Mutual Fund Performance Chart

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.

Quick facts about SRI performance >

US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.

Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. As the premier financial information provider for banks, corporations, governments and others, Bloomberg leverages its distribution platform to provide ESG data to improve transparency, liquidity and asset valuations.

Loading mutual fund performance data, please wait a moment ...

Financial Performance
Screening & Advocacy
Proxy Voting
Account Minimums

View funds by type:

Showing 182 of 182 funds

Information current as of:
June 30, 2018

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	$684.84M	10.41	23.59	16.32	16.94	--	28.19	0.6	0.74	9.38	Russell 1000® Growth Index
MMDEX	Praxis Growth Index Fund - Institutional	Equity Large Cap	5/2007	$269.06M	7.15	20.17	14.26	15.67	11.35	26.86	0.3	0.44	9.2	MSCI U.S. Prime Market Growth Index
PARWX	Parnassus Endeavor Fund	Equity Specialty	4/2005	$4995.96M	-0.89	7.92	12.48	15.3	14.33	19.87	0.69	0.95	11.95	S&P 500 Composite Total Return
MGNDX	Praxis Growth Index Fund A	Equity Large Cap	5/2007	$269.06M	6.9	19.67	13.79	15.16	10.85	26.36	0.3	0.86	9.2	MSCI U.S. Prime Market Growth Index
CEYIX	Calvert Equity Portfolio I	Equity Large Cap	11/1999	$2300.4M	5.92	18.46	11.32	13.73	10.04	26.32	0.62	0.66	8.27	S&P 500 Composite Total Return
CISIX	Calvert U.S. Large Cap Core Responsible Index Fund I	Equity Large Cap	6/2000	$1135.78M	2.2	12.92	10.37	13.27	10.59	21.24	0.27	0.2	8.1	Calvert U.S. Large Cap Core Responsible Index
CSIEX	Calvert Equity Portfolio A	Equity Large Cap	8/1987	$2300.4M	5.71	18.04	10.89	13.23	9.5	25.87	0.62	1.07	8.24	S&P 500 Composite Total Return
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund A	Equity Large Cap	6/2000	$1135.78M	1.98	12.48	9.97	12.78	10.04	20.8	0.27	0.54	8.07	Calvert U.S. Large Cap Core Responsible Index
CSVIX	Calvert Small Cap Fund I	Equity Mid-Sm Cap	4/2005	$386.36M	7.07	16.48	11.05	12.7	10.66	13.73	0.8	0.91	9.04	Russell 2000 Value
PWGIX	Pax ESG Beta Quality Fund - Institutional Investor	Equity Large Cap	4/2007	$210.22M	1.17	13.81	9.48	12.56	9.07	22.28	0.65	0.84	7.64	Russell 1000
ARGFX	Ariel Fund	Equity Mid-Sm Cap	11/1986	$2236.46M	3.04	11.99	8.27	12.52	11.58	15.93	0.59	1	12.02	Russell 2500 Value
CSECX	Calvert Equity Portfolio C	Equity Large Cap	3/1994	$2300.4M	5.35	17.17	10.05	12.39	8.68	24.91	0.62	1.81	8.25	S&P 500 Composite Total Return
PXWGX	Pax ESG Beta Quality Fund - Individual Investor	Equity Large Cap	6/1997	$210.22M	1.03	13.51	9.2	12.27	8.8	21.96	0.65	1.07	7.69	Russell 1000
PXGAX	Pax ESG Beta Quality Fund - Class A	Equity Large Cap	5/2013	$210.22M	0.98	13.54	9.2	12.21	--	22.03	0.65	1.06	7.64	Russell 1000
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
GCEQX	Green Century Equity	Equity Large Cap	6/1991	$252M	2.62	13.24	11.2	12.18	9.67	22.02	0.25	1.25	8.87	S&P 500 Composite Total Return
NBSLX	Neuberger Berman Socially Responsive I	Equity Large Cap	11/2007	$2311.35M	4.2	12.99	10.6	12.17	9.38	18.82	0.62	0.66	8.07	S&P 500 Composite Total Return
CCVAX	Calvert Small Cap Fund A	Equity Mid-Sm Cap	10/2004	$386.36M	6.9	16.05	10.57	12.16	9.96	13.24	0.8	1.37	9.05	Russell 2000 Value
TISCX	TIAA-CREF Social Choice Equity Institutional	Equity Specialty	7/1999	$3468.61M	2.5	13.62	11.31	12.05	9.75	20.99	0.15	0.18	8.23	Russell 3000
NBSRX	Neuberger Berman Socially Resp Inv	Equity Large Cap	3/1994	$2311.35M	4.09	12.77	10.4	11.96	9.18	18.62	0.73	0.84	8.07	S&P 500 Composite Total Return
PARNX	Parnassus Fund	All Cap	12/1984	$991.56M	-2.42	3.46	7.65	11.94	11.26	16.13	0.62	0.84	8.22	S&P 500 Composite Total Return
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund C	Equity Large Cap	6/2000	$1135.78M	1.62	11.6	9.16	11.91	9.08	19.87	0.27	1.44	8.04	Calvert U.S. Large Cap Core Responsible Index
PRBLX	Parnassus Core Equity Fund	Equity Large Cap	8/1992	$15600.3M	2.37	11.44	9.8	11.91	10.38	16.43	0.59	0.88	7.7	S&P 500 Composite Total Return
TRPSX	TIAA-CREF Social Choice Equity Premier	Equity Specialty	9/2009	$3468.61M	2.46	13.49	11.18	11.9	--	20.86	0.15	0.32	8.21	Russell 3000
TRSCX	TIAA-CREF Social Choice Equity Retirement	Equity Specialty	10/2002	$3468.61M	2.41	13.39	11.05	11.78	9.48	20.7	0.15	0.43	8.19	Russell 3000
NBSTX	Neuberger Berman Socially Resp Tr	Equity Large Cap	3/1997	$2311.35M	4.01	12.57	10.21	11.77	8.99	18.45	0.87	1.01	8.06	S&P 500 Composite Total Return
NRAAX	Neuberger Berman Socially Responsive A	Equity Large Cap	5/2009	$2311.35M	4.01	12.58	10.19	11.75	--	18.41	0.73	1.03	8.04	S&P 500 Composite Total Return
TICRX	TIAA-CREF Social Choice Equity Retail	Equity Specialty	3/2006	$3468.61M	2.38	13.32	11.02	11.74	9.49	20.64	0.15	0.44	8.22	Russell 3000
PARMX	Parnassus Mid Cap Fund	Equity Mid-Sm Cap	4/2005	$2845.56M	1.53	8.16	10.81	11.69	11.42	15.84	0.74	0.99	6.27	Russell Midcap Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
WAMFX	Walden Midcap Fund	Equity Mid-Sm Cap	8/2011	$48.82M	2.26	12.93	10.02	11.6	--	19.68	0.75	1	8.83	Russell Midcap
WSEFX	Walden Equity Fund	Equity Large Cap	6/1999	$205.07M	1.76	13.09	11.33	11.57	8.94	20.83	0.75	1	8.85	S&P 500 Composite Total Return
NRARX	Neuberger Berman Socially Resp R3	Equity Large Cap	5/2009	$2311.35M	3.87	12.26	9.93	11.48	--	18.13	0.73	1.28	8.06	S&P 500 Composite Total Return
WASMX	Walden SMID Cap Innovations Fund	Equity Mid-Sm Cap	6/2012	$53.86M	3.95	13.48	11.08	11.41	--	16.99	0.75	1	9.52	Russell 2500
CSCCX	Calvert Small Cap Fund C	Equity Mid-Sm Cap	4/2005	$386.36M	6.5	15.17	9.74	11.31	9.05	12.37	0.8	2.12	9.08	Russell 2000 Value
BCAMX	Boston Common Large Cap Core Equity Fund	Equity Large Cap	4/2012	$35.16M	-1.03	8.67	8.99	11.02	--	20.71	0.75	1	7.54	S&P 500 Composite Total Return
NRACX	Neuberger Berman Socially Responsive C	Equity Large Cap	5/2009	$2311.35M	3.6	11.72	9.37	10.92	--	17.49	0.73	1.78	8.06	S&P 500 Composite Total Return
PXWIX	Pax Ellevate Global Women's Leadership Fund - Institutional Class	Equity Specialty	4/2006	$227.87M	0.5	11.83	9.57	10.63	5.36	25.22	0.65	0.74	7.98	Pax Global Women’s Leadership Index
COIIX	Calvert International Opportunities Fund A	Int'l Global	5/2007	$278.89M	0.72	15.59	9.81	10.58	5.69	38.63	0.87	1.16	9.43	MSCI EAFE SMID NR USD
COIIX	Calvert International Opportunities Fund I	Int'l Global	5/2007	$278.89M	0.72	15.59	9.81	10.58	5.69	38.63	0.87	1.16	9.43	MSCI EAFE SMID NR USD
PXWEX	Pax Ellevate Global Women's Leadership Fund - Individual Investor	Equity Specialty	10/1993	$227.87M	0.35	11.57	9.29	10.36	5.1	24.94	0.65	0.98	8	Pax Global Women’s Leadership Index
WASOX	Walden Small Cap Innovations Fund	Equity Mid-Sm Cap	10/2008	$95.72M	4.79	13.16	10.99	10.35	--	11.53	0.75	1	10.99	Russell 2000
ADJEX	Azzad Ethical Fund	Equity Mid-Sm Cap	11/2000	$80.71M	6.46	17.37	6.9	10.3	8.82	23.29	0.8	0.99	9.15	Russell Mid Cap Growth
MVIIX	Praxis Value Index - Institutional	Equity Large Cap	5/2006	$191.67M	-1.24	9.21	8.45	10.22	8.22	16.96	0.3	0.44	9.14	MSCI US Prime Market Value Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
PXSIX	Pax Small Cap Fund - Institutional Class	Equity Mid-Sm Cap	3/2008	$775.05M	1.63	10.12	6.65	10.02	10.38	9.13	0.75	0.94	8.14	Russell 2000
DIEQX	Domini Social Equity Fund -- Institutional shares	Equity Large Cap	11/2008	$791.23M	-0.71	8.92	6.45	9.94	8.39	15.84	0.24	0.79	8.12	S&P 500 Composite Total Return
CAAPX	Ariel Appreciation Fund	Equity Mid-Sm Cap	12/1989	$1625.62M	0.58	7.05	5.71	9.9	10.87	15.14	0.69	1.12	10.27	Russell Mid Cap Value
DSFRX	Domini Social Equity Fund -- R shares	Equity Large Cap	11/2003	$791.23M	-0.87	8.85	6.37	9.86	8.32	15.89	0.24	0.83	8.02	S&P 500 Composite Total Return
PXSAX	Pax Small Cap Fund A	Equity Mid-Sm Cap	5/2013	$775.05M	1.53	9.82	6.39	9.75	--	8.82	0.75	1.19	8.15	Russell 2000
PXSCX	Pax Small Cap Fund - Individual Investor	Equity Mid-Sm Cap	3/2008	$775.05M	1.52	9.8	6.38	9.74	10.09	8.8	0.75	1.19	8.16	Russell 2000
MVIAX	Praxis Value Index A	Equity Large Cap	5/2001	$191.67M	-1.45	8.69	7.89	9.69	7.62	16.36	0.3	0.94	9.19	MSCI US Prime Market Value Index
DSEFX	Domini Social Equity Fund -- Investor shares	Equity Large Cap	6/1991	$791.23M	-0.91	8.52	6.06	9.54	7.97	15.47	0.24	1.14	8.1	S&P 500 Composite Total Return
DSEPX	Domini Social Equity Fund -- A shares	Equity Large Cap	11/2008	$791.23M	-0.88	8.57	6.04	9.52	7.99	15.49	0.24	1.16	8.09	S&P 500 Composite Total Return
CAAAX	Calvert Aggressive Allocation Fund A	Equity Specialty	6/2005	$150.97M	0.15	9.41	7.35	9.46	6.51	20.32	0	1.26	6.92	Russell 3000
PORIX	Portfolio 21 Institutional	Int'l Global	3/2007	$504.15M	0.65	12.59	10.07	9.44	6.25	28.31	0.9	1.08	7.75	MSCI ACWI
PGINX	Pax Global Environmental Markets Fund - Institutional Class	Int'l Global	3/2008	$706.15M	-5.08	4.37	7.61	9.23	6.11	26.87	0.8	1.04	8.57	MSCI AC World (Net) Index (ACWI)
COICX	Calvert International Opportunities Fund C	Int'l Global	7/2007	$278.89M	0.22	14.39	8.49	9.2	4.36	37	0.87	2.26	9.39	MSCI EAFE SMID NR USD
PORTX/	Portfolio 21 Global Equity Fund	Int'l Global	9/1999	$504.15M	0.54	12.28	9.79	9.14	5.95	27.95	0.9	1.33	7.76	MSCI ACWI
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CCPIX	Calvert Capital Accumulation Fund I	Equity Mid-Sm Cap	6/2003	$254.89M	5.33	12.07	3.95	9.01	8.33	12.18	0.77	0.85	6.73	Russell Mid Cap Growth
PXEAX	Pax Global Environmental Markets Fund A	Int'l Global	5/2013	$706.15M	-5.17	4.14	7.35	8.97	--	26.54	0.8	1.3	8.56	MSCI AC World (Net) Index (ACWI)
ARFFX	Ariel Focus Fund	All Cap	6/2005	$62.61M	1.98	10.16	7.38	8.96	7.42	15	0.65	1	10.05	Russell 1000 Value
PGRNX	Pax Global Environmental Markets Fund - Individual Investor	Int'l Global	3/2008	$706.15M	-5.17	4.14	7.35	8.96	5.84	26.5	0.8	1.29	8.52	MSCI AC World (Net) Index (ACWI)
WSBFX	Walden Asset Management Fund	Balanced	6/1999	$125.7M	0.73	8.61	8.21	8.67	6.8	14.92	0.75	1	6.33	Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX	1919 Socially Responsive Balanced Fund - I	Balanced	7/2008	$131.17M	3.22	13.04	7.76	8.54	--	16.76	0.64	1	6.02	Blend: 60% S&P 500 - 40% BC Aggregate
CCAFX	Calvert Capital Accumulation Fund A	Equity Mid-Sm Cap	10/1994	$254.89M	5.11	11.63	3.51	8.48	7.63	11.74	0.77	1.21	6.71	Russell Mid Cap Growth
CAACX	Calvert Aggressive Allocation Fund C	Equity Specialty	6/2005	$150.97M	-0.29	8.53	6.45	8.44	5.31	19.47	0	2.01	6.89	Russell 3000
MMSIX	Praxis Small Cap Fund - Institutional	Equity Mid-Sm Cap	5/2007	$57.33M	9.83	19.95	6.01	8.37	8.56	11.26	0.3	1	11.45	Russell 2000
MGAFX	Praxis Genesis Growth A	Balanced	1/2010	$65.38M	1.19	9.64	7.07	8.3	--	16.76	0.05	0.62	6.61	Russell 3000
SSIAX	1919 Socially Responsive Balanced Fund - A	Balanced	11/1992	$131.17M	3.09	12.71	7.48	8.26	6.33	16.41	0.64	1.27	6.03	Blend: 60% S&P 500 - 40% BC Aggregate
CBAIX	Calvert Balanced Portfolio I	Balanced	2/1999	$701.49M	1.4	7.89	5.68	7.89	6.59	11.98	0.52	0.62	4.48	Russell 1000
BNIEX	UBS International Sustainable Equity Fund	Int'l Global	6/1997	$76.74M	-4.85	7.67	3.95	7.86	3.73	31.02	0.8	1.25	10.09	MSCI World ex USA
CVMIX	Calvert Emerging Markets Equity Fund I	Int'l Global	10/2012	$1079.68M	-9.17	5.64	7.68	7.8	--	44.86	1	0.92	13.57	MSCI EM NR USD
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
DOMOX	Domini International Social Equity Fund -- Institutional shares	Int'l Global	11/2012	$1383.49M	-4.21	3.06	5.49	7.78	--	24.86	0.94	1.07	10.06	MSCI EAFE Equity
PAXIX	Pax Balanced Fund - Institutional Investor	Balanced	4/2007	$1829.96M	0.55	7.22	6.31	7.77	5.44	13.46	0.75	0.52	4.87	Blend: 60% S&P 500 - 40% BC Aggregate
MMSCX	Praxis Small Cap Fund A	Equity Mid-Sm Cap	5/2007	$57.33M	9.27	19.11	5.31	7.68	7.96	10.73	0.3	1.67	11.4	Russell 2000
CCACX	Calvert Capital Accumulation Fund C	Equity Mid-Sm Cap	10/1994	$254.89M	4.73	10.77	2.72	7.65	6.79	10.9	0.77	1.96	6.71	Russell Mid Cap Growth
GCBLX	Green Century Balanced	Balanced	3/1992	$243.09M	0.56	5.77	4.18	7.6	6.65	12.82	0.65	1.48	4.92	Custom Balanced Index
CMAAX	Calvert Moderate Allocation Fund A	Equity Specialty	4/2005	$286.21M	0.16	7.08	5.92	7.55	5.88	15.12	0	1.18	5.06	Custom
PAXWX	Pax Balanced Fund - Individual Investor	Balanced	8/1971	$1829.96M	0.39	6.9	6.02	7.5	5.17	13.2	0.75	0.7	4.86	Blend: 60% S&P 500 - 40% BC Aggregate
SESLX	1919 Socially Responsive Balanced Fund - C	Balanced	5/1993	$131.17M	2.76	11.94	6.72	7.48	5.62	15.52	0.64	1.98	6.05	Blend: 60% S&P 500 - 40% BC Aggregate
BVSIX	Baywood SociallyResponsible Fund	Equity Large Cap	1/2005	$8.06M	-1.25	11.43	5.89	7.48	5.82	16.78	0.7	0.87	9.44	Morningstar US Large Value TR Index
CSIFX	Calvert Balanced Portfolio A	Balanced	10/1982	$701.49M	1.24	7.53	5.31	7.44	6.09	11.56	0.52	0.97	4.49	Russell 1000
CVMAX	Calvert Emerging Markets Equity Fund A	Int'l Global	10/2012	$1079.68M	-9.32	5.31	7.33	7.43	--	44.34	1	1.27	13.52	MSCI EM NR USD
DOMIX	Domini International Social Equity Fund -- Investor shares	Int'l Global	12/2006	$1383.49M	-4.35	2.78	5.12	7.37	3.49	24.68	0.94	1.46	10	MSCI EAFE Equity
DOMAX	Domini International Social Equity Fund -- A shares	Int'l Global	12/2006	$1383.49M	-4.36	2.67	5.03	7.36	3.63	24.53	0.94	1.53	9.99	MSCI EAFE Equity
SRIDX	Gabelli ESG Fund Inc I	All Cap	6/2007	$54.12M	-5.29	-0.14	4.34	7.31	8.68	13.56	1	1.43	9.24	S&P 500 Composite Total Return
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
SESIX	1919 Socially Responsive Balanced Fund - B	Balanced	2/1987	$131.17M	2.69	11.87	6.54	7.24	5.36	15.37	0.64	2.39	5.99	Blend: 60% S&P 500 - 40% BC Aggregate
SRIGX	Gabelli ESG Fund Inc AAA	All Cap	6/2007	$54.12M	-5.39	-0.34	4.11	7.05	8.42	13.33	1	1.68	9.33	S&P 500 Composite Total Return
SRIAX	Gabelli ESG Fund Inc A	All Cap	6/2007	$54.12M	-5.4	-0.41	4.09	7.04	8.43	13.27	1	1.68	9.31	S&P 500 Composite Total Return
CMACX	Calvert Moderate Allocation Fund C	Equity Specialty	4/2005	$286.21M	-0.27	6.22	5.12	6.75	5.08	14.29	0	1.93	5.12	Custom
MBAPX	Praxis Genesis Balanced A	Balanced	1/2010	$74.58M	0.34	6.91	5.49	6.62	--	13.42	0.05	0.54	4.9	Russell 3000
CSGCX	Calvert Balanced Portfolio C	Balanced	3/1994	$701.49M	0.89	6.71	4.48	6.6	5.22	10.69	0.52	1.76	4.49	Russell 1000
CVMCX	Calvert Emerging Markets Equity Fund C	Int'l Global	10/2012	$1079.68M	-9.66	4.47	6.52	6.53	--	43.31	1	2.02	13.47	MSCI EM NR USD
SRICX	Gabelli ESG Fund Inc C	All Cap	6/2007	$54.12M	-5.75	-1.09	3.31	6.23	7.61	12.47	1	2.43	9.31	S&P 500 Composite Total Return
MPLIX	Praxis International Index Fund - Institutional	Equity Specialty	12/2010	$277.95M	-3.66	6.02	4.88	5.65	--	25.75	0.6	0.77	10.1	MSCI ACWI xUS
BCAIX	Boston Common International Fund	Int'l Global	12/2010	$249.68M	-1.6	6.14	4.45	5.48	--	26.47	0.9	1.12	8.22	MSCI EAFE Equity
CFWAX	Calvert Global Water Fund A	Int'l Global	9/2008	$440.03M	-4.09	4.82	4.84	5.48	--	18.94	0.85	1.28	8.44	S-Network Global Water TR USD
CCLAX	Calvert Conservative Allocation Fund A	Equity Specialty	4/2005	$200.78M	-0.18	3.97	4.23	5.37	5.32	9.67	0	0.44	2.87	Barclays Capital US Credit
MPLAX	Praxis International Index A	Int'l Global	12/2010	$277.95M	-4.02	5.37	4.3	5.07	--	25.05	0.6	1.32	10.16	MSCI ACWI xUS
CFWCX	Calvert Global Water Fund C	Int'l Global	9/2008	$440.03M	-4.39	4.07	4.08	4.7	--	17.97	0.85	2.03	8.4	S-Network Global Water TR USD
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
CWVIX	Calvert International Equity Fund I	Int'l Global	2/1999	$188.49M	-2.14	5.91	2.48	4.5	0.62	21.77	0.87	0.96	7.46	MSCI EAFE Investable Market
CALCX	Calvert Conservative Allocation Fund C	Equity Specialty	4/2005	$200.78M	-0.56	3.19	3.38	4.47	4.23	8.84	0	1.8	2.87	Barclays Capital US Credit
CLDAX	Calvert Long-Term Income Fund A	Bond (Fixed Inc)	12/2004	$76.28M	-5	-1.96	3.59	4.43	6.69	9.5	0.52	1.25	4.25	Barclays US Long Credit
MCONX	Praxis Genesis Conservative A	Balanced	1/2010	$22.67M	-0.91	2.78	3.38	4.24	--	8.38	0.05	0.6	2.72	Barclays Capital US Aggregate Bond
PXINX	Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor	Int'l Global	3/2008	$643.24M	-2.96	4.77	3.46	4.09	0.76	23.08	0.55	0.8	8.84	MSCI EAFE ESG Index
APPIX	Appleseed Fund Institutional	Int'l Global	2/2011	$176.81M	-3.99	3.73	3.46	4	--	17.62	0.85	0.95	8.28	MSCI World
CWVGX	Calvert International Equity Fund A	Int'l Global	7/1992	$188.49M	-2.33	5.52	2.07	4	0	21.31	0.87	1.34	7.49	MSCI EAFE Investable Market
CYBIX	Calvert High Yield Bond Fund I	Bond (Fixed Inc)	9/2009	$176.53M	-1.4	0.52	3.92	3.84	--	6.1	0.6	0.74	1.53	BofAML US HY Master II
APPLX	Appleseed Fund	Int'l Global	12/2006	$176.81M	-4.08	3.54	3.27	3.79	7.59	17.48	0.85	1.2	8.24	MSCI World
PXNIX	Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class	Int'l Global	3/2008	$643.24M	-2.87	5.04	3.72	3.73	0.74	23.41	0.55	0.55	8.86	MSCI EAFE ESG Index
PXHIX	Pax High Yield Bond Fund - Institutional Investor	Bond (Fixed Inc)	6/2004	$381.58M	-0.55	1.35	4.03	3.57	5.41	6.66	0.5	0.74	2.05	Merrill Lynch High Yield Master I
CYBAX	Calvert High Yield Bond Fund A	Bond (Fixed Inc)	7/2001	$176.53M	-1.58	0.2	3.58	3.5	--	5.8	0.6	1.07	1.54	BofAML US HY Master II
TSBIX	TIAA-CREF Social Choice Bond Institutional	Bond (Fixed Inc)	9/2012	$2315.57M	-1.26	0.32	2.38	3.47	--	4.52	0.35	0.4	2.05	Barclays Capital US Aggregate Bond
TSBPX	TIAA-CREF Social Choice Bond Premier	Bond (Fixed Inc)	9/2012	$2315.57M	-1.34	0.27	2.26	3.33	--	4.47	0.35	0.55	2.17	Barclays Capital US Aggregate Bond
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
PXHAX	Pax High Yield Bond Fund A	Bond (Fixed Inc)	5/2013	$381.58M	-0.81	0.96	3.78	3.32	--	6.38	0.5	0.98	1.92	Merrill Lynch High Yield Master I
CINCX	Calvert Income Fund I	Bond (Fixed Inc)	2/1999	$490.55M	-2.61	-0.4	3.28	3.29	3.82	7.03	0.52	0.64	2.23	Barclays Capital US Credit
PAXHX	Pax High Yield Bond Fund - Individual Investor	Bond (Fixed Inc)	10/1999	$381.58M	-0.81	0.96	3.78	3.29	5.15	6.38	0.5	0.99	1.95	Merrill Lynch High Yield Master I
TSBBX	TIAA-CREF Social Choice Bond Retirement	Bond (Fixed Inc)	9/2012	$2315.57M	-1.28	0.18	2.16	3.23	--	4.26	0.35	0.65	2.08	Barclays Capital US Aggregate Bond
TSBRX	TIAA-CREF Social Choice Bond Retail	Bond (Fixed Inc)	9/2012	$2315.57M	-1.39	0.16	2.11	3.18	--	4.35	0.35	0.68	2.19	Barclays Capital US Aggregate Bond
CWVCX	Calvert International Equity Fund C	Int'l Global	3/1994	$188.49M	-2.71	4.72	1.3	3.16	-0.85	20.5	0.87	2.09	7.47	MSCI EAFE Investable Market
CBDIX	Calvert Bond Portfolio I	Bond (Fixed Inc)	3/2000	$1056.06M	-0.99	0.42	2.8	3.07	3.94	4.57	0.47	0.51	1.82	Barclays Capital US Aggregate Bond
CTTLX	Calvert Tax-Free Bond Fund A	Bond (Fixed Inc)	8/1983	$145.38M	-0.58	1.15	2.44	2.84	2.96	5.01	0.47	0.8	2.25	Barclays Municipal
CFICX	Calvert Income Fund A	Bond (Fixed Inc)	10/1982	$490.55M	-2.8	-0.82	2.85	2.76	3.25	6.59	0.52	1.24	2.24	Barclays Capital US Credit
CHBCX	Calvert High Yield Bond Fund C	Bond (Fixed Inc)	10/2011	$176.53M	-1.93	-0.56	2.75	2.6	--	4.97	0.6	2.07	1.51	BofAML US HY Master II
CSIBX	Calvert Bond Portfolio A	Bond (Fixed Inc)	8/1987	$1056.06M	-1.1	0.1	2.44	2.59	3.4	4.21	0.47	0.89	1.84	Barclays Capital US Aggregate Bond
CCMNX	CCM Alternative Income Fund	Balanced	5/2013	$35.99M	1.21	3.95	2.71	2.56	--	5.03	0	2.76	2.78	Citigroup 3-Month T-Bill Index
CAEIX	Calvert Global Energy Solutions Fund I	Int'l Global	5/2007	$81.79M	-6.96	4.8	1.35	2.38	-7.75	29.73	0.87	1.4	10.61	Ardour Gbl Alternative Energy
MIIIX	Praxis Intermediate Income - Institutional	Bond (Fixed Inc)	5/2006	$545.4M	-1.5	-0.44	1.69	2.28	4.07	3.59	0.4	0.54	2.28	Barclays Capital US Aggregate
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
DSBIX	Domini Social Bond Fund -- Institutional shares	Bond (Fixed Inc)	11/2011	$160.14M	-1.5	-0.03	2.3	2.04	--	4.09	0.32	0.62	2.25	Barclays U.S. Aggregate Index
CIFCX	Calvert Income Fund C	Bond (Fixed Inc)	7/2000	$490.55M	-3.17	-1.58	2.06	2	2.51	5.75	0.52	1.93	2.19	Barclays Capital US Credit
CGAEX	Calvert Global Energy Solutions Fund A	Int'l Global	5/2007	$81.79M	-7.18	4.48	1.01	1.99	-8.18	29.5	0.87	1.85	10.71	Ardour Gbl Alternative Energy
CDSIX	Calvert Short Duration Income Fund I	Bond (Fixed Inc)	2/2002	$1378.09M	0	0.76	1.94	1.91	3.12	2.53	0.46	0.52	0.68	Barclays Credit 1-5 Yr
MIIAX	Praxis Intermediate Income A	Bond (Fixed Inc)	5/1999	$545.4M	-1.62	-0.83	1.32	1.89	3.68	3.12	0.4	0.94	2.11	Barclays Capital US Aggregate
CRANX	CRA Qualified Investment - Institutional	Bond (Fixed Inc)	3/2007	$1958.61M	-1.15	-0.39	1.21	1.83	3.2	2.74	0.3	0.46	1.89	Barclays Capital US Aggregate Bond
DSBFX	Domini Social Bond Fund - Investor shares	Bond (Fixed Inc)	6/2000	$160.14M	-1.55	-0.23	2.07	1.82	3.02	3.79	0.32	0.93	2.27	Barclays U.S. Aggregate Index
CSBCX	Calvert Bond Portfolio C	Bond (Fixed Inc)	6/1998	$1056.06M	-1.5	-0.71	1.54	1.73	2.56	3.3	0.47	1.73	1.79	Barclays Capital US Aggregate Bond
WISEX	Azzad Wise Capital Fund	Bond (Fixed Inc)	4/2010	$110.49M	-0.34	0.9	1.09	1.71	--	2.69	1.19	1.36	0.92	Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
ACCSX	Access Capital Community Investment Fund I	Bond (Fixed Inc)	7/1998	$594.52M	-1.43	-0.84	0.75	1.63	2.98	1.75	0.5	0.65	1.93	Barclays Capital US Securitized Bond
PRFIX	Parnassus Fixed Income Fund	Bond (Fixed Inc)	8/1992	$217.62M	-2.05	-1.37	1.33	1.57	3.06	3.11	0.5	0.68	1.99	Barclays Capital US Credit
ACASX	Access Capital Community Investment Fund A	Bond (Fixed Inc)	1/2009	$594.52M	-1.61	-1.3	0.56	1.56	--	1.27	0.5	1.01	1.92	Barclays Capital US Securitized Bond
CRATX	CRA Qualified Investment - Retail	Bond (Fixed Inc)	3/2007	$1958.61M	-1.23	-0.65	0.96	1.54	2.87	2.49	0.3	0.81	1.91	Barclays Capital US Aggregate
CSDAX	Calvert Short Duration Income Fund A	Bond (Fixed Inc)	1/2002	$1378.09M	-0.13	0.47	1.56	1.45	2.62	2.17	0.46	0.88	0.64	Barclays Credit 1-5 Yr
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CRAIX	CRA Qualified Investment - CRA	Bond (Fixed Inc)	8/1999	$1958.61M	-1.28	-0.74	0.79	1.39	2.75	2.19	0.3	0.91	1.82	Barclays Capital US Aggregate
ARDFX	Ariel Discovery Fund	Equity Specialty	1/2011	$36.56M	3.94	7.7	2.56	1.27	--	8.27	0.8	1.25	12.51	Russell 2000 Value
CULAX	Calvert Ultra-Short Income Fund A	Bond (Fixed Inc)	10/2006	$960.87M	0.75	1.37	1.3	1.1	1.85	1.39	0.38	0.38	0.2	Barclays Short Treasury 9-12 Mon
CGACX	Calvert Global Energy Solutions Fund C	Int'l Global	7/2007	$81.79M	-7.64	3.57	0.15	1.06	-9.04	28.41	0.87	2.85	10.75	Ardour Gbl Alternative Energy
CDICX	Calvert Short Duration Income Fund C	Bond (Fixed Inc)	10/2002	$1378.09M	-0.5	-0.29	0.81	0.7	1.86	1.41	0.46	1.66	0.64	Barclays Credit 1-5 Yr
REDWX	Aspiration Redwood Fund	Equity Large Cap	11/2015	$71.92M	4.8	13.97	--	--	--	22.57	2	--	7.02	S&P 500 Composite Total Return
CFWIX	Calvert Global Water Fund I	Int'l Global	1/2014	$440.03M	-3.92	5.2	5.24	--	--	19.36	0.85	1.29	8.4	S-Network Global Water TR USD
CGAFX	Calvert Green Bond Fund A	Bond (Fixed Inc)	10/2013	$133.75M	-1.19	-0.4	1.81	--	--	3.02	0.42	0.88	1.69	Barclays Capital US Aggregate Bond
CGBIX	Calvert Green Bond Fund I	Bond (Fixed Inc)	10/2013	$133.75M	-1	-0.04	2.21	--	--	3.38	0.42	0.5	1.67	Barclays Capital US Aggregate Bond
CLDIX	Calvert Long-Term Income Fund I	Bond (Fixed Inc)	1/2015	$76.28M	-4.82	-1.66	4.08	--	--	9.95	0.52	--	4.3	Barclays US Long Credit
CSCYX	Calvert Small Cap Fund Y	Equity Mid-Sm Cap	--	--	--	--	--	--	--	--	--	--	--	Russell 2000
CTTCX	Calvert Tax-Free Bond Fund C	Bond (Fixed Inc)	7/2015	$145.38M	-0.89	0.42	1.68	--	--	4.26	0.35	1.55	2.23	Barclays Capital US Aggregate
CTTIX	Calvert Tax-Free Bond Fund I	Bond (Fixed Inc)	7/2015	$145.38M	-0.39	1.51	2.76	--	--	5.36	0.35	0.45	2.23	Barclays Municipal
CGJAX	Calvert U.S. Large Cap Growth Responsible Index Fund A	Equity Large Cap	6/2015	$65.43M	6.62	18.64	12.43	--	--	27.07	0.27	0.57	9.17	Calvert U.S. Large Cap Growth Responsible Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
CGJIX	Calvert U.S. Large Cap Growth Responsible Index Fund I	Equity Large Cap	6/2015	$65.43M	6.83	19.07	12.83	--	--	27.48	0.27	0.22	9.19	Calvert U.S. Large Cap Growth Responsible Index
CFJAX	Calvert U.S. Large Cap Value Responsible Index Fund A	Equity Large Cap	6/2015	$250.73M	-2.63	6.19	7.49	--	--	14.75	0.27	0.57	7.98	Calvert U.S. Large Cap Value Responsible Index
CFJIX	Calvert U.S. Large Cap Value Responsible Index Fund I	Equity Large Cap	6/2015	$250.73M	-2.45	6.62	7.88	--	--	15.2	0.27	0.22	7.93	Calvert U.S. Large Cap Value Responsible Index
CULIX	Calvert Ultra-Short Income Fund I	Bond (Fixed Inc)	1/2014	$960.87M	0.88	1.71	1.64	--	--	1.76	0.38	0.38	0.21	Barclays Short Treasury 9-12 Mon TR USD
CUBAX	Calvert Unconstrained Bond Fund A	Bond (Fixed Inc)	9/2014	$147.17M	0.25	1.21	2.93	--	--	3.22	0	1.1	0.46	Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX	Calvert Unconstrained Bond Fund C	Bond (Fixed Inc)	9/2014	$147.17M	-0.18	0.37	2.11	--	--	2.42	0	1.85	0.47	Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX	Calvert Unconstrained Bond Fund I	Bond (Fixed Inc)	9/2014	$147.17M	0.45	1.55	3.34	--	--	3.6	0	0.65	0.44	Barclays 1-3 Month U.S. Treaury Bill Index
LCILX	ClearBridge Sustainability Leaders Fund (IS shares)	All Cap	3/2015	$8.97M	2.66	14.01	9.61	--	--	21.6	0.65	0.75	8.15	Russell 3000
SRIFX	FundX Sustainable Impact Equity	Int'l Global	3/2017	$17.48M	4.06	15.34	--	--	--	--	1	1.35	8.19	MSCI All World Country Index
GCIFX	Green Century MSCI International Index Fund - Institution	Int'l Global	9/2016	$47.72M	-3.89	4.42	--	--	--	24.21	0.28	0.98	8.38	MSCI World ex USA
GCINX	Green Century MSCI International Index Fund - Investor	Int'l Global	9/2016	$47.72M	-4.05	4.14	--	--	--	23.92	0.28	1.28	8.34	MSCI World ex USA
ESGMX	Mirova Global Sustainable Equity Fund - Class A	Int'l Global	3/2016	$85.16M	1.87	13.02	--	--	--	30.54	0.8	1.29	9.22	MSCI World
ESGYX	Mirova Global Sustainable Equity Fund - Class Y	Int'l Global	3/2016	$85.16M	2.02	13.28	--	--	--	30.84	0.8	1.04	9.25	MSCI World
NALFX	New Alternatives Fund A Shares	Int'l Global	--	--	--	--	--	--	--	--	--	--	--	S&P 500 Composite Total Return
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
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	$689.02M	-1.55	-0.87	--	--	--	2.57	0.4	0.72	2.32	Barclays Capital US Aggregate Bond
PXBIX	Pax Core Bond Fund Institutional	Bond (Fixed Inc)	12/2016	$689.02M	-1.43	-0.62	--	--	--	2.82	0.4	0.47	2.32	Barclays Capital US Aggregate Bond
PAXDX	Pax ESG Beta Dividend Fund Individual	Equity Large Cap	12/2016	$131.57M	0.84	12.62	--	--	--	19.3	0.65	0.9	8.37	Russell 1000
PXDIX	Pax ESG Beta Dividend Fund Institutional	Equity Large Cap	12/2016	$131.57M	1.1	12.92	--	--	--	19.5	0.65	0.65	8.32	Russell 1000
PAXLX	Pax Large Cap Fund Individual	Equity Large Cap	12/2016	$688.42M	3.12	14.57	--	--	--	20.71	0.65	0.95	8.57	S&P 500 Composite Total Return
PXLIX	Pax Large Cap Fund Intitutional	Equity Large Cap	12/2016	$688.42M	3.23	14.9	--	--	--	21.02	0.65	0.7	8.57	S&P 500 Composite Total Return
PWMDX	Pax Mid Cap Fund Individual	Equity Mid-Sm Cap	3/2016	$127.5M	-1.17	4.72	--	--	--	13.61	0.75	1.15	6.53	Russell Midcap Index
PMIDX	Pax Mid Cap Fund Institutional	Equity Mid-Sm Cap	3/2016	$127.5M	-0.96	5.05	--	--	--	13.95	0.75	0.9	6.54	Russell Midcap Index
SEBFX	Saturna Sustainable Bond Fund	Bond (Fixed Inc)	3/2015	$27.66M	-1.3	-0.52	1.94	--	--	5.91	0.55	0.89	2.48	FTSE World BIG Bond Index
SEEFX	Saturna Sustainable Equity Fund	Int'l Global	3/2015	$5.59M	2.08	11.7	6.89	--	--	23.84	0.65	0.99	7.04	S&P Global 1200
ICAN	SerenityShares Impact ETF	Equity Large Cap	4/2017	$4.21M	4.45	10.58	--	--	--	--	0.5	0.5	6.44	S&P 500 Composite Total Return
TSMDX	Trillium Small/Mid Cap Mutual Fund	Equity Mid-Sm Cap	8/2015	$17.04M	2.69	15.14	--	--	--	19.03	0.75	1	8.98	S&P 1000
VGSRX	Vert Global Sustainable Real Estate Fund	Int'l Global	10/2017	$7.89M	-1.74	--	--	--	--	--	0.4	--	--	S&P Global REIT Index

View funds by type:

Showing 182 of 182 funds

Information current as of:
June 30, 2018

KEY:
X	No Investment: Excludes investments engaged in this activity
P	Positive Investment: Seeks investments with positive impact in this area
R	Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C	Combination of Positive and Restricted/exclusionary strategies
--	No Screens: Does not screen investments in this area
*	Has a formal policy restricting investment in fossil fuels

Mutual Fund - Click name for background on the company, along with contact information and fund profile

All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.

Environment

Social

Governance

Products

Brown Advisory Sustainable Growth Fund

Praxis Growth Index Fund - Institutional

Parnassus Endeavor Fund

P *

Praxis Growth Index Fund A

Calvert Equity Portfolio I

Calvert U.S. Large Cap Core Responsible Index Fund I

Calvert Equity Portfolio A

Calvert U.S. Large Cap Core Responsible Index Fund A

Calvert Small Cap Fund I

Pax ESG Beta Quality Fund - Institutional Investor

Ariel Fund

Calvert Equity Portfolio C

Pax ESG Beta Quality Fund - Individual Investor

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Pax ESG Beta Quality Fund - Class A

C *

Green Century Equity

C *

Neuberger Berman Socially Responsive I

Calvert Small Cap Fund A

TIAA-CREF Social Choice Equity Institutional

Neuberger Berman Socially Resp Inv

Parnassus Fund

Calvert U.S. Large Cap Core Responsible Index Fund C

Parnassus Core Equity Fund

TIAA-CREF Social Choice Equity Premier

TIAA-CREF Social Choice Equity Retirement

Neuberger Berman Socially Resp Tr

Neuberger Berman Socially Responsive A

TIAA-CREF Social Choice Equity Retail

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Parnassus Mid Cap Fund

Walden Midcap Fund

Walden Equity Fund

Neuberger Berman Socially Resp R3

Walden SMID Cap Innovations Fund

Calvert Small Cap Fund C

Boston Common Large Cap Core Equity Fund

Neuberger Berman Socially Responsive C

Pax Ellevate Global Women's Leadership Fund - Institutional Class

Calvert International Opportunities Fund A

Calvert International Opportunities Fund I

Pax Ellevate Global Women's Leadership Fund - Individual Investor

Walden Small Cap Innovations Fund

Azzad Ethical Fund

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Praxis Value Index - Institutional

Pax Small Cap Fund - Institutional Class

Domini Social Equity Fund -- Institutional shares

Ariel Appreciation Fund

Domini Social Equity Fund -- R shares

Pax Small Cap Fund A

Pax Small Cap Fund - Individual Investor

Praxis Value Index A

Domini Social Equity Fund -- Investor shares

Domini Social Equity Fund -- A shares

Calvert Aggressive Allocation Fund A

Portfolio 21 Institutional

P *

Pax Global Environmental Markets Fund - Institutional Class

Calvert International Opportunities Fund C

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Portfolio 21 Global Equity Fund

R *

Calvert Capital Accumulation Fund I

Pax Global Environmental Markets Fund A

C *

Ariel Focus Fund

Pax Global Environmental Markets Fund - Individual Investor

C *

Walden Asset Management Fund

1919 Socially Responsive Balanced Fund - I

Calvert Capital Accumulation Fund A

Calvert Aggressive Allocation Fund C

Praxis Small Cap Fund - Institutional

Praxis Genesis Growth A

1919 Socially Responsive Balanced Fund - A

Calvert Balanced Portfolio I

UBS International Sustainable Equity Fund

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Calvert Emerging Markets Equity Fund I