Sustainable, Responsible and Impact Mutual Fund and ETF Chart

The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.

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Showing 176 of 176 funds
Information current as of:
May 31, 2020

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 $335.14M -18.45 3.42 2.51 1.96 6.49 24.84 0.87 2.26 25.94 MSCI EAFE SMID NR USD
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $402.36M -13.39 8.52 4.26 1.04 4.45 29.7 0.8 2.03 18.74 MSCI EAFE Investable Market
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2368.54M -17.33 -2.68 0.33 1.15 -- 21.47 0.87 2.02 24.25 MSCI EM NR USD
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $83.04M -13.98 9.98 3.25 -0.67 -0.67 32.32 0.87 2.01 27.48 Ardour Gbl Alternative Energy
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $386.82M -16.56 3.54 1.59 0.82 6.14 27.09 0.85 2.01 22.22 S-Network Global Water TR USD
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $32.45M -15.42 0.77 -0.86 0.44 5.92 25.04 1 2 21.96 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $1098.69M -16.25 -3.49 4 4.38 9.2 25.05 0.8 1.99 23.01 Russell 2000 Value
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $257.6M -3.26 12.36 9.88 6.85 8.16 23.78 0.64 1.97 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $210.63M -15.43 1.1 4.91 1.67 8.82 29.62 0.77 1.96 24.04 Russell Mid Cap Growth
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $204.84M -7.19 -3.66 0.09 0.92 -- 6.03 0 1.85 10.75 Barclays 1-3 Month U.S. Treasury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $29.01M -21.32 -17.26 -3.96 -2.24 -- 8.85 0.75 1.85 26.86 Citigroup 3-Month T-Bill Index
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $14.07M -19.78 -1.46 2.69 -- -- 25.06 0.75 1.85 30.13 S&P 1000
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $256.84M -7.34 0.87 1.73 2.15 -- 11.72 0.6 1.81 11.19 BofAML US HY Master II
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1527.53M -12.22 7.01 4.72 4.96 9.74 24.69 0.47 1.78 22.36 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $4600.81M -2.91 19.25 17.34 12.05 13.47 35.45 0.6 1.75 18.82 S&P 500 Composite Total Return
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $576.37M -4.16 2.85 2.82 2.59 2.99 13.85 0.52 1.72 12.59 Barclays Capital US Credit
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $884.39M -5.17 8.55 7.2 4.83 7.53 22.82 0.52 1.68 15.17 Russell 1000
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1604.28M -3.03 -0.03 1.05 0.95 1.32 5.43 0.4 1.57 6.73 Barclays Credit 1-5 Yr
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1801.54M 0.04 3.77 2.78 2.3 2.74 7.6 0.42 1.56 6.77 Barclays Capital US Aggregate Bond
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $243.9M -1.55 3.63 2.92 -- 1.34 6.29 0.47 1.51 5.95 Barclays Capital US Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $294.44M -5.67 8.49 7.25 4.87 8.42 20.91 0.65 1.48 14.05 Custom Balanced Index
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1029.21M -20.02 -6.98 -4.11 -1.35 5.77 16.82 0.9 1.43 22.3 MSCI EAFE Equity
MASGX Matthews Asia ESG Fund Int'l
Global
4/2015 $48.81M -14.8 -5.47 0.93 0.88 -- 12.54 0.66 1.42 25.74 MSCI All Country Asia ex-Japan Index
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1029.21M -20.02 -7.02 -4.08 -1.3 5.79 16.95 0.9 1.41 22.26 MSCI EAFE Equity
MPLAX Praxis International Index A Int'l
Global
12/2010 $268.08M -16.96 -3.32 -1.33 -0.94 -- 19.55 0.45 1.4 20.94 MSCI ACWI xUS
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.32M -7 12.04 10.3 -- -- 26.54 1 1.36 19.9 MSCI All World Country Index
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $245.55M -6.07 20.93 9.86 5.52 -- 36.68 0.56 1.33 19.78 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $563.94M -11.72 8.51 7.71 6.46 8.66 28.2 0.85 1.3 19.32 MSCI ACWI
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $244.93M -3.54 19.91 12.25 -- -- 32.63 0.8 1.29 19.24 MSCI World
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $78.18M -13.8 4.16 1.8 -- -- 25.02 0.28 1.28 19.46 MSCI World ex USA
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1527.53M -12.07 7.52 5.23 5.48 10.3 25.3 0.47 1.28 22.38 S&P 500 Composite Total Return
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2368.54M -17.18 -1.95 1.07 1.92 -- 22.41 0.87 1.27 24.24 MSCI EM NR USD
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $402.36M -13.15 9.32 5.04 1.8 5.31 30.69 0.8 1.27 18.72 MSCI EAFE Investable Market
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $83.04M -13.67 10.7 4.02 0.09 0.22 33.16 0.87 1.26 27.47 Ardour Gbl Alternative Energy
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2418.66M -7.92 15.29 10.23 8.23 11.92 31.44 0.24 1.26 21.72 Calvert U.S. Large Cap Core Responsible Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $257.6M -3.05 13.11 10.66 7.61 8.92 24.69 0.64 1.25 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $386.82M -16.37 4.3 2.34 1.57 7 28.02 0.85 1.25 22.23 S-Network Global Water TR USD
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $32.45M -15.43 1.12 -0.24 1.13 6.69 25.86 1 1.25 21.92 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $32.45M -15.42 1.05 -0.27 1.11 6.68 25.83 1 1.25 21.94 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $337.72M -6.74 15.78 11.02 9.51 12.25 30.72 0.23 1.25 20.63 S&P 500 Composite Total Return
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
5/2019 $10.76M -7.97 -4.88 -- -- -- -- 0.75 1.25 11.76 Barclays Capital US Aggregate Bond
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $1098.69M -16.07 -2.74 4.8 5.16 10.09 26.01 0.8 1.23 23.02 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $991.89M -13.83 6.9 3.93 4.22 8.83 27.75 0.8 1.22 22.5 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $991.89M -13.84 6.96 3.95 4.21 -- 27.77 0.8 1.22 22.52 MSCI AC World (Net) Index (ACWI)
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $210.63M -15.22 1.81 5.7 2.46 9.66 30.57 0.77 1.21 24.01 Russell Mid Cap Growth
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $358.47M -21.88 -8.12 -1.92 -0.22 7.96 23.29 0.75 1.2 27.73 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $358.47M -21.87 -8.21 -1.94 -0.24 -- 23.27 0.75 1.2 27.75 Russell 2000
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $224.82M -4.11 5.54 4.27 3.28 5.22 14.74 0 1.19 10.87 Barclays Capital US Credit
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $171.14M -12.13 6.77 5.36 4.25 8.04 26.38 0 1.18 21.15 Russell 3000
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $330.54M -8 6.13 5.01 3.93 6.97 20.27 0 1.17 15.48 Custom
APPLX Appleseed Fund Int'l
Global
12/2006 $104.41M -25.04 -5.77 -2.24 -1.17 3.55 15.68 0.85 1.14 31.21 MSCI World
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $977.03M -22.44 -7.05 -1.47 -0.78 8.16 24.6 0.7 1.14 30.88 Russell Mid Cap Value
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $112.63M -24.07 -8.06 -0.38 -1.43 6.37 21.36 0.3 1.12 29.95 Russell 2000
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $546.99M 2.87 5.44 2.75 2.17 2.42 5.63 0.35 1.11 1.35 Barclays Capital US Securitized Bond
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $204.84M -6.9 -2.93 0.86 1.68 -- 6.77 0 1.1 10.77 Barclays 1-3 Month U.S. Treasury Bill Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $776.26M -4.74 19.56 9.32 6.52 10.91 31.64 0.24 1.09 20.28 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $245.55M -5.99 21.21 10.13 5.78 9.48 36.98 0.56 1.08 19.8 S&P 500 Composite Total Return
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $335.14M -18.18 4.44 3.53 3.13 7.8 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $335.14M -18.18 4.44 3.53 3.13 7.8 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $776.26M -4.73 19.6 9.34 6.54 10.9 31.66 0.2 1.07 20.28 S&P 500 Composite Total Return
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $256.84M -7.13 1.61 2.49 2.95 5.7 12.56 0.6 1.05 11.21 BofAML US HY Master II
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $244.93M -3.46 20.08 12.5 -- -- 33 0.8 1.04 19.18 MSCI World
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1527.53M -12.01 7.79 5.5 5.74 10.56 25.61 0.47 1.04 22.37 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1615.74M -25.53 -10.08 -1.84 -0.24 8.48 24.67 0.59 1.02 34.88 Russell 2500 Value
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1527.53M -12 7.81 5.52 5.77 10.59 25.63 0.47 1.02 22.36 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1029.21M -19.85 -6.56 -3.67 -0.91 -- 17.27 0.9 1.01 22.23 MSCI EAFE Equity
ARFFX Ariel Focus Fund All
Cap
6/2005 $45.22M -21.88 -6.34 -0.77 0.15 6.83 25.62 0.65 1 32.97 Russell 1000 Value
BCAIX Boston Common International Fund Int'l
Global
12/2010 $254.03M -14.07 6.61 2.05 1.12 -- 23.74 0.8 1 19.52 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $38.17M -9.03 12.65 7.36 6.8 -- 28.17 0.75 1 21.07 S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $32.45M -15.42 1.18 -0.06 1.34 6.94 26.23 1 1 22.05 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $155.23M -8.62 7.54 7.32 6.68 8.74 23.7 0.75 1 13.82 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $213.44M -12.58 8.72 9.63 8.59 11.49 32.3 0.75 1 20.42 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $63.81M -15.55 2.12 7.18 6.24 -- 28.38 0.75 1 23.47 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $52.55M -16.74 2 5.8 5.8 -- 26.12 0.75 1 24.64 Russell 2500
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $4600.81M -2.66 20.1 18.22 12.91 14.32 36.5 0.6 0.99 19.16 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $5125.38M -15.77 2.22 5.58 6.61 11.5 29.03 0.71 0.99 23.54 Russell Midcap Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $11.05M -8.06 13.66 9.88 6.38 -- 30.95 0.65 0.99 17.09 S&P Global 1200
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $83.04M -13.58 11.11 4.39 0.44 0.64 33.48 0.87 0.98 27.56 Ardour Gbl Alternative Energy
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $402.36M -13.16 9.62 5.41 2.17 5.87 31.06 0.8 0.98 18.8 MSCI EAFE Investable Market
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $78.18M -13.8 4.37 2.08 -- -- 25.5 0.28 0.98 19.41 MSCI World ex USA
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $386.82M -16.29 4.57 2.65 1.92 -- 28.35 0.85 0.97 22.26 S-Network Global Water TR USD
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $576.37M -3.98 3.68 3.63 3.39 3.75 14.8 0.52 0.97 12.58 Barclays Capital US Credit
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $991.89M -13.79 7.22 4.22 4.47 9.11 28.17 0.8 0.97 22.53 MSCI AC World (Net) Index (ACWI)
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $257.6M -2.94 13.48 11 7.93 9.24 25.1 0.64 0.96 14.36 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $342.26M -6.09 4.06 3.15 3.38 5.07 14.13 0.5 0.96 10.94 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $342.26M -5.93 4.06 3.15 3.42 -- 14.11 0.5 0.96 10.94 Merrill Lynch High Yield Master I
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $104.41M -25 -5.53 -2.05 -0.96 -- 15.85 0.85 0.95 31.27 MSCI World
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $29.2M -12.64 -1.29 4.62 -- -- 15.32 0.75 0.95 15.38 MSCI USA
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $1098.69M -15.97 -2.51 5.13 5.55 10.68 26.3 0.8 0.95 23.01 Russell 2000 Value
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $2776.74M -16.34 6.52 4.25 6.41 12.71 33.29 0.66 0.95 27.41 S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $744.53M -9.06 16.61 11.12 -- -- 34.85 0.65 0.95 21.25 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $358.47M -21.79 -7.93 -1.67 0.02 8.21 23.56 0.75 0.95 27.74 Russell 2000
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $610.45M 4.54 8.23 4.35 3.35 3.48 7.75 0.4 0.95 4.24 Barclays Capital US Aggregate
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $884.39M -4.92 9.39 8.02 5.65 8.39 23.73 0.52 0.93 15.17 Russell 1000
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2368.54M -17.09 -1.69 1.37 2.23 -- 22.66 0.87 0.92 24.25 MSCI EM NR USD
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $92.59M 4.05 13.96 7.58 6.08 6.53 20.77 0.52 0.92 12.86 Barclays US Long Credit
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2480.32M 2.77 5.31 2.98 2.3 2.54 5.44 0.3 0.91 1.98 Barclays Capital US Aggregate
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $126.26M -10.33 9.26 8.08 -- -- 25.85 0.65 0.9 22.21 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $218.2M -10.96 8.94 8.37 6.72 -- 27.08 0.65 0.9 21.48 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $218.2M -10.93 8.97 8.37 6.71 11.27 27.13 0.65 0.9 21.5 Russell 1000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.18M -0.39 3.97 2.19 2.04 -- 7.08 0.55 0.89 4.17 FTSE World BIG Bond Index
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.42M -21.69 -6.75 0.6 0.19 6.27 26.56 0.7 0.87 28.08 Morningstar US Large Value TR Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $181.96M 4.48 9.24 4.86 3.78 3.17 9.12 0.2 0.87 4.28 Barclays U.S. Aggregate Index
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $210.63M -15.14 2.09 6.04 2.83 10.23 30.91 0.77 0.86 24.03 Russell Mid Cap Growth
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $18053.8M -8.46 11.19 11.06 8.93 12.64 30.69 0.58 0.86 18.31 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $248.66M -15.66 5.69 5.66 4.73 9.53 32.21 0.3 0.86 23.4 MSCI US Prime Market Value Index
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1527.53M -11.97 7.99 5.68 5.94 10.78 25.87 0.47 0.85 22.36 S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $907.02M -10.84 11.99 7.44 6.71 12.21 29.82 0.62 0.84 23.13 S&P 500 Composite Total Return
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1604.28M -2.83 0.72 1.82 1.7 2.08 6.25 0.4 0.82 6.79 Barclays Credit 1-5 Yr
KESGX Kennedy Capital ESG SMID Cap Fund Equity
Mid-Sm Cap
6/2019 $1.23M -18.69 -5.1 -- -- -- -- 0.75 0.82 -- Russell 2500
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2480.32M 2.9 5.52 3.09 2.45 2.67 5.45 0.3 0.81 2 Barclays Capital US Aggregate
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $776.26M -4.63 19.91 9.68 6.84 11.24 32.06 0.24 0.8 20.31 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $525.51M -12.56 4.78 6.41 5.59 8.52 26.42 0.55 0.8 22.22 Pax Global Women’s Leadership Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $554.19M -16.26 1.34 0.67 -0.17 2.96 22.78 0.75 0.8 20.18 MSCI EAFE ESG Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $339.55M -1.73 20.88 15.17 12.64 14.83 31.45 0.3 0.79 20.7 MSCI U.S. Prime Market Growth Index
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $488.75M 1.49 5.6 3.7 3.05 -- 8.01 0.37 0.77 7.89 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $243.9M -1.31 4.4 3.69 3.44 3.34 7.13 0.47 0.77 5.95 Barclays Municipal
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $876.81M -2.82 -0.45 1.03 1.01 1.15 3.31 0.38 0.76 5.53 Barclays Short Treasury 9-12 Mon
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1801.54M 0.31 4.58 3.63 3.18 3.59 8.48 0.42 0.75 6.83 Barclays Capital US Aggregate Bond
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $256.84M -7.03 1.85 2.79 3.27 6.24 12.83 0.6 0.75 11.19 BofAML US HY Master II
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $18.38M -5.46 22.28 14.94 10.31 -- 37.85 0.65 0.75 20 Russell 3000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $776.26M -4.6 19.95 9.72 6.92 11.32 32.08 0.24 0.74 20.31 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $4600.81M -2.57 20.44 18.57 13.29 14.82 36.83 0.6 0.72 19.18 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $686.99M 4.22 8.14 4.23 -- -- 7.79 0.4 0.71 4.31 Barclays Capital US Aggregate Bond
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $342.26M -5.9 4.32 3.35 3.66 5.33 14.27 0.5 0.71 10.79 Merrill Lynch High Yield Master I
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $744.53M -9.04 16.83 11.41 -- -- 35.23 0.65 0.7 21.23 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $576.37M -3.89 3.94 3.93 3.75 4.26 14.99 0.52 0.68 12.63 Barclays Capital US Credit
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $293.11M 5.49 9.61 4.97 3.79 3.41 9.63 0.5 0.68 4.25 Barclays Capital US Credit
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1527.53M -11.89 8.2 5.89 6.14 10.98 26.09 0.47 0.67 22.35 S&P 500 Composite Total Return
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $546.99M 2.87 5.82 3.07 2.42 2.57 6.12 0.35 0.66 1.38 Barclays Capital US Securitized Bond
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $884.39M -4.84 9.65 8.34 6 8.83 24.05 0.52 0.66 15.2 Russell 1000
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $204.84M -6.84 -2.71 1.15 2.06 -- 7.06 0 0.65 10.8 Barclays 1-3 Month U.S. Treaury Bill Index
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $126.26M -10.23 9.48 8.38 -- -- 26.18 0.65 0.65 21.49 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $218.2M -10.87 9.22 8.66 6.98 11.54 27.42 0.65 0.65 21.5 Russell 1000
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $5170.74M 2.01 6.55 4.26 3.49 -- 8.32 0.35 0.65 6.63 Barclays Capital US Aggregate Bond
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $268.08M -16.74 -2.72 -0.66 -0.29 -- 20.45 0.45 0.64 20.93 MSCI ACWI xUS
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $5170.74M 2.01 6.58 4.29 3.53 -- 8.46 0.35 0.62 6.64 Barclays Capital US Aggregate Bond
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.84M -0.74 7.76 4.89 3.87 5.16 13.14 0.05 0.61 8.08 Barclays Capital US Aggregate Bond
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $92.59M 4.13 14.22 7.91 6.51 3.37 20.96 0.52 0.59 12.82 Barclays US Long Credit
MGAFX Praxis Genesis Growth A Balanced
1/2010 $71.24M -10.45 5.19 4.93 4.23 7.75 22.16 0.05 0.58 18.47 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $181.96M 4.61 9.61 5.04 3.98 -- 9.39 0.32 0.57 4.31 Barclays U.S. Aggregate Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $525.51M -12.49 5.04 6.67 5.85 8.79 26.77 0.55 0.55 22.24 Pax Global Women’s Leadership Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $554.19M -16.17 1.62 0.92 0.06 2.91 23.01 0.75 0.55 20.16 MSCI EAFE ESG Index
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $5170.74M 1.94 6.65 4.37 3.62 -- 8.55 0.35 0.55 6.48 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1801.54M 0.38 4.85 3.89 3.5 4.07 8.65 0.42 0.53 6.81 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $610.45M 4.71 8.7 4.8 3.75 3.89 8.15 0.4 0.53 4.11 Barclays Capital US Aggregate
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1604.28M -2.73 0.99 2.12 2.07 2.55 6.46 0.4 0.52 6.74 Barclays Credit 1-5 Yr
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $77.68M -6.55 6.56 5.12 4.1 6.77 18.54 0.5 0.52 14.13 Russell 3000
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2418.66M -7.71 16.18 11.06 9.04 12.86 32.43 0.24 0.51 21.75 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $122.08M -0.96 26.86 16.9 12.87 -- 35.02 0.24 0.51 21.65 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $570.34M -17.79 1.91 3.32 3.6 -- 30.82 0.24 0.51 25.72 Calvert U.S. Large Cap Value Responsible Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $94.48M -17.11 5.92 6.58 -- -- 37.3 0 0.5 33.54 S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $46.43M -22.54 -15.74 -- -- -- 24.61 0.4 0.5 27.08 S&P Global REIT Index
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $243.9M -1.23 4.65 4 -- -- 7.39 0.47 0.49 5.94 Barclays Municipal
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $876.81M -2.74 -0.2 1.28 1.31 -- 3.57 0.38 0.49 5.54 Barclays Short Treasury 9-12 Mon TR USD
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $77.88M -12.32 11.05 10.78 -- -- 34.72 0.45 0.49 25.22 --
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $488.75M 1.51 5.93 4.04 3.42 -- 8.34 0.37 0.48 7.85 Barclays Capital US Aggregate Bond
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2480.32M 2.92 5.79 3.45 2.74 2.99 5.92 0.3 0.46 1.93 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $686.99M 4.31 8.41 4.49 -- -- 8.06 0.4 0.46 4.28 Barclays Capital US Aggregate Bond
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $112.63M -23.91 -7.46 0.27 -0.81 7.03 22.12 0.3 0.45 30.1 Russell 2000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4714.55M -9.87 12.49 9.43 8.19 11.76 31.12 0.15 0.45 23.18 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $224.82M -3.86 6.34 5.04 4.09 6.18 15.61 0 0.44 10.85 Barclays Capital US Credit
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $248.66M -15.51 6.18 6.15 5.21 10.13 32.74 0.3 0.44 23.41 MSCI US Prime Market Value Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $171.14M -11.93 7.58 6.16 5.11 9.12 27.33 0 0.43 21.22 Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $339.55M -1.64 21.3 15.61 13.08 15.35 31.91 0.3 0.43 20.68 MSCI U.S. Prime Market Growth Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $330.54M -7.8 6.86 5.78 4.71 7.76 21.19 0 0.42 15.5 Custom
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4714.55M -9.86 12.55 9.44 8.22 11.78 31.16 0.15 0.42 23.12 Russell 3000
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $5170.74M 2.1 6.84 4.55 3.79 -- 8.73 0.35 0.37 6.65 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4714.55M -9.82 12.64 9.56 8.32 11.89 31.32 0.15 0.33 23.14 Russell 3000
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1830.9M -4.45 10.98 6.96 5.51 8.1 20.83 0.05 0.3 12.46 Blend: 60% S&P 500 - 40% BC Aggregate
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $122.08M -0.86 27.18 17.26 13.23 -- 35.32 0.24 0.24 21.67 Calvert U.S. Large Cap Growth Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $570.34M -17.74 0.82 3.18 3.65 -- 29.38 0.24 0.23 25.56 Calvert U.S. Large Cap Value Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2418.66M -7.63 16.47 11.41 9.39 13.35 32.82 0.24 0.22 21.75 Calvert U.S. Large Cap Core Responsible Index
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4714.55M -9.79 12.84 9.74 8.49 12.06 31.49 0.15 0.17 23.17 Russell 3000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1830.9M -4.42 11.2 7.22 5.78 8.36 21.17 0.05 0.05 12.42 Blend: 60% S&P 500 - 40% BC Aggregate
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000

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Showing 176 of 176 funds
Information current as of:
May 31, 2020

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc CC *CC----------C--R--RRR-- --
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Matthews Asia ESG FundPCCPPCCCCCCCRCCOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
FundX Sustainable Impact Equity----------R----------------X-- --
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Zeo Sustainable Credit FundCCCCCCCCCCRCRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Appleseed FundC *CCP--PPXCCXCRXX-- Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Calvert Unconstrained Bond Fund ACCCCCCC--CCRRRRR-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX--