE ESG Index |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $289.95M | 24.65 | 24.65 | 10.05 | 14.04 | 10.68 | -18.05 | 0.63 | 0.45 | 15.61 | Russell 1000 |
| ACCSX | RBC BlueBay Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $661.05M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Bloomberg US Securitized Index |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| CCLAX | Calvert Conservative Allocation Fund A |
Balanced |
4/2005 | $249M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CAAAX | Calvert Growth Allocation Fund A |
All Cap |
6/2005 | $352M | 15.14 | 15.14 | 3.08 | 10.58 | 7.62 | -18.34 | 0 | 0.43 | 15.5 | Russell 3000 |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 16.67 | 16.67 | 6.12 | 10.13 | 5.3 | -19.65 | 0.3 | 0.43 | 23.55 | Russell 2000 |
| CMAAX | Calvert Moderate Allocation Fund A |
Balanced |
4/2005 | $392M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $499.91M | 20.42 | 20.42 | 11.69 | 13.99 | 9.88 | -7.57 | 0.25 | 0.38 | 15.95 | MSCI US Prime Market Value Index |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $540.73M | 29.82 | 29.82 | 7.17 | 16.68 | 13.47 | -28.25 | 0.24 | 0.36 | 14.58 | MSCI U.S. Prime Market Growth Index |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| CISIX | Calvert U. Large-Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $5300M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Russell 1000 |
| CGJIX | Calvert US Large-Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $643M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Russell 1000 |
| CMJIX | Calvert US Mid-Cap Core Responsible Index Fund I |
Equity Mid-Sm Cap |
10/2015 | $462M | 15.23 | 15.23 | 4.18 | 12.94 | -- | -19.12 | 0.24 | 0.24 | 21.03 | S&P 400 Midcap Total Return |
| EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
| CFJIX | Calvert US Large-Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1900M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Russell 1000 |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| Calvert International Opportunities Fund C | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| Calvert Global Water Fund C | Available online » | Available online » |
| FundX Sustainable Impact Equity | -- | -- |
| Calvert Mid-Cap Fund C | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Calvert Small-Cap Fund C | Available online » | Available online » |
| Calvert Flexible Bond Fund C | Available online » | Available online » |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Calvert Balanced Fund C | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| Calvert Equity Fund C | Available online » | Available online » |
| Calvert Income Fund C | Available online » | Available online » |
| Calvert Bond Fund C | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Green Century Equity | Available online » | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| Calvert Global Water Fund A | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Praxis International Index A | Available online » | Available online » |
| Amana Developing World Fund (Investor) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert Mid-Cap Fund A | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| Calvert Small-Cap Fund A | Available online » | Available online » |
| Calvert Growth Allocation Fund C | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Praxis Small Cap Fund A | Available online » | Available online » |
| Calvert Flexible Bond Fund A | Available online » | Available online » |
| New Alternatives Fund Investor Shares | Available online » | -- |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| Amana Income Fund (Investor) | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| Amana Developing World Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Calvert Balanced Fund A | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Calvert Global Water Fund I | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Calvert Mid Cap Fund I | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Calvert Small-Cap Fund I | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Praxis Genesis Growth A | Available online » | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Amana Growth Fund (Investor) | Available online » | Available online » |
| Calvert Equity Fund A | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Adasina Social Justice All Cap Global ETF | -- | Refer to page 14, https://www.adasinaetf.com/wp-content/uploads/dlm_uploads/2020/11/Adasina-JSTC-SAI-December-29-2021-1.pdf |
| Parnassus Value Equity Fund | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| Parnassus Growth Equity Fund | Available online » | Available online » |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Parnassus Mid Cap Growth Fund | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Amana Income Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| Calvert Ultra-Short Duration Income Fund A | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund A | Available online » | Available online » |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| VegTech™ Plant-based Innovation & Climate ETF | Available online » | Available online » |
| Calvert Balanced Fund I | Available online » | Available online » |
| Calvert Core Bond Fund A | Available online » | Available online » |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Calvert Bond Fund A | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| Amana Growth Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Calvert Equity Fund I | Available online » | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert Flexible Bond Fund I | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| PIMCO Total Return ESG Fund | • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S | Available online » |
| PIMCO Climate Bond Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| PIMCO ESG Income Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| Calvert Bond Fund I | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| PIMCO Low Duration ESG Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund A | Available online » | Available online » |
| Aspiration Redwood Fund | -- | Available online » |
| Calvert Responsible Municipal Income Fund I | Available online » | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| AXS Change Finance ESG ETF | NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings | Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f |
| Calvert Core Bond Fund I | Available online » | Available online » |
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Calvert US Large-Cap Core Responsible Index Fund A | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Etho Climate Leadership US ETF | -- | -- |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund I | N/A | N/A |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Calvert Growth Allocation Fund A | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| Praxis Value Index - Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| Calvert U. Large-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Calvert US Mid-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund I | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| Sphere 500 Fossil-Free Fund | Available online » | We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values) |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| Calvert International Opportunities Fund C | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund C | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund C | $1,000 | $1,000 |
| Calvert Global Water Fund C | $1,000 | $1,000 |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Calvert Mid-Cap Fund C | $1,000 | $1,000 |
| Calvert International Equity Fund C | $1,000 | $1,000 |
| Calvert Small-Cap Fund C | $1,000 | $1,000 |
| Calvert Flexible Bond Fund C | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| Calvert High Yield Bond Fund C | $1,000 | $1,000 |
| Calvert Balanced Fund C | $1000 | $1000 |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| Calvert Equity Fund C | $1,000 | $1,000 |
| Calvert Income Fund C | $1,000 | $1,000 |
| Calvert Bond Fund C | $1000 | $1000 |
| Calvert Responsible Municipal Income Fund C | $1,000 | $1,000 |
| Calvert Short Duration Income Fund C | $1,000 | $1,000 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Emerging Markets Equity Fund A | $1,000 | $1,000 |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| Calvert Global Water Fund A | $1,000 | $1,000 |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $1,000 | $1,000 |
| Praxis International Index A | $2,500 | -- |
| Amana Developing World Fund (Investor) | $100.00 | $0.00 |
| Calvert Mid-Cap Fund A | $1,000 | $1,000 |
| Calvert International Equity Fund A | $1,000 | $1,000 |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Calvert Conservative Allocation Fund C | $1,000 | $1,000 |
| Calvert Small-Cap Fund A | $1,000 | $1,000 |
| Calvert Growth Allocation Fund C | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund C | $1,000 | $1,000 |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Pax Small Cap Fund A | -- | -- |
| Praxis Small Cap Fund A | $2,500 | -- |
| Calvert Flexible Bond Fund A | $1,000 | $1,000 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Calvert International Opportunities Fund I | $1,000 | $1,000 |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| Amana Income Fund (Investor) | $100.00 | $0.00 |
| Calvert Emerging Markets Equity Fund I | $1,000 | $1,000 |
| Calvert High Yield Bond Fund A | $1,000 | $1,000 |
| Amana Developing World Fund (Institutional) | $100,000.00 | $0.00 |
| Walden Asset Management Fund | $100,000 | -- |
| Walden Equity Fund | $100,000 | -- |
| Walden Midcap Fund | $100,000 | -- |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Calvert Balanced Fund A | $1000 | $1000 |
| Calvert Global Energy Solutions Fund I | $1,000 | $1,000 |
| Calvert Global Water Fund I | $1,000 | $1,000 |
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Calvert Mid Cap Fund I | $1,000 | $1,000 |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Calvert International Equity Fund I | $1,000 | $1,000 |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Calvert Small-Cap Fund I | $1,000 | $1,000 |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Praxis Intermediate Income A | $2,500 | -- |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| Pax High Yield Bond Fund A | $1000 | -- |
| Amana Growth Fund (Investor) | $100.00 | $0.00 |
| Calvert Equity Fund A | $1,000 | $1,000 |
| Calvert Income Fund A | $1,000 | $1,000 |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Adasina Social Justice All Cap Global ETF | $0 | $0 |
| Parnassus Value Equity Fund | $2,000 | $500 |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| New Alternatives Fund A Shares | $2500 | $2500 |
| Parnassus Growth Equity Fund | $2,000 | $500 |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Parnassus Mid Cap Growth Fund | $2,000 | $500 |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| RBC BlueBay Access Capital Community Investment Fund A | $1,000 | $250 |
| Amana Income Fund (Institutional) | $100,000.00 | $0.00 |
| Calvert High Yield Bond Fund I | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Calvert Short Duration Income Fund A | $1,000 | $1,000 |
| Calvert Ultra-Short Duration Income Fund A | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund A | $1,000 | $1,000 |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| Praxis Value Index A | $2,500 | -- |
| Saturna Sustainable Equity Fund | 1000.00 | 0 |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |
| Calvert Balanced Fund I | $1000 | $1000 |
| Calvert Core Bond Fund A | $1,000 | $1,000 |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Calvert Bond Fund A | $1000 | $1000 |
| Calvert Green Bond Fund A | $1,000 | $1,000 |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| Amana Growth Fund (Institutional) | $100,000.00 | $0.00 |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Praxis Growth Index Fund A | $2,500 | -- |
| Calvert Equity Fund I | $1,000 | $1,000 |
| Calvert Income Fund I | $1,000 | $1,000 |
| Calvert Flexible Bond Fund I | $1,000 | $1,000 |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Saturna Sustainable Bond Fund | 1000.00 | 0 |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| PIMCO Total Return ESG Fund | $75mm for separate account; $1mm for fund | N/A |
| PIMCO Climate Bond Fund | $1mm institutional share class; $75mm separate account | N/A |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| PIMCO ESG Income Fund | $1mm for institutional share class | N/A |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| Calvert Bond Fund I | $1000 | $1000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| PIMCO Low Duration ESG Fund | $100mm for separate account; $1mm for fund | N/A |
| Calvert Short Duration Income Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund A | $1,000 | $1,000 |
| Aspiration Redwood Fund | $100 | $100 |
| Calvert Responsible Municipal Income Fund I | $1,000 | $1,000 |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| AXS Change Finance ESG ETF | N/A | N/A |
| Calvert Core Bond Fund I | $1,000 | $1,000 |
| Calvert Ultra-Short Income Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Core Responsible Index Fund A | $1,000 | $1,000 |
| Calvert US Large-Cap Growth Responsible Index Fund A | $1,000 | $1,000 |
| Etho Climate Leadership US ETF | -- | -- |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| Calvert Green Bond Fund I | $1,000 | $1,000 |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| RBC BlueBay Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| Calvert Conservative Allocation Fund A | $1,000 | $1,000 |
| Calvert Growth Allocation Fund A | $1,000 | $1,000 |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| Calvert Moderate Allocation Fund A | $1,000 | $1,000 |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| Praxis Value Index - Institutional | $100,000 | -- |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| Calvert U. Large-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Growth Responsible Index Fund I | $1,000 | $1,000 |
| Calvert US Mid-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | 1 share | N/A |
| Calvert US Large-Cap Value Responsible Index Fund I | $1,000 | $1,000 |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| Sphere 500 Fossil-Free Fund | None | None |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |