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 178 of 178 funds |
Information current as of: October 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 | $1720.87M | 26.82 | 20.36 | 19.16 | 15.55 | -- | 4.58 | 0.6 | 0.73 | 16.72 | Russell 1000® Growth Index |
CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
11/1999 | $3463.52M | 29.6 | 24.46 | 20.5 | 13.74 | 14.47 | 5.39 | 0.62 | 0.71 | 13.88 | S&P 500 Composite Total Return |
CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $3463.52M | 29.36 | 24.13 | 20.12 | 13.32 | 13.95 | 5.01 | 0.62 | 1.08 | 13.89 | S&P 500 Composite Total Return |
MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
5/2007 | $308.22M | 23.82 | 15.49 | 17.45 | 12.49 | 14.82 | 0.38 | 0.3 | 0.44 | 15.39 | MSCI U.S. Prime Market Growth Index |
CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
3/1994 | $3463.52M | 28.53 | 23.24 | 19.21 | 12.47 | 13.1 | 4.29 | 0.62 | 1.84 | 13.86 | S&P 500 Composite Total Return |
MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
5/2007 | $308.22M | 23.49 | 15.04 | 17.01 | 12.06 | 14.3 | -0.05 | 0.3 | 0.86 | 15.39 | MSCI U.S. Prime Market Growth Index |
PARWX | Parnassus Endeavor Fund |
Equity Specialty |
4/2005 | $3765.3M | 25.04 | 13.3 | 12.29 | 11.45 | 14.21 | -13.42 | 0.85 | 0.92 | 26.68 | S&P 500 Composite Total Return |
CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $2005.01M | 24.07 | 15.81 | 15.1 | 10.74 | 13.76 | -4.05 | 0.27 | 0.19 | 17.54 | Calvert U.S. Large Cap Core Responsible Index |
WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $233.9M | 24.09 | 16 | 15.75 | 10.74 | 12.66 | -2.52 | 0.75 | 1 | 16.55 | S&P 500 Composite Total Return |
CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $2005.01M | 23.78 | 15.49 | 14.74 | 10.34 | 13.26 | -4.36 | 0.27 | 0.54 | 17.48 | Calvert U.S. Large Cap Core Responsible Index |
GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $308.53M | 22.79 | 16.89 | 14.67 | 10.15 | 12.48 | -3.98 | 0.23 | 1.25 | 16.39 | S&P 500 Composite Total Return |
PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $17766.3M | 23.37 | 17.82 | 14.69 | 10.09 | 13.06 | -0.18 | 0.75 | 0.87 | 15.13 | S&P 500 Composite Total Return |
WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
8/2011 | $59.01M | 21.77 | 14.75 | 14.41 | 9.91 | -- | -3.56 | 0.75 | 1 | 17.7 | Russell Midcap |
CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $725.18M | 21.49 | 11.7 | 14.27 | 9.71 | 13.25 | -6.51 | 0.8 | 0.91 | 19.12 | Russell 2000 Value |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $57.78M | 19.51 | 12.22 | 13.56 | 9.66 | -- | -5.57 | 0.75 | 1 | 18.97 | Russell 2500 |
TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
7/1999 | $4694.6M | 22.95 | 14.83 | 14.34 | 9.64 | 12.89 | -5.5 | 0.15 | 0.17 | 17.1 | Russell 3000 |
PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $4173.98M | 23.08 | 16.51 | 12.08 | 9.59 | 13.23 | -6.6 | 0.72 | 0.99 | 16.18 | Russell Midcap Index |
WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
10/2008 | $115.63M | 23.84 | 15.1 | 13.78 | 9.58 | 12.18 | -6.02 | 0.75 | 1 | 19.12 | Russell 2000 |
CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $2005.01M | 22.98 | 14.59 | 13.86 | 9.52 | 12.3 | -5.06 | 0.27 | 1.29 | 17.48 | Calvert U.S. Large Cap Core Responsible Index |
TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $4694.6M | 22.85 | 14.62 | 14.17 | 9.47 | 12.71 | -5.69 | 0.15 | 0.33 | 17.1 | Russell 3000 |
PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $229.28M | 19.97 | 12.98 | 13.86 | 9.36 | 12.73 | -4.14 | 0.65 | 0.65 | 15.88 | Russell 1000 |
TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
10/2002 | $4694.6M | 22.68 | 14.48 | 14.06 | 9.36 | 12.6 | -5.74 | 0.15 | 0.42 | 17.11 | Russell 3000 |
TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $4694.6M | 22.67 | 14.51 | 14.05 | 9.34 | 12.6 | -5.76 | 0.15 | 0.45 | 17.03 | Russell 3000 |
CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
10/2004 | $725.18M | 21.25 | 11.39 | 13.87 | 9.27 | 12.61 | -6.81 | 0.8 | 1.29 | 19.19 | Russell 2000 Value |
PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
5/2013 | $229.28M | 19.73 | 12.68 | 13.59 | 9.1 | -- | -4.41 | 0.65 | 0.9 | 15.85 | Russell 1000 |
PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $229.28M | 19.8 | 12.69 | 13.58 | 9.09 | 12.44 | -4.41 | 0.65 | 0.9 | 15.92 | Russell 1000 |
PARNX | Parnassus Fund |
All Cap |
12/1984 | $938.3M | 21.9 | 13.5 | 11.74 | 8.94 | 13.04 | -9.68 | 0.61 | 0.84 | 18.42 | S&P 500 Composite Total Return |
PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
9/1999 | $574.24M | 21.09 | 15.67 | 12.95 | 8.66 | 8.56 | -7.13 | 0.9 | 1.33 | 14.52 | MSCI ACWI |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1809.41M | 18.44 | 10.49 | 11.95 | 8.57 | 12.48 | -5.6 | 0.47 | 0.67 | 17.38 | S&P 500 Composite Total Return |
MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
5/2006 | $238.31M | 23.98 | 15.66 | 13.06 | 8.56 | 11.8 | -8.02 | 0.3 | 0.44 | 18.71 | MSCI US Prime Market Value Index |
CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
4/2005 | $725.18M | 20.46 | 10.57 | 13.02 | 8.45 | 11.68 | -7.5 | 0.8 | 2.04 | 19.15 | Russell 2000 Value |
NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $219.45M | 27.85 | 28.37 | 11.03 | 8.38 | 7.3 | -6.93 | 0.56 | 1.07 | 12.37 | S&P 500 Composite Total Return |
NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1809.41M | 18.26 | 10.3 | 11.75 | 8.37 | 12.28 | -5.8 | 0.47 | 0.85 | 17.37 | S&P 500 Composite Total Return |
NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1809.41M | 18.08 | 10.11 | 11.56 | 8.19 | 12.09 | -5.94 | 0.47 | 1.02 | 17.37 | S&P 500 Composite Total Return |
NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1809.41M | 18.05 | 10.1 | 11.54 | 8.17 | 12.07 | -5.95 | 0.47 | 1.04 | 17.36 | S&P 500 Composite Total Return |
WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $150.34M | 18.05 | 13.32 | 11.37 | 8.15 | 9.37 | -1.89 | 0.75 | 1 | 11.46 | Blend: 60% S&P 500 - 40% BC Aggregate |
MVIAX | Praxis Value Index A |
Equity Large Cap |
5/2001 | $238.31M | 23.54 | 15.16 | 12.51 | 8.06 | 11.16 | -8.43 | 0.3 | 0.94 | 18.69 | MSCI US Prime Market Value Index |
BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $38.7M | 20.12 | 11.6 | 11.23 | 8.03 | -- | -8.41 | 0.75 | 1 | 16.84 | S&P 500 Composite Total Return |
PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $420.52M | 19.4 | 11.81 | 12.45 | 8.01 | 8.99 | -7.47 | 0.55 | 0.56 | 15.56 | Pax Global Women’s Leadership Index |
NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1809.41M | 17.8 | 9.81 | 11.25 | 7.9 | 11.79 | -6.19 | 0.47 | 1.28 | 17.36 | S&P 500 Composite Total Return |
PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
10/1993 | $420.52M | 19.17 | 11.59 | 12.18 | 7.76 | 8.72 | -7.7 | 0.55 | 0.81 | 15.56 | Pax Global Women’s Leadership Index |
LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $197.54M | 19.52 | 14.93 | 12.59 | 7.72 | 9.25 | -1 | 0.64 | 1 | 11.09 | Blend: 60% S&P 500 - 40% BC Aggregate |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $167.38M | 19.61 | 13.28 | 11.46 | 7.5 | 9.74 | -7.7 | 0 | 1.26 | 15.13 | Russell 3000 |
SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $197.54M | 19.22 | 14.57 | 12.26 | 7.42 | 8.96 | -1.3 | 0.64 | 1.26 | 11.13 | Blend: 60% S&P 500 - 40% BC Aggregate |
NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1809.41M | 17.31 | 9.24 | 10.7 | 7.37 | 11.22 | -6.65 | 0.47 | 1.78 | 17.37 | S&P 500 Composite Total Return |
ADJEX | Azzad Ethical Fund |
Equity Mid-Sm Cap |
11/2000 | $89.29M | 23.18 | 16.61 | 14.81 | 7.24 | 11.89 | -3.26 | 0.8 | 0.99 | 19.72 | Russell Mid Cap Growth |
PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $873.54M | 20.14 | 15.36 | 10.14 | 7.23 | 9.08 | -14.1 | 0.8 | 1.04 | 17.57 | MSCI AC World (Net) Index (ACWI) |
CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $218.59M | 23.57 | 15.77 | 12.61 | 6.97 | 12.78 | -3.98 | 0.77 | 0.86 | 16.88 | Russell Mid Cap Growth |
PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
5/2013 | $873.54M | 19.85 | 15.11 | 9.89 | 6.97 | -- | -14.26 | 0.8 | 1.3 | 17.52 | MSCI AC World (Net) Index (ACWI) |
PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $873.54M | 19.83 | 15.1 | 9.86 | 6.96 | 8.8 | -14.24 | 0.8 | 1.29 | 17.52 | MSCI AC World (Net) Index (ACWI) |
CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $828.98M | 19.44 | 15 | 10.43 | 6.92 | 9.23 | -2.45 | 0.52 | 0.62 | 9.41 | Russell 1000 |
COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $360.61M | 15.63 | 7.86 | 10.92 | 6.65 | 8.01 | -14.51 | 0.87 | 1.07 | 14.19 | MSCI EAFE SMID NR USD |
COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $360.61M | 15.63 | 7.86 | 10.92 | 6.65 | 8.01 | -14.51 | 0.87 | 1.07 | 14.19 | MSCI EAFE SMID NR USD |
DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $773.19M | 23.95 | 16.06 | 11.67 | 6.65 | 11.24 | -8.67 | 0.24 | 0.79 | 16.52 | S&P 500 Composite Total Return |
SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $197.54M | 18.41 | 13.72 | 11.44 | 6.64 | 8.21 | -1.94 | 0.64 | 1.99 | 11.08 | Blend: 60% S&P 500 - 40% BC Aggregate |
CAACX | Calvert Aggressive Allocation Fund C |
Equity Specialty |
6/2005 | $167.38M | 18.86 | 12.42 | 10.63 | 6.59 | 8.62 | -8.43 | 0 | 1.18 | 15.15 | Russell 3000 |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $773.19M | 23.9 | 15.94 | 11.57 | 6.57 | 11.16 | -8.9 | 0.24 | 0.83 | 16.6 | S&P 500 Composite Total Return |
CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $828.98M | 19.2 | 14.7 | 10.09 | 6.54 | 8.76 | -2.73 | 0.52 | 0.94 | 9.4 | Russell 1000 |
CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $218.59M | 23.32 | 15.46 | 12.23 | 6.54 | 12.17 | -4.34 | 0.77 | 1.21 | 16.88 | Russell Mid Cap Growth |
GCBLX | Green Century Balanced |
Balanced |
3/1992 | $280.24M | 17 | 13.91 | 9.73 | 6.5 | 8.8 | -2.13 | 0.65 | 1.48 | 9.86 | Custom Balanced Index |
PAXIX | Pax Balanced Fund - Institutional Investor |
Balanced |
4/2007 | $1848.69M | 16.69 | 13.38 | 8.8 | 6.41 | 8.2 | -3.83 | 0.05 | 0.66 | 9.35 | Blend: 60% S&P 500 - 40% BC Aggregate |
CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $332.27M | 16.14 | 11.87 | 9.31 | 6.34 | 8.2 | -5.11 | 0 | 0.43 | 10.62 | Custom |
MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $70.62M | 16.54 | 10.93 | 9.56 | 6.32 | -- | -6.48 | 0.05 | 0.62 | 12.94 | Russell 3000 |
DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $773.19M | 23.62 | 15.63 | 11.28 | 6.27 | 10.81 | -9.03 | 0.2 | 1.14 | 16.58 | S&P 500 Composite Total Return |
DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $773.19M | 23.59 | 15.64 | 11.29 | 6.25 | 10.82 | -9.03 | 0.24 | 1.16 | 16.52 | S&P 500 Composite Total Return |
PAXWX | Pax Balanced Fund - Individual Investor |
Balanced |
8/1971 | $1848.69M | 16.43 | 13.12 | 8.53 | 6.15 | 7.93 | -4.06 | 0.05 | 0.91 | 9.39 | Blend: 60% S&P 500 - 40% BC Aggregate |
ARGFX | Ariel Fund |
Equity Mid-Sm Cap |
11/1986 | $2070.78M | 16.87 | 4.97 | 9.44 | 6.01 | 12.43 | -13.6 | 0.58 | 1 | 25.53 | Russell 2500 Value |
CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $2332.28M | 14.97 | 18.2 | 9.9 | 5.95 | -- | -15.15 | 1 | 0.92 | 16.41 | MSCI EM NR USD |
CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $218.59M | 22.57 | 14.61 | 11.39 | 5.73 | 11.29 | -5.05 | 0.77 | 1.96 | 16.91 | Russell Mid Cap Growth |
CSGCX | Calvert Balanced Portfolio C |
Balanced |
3/1994 | $828.98M | 18.45 | 13.83 | 9.24 | 5.71 | 7.89 | -3.46 | 0.52 | 1.69 | 9.41 | Russell 1000 |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 | $86.45M | 20.7 | 23.05 | 6.1 | 5.63 | 6.57 | -5.7 | 0.52 | 0.92 | 6.97 | Barclays US Long Credit |
CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $2332.28M | 14.76 | 17.92 | 9.55 | 5.59 | -- | -15.48 | 0.87 | 1.27 | 16.39 | MSCI EM NR USD |
CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $332.27M | 15.45 | 11.02 | 8.48 | 5.54 | 7.4 | -5.86 | 0 | 1.93 | 10.6 | Custom |
CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $86.45M | 20.85 | 23.33 | 6.47 | 5.46 | 2.67 | -5.29 | 0.52 | 0.55 | 6.94 | Barclays US Long Credit |
COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $360.61M | 14.64 | 6.78 | 9.76 | 5.41 | 6.7 | -15.3 | 0.87 | 2.26 | 14.13 | MSCI EAFE SMID NR USD |
MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $80.19M | 14.55 | 11.13 | 8.05 | 5.41 | -- | -4.86 | 0.05 | 1.05 | 9.31 | Russell 3000 |
ESGKX | Gabelli ESG Fund Inc I |
All Cap |
6/2007 | $41.95M | 20.45 | 9.99 | 5.83 | 5.27 | 8.3 | -15.57 | 1 | 1 | 17.53 | S&P 500 Composite Total Return |
ESGHX | Gabelli ESG Fund Inc A |
All Cap |
6/2007 | $41.95M | 20.16 | 9.73 | 5.58 | 5.01 | 8.04 | -15.71 | 1 | 1.25 | 17.47 | S&P 500 Composite Total Return |
ESGGX | Gabelli ESG Fund Inc AAA |
All Cap |
6/2007 | $41.95M | 20.14 | 9.72 | 5.58 | 5.01 | 8.03 | -15.76 | 1 | 1.25 | 17.5 | S&P 500 Composite Total Return |
CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $222.34M | 12.94 | 11.14 | 6.73 | 4.99 | 6.51 | -2.95 | 0 | 0.44 | 5.92 | Barclays Capital US Credit |
CAAPX | Ariel Appreciation Fund |
Equity Mid-Sm Cap |
12/1989 | $1303.93M | 16.86 | 5.98 | 7.74 | 4.79 | 11.35 | -13.92 | 0.69 | 1.12 | 23.78 | Russell Mid Cap Value |
CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $2332.28M | 14.11 | 17.05 | 8.73 | 4.78 | -- | -16.13 | 1 | 2.02 | 16.4 | MSCI EM NR USD |
MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
5/2007 | $115.44M | 15.38 | 2.83 | 9.11 | 4.62 | 10.67 | -7.79 | 0.3 | 1 | 22.43 | Russell 2000 |
CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $562.02M | 14.22 | 14.21 | 5.11 | 4.61 | 4.84 | -2.97 | 0.52 | 0.64 | 3.7 | Barclays Capital US Credit |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $418.27M | 16.14 | 8.4 | 5.63 | 4.6 | 11.24 | -15.51 | 0.75 | 0.94 | 16.73 | Russell 2000 |
ARFFX | Ariel Focus Fund |
All Cap |
6/2005 | $57.18M | 18.65 | 4.57 | 9.3 | 4.53 | 9.05 | -13.21 | 0.65 | 1 | 23 | Russell 1000 Value |
CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $262.72M | 23.02 | 20 | 9.89 | 4.52 | 5.33 | -11.05 | 0.87 | 0.97 | 13.02 | MSCI EAFE Investable Market |
BVSIX | Baywood SociallyResponsible Fund |
Equity Large Cap |
1/2005 | $4.15M | 18.2 | 7.81 | 9.19 | 4.49 | 8.59 | -12.61 | 0.7 | 0.87 | 20.31 | Morningstar US Large Value TR Index |
PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $418.27M | 15.89 | 8.12 | 5.36 | 4.33 | 10.97 | -15.72 | 0.75 | 1.19 | 16.78 | Russell 2000 |
PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
5/2013 | $418.27M | 15.94 | 8.17 | 5.38 | 4.33 | -- | -15.74 | 0.75 | 1.19 | 16.76 | Russell 2000 |
BNIEX | UBS International Sustainable Equity Fund |
Int'l Global |
6/1997 | $185.49M | 15.89 | 8.96 | 8.22 | 4.27 | 5.72 | -16.86 | 0.8 | 1.25 | 15.53 | MSCI World ex USA |
DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1199.88M | 12.3 | 6.73 | 5.55 | 4.26 | -- | -15.85 | 0.9 | 1.07 | 14.6 | MSCI EAFE Equity |
ESGJX | Gabelli ESG Fund Inc C |
All Cap |
6/2007 | $41.95M | 19.42 | 8.87 | 4.77 | 4.23 | 7.22 | -16.4 | 1 | 2 | 17.55 | S&P 500 Composite Total Return |
CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $562.02M | 14.01 | 13.89 | 4.74 | 4.18 | 4.29 | -3.34 | 0.52 | 0.99 | 3.7 | Barclays Capital US Credit |
CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $206.93M | 10.99 | 8.76 | 4.93 | 4.17 | 7.14 | -2.51 | 0.6 | 0.74 | 4.44 | BofAML US HY Master II |
CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $222.34M | 12.27 | 10.31 | 5.94 | 4.14 | 5.52 | -3.65 | 0 | 1.8 | 5.87 | Barclays Capital US Credit |
MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $25.71M | 11.42 | 11.11 | 5.46 | 4.13 | -- | -2.62 | 0.05 | 0.6 | 4.11 | Barclays Capital US Aggregate Bond |
PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $605.92M | 18.04 | 13.35 | 8.33 | 4.12 | 3.13 | -12.84 | 0.55 | 0.55 | 13.2 | MSCI EAFE ESG Index |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $262.72M | 22.74 | 19.68 | 9.52 | 4.1 | 4.74 | -11.42 | 0.87 | 1.34 | 13.05 | MSCI EAFE Investable Market |
CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $429.4M | 23.81 | 19.8 | 9.34 | 4.09 | -- | -13.25 | 0.85 | 0.93 | 16.06 | S-Network Global Water TR USD |
BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $253.63M | 16.69 | 12.18 | 7.62 | 4.06 | -- | -13.38 | 0.8 | 1.12 | 13.99 | MSCI EAFE Equity |
MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
5/2007 | $115.44M | 14.92 | 2.24 | 8.46 | 3.99 | 10 | -8.52 | 0.3 | 1.67 | 22.57 | Russell 2000 |
APPIX | Appleseed Fund Institutional |
Int'l Global |
2/2011 | $149.46M | 6.16 | 5.29 | 6.47 | 3.93 | -- | -3.17 | 0.85 | 1.06 | 14.3 | MSCI World |
DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1199.88M | 12.01 | 6.19 | 5.2 | 3.85 | 6.08 | -16.26 | 0.9 | 1.46 | 14.64 | MSCI EAFE Equity |
PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $605.92M | 17.81 | 12.9 | 8.05 | 3.85 | 3.17 | -13.08 | 0.55 | 0.8 | 13.07 | MSCI EAFE ESG Index |
CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $206.93M | 10.74 | 8.47 | 4.61 | 3.84 | 6.56 | -2.83 | 0.6 | 1.07 | 4.4 | BofAML US HY Master II |
DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1199.88M | 11.88 | 6.19 | 5.12 | 3.81 | 6.07 | -16.23 | 0.9 | 1.53 | 14.75 | MSCI EAFE Equity |
CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $191.37M | 6.18 | 5.61 | 3.59 | 3.78 | -- | 0.43 | 0.47 | 0.65 | 1.88 | Barclays 1-3 Month U.S. Treaury Bill Index |
TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $4427.91M | 9.01 | 11.32 | 3.84 | 3.78 | -- | 0.33 | 0.35 | 0.37 | 3.18 | Barclays Capital US Aggregate Bond |
PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
6/2004 | $366.47M | 11.98 | 8.83 | 5.89 | 3.77 | 5.76 | -2.69 | 0.5 | 0.74 | 5.6 | Merrill Lynch High Yield Master I |
CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $1730.71M | 8.71 | 10.46 | 3.82 | 3.74 | 4.36 | 0.1 | 0.42 | 0.53 | 2.89 | Barclays Capital US Aggregate Bond |
APPLX | Appleseed Fund |
Int'l Global |
12/2006 | $149.46M | 6.03 | 5.17 | 6.3 | 3.73 | 5.57 | -3.39 | 0.85 | 1.2 | 14.25 | MSCI World |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $429.4M | 23.53 | 19.43 | 8.98 | 3.7 | 8.16 | -13.56 | 0.85 | 1.28 | 16.06 | S-Network Global Water TR USD |
TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $4427.91M | 8.75 | 11.02 | 3.67 | 3.62 | -- | 0.16 | 0.35 | 0.55 | 3.18 | Barclays Capital US Aggregate Bond |
PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $366.47M | 11.89 | 8.71 | 5.62 | 3.55 | 5.5 | -3.05 | 0.5 | 0.99 | 5.6 | Merrill Lynch High Yield Master I |
PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
5/2013 | $366.47M | 11.88 | 8.7 | 5.62 | 3.55 | -- | -3.04 | 0.5 | 0.99 | 5.59 | Merrill Lynch High Yield Master I |
CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $362.05M | 8.69 | 10.71 | 3.67 | 3.54 | -- | 0.67 | 0.37 | 0.5 | 2.78 | Barclays Capital US Aggregate Bond |
TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $4427.91M | 8.79 | 11.04 | 3.59 | 3.51 | -- | 0.08 | 0.35 | 0.62 | 3.24 | Barclays Capital US Aggregate Bond |
TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $4427.91M | 8.65 | 11.01 | 3.56 | 3.48 | -- | 0.06 | 0.35 | 0.65 | 3.17 | Barclays Capital US Aggregate Bond |
CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $562.02M | 13.28 | 13.03 | 3.94 | 3.4 | 3.53 | -4.06 | 0.52 | 1.74 | 3.72 | Barclays Capital US Credit |
CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $191.37M | 5.92 | 5.32 | 3.25 | 3.4 | -- | 0.12 | 0.47 | 1.1 | 1.86 | Barclays 1-3 Month U.S. Treasury Bill Index |
MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $283.87M | 14.39 | 10.05 | 7.09 | 3.4 | -- | -14.44 | 0.48 | 0.77 | 14.36 | MSCI ACWI xUS |
CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $1730.71M | 8.58 | 10.22 | 3.52 | 3.38 | 3.86 | -0.16 | 0.42 | 0.88 | 2.88 | Barclays Capital US Aggregate Bond |
CWVCX | Calvert International Equity Fund C |
Int'l Global |
3/1994 | $262.72M | 22 | 18.79 | 8.7 | 3.32 | 3.87 | -12.09 | 0.87 | 2.09 | 13.01 | MSCI EAFE Investable Market |
DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $161.03M | 9.58 | 11 | 3.28 | 3.19 | -- | -1.1 | 0.32 | 0.62 | 3.01 | Barclays U.S. Aggregate Index |
CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $362.05M | 8.49 | 10.48 | 3.34 | 3.17 | -- | 0.29 | 0.37 | 0.85 | 2.75 | Barclays Capital US Aggregate Bond |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
5/2006 | $578.42M | 8.52 | 11.03 | 3.29 | 3.16 | 3.77 | 0.08 | 0.4 | 0.54 | 3.05 | Barclays Capital US Aggregate |
PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $238.34M | 10.25 | 11.82 | 3.26 | 3.1 | 3.23 | -1.11 | 0.5 | 0.68 | 3.68 | Barclays Capital US Credit |
DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
6/2000 | $161.03M | 9.35 | 11.12 | 3.15 | 3.01 | 2.9 | -1.03 | 0.2 | 0.93 | 2.97 | Barclays U.S. Aggregate Index |
CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $206.93M | 10.06 | 7.67 | 3.83 | 3 | -- | -3.55 | 0.6 | 1.82 | 4.42 | BofAML US HY Master II |
CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $177.24M | 6.72 | 8.85 | 3.23 | 2.94 | 3.43 | 0.54 | 0.47 | 0.8 | 2.41 | Barclays Municipal |
CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $429.4M | 22.74 | 18.53 | 8.18 | 2.93 | 7.27 | -14.14 | 0.85 | 2.03 | 16.1 | S-Network Global Water TR USD |
MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $283.87M | 13.72 | 9.22 | 6.43 | 2.77 | -- | -15.05 | 0.48 | 1.32 | 14.34 | MSCI ACWI xUS |
MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $578.42M | 8.09 | 10.39 | 2.82 | 2.74 | 3.35 | -0.36 | 0.4 | 0.98 | 3.02 | Barclays Capital US Aggregate |
CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $57.68M | 7.09 | 4.28 | 4.39 | 2.68 | -- | -0.32 | 0.75 | 1.85 | 4.27 | Citigroup 3-Month T-Bill Index |
CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $1634.14M | 6.1 | 5.94 | 2.8 | 2.64 | 2.88 | 0.42 | 0.4 | 0.52 | 1.5 | Barclays Credit 1-5 Yr |
CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $191.37M | 5.33 | 4.54 | 2.48 | 2.62 | -- | -0.68 | 0.47 | 1.85 | 1.92 | Barclays 1-3 Month U.S. Treasury Bill Index |
CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $2218.54M | 5.95 | 8.35 | 2.4 | 2.6 | 2.99 | 0.56 | 0.3 | 0.46 | 2.01 | Barclays Capital US Aggregate Bond |
CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
6/1998 | $1730.71M | 7.78 | 9.29 | 2.66 | 2.5 | 3.01 | -0.95 | 0.42 | 1.63 | 2.86 | Barclays Capital US Aggregate Bond |
CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $2218.54M | 5.64 | 8.08 | 2.11 | 2.31 | 2.67 | 0.3 | 0.3 | 0.81 | 1.99 | Barclays Capital US Aggregate |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1634.14M | 5.93 | 5.67 | 2.48 | 2.23 | 2.39 | 0.05 | 0.4 | 0.88 | 1.54 | Barclays Credit 1-5 Yr |
CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $2218.54M | 5.55 | 7.86 | 1.91 | 2.14 | 2.54 | 0.1 | 0.3 | 0.91 | 2.01 | Barclays Capital US Aggregate |
ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
7/1998 | $564.6M | 5.88 | 8.23 | 2 | 2.08 | 2.54 | -0.2 | 0.5 | 0.65 | 1.85 | Barclays Capital US Securitized Bond |
CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $82.32M | 23.38 | 19.34 | 9.17 | 2.01 | -1.45 | -19.18 | 0.87 | 0.93 | 18.65 | Ardour Gbl Alternative Energy |
ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $564.6M | 5.58 | 7.99 | 1.65 | 1.92 | 2.4 | -0.41 | 0.5 | 1.01 | 1.85 | Barclays Capital US Securitized Bond |
CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $959.27M | 3.16 | 2.92 | 2.07 | 1.77 | -- | 1.1 | 0.38 | 0.47 | 0.72 | Barclays Short Treasury 9-12 Mon TR USD |
WISEX | Azzad Wise Capital Fund |
Bond (Fixed Inc) |
4/2010 | $150.52M | 4.51 | 4.43 | 2.35 | 1.7 | -- | 0.09 | 1.19 | 1.36 | 1.56 | Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index |
CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $82.32M | 23.06 | 18.76 | 8.82 | 1.62 | -1.88 | -19.57 | 0.87 | 1.28 | 18.57 | Ardour Gbl Alternative Energy |
CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
10/2002 | $1634.14M | 5.25 | 4.86 | 1.71 | 1.47 | 1.64 | -0.69 | 0.4 | 1.64 | 1.53 | Barclays Credit 1-5 Yr |
CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $959.27M | 2.95 | 2.67 | 1.8 | 1.45 | 1.42 | 0.89 | 0.38 | 0.77 | 0.7 | Barclays Short Treasury 9-12 Mon |
CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $82.32M | 22.36 | 18.1 | 7.98 | 0.79 | -2.76 | -20.18 | 0.87 | 2.03 | 18.62 | Ardour Gbl Alternative Energy |
ASUIX | Arabesque Systematic USA Fund |
Balanced |
5/2017 | $38.79M | 10.39 | 2.72 | -- | -- | -- | -2.72 | 0.75 | -- | 13.1 | MSCI USA |
CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $177.24M | 6.02 | 8.01 | 2.45 | -- | 1.27 | -0.19 | 0.47 | 1.55 | 2.41 | Barclays Capital US Aggregate |
CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $177.24M | 7 | 9.24 | 3.58 | -- | -- | 0.91 | 0.47 | 0.45 | 2.39 | Barclays Municipal |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $94.9M | 25.56 | 17.64 | 17.99 | -- | -- | 0.38 | 0.27 | 0.57 | 16.87 | Calvert U.S. Large Cap Growth Responsible Index |
CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $94.9M | 25.82 | 17.98 | 18.36 | -- | -- | 0.76 | 0.27 | 0.22 | 16.85 | Calvert U.S. Large Cap Growth Responsible Index |
CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $442.73M | 21.23 | 11.91 | 10.71 | -- | -- | -10.31 | 0.27 | 0.57 | 19.94 | Calvert U.S. Large Cap Value Responsible Index |
CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $442.73M | 21.49 | 12.2 | 11.06 | -- | -- | -10.01 | 0.27 | 0.22 | 19.95 | Calvert U.S. Large Cap Value Responsible Index |
LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $11.21M | 28.6 | 22.26 | 17.43 | -- | -- | -2.38 | 0.65 | 0.75 | 16.67 | Russell 3000 |
ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $58.82M | 27.39 | 19.83 | 17.01 | -- | -- | -4.49 | 0.45 | 0.49 | 18.8 | -- |
SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $20.43M | 20.32 | 14.67 | -- | -- | -- | -4 | 1 | 1.35 | 13.7 | MSCI All World Country Index |
GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $70.59M | 20.58 | 15.31 | 8.78 | -- | -- | -14 | 0.28 | 0.98 | 13.53 | MSCI World ex USA |
GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $70.59M | 20.26 | 14.96 | 8.49 | -- | -- | -14.26 | 0.28 | 1.28 | 13.56 | 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 | $122.72M | 24.29 | 19.18 | 14.38 | -- | -- | -6.51 | 0.8 | 1.29 | 15.19 | MSCI World |
ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $122.72M | 24.64 | 19.61 | 14.65 | -- | -- | -6.28 | 0.8 | 1.04 | 15.2 | MSCI World |
NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $219.45M | 27.61 | 28.1 | 10.77 | -- | -- | -7.15 | 0.56 | 1.32 | 12.39 | S&P 500 Composite Total Return |
PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $704.95M | 8.09 | 10.58 | -- | -- | -- | -0.24 | 0.4 | 0.71 | 3.23 | Barclays Capital US Aggregate Bond |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $704.95M | 8.32 | 10.85 | -- | -- | -- | 0.01 | 0.4 | 0.46 | 3.18 | Barclays Capital US Aggregate Bond |
PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $124.87M | 18.68 | 12.24 | -- | -- | -- | -4.19 | 0.65 | 0.9 | 16.49 | Russell 1000 |
PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $124.87M | 18.87 | 12.47 | -- | -- | -- | -3.82 | 0.65 | 0.65 | 16.41 | Russell 1000 |
PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $713.39M | 25.69 | 17.08 | -- | -- | -- | -4.98 | 0.65 | 0.95 | 18.01 | S&P 500 Composite Total Return |
PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $713.39M | 25.93 | 17.33 | -- | -- | -- | -4.77 | 0.65 | 0.7 | 17.92 | S&P 500 Composite Total Return |
SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $27.9M | 7.17 | 5.31 | 2.29 | -- | -- | -3.16 | 0.55 | 0.89 | 3.36 | FTSE World BIG Bond Index |
SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $7.88M | 23.05 | 18.22 | 12.14 | -- | -- | -5.73 | 0.65 | 0.99 | 13.79 | S&P Global 1200 |
TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
8/2015 | $19.83M | 19.08 | 8.87 | 9.92 | -- | -- | -13 | 0.75 | 1 | 21.92 | S&P 1000 |
VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | $39.15M | 24.99 | 21.2 | -- | -- | -- | -9.65 | 0.4 | -- | 13.91 | S&P Global REIT Index |
ZSRIX | Zeo Sustainable Credit Fund |
Bond (Fixed Inc) |
4/2019 | $6.3M | -- | -- | -- | -- | -- | -- | 0.75 | -- | -- | Barclays Capital US Aggregate Bond |
View funds by type: Showing 178 of 178 funds |
Information current as of: October 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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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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Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Calvert Equity Portfolio C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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Praxis Growth Index Fund A | -- | -- | 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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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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Walden Equity Fund | C | C | C | C | C | R | 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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Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | ![]() |
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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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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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Calvert Small Cap Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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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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TIAA-CREF Social Choice Equity Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ![]() |
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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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Walden Small Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | R | 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 Premier | 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 Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | ![]() |
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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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Calvert Small Cap Fund A | 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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Parnassus Fund | P | P | P | P | P | P | P | R | P | P | R | 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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Portfolio 21 Global Equity Fund | R * | C | R | X | C | C | C | -- | -- | -- | -- | 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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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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New Alternatives Fund A Shares | P * | R | P | P | P | P | P | X | P | P | X | 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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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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Walden Asset Management Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | ![]() |
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Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
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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Pax Ellevate Global Women's Leadership Fund - Institutional Class | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | ![]() |
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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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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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Calvert Aggressive Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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1919 Socially Responsive Balanced Fund - A | C | R | C | C | C | C | C | R | C | C | -- | -- | 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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Azzad Ethical Fund | R | R | R | -- | -- | R | R | X | -- | -- | X | R | X | X | X | ![]() |
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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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Calvert Capital Accumulation Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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Pax Global Environmental Markets Fund A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | ![]() |
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Pax Global Environmental Markets Fund - Individual Investor | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | 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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Calvert International Opportunities Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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Calvert International Opportunities Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | C | 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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1919 Socially Responsive Balanced Fund - C | C | R | C | C | C | C | C | R | 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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Calvert Aggressive Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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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 Balanced Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | ![]() |
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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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Green Century Balanced | C * | R | C | P | C | C | P | -- | C | C | R | X | X | R | X | ![]() |
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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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Calvert Moderate Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | ![]() |
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Praxis Genesis Growth A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
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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Pax Balanced Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | ![]() |
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Ariel Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
Calvert Emerging Markets Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
Calvert Capital Accumulation Fund C | 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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Calvert Balanced Portfolio C | C | C |