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 178 of 178 funds		 Information current as of:
August 31, 2019
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap		 6/2012 $1628.24M 27.53 12.34 19.02 16.03 -- 4.58 0.6 0.73 18.99 Russell 1000® Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap		 11/1999 $3172.39M 30.16 20.85 19.57 14.33 14.83 5.39 0.62 0.71 15.08 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap		 8/1987 $3172.39M 29.96 20.5 19.17 13.89 14.3 5.01 0.62 1.08 15.1 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap		 3/1994 $3172.39M 29.27 19.59 18.28 13.04 13.45 4.29 0.62 1.84 15.08 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap		 5/2007 $302.04M 21.43 4.64 15.92 12.43 14.94 0.38 0.3 0.44 17.94 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap		 5/2007 $302.04M 21.18 4.25 15.46 11.98 14.42 -0.05 0.3 0.86 17.93 MSCI U.S. Prime Market Growth Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap		 8/1992 $17392.6M 22.37 10.7 13.21 10.34 13.47 -0.18 0.58 0.87 16.61 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap		 6/2000 $1879.38M 19.35 3.24 12.86 10.24 13.52 -4.05 0.27 0.19 19.59 Calvert U.S. Large Cap Core Responsible Index
WSEFX Walden Equity Fund Equity
Large Cap		 6/1999 $228.32M 19.53 6.23 13.36 10.23 12.57 -2.52 0.75 1 17.93 S&P 500 Composite Total Return
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap		 4/2005 $624.32M 21.18 0.13 13.13 10.19 13.26 -6.51 0.8 0.91 22.06 Russell 2000 Value
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap		 4/2005 $4003.3M 23.53 9.56 10.94 9.91 13.75 -6.6 0.72 0.99 17.77 Russell Midcap Index
PARWX Parnassus Endeavor Fund Equity
Specialty		 4/2005 $3676.43M 15.24 -4.78 9.21 9.87 13.6 -13.42 0.66 0.92 27.91 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap		 6/2000 $1879.38M 19.09 2.98 12.51 9.85 13.01 -4.36 0.27 0.54 19.53 Calvert U.S. Large Cap Core Responsible Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap		 10/2004 $624.32M 21.01 -0.2 12.7 9.74 12.61 -6.81 0.8 1.29 22.12 Russell 2000 Value
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
GCEQX Green Century Equity Equity
Large Cap		 6/1991 $297.81M 18.9 4.81 12.28 9.7 12.32 -3.98 0.23 1.25 18.62 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap		 8/2011 $56.13M 17.15 3.63 11.3 9.44 -- -3.56 0.75 1 19.28 Russell Midcap
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap		 6/2000 $1879.38M 18.52 2.17 11.64 9.01 12.05 -5.06 0.27 1.29 19.54 Calvert U.S. Large Cap Core Responsible Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap		 10/2008 $106.72M 19.66 -0.17 10.97 8.98 11.81 -6.02 0.75 1 21.62 Russell 2000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap		 4/2007 $223.12M 15.75 2.3 11.7 8.95 12.69 -4.14 0.65 0.65 17.33 Russell 1000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap		 6/2012 $55.6M 15.48 -0.46 11.11 8.94 -- -5.57 0.75 1 20.92 Russell 2500
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap		 4/2005 $624.32M 20.35 -0.97 11.84 8.92 11.67 -7.5 0.8 2.04 22.09 Russell 2000 Value
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty		 7/1999 $4540.12M 18.12 1.96 11.99 8.7 12.7 -5.5 0.15 0.17 19.15 Russell 3000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap		 5/2013 $223.12M 15.55 2.06 11.43 8.68 -- -4.41 0.65 0.9 17.29 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap		 6/1997 $223.12M 15.63 2 11.41 8.68 12.41 -4.41 0.65 0.9 17.37 Russell 1000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty		 9/2009 $4540.12M 18 1.83 11.83 8.54 12.04 -5.69 0.15 0.33 19.13 Russell 3000
PARNX Parnassus Fund All
Cap		 12/1984 $942.45M 20.74 6.06 10.4 8.46 12.83 -9.68 0.61 0.84 20 S&P 500 Composite Total Return
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty		 10/2002 $4540.12M 17.93 1.72 11.72 8.43 12.42 -5.74 0.15 0.42 19.14 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty		 3/2006 $4540.12M 17.85 1.71 11.7 8.42 12.41 -5.76 0.15 0.45 19.06 Russell 3000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap		 11/2007 $1789.31M 13.37 -2.52 9.57 7.89 12.25 -5.6 0.47 0.67 19.01 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
 6/1999 $146.82M 14.95 5.96 9.63 7.77 9.31 -1.89 0.75 1 12.65 Blend: 60% S&P 500 - 40% BC Aggregate
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap		 3/1994 $1789.31M 13.25 -2.7 9.36 7.69 12.04 -5.8 0.47 0.85 19.01 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap		 3/1997 $1789.31M 13.1 -2.86 9.19 7.51 11.86 -5.94 0.47 1.02 19.01 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap		 5/2009 $1789.31M 13.07 -2.9 9.16 7.49 11.83 -5.95 0.47 1.04 18.99 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
 7/2008 $185.3M 17.88 6.96 11.31 7.48 9.45 -1 0.64 1 13.16 Blend: 60% S&P 500 - 40% BC Aggregate
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap		 5/2009 $1789.31M 12.89 -3.12 8.88 7.23 11.56 -6.19 0.47 1.28 19 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global		 9/1999 $543.82M 15.18 1.91 10.5 7.21 8.22 -7.13 0.9 1.33 16.76 MSCI ACWI
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap		 4/2012 $36.88M 15.86 0.58 8.86 7.2 -- -8.41 0.75 1 18.52 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap		 5/2006 $225.06M 16.64 3.05 10.29 7.2 11.13 -8.02 0.3 0.44 19.64 MSCI US Prime Market Value Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
 11/1992 $185.3M 17.66 6.63 10.97 7.19 9.15 -1.3 0.64 1.26 13.2 Blend: 60% S&P 500 - 40% BC Aggregate
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty		 4/2006 $372.72M 16.37 1.67 10.26 7.02 8.74 -7.47 0.55 0.56 17.33 Pax Global Women’s Leadership Index
CBAIX Calvert Balanced Portfolio I Balanced
 2/1999 $812.91M 18.57 9.01 9.48 6.98 9.41 -2.45 0.52 0.62 10.97 Russell 1000
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap		 11/2000 $88.56M 22.52 3.02 12.81 6.81 12.18 -3.26 0.8 0.99 22.56 Russell Mid Cap Growth
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap		 6/2003 $219.46M 23 6.44 11.36 6.78 13.46 -3.98 0.77 0.86 19.11 Russell Mid Cap Growth
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty		 10/1993 $372.72M 16.14 1.42 9.98 6.76 8.47 -7.7 0.55 0.81 17.32 Pax Global Women’s Leadership Index
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap		 5/2009 $1789.31M 12.54 -3.62 8.35 6.69 10.99 -6.65 0.47 1.78 18.99 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap		 5/2001 $225.06M 16.34 2.49 9.73 6.69 10.49 -8.43 0.3 0.94 19.62 MSCI US Prime Market Value Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty		 6/2005 $160.61M 14.62 0.85 9.48 6.66 9.44 -7.7 0 1.26 17.16 Russell 3000
CSIFX Calvert Balanced Portfolio A Balanced
 10/1982 $812.91M 18.36 8.72 9.14 6.6 8.93 -2.73 0.52 0.94 10.96 Russell 1000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
 5/1993 $185.3M 17.04 5.87 10.19 6.41 8.41 -1.94 0.64 1.99 13.15 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
 3/1992 $275.16M 15.69 7.73 8.57 6.39 8.77 -2.13 0.65 1.48 11.33 Custom Balanced Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap		 10/1994 $219.46M 22.79 6.13 10.98 6.33 12.82 -4.34 0.77 1.21 19.1 Russell Mid Cap Growth
NALFX New Alternatives Fund A Shares Int'l
Global		 9/1982 $211.97M 22.92 14.84 9.12 5.86 7.11 -6.93 0.56 1.07 15.21 S&P 500 Composite Total Return
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty		 4/2005 $323.92M 13.04 3.28 8.01 5.84 8.1 -5.11 0 0.43 12.21 Custom
PAXIX Pax Balanced Fund - Institutional Investor Balanced
 4/2007 $1808.2M 13.24 4.07 7.39 5.82 8.03 -3.83 0.05 0.66 11.35 Blend: 60% S&P 500 - 40% BC Aggregate
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty		 6/2005 $160.61M 14.07 0.14 8.68 5.76 8.31 -8.43 0 1.18 17.19 Russell 3000
CSGCX Calvert Balanced Portfolio C Balanced
 3/1994 $812.91M 17.8 7.87 8.28 5.76 8.06 -3.46 0.52 1.69 10.97 Russell 1000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)		 12/2004 $85.23M 21.78 19.36 5.4 5.57 7.07 -5.7 0.52 0.92 8.18 Barclays US Long Credit
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap		 11/2008 $751.62M 18.98 2.32 9.77 5.55 11.15 -8.67 0.24 0.79 18.8 S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
 8/1971 $1808.2M 13.08 3.82 7.12 5.55 7.76 -4.06 0.05 0.91 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global		 3/2008 $808.27M 13.67 -0.45 7.41 5.54 8.72 -14.1 0.8 1.04 20.66 MSCI AC World (Net) Index (ACWI)
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap		 10/1994 $219.46M 22.21 5.34 10.16 5.53 11.94 -5.05 0.77 1.96 19.13 Russell Mid Cap Growth
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap		 11/2003 $751.62M 18.99 2.3 9.68 5.5 11.07 -8.9 0.24 0.83 18.87 S&P 500 Composite Total Return
MGAFX Praxis Genesis Growth A Balanced
 1/2010 $68.26M 12.26 -0.34 7.57 5.36 -- -6.48 0.05 0.62 14.72 Russell 3000
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)		 1/2015 $85.23M 21.88 19.62 5.77 5.3 3.09 -5.29 0.52 0.55 8.14 Barclays US Long Credit
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global		 3/2008 $808.27M 13.4 -0.65 7.17 5.29 8.45 -14.24 0.8 1.29 20.62 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global		 5/2013 $808.27M 13.41 -0.66 7.15 5.26 -- -14.26 0.8 1.3 20.62 MSCI AC World (Net) Index (ACWI)
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap		 6/1991 $751.62M 18.73 2 9.39 5.18 10.71 -9.03 0.2 1.14 18.83 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap		 11/2008 $751.62M 18.72 1.97 9.36 5.16 10.73 -9.03 0.24 1.16 18.81 S&P 500 Composite Total Return
CMACX Calvert Moderate Allocation Fund C Equity
Specialty		 4/2005 $323.92M 12.48 2.48 7.19 5.04 7.29 -5.86 0 1.93 12.19 Custom
ARGFX Ariel Fund Equity
Mid-Sm Cap		 11/1986 $1974.3M 10.14 -9.81 5.98 4.9 11.94 -13.6 0.58 1 27.22 Russell 2500 Value
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty		 4/2005 $211.67M 11.44 5.9 6.11 4.77 6.61 -2.95 0 0.44 7.24 Barclays Capital US Credit
MBAPX Praxis Genesis Balanced A Balanced
 1/2010 $77.88M 11.41 2.42 6.53 4.74 -- -4.86 0.05 1.05 10.97 Russell 3000
CINCX Calvert Income Fund I Bond
(Fixed Inc)		 2/1999 $551.17M 13.91 12.21 4.71 4.35 5.16 -2.97 0.52 0.64 4.37 Barclays Capital US Credit
COIIX Calvert International Opportunities Fund A Int'l
Global		 5/2007 $326.35M 8.31 -8.19 8.69 4.34 7.63 -14.51 0.87 1.07 17.28 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global		 5/2007 $326.35M 8.31 -8.19 8.69 4.34 7.63 -14.51 0.87 1.07 17.28 MSCI EAFE SMID NR USD
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap		 3/2008 $424.72M 14.55 -5.52 4.67 4.16 11.41 -15.51 0.75 0.94 19.82 Russell 2000
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)		 9/2012 $4203.77M 9.29 10.3 3.75 4.01 -- 0.33 0.35 0.39 3.49 Barclays Capital US Aggregate Bond
CALCX Calvert Conservative Allocation Fund C Equity
Specialty		 4/2005 $211.67M 10.9 5.17 5.34 3.92 5.6 -3.65 0 1.8 7.17 Barclays Capital US Credit
CFICX Calvert Income Fund A Bond
(Fixed Inc)		 10/1982 $551.17M 13.76 11.89 4.36 3.91 4.6 -3.34 0.52 0.99 4.37 Barclays Capital US Credit
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap		 3/2008 $424.72M 14.46 -5.75 4.4 3.9 11.15 -15.72 0.75 1.19 19.86 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap		 5/2013 $424.72M 14.42 -5.75 4.39 3.89 -- -15.74 0.75 1.19 19.85 Russell 2000
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)		 9/2012 $4203.77M 9.07 10 3.58 3.85 -- 0.16 0.35 0.54 3.5 Barclays Capital US Aggregate Bond
MCONX Praxis Genesis Conservative A Balanced
 1/2010 $25.15M 10.09 6.21 4.69 3.84 -- -2.62 0.05 0.6 5.66 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)		 9/2012 $4203.77M 9.11 9.92 3.49 3.74 -- 0.08 0.35 0.64 3.61 Barclays Capital US Aggregate Bond
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)		 3/2000 $1679.26M 8.89 9.37 3.69 3.71 4.65 0.1 0.42 0.53 3.22 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)		 9/2012 $4203.77M 8.99 9.88 3.47 3.71 -- 0.06 0.35 0.65 3.54 Barclays Capital US Aggregate Bond
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global		 10/2012 $2065.43M 6.39 0.7 8.5 3.66 -- -15.15 1 0.92 18.53 MSCI EM NR USD
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)		 10/2013 $324.1M 9.01 10.05 3.64 3.62 -- 0.67 0.37 0.5 2.95 Barclays Capital US Aggregate Bond
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap		 12/1989 $1262.3M 9.66 -7.37 4.21 3.52 11.05 -13.92 0.69 1.12 24.95 Russell Mid Cap Value
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap		 1/2005 $3.82M 13.92 -4.84 7.26 3.47 8.5 -12.61 0.7 0.87 22 Morningstar US Large Value TR Index
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)		 9/2009 $203.78M 9.79 6.72 4.89 3.43 7.66 -2.51 0.6 0.74 4.87 BofAML US HY Master II
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap		 5/2007 $109.84M 9.23 -15.43 5.06 3.41 10.06 -7.79 0.3 1 24.35 Russell 2000
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)		 8/1987 $1679.26M 8.72 9.2 3.39 3.33 4.14 -0.16 0.42 0.88 3.18 Barclays Capital US Aggregate Bond
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global		 10/2012 $2065.43M 6.25 0.4 8.15 3.32 -- -15.48 0.87 1.27 18.55 MSCI EM NR USD
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)		 11/2011 $161.37M 9.83 9.61 3.08 3.3 -- -1.1 0.32 0.62 3.51 Barclays U.S. Aggregate Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)		 5/2006 $576.57M 8.65 9.7 3.13 3.25 3.96 0.08 0.4 0.54 3.48 Barclays Capital US Aggregate
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)		 10/2013 $324.1M 8.87 9.74 3.3 3.24 -- 0.29 0.37 0.85 2.95 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)		 8/1983 $168.24M 7.6 8.55 2.92 3.21 3.54 0.54 0.47 0.8 2.51 Barclays Municipal
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)		 8/1992 $239.75M 10.73 10.89 3.23 3.18 3.44 -1.11 0.49 0.68 3.95 Barclays Capital US Credit
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)		 6/2004 $363.33M 11 6.72 6.05 3.16 6.17 -2.69 0.5 0.74 6.04 Merrill Lynch High Yield Master I
CIFCX Calvert Income Fund C Bond
(Fixed Inc)		 7/2000 $551.17M 13.18 10.98 3.55 3.13 3.84 -4.06 0.52 1.74 4.4 Barclays Capital US Credit
COICX Calvert International Opportunities Fund C Int'l
Global		 7/2007 $326.35M 7.6 -9.1 7.55 3.12 6.3 -15.3 0.87 2.26 17.23 MSCI EAFE SMID NR USD
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)		 6/2000 $161.37M 9.66 9.72 2.92 3.12 3.03 -1.03 0.2 0.93 3.49 Barclays U.S. Aggregate Index
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)		 7/2001 $203.78M 9.63 6.48 4.57 3.11 7.07 -2.83 0.6 1.07 4.82 BofAML US HY Master II
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)		 5/2013 $363.33M 10.78 6.61 5.83 2.94 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)		 10/1999 $363.33M 10.79 6.61 5.83 2.91 5.91 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)		 5/1999 $576.57M 8.34 9.3 2.69 2.84 3.55 -0.36 0.4 0.98 3.37 Barclays Capital US Aggregate
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap		 5/2007 $109.84M 8.74 -15.96 4.36 2.79 9.4 -8.52 0.3 1.67 24.46 Russell 2000
CWVIX Calvert International Equity Fund I Int'l
Global		 2/1999 $230.85M 15.47 3.8 7.7 2.69 4.7 -11.05 0.87 0.97 16.27 MSCI EAFE Investable Market
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)		 3/2007 $2180.6M 5.7 6.96 2.17 2.63 3.09 0.56 0.3 0.46 2.52 Barclays Capital US Aggregate Bond
ARFFX Ariel Focus Fund All
Cap		 6/2005 $54.57M 11.98 -8 6.13 2.61 8.68 -13.21 0.65 1 24.6 Russell 1000 Value
BNIEX UBS International Sustainable Equity Fund Int'l
Global		 6/1997 $162.65M 8.11 -6.75 5.46 2.61 5.29 -16.86 0.8 1.25 17.55 MSCI World ex USA
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global		 10/2012 $2065.43M 5.75 -0.36 7.32 2.5 -- -16.13 1 2.02 18.53 MSCI EM NR USD
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)		 4/2006 $1585.98M 5.56 5.34 2.72 2.46 3.02 0.42 0.4 0.52 1.64 Barclays Credit 1-5 Yr
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)		 6/1998 $1679.26M 8.15 8.28 2.52 2.45 3.29 -0.95 0.42 1.63 3.17 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)		 3/2007 $2180.6M 5.38 6.69 1.88 2.32 2.76 0.3 0.3 0.81 2.52 Barclays Capital US Aggregate
CCMNX CCM Alternative Income Fund Balanced
 5/2013 $55.25M 6.77 2.57 3.99 2.3 -- -0.32 0.75 1.85 4.73 Citigroup 3-Month T-Bill Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)		 10/2011 $203.78M 9.06 5.68 3.79 2.27 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CWVGX Calvert International Equity Fund A Int'l
Global		 7/1992 $230.85M 15.33 3.44 7.31 2.26 4.1 -11.42 0.87 1.34 16.34 MSCI EAFE Investable Market
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)		 7/1998 $567.23M 5.61 6.69 1.96 2.2 2.7 -0.2 0.5 0.65 2.49 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)		 8/1999 $2180.6M 5.42 6.58 1.71 2.19 2.64 0.1 0.3 0.91 2.5 Barclays Capital US Aggregate
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global		 11/2012 $1178.54M 5.06 -7.3 3.75 2.07 -- -15.85 0.9 1.07 16.41 MSCI EAFE Equity
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)		 1/2002 $1585.98M 5.44 5.07 2.39 2.05 2.52 0.05 0.4 0.88 1.67 Barclays Credit 1-5 Yr
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)		 1/2009 $567.23M 5.25 6.22 1.62 2.02 2.55 -0.41 0.5 1.01 2.57 Barclays Capital US Securitized Bond
CFWIX Calvert Global Water Fund I Int'l
Global		 1/2014 $400.71M 14.6 1.6 6.16 1.96 -- -13.25 0.85 0.93 18.33 S-Network Global Water TR USD
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)		 1/2014 $945.54M 2.64 2.75 2.03 1.67 -- 1.1 0.38 0.47 0.72 Barclays Short Treasury 9-12 Mon TR USD
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global		 12/2006 $1178.54M 4.82 -7.72 3.36 1.67 5.54 -16.26 0.9 1.46 16.4 MSCI EAFE Equity
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global		 3/2008 $566.5M 9.03 -3.32 4.91 1.67 2.61 -12.84 0.55 0.55 15.32 MSCI EAFE ESG Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)		 4/2010 $144.2M 4.03 3.67 2.01 1.65 -- 0.09 1.19 1.36 1.79 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global		 12/2006 $1178.54M 4.72 -7.8 3.27 1.62 5.54 -16.23 0.9 1.53 16.51 MSCI EAFE Equity
APPIX Appleseed Fund Institutional Int'l
Global		 2/2011 $145.44M 0.25 -2.95 3.14 1.57 -- -3.17 0.85 1.06 14.06 MSCI World
CFWAX Calvert Global Water Fund A Int'l
Global		 9/2008 $400.71M 14.39 1.32 5.8 1.57 7.46 -13.56 0.85 1.28 18.32 S-Network Global Water TR USD
BCAIX Boston Common International Fund Int'l
Global		 12/2010 $229.89M 8.71 -4.57 5.2 1.52 -- -13.38 0.8 1.12 16.76 MSCI EAFE Equity
CWVCX Calvert International Equity Fund C Int'l
Global		 3/1994 $230.85M 14.74 2.68 6.52 1.49 3.25 -12.09 0.87 2.09 16.29 MSCI EAFE Investable Market
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global		 3/2008 $566.5M 8.99 -3.41 4.66 1.43 2.66 -13.08 0.55 0.8 15.19 MSCI EAFE ESG Index
APPLX Appleseed Fund Int'l
Global		 12/2006 $145.44M 0.17 -3.11 2.95 1.36 5.69 -3.39 0.85 1.2 14.02 MSCI World
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)		 10/2006 $945.54M 2.48 2.47 1.76 1.35 1.52 0.89 0.38 0.77 0.71 Barclays Short Treasury 9-12 Mon
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)		 10/2002 $1585.98M 4.9 4.27 1.62 1.28 1.76 -0.69 0.4 1.64 1.66 Barclays Credit 1-5 Yr
MPLIX Praxis International Index Fund - Institutional Equity
Specialty		 12/2010 $265.11M 7.45 -4.04 5.08 1.1 -- -14.44 0.48 0.77 16.33 MSCI ACWI xUS
CFWCX Calvert Global Water Fund C Int'l
Global		 9/2008 $400.71M 13.88 0.57 5.02 0.83 6.57 -14.14 0.85 2.03 18.38 S-Network Global Water TR USD
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
MPLAX Praxis International Index A Int'l
Global		 12/2010 $265.11M 6.76 -4.89 4.34 0.47 -- -15.05 0.48 1.32 16.24 MSCI ACWI xUS
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global		 5/2007 $83.29M 14.93 -1.38 5.56 -1.12 -2.35 -19.18 0.87 0.93 21.78 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global		 5/2007 $83.29M 14.81 -1.6 5.25 -1.5 -2.76 -19.57 0.87 1.28 21.69 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global		 7/2007 $83.29M 14.31 -2.36 4.41 -2.31 -3.66 -20.18 0.87 2.03 21.76 Ardour Gbl Alternative Energy
ASUIX Arabesque Systematic USA Fund Balanced
 5/2017 $40.17M 14.04 -5.21 -- -- -- -2.72 0.75 -- 16.95 MSCI USA
REDWX Aspiration Redwood Fund Equity
Large Cap		 11/2015 $82.28M 18.56 -1.41 12.53 -- -- -8.38 2 -- 25.75 S&P 500 Composite Total Return
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)		 7/2015 $168.24M 7.03 7.66 2.14 -- 1.28 -0.19 0.47 1.55 2.53 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)		 7/2015 $168.24M 7.76 8.8 3.25 -- -- 0.91 0.47 0.45 2.55 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap		 6/2015 $91.42M 22.5 5.14 15.79 -- -- 0.38 0.27 0.57 19.7 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap		 6/2015 $91.42M 22.7 5.46 16.18 -- -- 0.76 0.27 0.22 19.69 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap		 6/2015 $393.71M 14.21 -1.25 8.23 -- -- -10.31 0.27 0.57 20.81 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap		 6/2015 $393.71M 14.39 -0.91 8.59 -- -- -10.01 0.27 0.22 20.83 Calvert U.S. Large Cap Value Responsible Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)		 9/2014 $183.83M 5.31 4.41 3.3 -- -- 0.12 0.47 1.1 2.03 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)		 9/2014 $183.83M 4.79 3.71 2.53 -- -- -0.68 0 1.85 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)		 9/2014 $183.83M 5.51 4.68 3.66 -- -- 0.43 0 0.65 2.05 Barclays 1-3 Month U.S. Treaury Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap		 3/2015 $10.73M 23.69 8.32 14.48 -- -- -2.38 0.65 0.75 19.28 Russell 3000
ETHO Etho Climate Leadership US ETF All
Cap		 11/2015 $52.41M 21.67 3.89 14.14 -- -- -4.49 0.45 0.49 21.19 --
SRIFX FundX Sustainable Impact Equity Int'l
Global		 3/2017 $21.08M 19.68 3 -- -- -- -4 1 1.35 17.62 MSCI All World Country Index
ESGHX Gabelli ESG Fund Inc A All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGJX Gabelli ESG Fund Inc C All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global		 9/2016 $64.69M 11.88 -1.2 -- -- -- -14 0.28 0.98 15.73 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global		 9/2016 $64.69M 11.59 -1.51 4.78 -- -- -14.26 0.28 1.28 15.74 MSCI World ex USA
MASGX Matthews Asia ESG Fund Int'l
Global		 -- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global		 3/2016 $107.58M 20.59 6.03 12.12 -- -- -6.51 0.8 1.29 18.36 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global		 3/2016 $107.58M 20.78 6.24 12.38 -- -- -6.28 0.8 1.04 18.44 MSCI World
NAEFX New Alternatives Fund Investor Shares Int'l
Global		 1/2015 $211.97M 22.75 14.6 8.85 -- -- -7.15 0.56 1.32 15.24 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)		 12/2016 $700.86M 8.4 9.4 -- -- -- -0.24 0.4 0.71 3.61 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)		 12/2016 $700.86M 8.68 9.67 -- -- -- 0.01 0.4 0.46 3.57 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap		 12/2016 $130.11M 14.13 1.19 -- -- -- -4.19 0.65 0.9 18.16 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap		 12/2016 $130.11M 14.32 1.42 -- -- -- -3.82 0.65 0.65 18.08 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap		 12/2016 $675.27M 19.14 1.61 -- -- -- -4.98 0.65 0.95 20.52 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap		 12/2016 $675.27M 19.25 1.75 -- -- -- -4.77 0.65 0.7 20.44 S&P 500 Composite Total Return
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)		 3/2015 $29.28M 6.52 3.94 2.3 -- -- -3.16 0.55 0.89 3.73 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global		 3/2015 $6.48M 19.98 5.39 10.75 -- -- -5.73 0.65 0.99 16.86 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap		 8/2015 $19.81M 15.44 -6.93 7.95 -- -- -13 0.75 1 24.83 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global		 10/2017 $32.2M 19.25 7.37 -- -- -- -9.65 0.4 -- 15.61 S&P Global REIT Index

View funds by type:

Showing 178 of 178 funds		 Information current as of:
August 31, 2019
KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/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
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/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
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/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
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria