Sustainable, Responsible and Impact Mutual Fund and ETF Chart
The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
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| View funds by type: Showing 182 of 182 funds |
Information current as of: January 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 | $909.24M | 4.6 | 5.6 | 17.91 | 14.07 | -- | 4.58 | 0.6 | 0.73 | 16.51 | Russell 1000® Growth Index |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
5/2007 | $271.02M | 0.39 | 0.97 | 15.76 | 12.63 | 16.15 | 0.38 | 0.3 | 0.44 | 16.94 | MSCI U.S. Prime Market Growth Index |
| PARWX | Parnassus Endeavor Fund |
Equity Specialty |
4/2005 | $4128.14M | -13.49 | -8.28 | 15.31 | 12.22 | 18.32 | -13.42 | 0.66 | 0.92 | 24.02 | S&P 500 Composite Total Return |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
5/2007 | $271.02M | -0.05 | 0.54 | 15.28 | 12.16 | 15.63 | -0.05 | 0.3 | 0.86 | 16.94 | MSCI U.S. Prime Market Growth Index |
| CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
11/1999 | $2383.53M | 5.42 | 5.44 | 15.32 | 11.93 | 15.79 | 5.39 | 0.62 | 0.71 | 13.29 | S&P 500 Composite Total Return |
| CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $2383.53M | 5.04 | 5.1 | 14.91 | 11.48 | 15.24 | 5.01 | 0.62 | 1.08 | 13.32 | S&P 500 Composite Total Return |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $1482.55M | -4.07 | -1.44 | 13.99 | 10.75 | 15.8 | -4.05 | 0.27 | 0.19 | 17.29 | Calvert U.S. Large Cap Core Responsible Index |
| CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
3/1994 | $2383.53M | 4.31 | 4.31 | 14.03 | 10.63 | 14.38 | 4.29 | 0.62 | 1.84 | 13.28 | S&P 500 Composite Total Return |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $1482.55M | -4.39 | -1.79 | 13.58 | 10.31 | 15.25 | -4.36 | 0.27 | 0.54 | 17.24 | Calvert U.S. Large Cap Core Responsible Index |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $15647.7M | -0.18 | 1.25 | 12.52 | 10.03 | 13.87 | -0.18 | 0.58 | 0.87 | 15.05 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $258.93M | -4 | -2.53 | 13.05 | 10.02 | 14.05 | -3.98 | 0.24 | 1.25 | 16.34 | S&P 500 Composite Total Return |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $207.63M | -2.54 | -1.22 | 13.61 | 10 | 13.56 | -2.52 | 0.75 | 1 | 16.01 | S&P 500 Composite Total Return |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
8/2011 | $49.6M | -3.58 | -0.54 | 13.38 | 9.69 | -- | -3.56 | 0.75 | 1 | 16.53 | Russell Midcap |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
7/1999 | $3938M | -5.53 | -2.71 | 14.21 | 9.65 | 14.62 | -5.5 | 0.15 | 0.18 | 16.94 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $207.32M | -4.16 | -1.78 | 12.32 | 9.61 | 14.9 | -4.14 | 0.65 | 0.65 | 15.35 | Russell 1000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $3938M | -5.72 | -2.9 | 14.03 | 9.48 | -- | -5.69 | 0.15 | 0.32 | 16.93 | Russell 3000 |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $1482.55M | -5.09 | -2.51 | 12.73 | 9.47 | 14.27 | -5.06 | 0.27 | 1.29 | 17.23 | Calvert U.S. Large Cap Core Responsible Index |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
10/2002 | $3938M | -5.78 | -2.95 | 13.95 | 9.37 | 14.33 | -5.74 | 0.15 | 0.43 | 16.92 | Russell 3000 |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $435.74M | -6.54 | -0.46 | 14.35 | 9.36 | 14.61 | -6.51 | 0.8 | 0.91 | 20.32 | Russell 2000 Value |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
5/2013 | $207.32M | -4.43 | -2.05 | 12.04 | 9.34 | -- | -4.41 | 0.65 | 0.9 | 15.32 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $207.32M | -4.43 | -2.1 | 12.04 | 9.34 | 14.61 | -4.41 | 0.65 | 0.9 | 15.39 | Russell 1000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $3938M | -5.79 | -3.03 | 13.88 | 9.34 | 14.31 | -5.76 | 0.15 | 0.44 | 16.87 | Russell 3000 |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $2012.99M | -5.63 | -3.8 | 12.49 | 9.22 | 14.16 | -5.6 | 0.62 | 0.66 | 16.72 | S&P 500 Composite Total Return |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $3087.39M | -6.64 | -1.39 | 12.37 | 9.11 | 14.76 | -6.6 | 0.72 | 0.99 | 15.41 | Russell Midcap Index |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $2012.99M | -5.83 | -3.98 | 12.29 | 9.02 | 13.95 | -5.8 | 0.73 | 0.84 | 16.72 | S&P 500 Composite Total Return |
| PARNX | Parnassus Fund |
All Cap |
12/1984 | $913.62M | -9.73 | -4.55 | 13.01 | 8.94 | 16.1 | -9.68 | 0.62 | 0.84 | 18.51 | S&P 500 Composite Total Return |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
10/2004 | $435.74M | -6.85 | -0.83 | 13.9 | 8.87 | 13.93 | -6.81 | 0.8 | 1.29 | 20.35 | Russell 2000 Value |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $2012.99M | -5.97 | -4.13 | 12.1 | 8.84 | 13.75 | -5.94 | 0.87 | 1.01 | 16.71 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $2012.99M | -5.98 | -4.15 | 12.08 | 8.82 | -- | -5.95 | 0.73 | 1.03 | 16.68 | S&P 500 Composite Total Return |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $2012.99M | -6.22 | -4.39 | 11.81 | 8.55 | -- | -6.19 | 0.73 | 1.28 | 16.69 | S&P 500 Composite Total Return |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $51.06M | -5.59 | -2.42 | 14.82 | 8.53 | -- | -5.57 | 0.75 | 1 | 17.59 | Russell 2500 |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
5/2006 | $202.53M | -8.06 | -4.11 | 12.66 | 8.51 | 13.38 | -8.02 | 0.3 | 0.44 | 16.6 | MSCI US Prime Market Value Index |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
4/2005 | $435.74M | -7.54 | -1.61 | 13.02 | 8.05 | 12.99 | -7.5 | 0.8 | 2.04 | 20.32 | Russell 2000 Value |
| BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $32.99M | -8.45 | -5.45 | 9.95 | 8.04 | -- | -8.41 | 0.75 | 1 | 16.23 | S&P 500 Composite Total Return |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $2012.99M | -6.68 | -4.87 | 11.26 | 8.01 | -- | -6.65 | 0.73 | 1.78 | 16.69 | S&P 500 Composite Total Return |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
5/2001 | $202.53M | -8.47 | -4.57 | 12.1 | 7.98 | 12.75 | -8.43 | 0.3 | 0.94 | 16.62 | MSCI US Prime Market Value Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $286.6M | -7.51 | -4.99 | 11.39 | 7.72 | 10.57 | -7.47 | 0.55 | 0.56 | 15.05 | Pax Global Women’s Leadership Index |
| ARGFX | Ariel Fund |
Equity Mid-Sm Cap |
11/1986 | $2029.12M | -13.67 | -9.85 | 11.76 | 7.56 | 17.84 | -13.6 | 0.58 | 1 | 21.85 | Russell 2500 Value |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $131.74M | -1.9 | -0.81 | 9.74 | 7.56 | 9.49 | -1.89 | 0.75 | 1 | 11.46 | Blend: 60% S&P 500 - 40% BC Aggregate |
| WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
10/2008 | $92.46M | -6.05 | -0.25 | 13.93 | 7.55 | 13.71 | -6.02 | 0.75 | 1 | 20.18 | Russell 2000 |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
10/1993 | $286.6M | -7.74 | -5.22 | 11.12 | 7.46 | 10.3 | -7.7 | 0.55 | 0.81 | 15.06 | Pax Global Women’s Leadership Index |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $139.92M | -1 | 1.25 | 10.48 | 7.29 | 10.18 | -1 | 0.64 | 1 | 12.29 | Blend: 60% S&P 500 - 40% BC Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PORIX | Portfolio 21 Institutional |
Int'l Global |
3/2007 | $494.92M | -6.93 | -5.12 | 11.58 | 7.26 | 10.79 | -6.89 | 0.9 | 1.08 | 14.53 | MSCI ACWI |
| ADJEX | Azzad Ethical Fund |
Equity Mid-Sm Cap |
11/2000 | $84.23M | -3.28 | 1.24 | 13.3 | 7.08 | 15.01 | -3.26 | 0.8 | 0.99 | 19.87 | Russell Mid Cap Growth |
| CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $151.41M | -7.74 | -5.18 | 10.58 | 7.08 | 11.39 | -7.7 | 0 | 1.26 | 14.55 | Russell 3000 |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1514.34M | -15.23 | -14.36 | 14.22 | 7.05 | -- | -15.15 | 1 | 0.92 | 15.51 | MSCI EM NR USD |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $139.92M | -1.31 | 0.94 | 10.16 | 7 | 9.88 | -1.3 | 0.64 | 1.26 | 12.33 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
9/1999 | $494.92M | -7.17 | -5.37 | 11.3 | 6.98 | 10.48 | -7.13 | 0.9 | 1.33 | 14.53 | MSCI ACWI |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $715.72M | -8.72 | -6.75 | 10.66 | 6.88 | 13.27 | -8.67 | 0.24 | 0.79 | 16.13 | S&P 500 Composite Total Return |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $715.72M | -8.94 | -6.85 | 10.59 | 6.81 | 13.18 | -8.9 | 0.24 | 0.83 | 16.16 | S&P 500 Composite Total Return |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1514.34M | -15.56 | -14.65 | 13.81 | 6.68 | -- | -15.48 | 1 | 1.27 | 15.57 | MSCI EM NR USD |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $715.72M | -9.08 | -7.1 | 10.26 | 6.5 | 12.81 | -9.03 | 0.24 | 1.14 | 16.12 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $715.72M | -9.07 | -7.09 | 10.23 | 6.47 | 12.82 | -9.03 | 0.24 | 1.16 | 16.13 | S&P 500 Composite Total Return |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $704.26M | -2.46 | 0.24 | 8.65 | 6.36 | 9.92 | -2.45 | 0.52 | 0.62 | 10.37 | Russell 1000 |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $184.87M | -6.97 | -0.22 | 10.14 | 6.33 | 8.48 | -6.93 | 0.56 | 1.07 | 14.47 | S&P 500 Composite Total Return |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $139.92M | -1.95 | 0.21 | 9.38 | 6.23 | 9.14 | -1.94 | 0.64 | 1.99 | 12.26 | Blend: 60% S&P 500 - 40% BC Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $230.65M | -4.01 | 0.66 | 9.35 | 6.15 | 13.62 | -3.98 | 0.77 | 0.86 | 17.14 | Russell Mid Cap Growth |
| CAACX | Calvert Aggressive Allocation Fund C |
Equity Specialty |
6/2005 | $151.41M | -8.47 | -5.86 | 9.77 | 6.13 | 10.18 | -8.43 | 0 | 2.01 | 14.6 | Russell 3000 |
| PAXIX | Pax Balanced Fund - Institutional Investor |
Balanced |
4/2007 | $1761.09M | -3.85 | -2.08 | 7.7 | 6.07 | 8.95 | -3.83 | 0.05 | 0.66 | 10.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESIX | 1919 Socially Responsive Balanced Fund - B |
Balanced |
2/1987 | $139.92M | -2.02 | 0.16 | 9.14 | 6.03 | 8.89 | -2.01 | 0.64 | 2.16 | 12.29 | Blend: 60% S&P 500 - 40% BC Aggregate |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $244.4M | -2.14 | 0.29 | 8.81 | 6 | 9.58 | -2.13 | 0.65 | 1.48 | 10.4 | Custom Balanced Index |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $64.59M | -6.52 | -4.08 | 9.45 | 5.98 | -- | -6.48 | 0.05 | 0.62 | 12.89 | Russell 3000 |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $295.89M | -5.14 | -2.69 | 8.62 | 5.97 | 9.57 | -5.11 | 0 | 1.18 | 10.78 | Custom |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $704.26M | -2.74 | -0.06 | 8.28 | 5.95 | 9.42 | -2.73 | 0.52 | 0.94 | 10.36 | Russell 1000 |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1514.34M | -16.22 | -15.25 | 13 | 5.82 | -- | -16.13 | 1 | 2.02 | 15.54 | MSCI EM NR USD |
| PAXWX | Pax Balanced Fund - Individual Investor |
Balanced |
8/1971 | $1761.09M | -4.08 | -2.29 | 7.43 | 5.81 | 8.68 | -4.06 | 0.05 | 0.91 | 10.19 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $230.65M | -4.36 | 0.31 | 8.93 | 5.66 | 12.92 | -4.34 | 0.77 | 1.21 | 17.12 | Russell Mid Cap Growth |
| CAAPX | Ariel Appreciation Fund |
Equity Mid-Sm Cap |
12/1989 | $1336.31M | -13.99 | -10 | 9.43 | 5.57 | 16.05 | -13.92 | 0.69 | 1.12 | 19.5 | Russell Mid Cap Value |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $689.06M | -14.17 | -10.12 | 12.29 | 5.5 | 11.54 | -14.1 | 0.8 | 1.04 | 17.89 | MSCI AC World (Net) Index (ACWI) |
| ARFFX | Ariel Focus Fund |
All Cap |
6/2005 | $52.45M | -13.28 | -9.35 | 12.79 | 5.42 | 11.76 | -13.21 | 0.65 | 1 | 21.05 | Russell 1000 Value |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $689.06M | -14.31 | -10.32 | 11.97 | 5.23 | 11.24 | -14.24 | 0.8 | 1.29 | 17.81 | MSCI AC World (Net) Index (ACWI) |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
5/2013 | $689.06M | -14.33 | -10.39 | 11.96 | 5.21 | -- | -14.26 | 0.8 | 1.3 | 17.78 | MSCI AC World (Net) Index (ACWI) |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $295.89M | -5.89 | -3.46 | 7.81 | 5.19 | 8.75 | -5.86 | 0 | 1.93 | 10.8 | Custom |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
3/1994 | $704.26M | -3.48 | -0.83 | 7.42 | 5.11 | 8.53 | -3.46 | 0.52 | 1.69 | 10.35 | Russell 1000 |
| COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $299.72M | -14.58 | -14.02 | 10.92 | 5.1 | 10.81 | -14.51 | 0.87 | 1.07 | 14.66 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $299.72M | -14.58 | -14.02 | 10.92 | 5.1 | 10.81 | -14.51 | 0.87 | 1.07 | 14.66 | MSCI EAFE SMID NR USD |
| BVSIX | Baywood SociallyResponsible Fund |
Equity Large Cap |
1/2005 | $3.83M | -12.68 | -7.49 | 11.53 | 4.97 | 10.4 | -12.61 | 0.7 | 0.87 | 19.05 | Morningstar US Large Value TR Index |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $73.5M | -4.89 | -2.53 | 7.54 | 4.97 | -- | -4.86 | 0.05 | 1.05 | 9.72 | Russell 3000 |
| CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $230.65M | -5.08 | -0.46 | 8.12 | 4.86 | 12.05 | -5.05 | 0.77 | 1.96 | 17.15 | Russell Mid Cap Growth |
| SRIDX | Gabelli ESG Fund Inc I |
All Cap |
6/2007 | $43.43M | -15.64 | -12.67 | 6.11 | 4.71 | 11.35 | -15.57 | 1 | 1 | 16.99 | S&P 500 Composite Total Return |
| BNIEX | UBS International Sustainable Equity Fund |
Int'l Global |
6/1997 | $139.87M | -16.94 | -14.71 | 7.98 | 4.68 | 8.97 | -16.86 | 0.8 | 1.25 | 15.19 | MSCI World ex USA |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $190.43M | -2.96 | -0.5 | 5.74 | 4.52 | 7.4 | -2.95 | 0 | 0.44 | 6.7 | Barclays Capital US Credit |
| SRIGX | Gabelli ESG Fund Inc AAA |
All Cap |
6/2007 | $43.43M | -15.83 | -12.92 | 5.86 | 4.46 | 11.07 | -15.76 | 1 | 1.25 | 16.95 | S&P 500 Composite Total Return |
| SRIAX | Gabelli ESG Fund Inc A |
All Cap |
6/2007 | $43.43M | -15.79 | -12.94 | 5.84 | 4.45 | 11.08 | -15.71 | 1 | 1.25 | 16.91 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $474.46M | -15.59 | -9.24 | 7.36 | 4.23 | 13.68 | -15.51 | 0.75 | 0.94 | 18.33 | Russell 2000 |
| CLDAX | Calvert Long-Term Income Fund A |
Bond (Fixed Inc) |
12/2004 | $59.04M | -5.73 | -1.58 | 3.71 | 3.99 | 6.72 | -5.7 | 0.52 | 0.92 | 6.06 | Barclays US Long Credit |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
5/2013 | $474.46M | -15.82 | -9.48 | 7.09 | 3.97 | -- | -15.74 | 0.75 | 1.19 | 18.4 | Russell 2000 |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $474.46M | -15.8 | -9.48 | 7.09 | 3.96 | 13.39 | -15.72 | 0.75 | 1.19 | 18.39 | Russell 2000 |
| APPIX | Appleseed Fund Institutional |
Int'l Global |
2/2011 | $176.97M | -3.19 | -1.86 | 10.91 | 3.88 | -- | -3.17 | 0.85 | 0.95 | 9.62 | MSCI World |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $299.72M | -15.38 | -14.85 | 9.67 | 3.83 | 9.42 | -15.3 | 0.87 | 2.26 | 14.6 | MSCI EAFE SMID NR USD |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1231.29M | -15.93 | -14.89 | 7 | 3.82 | -- | -15.85 | 0.9 | 1.07 | 14.21 | MSCI EAFE Equity |
| APPLX | Appleseed Fund |
Int'l Global |
12/2006 | $176.97M | -3.41 | -2 | 10.73 | 3.67 | 10.4 | -3.39 | 0.85 | 1.2 | 9.62 | MSCI World |
| SRICX | Gabelli ESG Fund Inc C |
All Cap |
6/2007 | $43.43M | -16.48 | -13.58 | 5.05 | 3.67 | 10.23 | -16.4 | 1 | 2 | 16.96 | S&P 500 Composite Total Return |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $190.43M | -3.67 | -1.26 | 4.95 | 3.64 | 6.34 | -3.65 | 0 | 1.8 | 6.65 | Barclays Capital US Credit |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $22.56M | -2.64 | -0.56 | 4.46 | 3.53 | -- | -2.62 | 0.05 | 0.6 | 5.27 | Barclays Capital US Aggregate Bond |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
5/2007 | $106.54M | -7.83 | -1.07 | 10.15 | 3.51 | 12.91 | -7.79 | 0.3 | 1 | 22.89 | Russell 2000 |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1231.29M | -16.34 | -15.12 | 6.62 | 3.44 | 9.49 | -16.26 | 0.9 | 1.46 | 14.25 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1231.29M | -16.31 | -15.25 | 6.52 | 3.39 | 9.49 | -16.23 | 0.9 | 1.53 | 14.15 | MSCI EAFE Equity |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $2875.84M | 0.33 | 2.06 | 2.5 | 3.36 | -- | 0.33 | 0.35 | 0.4 | 2.54 | Barclays Capital US Aggregate Bond |
| CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $59.04M | -5.32 | -1.27 | 4.13 | 3.31 | 2.56 | -5.29 | 0.52 | 0.55 | 6.06 | Barclays US Long Credit |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $2875.84M | 0.16 | 1.98 | 2.37 | 3.22 | -- | 0.16 | 0.35 | 0.55 | 2.69 | Barclays Capital US Aggregate Bond |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $479.98M | -2.99 | 0.15 | 3.99 | 3.12 | 5.44 | -2.97 | 0.52 | 0.64 | 3.74 | Barclays Capital US Credit |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $2875.84M | 0.08 | 1.81 | 2.25 | 3.11 | -- | 0.08 | 0.35 | 0.65 | 2.61 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $2875.84M | 0.06 | 1.88 | 2.22 | 3.08 | -- | 0.06 | 0.35 | 0.68 | 2.73 | Barclays Capital US Aggregate Bond |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $1216.28M | 0.1 | 2.13 | 3.09 | 3.07 | 4.84 | 0.1 | 0.47 | 0.53 | 2.38 | Barclays Capital US Aggregate Bond |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $173.38M | -2.53 | 0.57 | 6.49 | 2.99 | 8.79 | -2.51 | 0.6 | 0.74 | 4.61 | BofAML US HY Master II |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $264.74M | -14.52 | -13.28 | 8.99 | 2.96 | -- | -14.44 | 0.48 | 0.77 | 14.2 | MSCI ACWI xUS |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
5/2007 | $106.54M | -8.56 | -1.62 | 9.5 | 2.89 | 12.28 | -8.52 | 0.3 | 1.67 | 23.01 | Russell 2000 |
| CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $147.72M | 0.54 | 2.43 | 1.61 | 2.77 | 3.17 | 0.54 | 0.47 | 0.8 | 2.03 | Barclays Municipal |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
6/2004 | $380.31M | -2.7 | 0.76 | 8.13 | 2.74 | 7.44 | -2.69 | 0.5 | 0.74 | 5.47 | Merrill Lynch High Yield Master I |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $173.38M | -2.85 | 0.19 | 6.14 | 2.65 | 7.79 | -2.83 | 0.6 | 1.07 | 4.55 | BofAML US HY Master II |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $1216.28M | -0.16 | 1.81 | 2.75 | 2.64 | 4.31 | -0.16 | 0.47 | 0.88 | 2.38 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $479.98M | -3.36 | -0.14 | 3.62 | 2.64 | 4.86 | -3.34 | 0.52 | 0.99 | 3.77 | Barclays Capital US Credit |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $197.36M | 0.68 | 2.38 | 2.58 | 2.62 | -- | 0.67 | 0.42 | 0.5 | 2.1 | Barclays Capital US Aggregate Bond |
| CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $43.45M | -0.32 | 2.96 | 4.26 | 2.59 | -- | -0.32 | 0 | 2.76 | 5.33 | Citigroup 3-Month T-Bill Index |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
5/2013 | $380.31M | -3.05 | 0.53 | 7.85 | 2.5 | -- | -3.04 | 0.5 | 0.99 | 5.47 | Merrill Lynch High Yield Master I |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $380.31M | -3.07 | 0.53 | 7.86 | 2.47 | 7.17 | -3.05 | 0.5 | 0.99 | 5.42 | Merrill Lynch High Yield Master I |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $264.74M | -15.13 | -13.92 | 8.34 | 2.39 | -- | -15.05 | 0.48 | 1.32 | 14.15 | MSCI ACWI xUS |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
5/2006 | $508.98M | 0.08 | 2.09 | 1.87 | 2.36 | 4.08 | 0.08 | 0.4 | 0.54 | 2.83 | Barclays Capital US Aggregate |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $389.01M | -13.32 | -7.96 | 10.67 | 2.31 | -- | -13.25 | 0.85 | 0.93 | 15.16 | S-Network Global Water TR USD |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $197.36M | 0.29 | 1.93 | 2.19 | 2.21 | -- | 0.29 | 0.42 | 0.85 | 2.16 | Barclays Capital US Aggregate Bond |
| CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $1946.64M | 0.56 | 2.22 | 1.18 | 2.09 | 3.05 | 0.56 | 0.3 | 0.46 | 2.31 | Barclays Capital US Aggregate Bond |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $133.34M | -1.11 | 1.26 | 2.1 | 2.02 | -- | -1.1 | 0.32 | 0.62 | 2.43 | Barclays U.S. Aggregate Index |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $210.42M | -1.12 | 1.75 | 1.63 | 1.96 | 3.23 | -1.11 | 0.49 | 0.68 | 2.64 | Barclays Capital US Credit |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $508.98M | -0.36 | 1.51 | 1.46 | 1.94 | 3.69 | -0.36 | 0.4 | 0.98 | 2.7 | Barclays Capital US Aggregate |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $479.98M | -4.08 | -0.89 | 2.83 | 1.88 | 4.1 | -4.06 | 0.52 | 1.74 | 3.75 | Barclays Capital US Credit |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $1425.47M | 0.42 | 1.92 | 2.55 | 1.88 | 3.47 | 0.42 | 0.46 | 0.52 | 1.52 | Barclays Credit 1-5 Yr |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
6/2000 | $133.34M | -1.03 | 1.41 | 1.98 | 1.87 | 2.67 | -1.03 | 0.32 | 0.93 | 2.66 | Barclays U.S. Aggregate Index |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $389.01M | -13.63 | -8.26 | 10.29 | 1.86 | 9.58 | -13.56 | 0.85 | 1.28 | 15.17 | S-Network Global Water TR USD |
| BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $226.78M | -13.45 | -13.77 | 6.24 | 1.83 | -- | -13.38 | 0.9 | 1.12 | 12.9 | MSCI EAFE Equity |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $173.38M | -3.57 | -0.53 | 5.35 | 1.78 | -- | -3.55 | 0.6 | 1.82 | 4.57 | BofAML US HY Master II |
| CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $1946.64M | 0.3 | 1.77 | 0.86 | 1.78 | 2.71 | 0.3 | 0.3 | 0.81 | 2.43 | Barclays Capital US Aggregate |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
6/1998 | $1216.28M | -0.95 | 0.99 | 1.87 | 1.77 | 3.46 | -0.95 | 0.47 | 1.63 | 2.34 | Barclays Capital US Aggregate Bond |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
7/1998 | $576.68M | -0.2 | 1.75 | 0.82 | 1.68 | 2.85 | -0.2 | 0.5 | 0.65 | 2.37 | Barclays Capital US Securitized Bond |
| CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $1946.64M | 0.1 | 1.76 | 0.72 | 1.63 | 2.59 | 0.1 | 0.3 | 0.91 | 2.3 | Barclays Capital US Aggregate |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $576.68M | -0.41 | 1.54 | 0.56 | 1.59 | 2.67 | -0.41 | 0.5 | 1.01 | 2.49 | Barclays Capital US Securitized Bond |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $186.84M | -11.1 | -10.56 | 4.93 | 1.58 | 6.87 | -11.05 | 0.87 | 0.97 | 12.79 | MSCI EAFE Investable Market |
| WISEX | Azzad Wise Capital Fund |
Bond (Fixed Inc) |
4/2010 | $119.15M | 0.09 | 0.83 | 1.81 | 1.54 | -- | 0.09 | 1.19 | 1.36 | 1.65 | 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 | $920.28M | 1.41 | 1.86 | 2.01 | 1.46 | -- | 1.4 | 0.38 | 0.47 | 0.65 | Barclays Short Treasury 9-12 Mon TR USD |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1425.47M | 0.05 | 1.62 | 2.19 | 1.42 | 2.95 | 0.05 | 0.46 | 0.88 | 1.51 | Barclays Credit 1-5 Yr |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $920.28M | 1.15 | 1.61 | 1.68 | 1.14 | 1.83 | 1.14 | 0.38 | 0.77 | 0.65 | Barclays Short Treasury 9-12 Mon |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $389.01M | -14.21 | -8.87 | 9.5 | 1.13 | 8.67 | -14.14 | 0.85 | 2.03 | 15.2 | S-Network Global Water TR USD |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $186.84M | -11.48 | -10.93 | 4.52 | 1.12 | 6.23 | -11.42 | 0.87 | 1.34 | 12.85 | MSCI EAFE Investable Market |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $555.98M | -13.15 | -12.42 | 5.63 | 0.78 | 5.9 | -13.08 | 0.55 | 0.8 | 13.38 | MSCI EAFE ESG Index |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
10/2002 | $1425.47M | -0.69 | 0.86 | 1.41 | 0.67 | 2.19 | -0.69 | 0.46 | 1.64 | 1.5 | Barclays Credit 1-5 Yr |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $555.98M | -12.9 | -12.18 | 5.88 | 0.45 | 5.86 | -12.84 | 0.55 | 0.55 | 13.42 | MSCI EAFE ESG Index |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
3/1994 | $186.84M | -12.15 | -11.6 | 3.74 | 0.33 | 5.34 | -12.09 | 0.87 | 2.09 | 12.82 | MSCI EAFE Investable Market |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $75.93M | -19.27 | -13.59 | 5.76 | -1.1 | -0.32 | -19.18 | 0.87 | 0.93 | 19.14 | Ardour Gbl Alternative Energy |
| CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $75.93M | -19.67 | -13.95 | 5.34 | -1.48 | -0.77 | -19.57 | 0.87 | 1.28 | 19.08 | Ardour Gbl Alternative Energy |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $75.93M | -20.28 | -14.58 | 4.6 | -2.31 | -1.67 | -20.18 | 0.87 | 2.03 | 19.22 | Ardour Gbl Alternative Energy |
| ARDFX | Ariel Discovery Fund |
Equity Specialty |
1/2011 | $25.62M | -24.77 | -15.67 | 7.17 | -4.45 | -- | -24.65 | 0.8 | 1.25 | 23.18 | Russell 2000 Value |
| ASUIX | Arabesque Systematic USA Fund |
Balanced |
5/2017 | $38.94M | -2.73 | -2.69 | -- | -- | -- | -2.72 | 0.75 | -- | 17.1 | MSCI USA |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $77.59M | -8.42 | -1.6 | 17.47 | -- | -- | -8.38 | 2 | -- | 21.71 | S&P 500 Composite Total Return |
| CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $147.72M | -0.19 | 1.68 | 0.86 | -- | 0.8 | -0.19 | 0.47 | 1.55 | 2.04 | Barclays Capital US Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $147.72M | 0.91 | 2.81 | 1.97 | -- | -- | 0.91 | 0.47 | 0.45 | 2.07 | Barclays Municipal |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $74.22M | 0.38 | 1.34 | 15.13 | -- | -- | 0.38 | 0.27 | 0.57 | 17.76 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $74.22M | 0.76 | 1.68 | 15.53 | -- | -- | 0.76 | 0.27 | 0.22 | 17.74 | Calvert U.S. Large Cap Growth Responsible Index |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $303.44M | -10.36 | -5.59 | 11.62 | -- | -- | -10.31 | 0.27 | 0.57 | 17.93 | Calvert U.S. Large Cap Value Responsible Index |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $303.44M | -10.06 | -5.21 | 12.02 | -- | -- | -10.01 | 0.27 | 0.22 | 17.94 | Calvert U.S. Large Cap Value Responsible Index |
| CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $142.31M | 0.12 | 1.74 | 3.91 | -- | -- | 0.12 | 0 | 1.1 | 1.94 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $142.31M | -0.68 | 1 | 3.14 | -- | -- | -0.68 | 0 | 1.85 | 1.99 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $142.31M | 0.43 | 1.99 | 4.31 | -- | -- | 0.43 | 0 | 0.65 | 1.95 | Barclays 1-3 Month U.S. Treaury Bill Index |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $9.53M | -2.4 | 1.38 | 13.34 | -- | -- | -2.38 | 0.65 | 0.75 | 17.46 | Russell 3000 |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $14.96M | -4.02 | -3.5 | -- | -- | -- | -4 | 1 | 1.35 | 16.31 | MSCI All World Country Index |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $52.2M | -14.07 | -11.96 | -- | -- | -- | -14 | 0.28 | 0.98 | 13.84 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $52.2M | -14.33 | -12.15 | -- | -- | -- | -14.26 | 0.28 | 1.28 | 13.82 | MSCI World ex USA |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $89.86M | -6.54 | -6.23 | -- | -- | -- | -6.51 | 0.8 | 1.29 | 15.52 | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $89.86M | -6.32 | -6 | -- | -- | -- | -6.28 | 0.8 | 1.04 | 15.64 | MSCI World |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $681.58M | -0.24 | 1.91 | -- | -- | -- | -0.24 | 0.4 | 0.71 | 2.8 | Barclays Capital US Aggregate Bond |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $681.58M | 0.01 | 2.16 | -- | -- | -- | 0.01 | 0.4 | 0.46 | 2.8 | Barclays Capital US Aggregate Bond |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $125.36M | -4.21 | -2.23 | -- | -- | -- | -4.19 | 0.65 | 0.9 | 15.95 | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $125.36M | -3.84 | -1.95 | -- | -- | -- | -3.82 | 0.65 | 0.65 | 15.89 | Russell 1000 |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $642.94M | -5.01 | -3.14 | -- | -- | -- | -4.98 | 0.65 | 0.95 | 17.96 | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $642.94M | -4.79 | -2.92 | -- | -- | -- | -4.77 | 0.65 | 0.7 | 17.95 | S&P 500 Composite Total Return |
| PWMDX | Pax Mid Cap Fund Individual |
Equity Mid-Sm Cap |
3/2016 | $112.6M | -13.33 | -8.51 | -- | -- | -- | -13.26 | 0.75 | 1.14 | 15.82 | Russell Midcap Index |
| PMIDX | Pax Mid Cap Fund Institutional |
Equity Mid-Sm Cap |
3/2016 | $112.6M | -13.11 | -8.36 | -- | -- | -- | -13.04 | 0.75 | 0.89 | 15.8 | Russell Midcap Index |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $28.73M | -3.17 | -1.8 | 2.2 | -- | -- | -3.16 | 0.55 | 0.89 | 3.71 | FTSE World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $5.6M | -5.76 | -4.35 | 9.15 | -- | -- | -5.73 | 0.65 | 0.99 | 13.7 | S&P Global 1200 |
| ICAN | SerenityShares Impact ETF |
Equity Large Cap |
4/2017 | $4.19M | -3.91 | 0.79 | -- | -- | -- | -3.89 | 0.5 | 0.5 | 16.89 | S&P 500 Composite Total Return |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
8/2015 | $17.57M | -13.06 | -6.93 | 12.77 | -- | -- | -13 | 0.75 | 1 | 21.72 | S&P 1000 |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | $18.29M | -9.7 | 1.59 | -- | -- | -- | -9.65 | 0.4 | -- | 17.94 | S&P Global REIT Index |
| View funds by type: Showing 182 of 182 funds |
Information current as of: January 31, 2019 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
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| Brown Advisory Sustainable Growth Fund | P | P | P | P | P | P | P | -- | P | P | -- | -- | -- | -- | -- | -- |  |
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| Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Parnassus Endeavor Fund | P * | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| Praxis Growth Index Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Equity Portfolio I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Equity Portfolio A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert U.S. Large Cap Core Responsible Index Fund I | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | |
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| Calvert Equity Portfolio C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert U.S. Large Cap Core Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | |
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| Parnassus Core Equity Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | |
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| Walden Equity Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Walden Midcap Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile |  |
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| TIAA-CREF Social Choice Equity Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| TIAA-CREF Social Choice Equity Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Calvert U.S. Large Cap Core Responsible Index Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | |
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| TIAA-CREF Social Choice Equity Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Calvert Small Cap Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Pax ESG Beta Quality Fund - Class A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| TIAA-CREF Social Choice Equity Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Neuberger Berman Socially Responsive I | C | C | C | P | P | P | P | P | P | P | X | R | X | X | X | |
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| Parnassus Mid Cap Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| Neuberger Berman Socially Resp Inv | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Parnassus Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| Calvert Small Cap Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Neuberger Berman Socially Resp Tr | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Neuberger Berman Socially Responsive A | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Neuberger Berman Socially Resp R3 | C | C | P | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Walden SMID Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | R | C | R | R | R | -- | |
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| Praxis Value Index - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Calvert Small Cap Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Boston Common Large Cap Core Equity Fund | C | C | C | P | C | C | C | R | P | -- | R | R | R | R | R | |
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| Neuberger Berman Socially Responsive C | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Ariel Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Walden Asset Management Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Walden Small Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | R | R | R | R | R | -- | |
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| Pax Ellevate Global Women's Leadership Fund - Individual Investor | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| 1919 Socially Responsive Balanced Fund - I | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Portfolio 21 Institutional | P * | P | P | P | R | R | R | C | P | R | R | R | R | R | R | |
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| Azzad Ethical Fund | R | R | R | -- | -- | R | R | X | -- | -- | X | R | X | X | X | |
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| Calvert Aggressive Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Emerging Markets Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| 1919 Socially Responsive Balanced Fund - A | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Portfolio 21 Global Equity Fund | R * | C | R | X | C | C | C | -- | -- | -- | -- | R | R | R | R | -- | |
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| Domini Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini Social Equity Fund -- R shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert Emerging Markets Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Domini Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert Balanced Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| New Alternatives Fund A Shares | P * | R | P | P | P | P | P | X | P | P | X | P | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| 1919 Socially Responsive Balanced Fund - C | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Calvert Capital Accumulation Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Aggressive Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Pax Balanced Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| 1919 Socially Responsive Balanced Fund - B | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Green Century Balanced | C * | R | C | P | C | C | P | -- | C | C | R | X | X | R | X | |
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| Praxis Genesis Growth A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| Calvert Moderate Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Balanced Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Emerging Markets Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Pax Balanced Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Calvert Capital Accumulation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Ariel Appreciation Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Pax Global Environmental Markets Fund - Institutional Class | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Ariel Focus Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Pax Global Environmental Markets Fund - Individual Investor | C * | C | |||||||||||||||||||||||||||||