Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 180 of 180 funds		 Information current as of:
July 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 $1496.62M 27.39 17.03 19.11 17.02 -- 4.58 0.6 0.73 19.21 Russell 1000® Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap		 11/1999 $3030M 27.33 21.72 18.58 14.65 15.04 5.39 0.62 0.71 15.13 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap		 8/1987 $3030M 27.17 21.39 18.19 14.21 14.51 5.01 0.62 1.08 15.15 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap		 5/2007 $303.89M 22.02 10.49 16.08 13.49 15.18 0.38 0.3 0.44 18.43 MSCI U.S. Prime Market Growth Index
CSECX Calvert Equity Portfolio C Equity
Large Cap		 3/1994 $3030M 26.57 20.49 17.3 13.36 13.66 4.29 0.62 1.84 15.13 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap		 5/2007 $303.89M 21.77 10.06 15.61 13.05 14.66 -0.05 0.3 0.86 18.42 MSCI U.S. Prime Market Growth Index
PARWX Parnassus Endeavor Fund Equity
Specialty		 4/2005 $3995.02M 22.48 2.09 13.2 11.73 14.56 -13.42 0.66 0.92 27.29 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap		 6/2000 $1906.18M 21.88 9.87 13.77 11.62 14.21 -4.05 0.27 0.19 19.73 Calvert U.S. Large Cap Core Responsible Index
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap		 4/2005 $602.82M 24.81 7.14 14.01 11.61 13.81 -6.51 0.8 0.91 22.08 Russell 2000 Value
WSEFX Walden Equity Fund Equity
Large Cap		 6/1999 $231.14M 21.43 11.48 14.09 11.29 13.02 -2.52 0.75 1 17.93 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap		 6/2000 $1906.18M 21.68 9.59 13.41 11.21 13.69 -4.36 0.27 0.54 19.67 Calvert U.S. Large Cap Core Responsible Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap		 8/1992 $17366.2M 22.47 13.71 13.88 11.17 13.64 -0.18 0.58 0.87 16.64 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap		 10/2004 $602.82M 24.65 6.85 13.6 11.16 13.16 -6.81 0.8 1.29 22.15 Russell 2000 Value
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap		 8/2011 $55.3M 20.62 9.74 12.58 11.06 -- -3.56 0.75 1 19.07 Russell Midcap
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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 $302.75M 20.75 9.33 13.03 10.85 12.89 -3.98 0.23 1.25 18.58 S&P 500 Composite Total Return
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap		 6/2012 $57.72M 20.24 6.67 13.25 10.55 -- -5.57 0.75 1 20.6 Russell 2500
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap		 4/2005 $3975.28M 23.8 10.62 11.45 10.52 14.08 -6.6 0.72 0.99 17.73 Russell Midcap Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap		 6/2000 $1906.18M 21.16 8.78 12.56 10.38 12.73 -5.06 0.27 1.29 19.67 Calvert U.S. Large Cap Core Responsible Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap		 4/2005 $602.82M 24.09 6.03 12.76 10.33 12.22 -7.5 0.8 2.04 22.11 Russell 2000 Value
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap		 10/2008 $109.33M 23.2 6.68 12.29 10.09 12.38 -6.02 0.75 1 21.68 Russell 2000
PARNX Parnassus Fund All
Cap		 12/1984 $971.95M 23.68 12.28 12.67 10.02 13.62 -9.68 0.61 0.84 19.92 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty		 7/1999 $4634.1M 20.41 7.32 12.96 10 13.29 -5.5 0.15 0.17 19.2 Russell 3000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap		 4/2007 $227.27M 17.38 6.78 12.07 9.95 13.01 -4.14 0.65 0.65 17.45 Russell 1000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty		 9/2009 $4634.1M 20.36 7.14 12.81 9.84 -- -5.69 0.15 0.33 19.18 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty		 10/2002 $4634.1M 20.25 7.04 12.68 9.74 13.01 -5.74 0.15 0.42 19.18 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty		 3/2006 $4634.1M 20.23 7.06 12.66 9.7 12.99 -5.76 0.15 0.45 19.11 Russell 3000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap		 5/2013 $227.27M 17.23 6.56 11.79 9.68 -- -4.41 0.65 0.9 17.41 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap		 6/1997 $227.27M 17.31 6.59 11.79 9.68 12.73 -4.41 0.65 0.9 17.49 Russell 1000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap		 11/2007 $1891.14M 16.44 2.68 10.67 9.16 12.67 -5.6 0.47 0.67 19 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap		 3/1994 $1891.14M 16.34 2.49 10.46 8.96 12.47 -5.8 0.47 0.85 19 S&P 500 Composite Total Return
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap		 11/2000 $90.74M 25.25 10.97 13.48 8.78 12.7 -3.26 0.8 0.99 22.64 Russell Mid Cap Growth
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap		 3/1997 $1891.14M 16.21 2.31 10.29 8.78 12.28 -5.94 0.47 1.02 19 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap		 5/2009 $1891.14M 16.19 2.3 10.27 8.76 12.26 -5.95 0.47 1.04 18.99 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap		 5/2009 $1891.14M 16.03 2.07 10 8.49 11.98 -6.19 0.47 1.28 18.99 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap		 5/2006 $230.56M 19.97 6.94 11.52 8.49 12.05 -8.02 0.3 0.44 19.39 MSCI US Prime Market Value Index
WSBFX Walden Asset Management Fund Balanced
 6/1999 $147.86M 15.53 9.1 9.83 8.46 9.55 -1.89 0.75 1 12.72 Blend: 60% S&P 500 - 40% BC Aggregate
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap		 6/2003 $227.57M 24.65 10.76 11.95 8.29 13.76 -3.98 0.77 0.86 19.07 Russell Mid Cap Growth
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap		 4/2012 $37.74M 17.42 4.54 9.42 8.26 -- -8.41 0.75 1 18.62 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
 7/2008 $179.12M 17.82 10.24 11.09 8.18 9.56 -1 0.64 1 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty		 4/2006 $364.82M 19.03 5.85 11.28 8.14 9.16 -7.47 0.55 0.56 17.07 Pax Global Women’s Leadership Index
MVIAX Praxis Value Index A Equity
Large Cap		 5/2001 $230.56M 19.73 6.58 11.01 8.01 11.42 -8.43 0.3 0.94 19.36 MSCI US Prime Market Value Index
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap		 5/2009 $1891.14M 15.69 1.55 9.44 7.95 11.42 -6.65 0.47 1.78 18.98 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global		 9/1999 $560.03M 17.1 5.07 11.11 7.92 8.66 -7.13 0.9 1.33 16.69 MSCI ACWI
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
 11/1992 $179.12M 17.6 9.84 10.75 7.89 9.26 -1.3 0.64 1.26 13.41 Blend: 60% S&P 500 - 40% BC Aggregate
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty		 10/1993 $364.82M 18.85 5.57 11.02 7.88 8.9 -7.7 0.55 0.81 17.05 Pax Global Women’s Leadership Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap		 10/1994 $227.57M 24.46 10.45 11.56 7.83 13.12 -4.34 0.77 1.21 19.06 Russell Mid Cap Growth
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty		 6/2005 $164.45M 17.37 5.21 10.41 7.7 9.99 -7.7 0 1.26 17.05 Russell 3000
ARGFX Ariel Fund Equity
Mid-Sm Cap		 11/1986 $2214.96M 19.85 -2.26 10.04 7.64 13.82 -13.6 0.58 1 26.11 Russell 2500 Value
CBAIX Calvert Balanced Portfolio I Balanced
 2/1999 $798.88M 17.66 10.16 9.32 7.31 9.54 -2.45 0.52 0.62 11.02 Russell 1000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
 5/1993 $179.12M 17.04 9.09 9.95 7.1 8.52 -1.94 0.64 1.99 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap		 10/1994 $227.57M 23.96 9.64 10.74 7.01 12.24 -5.05 0.77 1.96 19.1 Russell Mid Cap Growth
GCBLX Green Century Balanced Balanced
 3/1992 $278.03M 15.77 10.04 8.79 7 8.87 -2.13 0.65 1.48 11.4 Custom Balanced Index
CSIFX Calvert Balanced Portfolio A Balanced
 10/1982 $798.88M 17.5 9.88 8.97 6.92 9.07 -2.73 0.52 0.94 11.01 Russell 1000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap		 11/2008 $773.93M 20.7 6.69 10.56 6.92 11.67 -8.67 0.24 0.79 18.82 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap		 11/2003 $773.93M 20.72 6.62 10.45 6.86 11.59 -8.9 0.24 0.83 18.88 S&P 500 Composite Total Return
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty		 6/2005 $164.45M 16.9 4.46 9.6 6.77 8.84 -8.43 0 1.18 17.09 Russell 3000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap		 6/1991 $773.93M 20.5 6.31 10.17 6.55 11.23 -9.03 0.2 1.14 18.84 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap		 11/2008 $773.93M 20.44 6.28 10.14 6.51 11.24 -9.03 0.24 1.16 18.83 S&P 500 Composite Total Return
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty		 4/2005 $326.46M 14.16 5.95 8.44 6.5 8.48 -5.11 0 0.43 12.21 Custom
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global		 3/2008 $832.46M 16.53 0.19 8.89 6.48 8.99 -14.1 0.8 1.04 20.61 MSCI AC World (Net) Index (ACWI)
PAXIX Pax Balanced Fund - Institutional Investor Balanced
 4/2007 $1817.96M 13.34 5.45 7.53 6.36 8.16 -3.83 0.05 0.66 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
NALFX New Alternatives Fund A Shares Int'l
Global		 9/1982 $209.42M 21.31 15.52 8.42 6.21 6.82 -6.93 0.56 1.07 15.24 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global		 3/2008 $832.46M 16.35 -0.07 8.65 6.21 8.71 -14.24 0.8 1.29 20.57 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global		 5/2013 $832.46M 16.29 -0.08 8.63 6.21 -- -14.26 0.8 1.3 20.57 MSCI AC World (Net) Index (ACWI)
MGAFX Praxis Genesis Growth A Balanced
 1/2010 $69.23M 13.98 2.74 8.18 6.21 -- -6.48 0.05 0.62 14.69 Russell 3000
PAXWX Pax Balanced Fund - Individual Investor Balanced
 8/1971 $1817.96M 13.13 5.13 7.26 6.09 7.88 -4.06 0.05 0.91 11.39 Blend: 60% S&P 500 - 40% BC Aggregate
CSGCX Calvert Balanced Portfolio C Balanced
 3/1994 $798.88M 16.99 9.05 8.13 6.08 8.19 -3.46 0.52 1.69 11.02 Russell 1000
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap		 12/1989 $1379.63M 18.91 -1.24 7.47 5.76 12.76 -13.92 0.69 1.12 23.89 Russell Mid Cap Value
CMACX Calvert Moderate Allocation Fund C Equity
Specialty		 4/2005 $326.46M 13.65 5.1 7.63 5.7 7.67 -5.86 0 1.93 12.18 Custom
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap		 3/2008 $440.11M 17.3 -2.92 5.43 5.46 11.68 -15.51 0.75 0.94 19.71 Russell 2000
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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 $78.35M 12.06 4.27 6.75 5.29 -- -4.86 0.05 1.05 10.99 Russell 3000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap		 3/2008 $440.11M 17.15 -3.19 5.17 5.19 11.4 -15.72 0.75 1.19 19.75 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap		 5/2013 $440.11M 17.12 -3.18 5.16 5.19 -- -15.74 0.75 1.19 19.74 Russell 2000
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap		 1/2005 $3.97M 18.62 1.73 8.91 5.17 9.49 -12.61 0.7 0.87 21.8 Morningstar US Large Value TR Index
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global		 10/2012 $1967.02M 11.36 2.27 10.5 5.05 -- -15.15 1 0.92 18.28 MSCI EM NR USD
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty		 4/2005 $209.01M 10.93 6.65 6.04 5.03 6.81 -2.95 0 0.44 7.27 Barclays Capital US Credit
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap		 5/2007 $114.91M 14.02 -6.93 6.56 5.02 10.64 -7.79 0.3 1 24.88 Russell 2000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)		 12/2004 $75.4M 15.24 13.56 3.48 4.97 6.76 -5.7 0.52 0.92 6.86 Barclays US Long Credit
COIIX Calvert International Opportunities Fund A Int'l
Global		 5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global		 5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global		 10/2012 $1967.02M 11.26 1.98 10.14 4.7 -- -15.48 0.87 1.27 18.29 MSCI EM NR USD
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)		 1/2015 $75.4M 15.31 13.89 3.87 4.65 2.77 -5.29 0.52 0.55 6.81 Barclays US Long Credit
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap		 5/2007 $114.91M 13.71 -7.5 5.92 4.37 10 -8.52 0.3 1.67 24.99 Russell 2000
ARFFX Ariel Focus Fund All
Cap		 6/2005 $57.61M 18.02 -2.71 8.59 4.27 9.81 -13.21 0.65 1 24.08 Russell 1000 Value
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CALCX Calvert Conservative Allocation Fund C Equity
Specialty		 4/2005 $209.01M 10.45 5.86 5.25 4.16 5.79 -3.65 0 1.8 7.2 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)		 2/1999 $528.29M 10.78 9.47 3.84 4.02 5.14 -2.97 0.52 0.64 3.89 Barclays Capital US Credit
MCONX Praxis Genesis Conservative A Balanced
 1/2010 $24.83M 9.08 6.25 4.39 3.96 -- -2.62 0.05 0.6 5.66 Barclays Capital US Aggregate Bond
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global		 10/2012 $1967.02M 10.81 1.19 9.32 3.87 -- -16.13 1 2.02 18.28 MSCI EM NR USD
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)		 9/2012 $3956.61M 6.55 8.1 2.86 3.74 -- 0.33 0.35 0.39 2.91 Barclays Capital US Aggregate Bond
BNIEX UBS International Sustainable Equity Fund Int'l
Global		 6/1997 $156.33M 11.54 -5.05 6.75 3.74 5.74 -16.86 0.8 1.25 17.45 MSCI World ex USA
COICX Calvert International Opportunities Fund C Int'l
Global		 7/2007 $327.41M 10.13 -8.07 8.59 3.65 6.96 -15.3 0.87 2.26 17.19 MSCI EAFE SMID NR USD
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)		 9/2012 $3956.61M 6.44 8.02 2.73 3.6 -- 0.16 0.35 0.54 2.99 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)		 10/1982 $528.29M 10.71 9.21 3.49 3.59 4.58 -3.34 0.52 0.99 3.92 Barclays Capital US Credit
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)		 9/2009 $190.19M 9.18 6.88 5.18 3.52 7.72 -2.51 0.6 0.74 4.87 BofAML US HY Master II
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)		 3/2000 $1607.63M 6.35 7.4 2.94 3.46 4.61 0.1 0.42 0.53 2.67 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)		 9/2012 $3956.61M 6.37 7.91 2.61 3.46 -- 0.06 0.35 0.65 3.03 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)		 9/2012 $3956.61M 6.4 7.84 2.61 3.46 -- 0.08 0.35 0.64 3.04 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)		 10/2013 $296.59M 6.5 8.23 2.84 3.33 -- 0.67 0.37 0.5 2.4 Barclays Capital US Aggregate Bond
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)		 6/2004 $358.7M 10.08 6.58 6.55 3.2 6.2 -2.69 0.5 0.74 6.03 Merrill Lynch High Yield Master I
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)		 7/2001 $190.19M 9.01 6.59 4.86 3.18 7.05 -2.83 0.6 1.07 4.82 BofAML US HY Master II
CWVIX Calvert International Equity Fund I Int'l
Global		 2/1999 $231.27M 17.54 4.38 8.13 3.08 5.17 -11.05 0.87 0.97 16.23 MSCI EAFE Investable Market
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)		 8/1983 $162.21M 5.74 6.77 2.4 3.08 3.35 0.54 0.47 0.8 2.27 Barclays Municipal
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)		 8/1987 $1607.63M 6.26 7.24 2.63 3.07 4.1 -0.16 0.42 0.88 2.62 Barclays Capital US Aggregate Bond
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global		 11/2012 $1220.12M 9.18 -6.49 5.02 3.04 -- -15.85 0.9 1.07 16.28 MSCI EAFE Equity
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)		 5/2013 $358.7M 10.05 6.47 6.33 2.98 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)		 5/2006 $553.61M 6.23 8.02 2.32 2.97 3.86 0.08 0.4 0.54 3.07 Barclays Capital US Aggregate
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)		 10/2013 $296.59M 6.38 8 2.5 2.95 -- 0.29 0.37 0.85 2.4 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)		 10/1999 $358.7M 10.06 6.47 6.33 2.95 5.94 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)		 11/2011 $157.81M 7.08 7.5 2.24 2.93 -- -1.1 0.32 0.62 2.89 Barclays U.S. Aggregate Index
CFWIX Calvert Global Water Fund I Int'l
Global		 1/2014 $408.63M 17.16 2.45 6.82 2.92 -- -13.25 0.85 0.93 18.26 S-Network Global Water TR USD
CIFCX Calvert Income Fund C Bond
(Fixed Inc)		 7/2000 $528.29M 10.21 8.38 2.7 2.81 3.82 -4.06 0.52 1.74 3.94 Barclays Capital US Credit
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)		 8/1992 $225.87M 7.74 8.66 2.3 2.79 3.28 -1.11 0.49 0.68 3.32 Barclays Capital US Credit
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)		 6/2000 $157.81M 6.95 7.62 2.09 2.76 2.84 -1.03 0.2 0.93 2.9 Barclays U.S. Aggregate Index
CWVGX Calvert International Equity Fund A Int'l
Global		 7/1992 $231.27M 17.35 4 7.73 2.64 4.57 -11.42 0.87 1.34 16.3 MSCI EAFE Investable Market
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global		 12/2006 $1220.12M 9.05 -6.81 4.68 2.64 6.41 -16.26 0.9 1.46 16.25 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global		 12/2006 $1220.12M 8.96 -6.83 4.59 2.61 6.41 -16.23 0.9 1.53 16.35 MSCI EAFE Equity
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)		 3/2007 $2140M 4.41 6.28 1.71 2.55 3.05 0.56 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)		 5/1999 $553.61M 5.94 7.52 1.86 2.55 3.45 -0.36 0.4 0.98 2.89 Barclays Capital US Aggregate
CFWAX Calvert Global Water Fund A Int'l
Global		 9/2008 $408.63M 17.02 2.22 6.48 2.53 7.91 -13.56 0.85 1.28 18.25 S-Network Global Water TR USD
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)		 4/2006 $1545.48M 4.87 4.91 2.53 2.35 3.03 0.42 0.4 0.52 1.61 Barclays Credit 1-5 Yr
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)		 10/2011 $190.19M 8.55 5.81 4.08 2.34 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)		 3/2007 $2140M 4.2 6.01 1.42 2.26 2.71 0.3 0.3 0.81 2.4 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)		 6/1998 $1607.63M 5.75 6.31 1.79 2.21 3.25 -0.95 0.42 1.63 2.64 Barclays Capital US Aggregate Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)		 7/1998 $558.9M 4.68 6.24 1.65 2.16 2.69 -0.2 0.5 0.65 2.44 Barclays Capital US Securitized Bond
CCMNX CCM Alternative Income Fund Balanced
 5/2013 $54.4M 5.87 3.04 4.17 2.13 -- -0.32 0.75 1.85 4.81 Citigroup 3-Month T-Bill Index
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)		 8/1999 $2140M 4.24 5.9 1.26 2.11 2.6 0.1 0.3 0.91 2.38 Barclays Capital US Aggregate
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)		 1/2009 $558.9M 4.35 5.78 1.27 1.99 2.54 -0.41 0.5 1.01 2.52 Barclays Capital US Securitized Bond
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global		 3/2008 $573.74M 10.99 -3.13 5.53 1.98 2.98 -12.84 0.55 0.55 15.3 MSCI EAFE ESG Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)		 1/2002 $1545.48M 4.77 4.64 2.2 1.94 2.53 0.05 0.4 0.88 1.64 Barclays Credit 1-5 Yr
BCAIX Boston Common International Fund Int'l
Global		 12/2010 $243.62M 10.69 -4.78 6.05 1.9 -- -13.38 0.9 1.12 16.77 MSCI EAFE Equity
CWVCX Calvert International Equity Fund C Int'l
Global		 3/1994 $231.27M 16.86 3.27 6.92 1.85 3.7 -12.09 0.87 2.09 16.24 MSCI EAFE Investable Market
MPLIX Praxis International Index Fund - Institutional Equity
Specialty		 12/2010 $270.56M 10.51 -4.06 6.14 1.81 -- -14.44 0.48 0.77 16.34 MSCI ACWI xUS
CFWCX Calvert Global Water Fund C Int'l
Global		 9/2008 $408.63M 16.48 1.43 5.68 1.77 7.02 -14.14 0.85 2.03 18.32 S-Network Global Water TR USD
APPIX Appleseed Fund Institutional Int'l
Global		 2/2011 $157.62M 0.25 -2.81 2.89 1.74 -- -3.17 0.85 1.06 14.06 MSCI World
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global		 3/2008 $573.74M 10.9 -3.34 5.27 1.74 3.01 -13.08 0.55 0.8 15.18 MSCI EAFE ESG Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)		 4/2010 $143.69M 3.74 3.54 1.99 1.68 -- 0.09 1.19 1.36 1.8 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)		 1/2014 $935.35M 2.53 2.86 2.04 1.66 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
APPLX Appleseed Fund Int'l
Global		 12/2006 $157.62M 0.17 -2.97 2.73 1.53 6.15 -3.39 0.85 1.2 14.02 MSCI World
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)		 10/2006 $935.35M 2.28 2.49 1.74 1.32 1.56 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 $1545.48M 4.29 3.85 1.43 1.18 1.78 -0.69 0.4 1.64 1.63 Barclays Credit 1-5 Yr
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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 $270.56M 9.93 -4.83 5.44 1.18 -- -15.05 0.48 1.32 16.23 MSCI ACWI xUS
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global		 5/2007 $79.31M 17.41 -0.65 6.04 -0.03 -2.4 -19.18 0.87 0.93 21.73 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global		 5/2007 $79.31M 17.34 -0.86 5.68 -0.4 -2.81 -19.57 0.87 1.28 21.65 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global		 7/2007 $79.31M 16.82 -1.58 4.87 -1.24 -3.69 -20.18 0.87 2.03 21.71 Ardour Gbl Alternative Energy
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
 -- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
ASUIX Arabesque Systematic USA Fund Balanced
 5/2017 $41M 14.61 2.29 -- -- -- -2.72 0.75 -- 18.45 MSCI USA
ARDFX Ariel Discovery Fund Equity
Specialty		 1/2011 -- -- -- -- -- -- -24.65 0.8 1.25 -- Russell 2000 Value
REDWX Aspiration Redwood Fund Equity
Large Cap		 11/2015 $86.49M 25.93 6 15.16 -- -- -8.38 2 -- 24.98 S&P 500 Composite Total Return
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap		 -- -- -- -- -- -- -- -- -- -- -- Russell 2000
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)		 7/2015 $162.21M 5.25 5.89 1.64 -- 1.14 -0.19 0.47 1.55 2.3 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)		 7/2015 $162.21M 5.89 7.02 2.74 -- -- 0.91 0.47 0.45 2.32 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap		 6/2015 $91.39M 23.41 12.04 16 -- -- 0.38 0.27 0.57 20.23 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap		 6/2015 $91.39M 23.6 12.41 16.39 -- -- 0.76 0.27 0.22 20.23 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap		 6/2015 $396.6M 19.5 5.5 10.14 -- -- -10.31 0.27 0.57 20.39 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap		 6/2015 $396.6M 19.72 5.87 10.51 -- -- -10.01 0.27 0.22 20.4 Calvert U.S. Large Cap Value Responsible Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)		 9/2014 $178.28M 5 4.36 3.42 -- -- 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 $178.28M 4.61 3.66 2.65 -- -- -0.68 0 1.85 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)		 9/2014 $178.28M 5.17 4.64 3.78 -- -- 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 $10.56M 23.94 12.53 15.3 -- -- -2.38 0.65 0.75 19.44 Russell 3000
ETHO Etho Climate Leadership US ETF All
Cap		 -- -- -- -- -- -- -- -- -- -- -- --
SRIFX FundX Sustainable Impact Equity Int'l
Global		 3/2017 $21.18M 19.63 8.36 -- -- -- -4 1 1.35 18.23 MSCI All World Country Index
SRIAX Gabelli ESG Fund Inc A All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap		 -- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRIDX 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 $65.24M 13.21 -1.43 -- -- -- -14 0.28 0.98 15.75 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global		 9/2016 $65.24M 12.91 -1.82 -- -- -- -14.26 0.28 1.28 15.76 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global		 3/2016 $108.66M 21.21 7.21 12.29 -- -- -6.51 0.8 1.29 18.33 MSCI World
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global		 3/2016 $108.66M 21.48 7.5 12.58 -- -- -6.28 0.8 1.04 18.4 MSCI World
NAEFX New Alternatives Fund Investor Shares Int'l
Global		 1/2015 $209.42M 21.15 15.24 8.15 -- -- -7.15 0.56 1.32 15.27 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)		 12/2016 $681.17M 5.82 7.33 -- -- -- -0.24 0.4 0.71 3.04 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)		 12/2016 $681.17M 6.07 7.7 -- -- -- 0.01 0.4 0.46 3.06 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap		 12/2016 $132.65M 16.79 6.75 -- -- -- -4.19 0.65 0.9 18.22 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap		 12/2016 $132.65M 16.97 7.06 -- -- -- -3.82 0.65 0.65 18.16 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap		 12/2016 $685.62M 20.91 5.54 -- -- -- -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 $685.62M 21.14 5.89 -- -- -- -4.77 0.65 0.7 20.43 S&P 500 Composite Total Return
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)		 3/2015 $28.58M 5.97 2.93 2.12 -- -- -3.16 0.55 0.89 3.71 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global		 3/2015 $6.37M 20.72 8.32 11.49 -- -- -5.73 0.65 0.99 16.88 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap		 8/2015 $20.21M 18.5 -0.52 9.09 -- -- -13 0.75 1 25.11 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global		 10/2017 $30.02M 16.26 6.11 -- -- -- -9.65 0.4 -- 15.49 S&P Global REIT Index

View funds by type:

Showing 180 of 180 funds		 Information current as of:
July 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
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--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
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- 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
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
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
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Ariel Appreciation Fund----P