Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 176 of 176 funds
Information current as of:
June 30, 2020

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 $129.48M 10.15 23.25 18.72 15.08 -- 35.32 0.24 0.24 21.05 Calvert U.S. Large Cap Growth Responsible Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $337.47M 8.56 19.08 17.24 14.87 16.51 31.91 0.3 0.43 20.68 MSCI U.S. Prime Market Growth Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $129.48M 9.99 22.93 18.36 14.7 -- 35.02 0.24 0.51 21.03 Calvert U.S. Large Cap Growth Responsible Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $337.47M 8.41 18.66 16.81 14.43 15.98 31.45 0.3 0.79 20.7 MSCI U.S. Prime Market Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $4661.55M 3.92 13.21 18.78 14.3 15.53 36.83 0.6 0.72 19.18 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $4661.55M 3.79 12.92 18.43 13.91 15.03 36.5 0.6 0.99 19.16 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $4661.55M 3.41 12.08 17.55 13.06 14.18 35.45 0.6 1.75 18.82 S&P 500 Composite Total Return
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $18.75M 1.82 15.81 15 11.92 -- 37.85 0.65 0.75 19.18 Russell 3000
GCEQX Green Century Equity Equity
Large Cap
6/1991 $344.37M 0.52 11.08 11.64 11.05 13.18 30.72 0.23 1.25 20.63 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2550.08M 0.29 11.56 12.17 10.94 14.35 32.82 0.24 0.22 21.75 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2550.08M 0.19 11.32 11.84 10.58 13.85 32.43 0.24 0.51 21.75 Calvert U.S. Large Cap Core Responsible Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $18522.7M -2.06 6.48 11.61 10.55 13.38 30.69 0.58 0.86 18.31 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4827.92M -2.8 8.1 10.19 10.18 12.98 31.49 0.15 0.17 23.17 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4827.92M -2.85 7.95 10.02 10.02 12.81 31.32 0.15 0.33 23.14 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $214.16M -7.97 2.6 9.65 9.97 12.05 32.3 0.75 1 20.42 S&P 500 Composite Total Return
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4827.92M -2.89 7.84 9.93 9.91 12.7 31.16 0.15 0.42 23.12 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4827.92M -2.89 7.85 9.9 9.89 12.68 31.12 0.15 0.45 23.18 Russell 3000
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2550.08M -0.2 10.44 10.98 9.75 12.92 31.44 0.24 1.26 21.72 Calvert U.S. Large Cap Core Responsible Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $277.47M 3.33 11.32 11.89 9.17 9.95 25.1 0.64 0.96 14.36 Blend: 60% S&P 500 - 40% BC Aggregate
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $799.85M 4.52 16.29 11.38 8.88 12.3 32.08 0.24 0.74 20.31 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $277.47M 3.15 10.91 11.53 8.85 9.63 24.69 0.64 1.25 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $2809.42M -7.73 3.94 5.02 8.83 14.03 33.29 0.66 0.95 27.41 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $799.85M 4.48 16.21 11.31 8.8 12.23 32.06 0.24 0.8 20.31 S&P 500 Composite Total Return
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $252.14M 3.85 17.69 10.37 8.8 9.93 36.98 0.56 1.08 19.8 S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $935.35M 1.03 9.23 7.87 8.64 13.72 29.82 0.62 0.84 23.13 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $579.28M -3.73 5.02 8.56 8.55 9.19 28.2 0.85 1.3 19.32 MSCI ACWI
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $252.14M 3.71 17.41 10.1 8.54 -- 36.68 0.56 1.33 19.78 S&P 500 Composite Total Return
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $11.56M 2 11.32 11.25 8.52 -- 30.95 0.65 0.99 16.5 S&P Global 1200
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $799.85M 4.32 15.9 10.99 8.49 11.87 31.66 0.2 1.07 20.28 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $799.85M 4.31 15.87 10.99 8.47 11.88 31.64 0.24 1.09 20.28 S&P 500 Composite Total Return
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $221.4M -5.14 4.72 9.22 8.47 12.37 27.42 0.65 0.65 21.5 Russell 1000
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $39.42M -2.32 7.66 7.96 8.43 -- 28.17 0.75 1 21.07 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $221.4M -5.23 4.51 8.95 8.21 12.09 27.13 0.65 0.9 21.5 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $221.4M -5.25 4.47 8.96 8.2 -- 27.08 0.65 0.9 21.48 Russell 1000
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $5309.15M -8.36 -2.92 5.55 8.14 12.12 29.03 0.71 0.99 23.54 Russell Midcap Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $277.47M 2.8 10.18 10.76 8.08 8.86 23.78 0.64 1.97 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $99.17M 8.15 14.43 8.56 7.96 3.54 20.96 0.52 0.59 12.85 Barclays US Long Credit
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $540.07M -5.6 1.16 7.18 7.69 9.47 26.77 0.55 0.55 22.24 Pax Global Women’s Leadership Index
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1511.94M -6.33 3.67 6.51 7.66 11.54 26.09 0.47 0.67 22.35 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
6/1999 $160.39M -5.44 2.86 7.35 7.61 9.11 23.7 0.75 1 13.82 Blend: 60% S&P 500 - 40% BC Aggregate
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $99.17M 8.03 14.22 8.25 7.54 6.67 20.77 0.52 0.92 12.86 Barclays US Long Credit
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $65.31M -10.9 -4.45 6.78 7.5 -- 28.38 0.75 1 23.47 Russell Midcap
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1511.94M -6.42 3.48 6.31 7.46 11.33 25.87 0.47 0.85 22.36 S&P 500 Composite Total Return
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $540.07M -5.7 0.92 6.93 7.42 9.2 26.42 0.55 0.8 22.22 Pax Global Women’s Leadership Index
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1511.94M -6.49 3.31 6.13 7.28 11.14 25.63 0.47 1.02 22.36 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1511.94M -6.52 3.29 6.11 7.26 11.12 25.61 0.47 1.04 22.37 S&P 500 Composite Total Return
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $900.69M 0.79 8.09 9.06 7.25 9.41 24.05 0.52 0.66 15.2 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1863.9M 0.87 8.61 7.8 7.02 8.9 21.17 0.05 0.05 12.42 Blend: 60% S&P 500 - 40% BC Aggregate
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1511.94M -6.62 3.03 5.85 7 10.86 25.3 0.47 1.28 22.38 S&P 500 Composite Total Return
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $900.69M 0.68 7.84 8.76 6.92 8.97 23.73 0.52 0.93 15.17 Russell 1000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $52.11M -11.33 -5.85 4.84 6.83 -- 26.12 0.75 1 24.64 Russell 2500
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1863.9M 0.77 8.36 7.53 6.75 8.63 20.83 0.05 0.3 12.46 Blend: 60% S&P 500 - 40% BC Aggregate
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $1024.84M -4.28 2.05 5 6.68 9.66 28.17 0.8 0.97 22.53 MSCI AC World (Net) Index (ACWI)
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $174.99M -4.94 3.78 6.85 6.63 9.88 27.33 0 0.43 21.22 Russell 3000
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1511.94M -6.87 2.52 5.32 6.47 10.29 24.69 0.47 1.78 22.36 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $247.11M -13.25 -1.99 5.39 6.45 10.64 32.74 0.3 0.44 23.41 MSCI US Prime Market Value Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $1024.84M -4.36 1.76 4.75 6.42 9.39 27.75 0.8 1.22 22.5 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $1024.84M -4.37 1.82 4.75 6.42 -- 27.77 0.8 1.22 22.52 MSCI AC World (Net) Index (ACWI)
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $900.69M 0.29 7.01 7.93 6.08 8.1 22.82 0.52 1.68 15.17 Russell 1000
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $1186.94M -11.06 -8.31 4.53 6.06 11.68 26.3 0.8 0.95 23.01 Russell 2000 Value
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $336.51M -2.08 4.55 6.36 5.95 8.29 21.19 0 0.42 15.5 Custom
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $247.11M -13.48 -2.47 4.91 5.93 10.02 32.21 0.3 0.86 23.4 MSCI US Prime Market Value Index
GCBLX Green Century Balanced Balanced
3/1992 $297.58M -0.28 5.31 7.46 5.81 8.92 20.91 0.65 1.48 14.05 Custom Balanced Index
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $174.99M -5.29 2.98 6.04 5.79 8.79 26.38 0 1.18 21.15 Russell 3000
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $1186.94M -11.18 -8.55 4.21 5.68 11.09 26.01 0.8 1.23 23.02 Russell 2000 Value
MGAFX Praxis Genesis Growth A Balanced
1/2010 $73.17M -4.88 2.42 5.57 5.67 8.4 22.16 0.05 0.58 18.47 Russell 3000
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2609.68M -7.99 0.12 3.62 5.63 -- 22.66 0.87 0.92 24.25 MSCI EM NR USD
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $79.28M -1.73 4.38 5.68 5.32 7.23 18.54 0.5 0.52 14.13 Russell 3000
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2609.68M -8.06 -0.07 3.34 5.31 -- 22.41 0.87 1.27 24.24 MSCI EM NR USD
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $603.67M -13.9 -5.14 3.07 5.21 -- 29.38 0.24 0.23 24.56 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $603.67M -14 -4.06 3.22 5.16 -- 30.82 0.24 0.51 24.76 Calvert U.S. Large Cap Value Responsible Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $336.51M -2.44 3.75 5.55 5.15 7.48 20.27 0 1.17 15.48 Custom
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $229.9M 0.63 5.3 5.55 5.07 6.44 15.61 0 0.44 10.85 Barclays Capital US Credit
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $337.76M -9.63 0.07 3.76 5.05 8.09 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $337.76M -9.63 0.07 3.76 5.05 8.09 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
MASGX Matthews Asia ESG Fund Int'l
Global
4/2015 $55.49M 0.63 3.32 4.69 4.9 -- 12.54 0.66 1.42 29.06 MSCI All Country Asia ex-Japan Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $1186.94M -11.5 -9.22 3.43 4.89 10.19 25.05 0.8 1.99 23.01 Russell 2000 Value
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $614.98M 0.57 5.1 4.68 4.88 4.47 14.99 0.52 0.68 12.63 Barclays Capital US Credit
MCONX Praxis Genesis Conservative A Balanced
1/2010 $26.31M 2.55 6.75 5.42 4.72 5.37 13.14 0.05 0.61 8.08 Barclays Capital US Aggregate Bond
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $184.65M 7.08 9.84 5.54 4.71 -- 9.39 0.32 0.57 4.31 Barclays U.S. Aggregate Index
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2609.68M -8.38 -0.81 2.54 4.52 -- 21.47 0.87 2.02 24.25 MSCI EM NR USD
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $614.98M 0.45 4.84 4.37 4.51 3.95 14.8 0.52 0.97 12.58 Barclays Capital US Credit
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $184.65M 6.88 9.46 5.36 4.5 3.17 9.12 0.2 0.87 4.28 Barclays U.S. Aggregate Index
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $352.16M -1.4 3.1 3.76 4.41 5.35 14.27 0.5 0.71 10.79 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $5330.74M 4.3 6.94 4.95 4.34 -- 8.73 0.35 0.37 6.65 Barclays Capital US Aggregate Bond
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $441.55M -3.52 6.31 6.74 4.32 6.43 31.06 0.8 0.98 18.8 MSCI EAFE Investable Market
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1840.12M 3.33 5.79 4.45 4.27 4.13 8.65 0.42 0.53 6.81 Barclays Capital US Aggregate Bond
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $229.9M 0.31 4.56 4.77 4.25 5.48 14.74 0 1.19 10.87 Barclays Capital US Credit
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $315.43M 6.65 8.68 5.2 4.19 3.31 9.63 0.5 0.68 4.25 Barclays Capital US Credit
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $654.1M 6.26 8.52 5.14 4.19 3.85 8.15 0.4 0.53 4.11 Barclays Capital US Aggregate
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $5330.74M 4.2 6.75 4.8 4.19 -- 8.55 0.35 0.55 6.48 Barclays Capital US Aggregate Bond
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $352.16M -1.5 2.86 3.51 4.18 -- 14.11 0.5 0.96 10.94 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $352.16M -1.66 2.69 3.45 4.15 5.07 14.13 0.5 0.96 10.94 Merrill Lynch High Yield Master I
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $5330.74M 4.17 6.57 4.69 4.08 -- 8.46 0.35 0.62 6.64 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $5330.74M 4.26 6.65 4.7 4.05 -- 8.32 0.35 0.65 6.63 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $517.45M 3.46 5.85 4.44 4 -- 8.34 0.37 0.48 7.85 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1840.12M 3.23 5.58 4.2 3.97 3.67 8.48 0.42 0.75 6.83 Barclays Capital US Aggregate Bond
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $441.55M -3.61 6.05 6.4 3.95 5.89 30.69 0.8 1.27 18.72 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $337.76M -10.13 -0.92 2.71 3.87 6.78 24.84 0.87 2.26 25.94 MSCI EAFE SMID NR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $387.39M -10.43 -2.1 2.95 3.86 -- 28.35 0.85 0.97 22.26 S-Network Global Water TR USD
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $271.03M -3.46 0.33 2.66 3.85 6.12 12.83 0.6 0.75 11.19 BofAML US HY Master II
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $273.97M 2.32 4.59 4.15 3.84 -- 7.39 0.47 0.49 5.94 Barclays Municipal
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $225.76M -9.95 -2.55 6.38 3.83 11 30.91 0.77 0.86 24.03 Russell Mid Cap Growth
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $654.1M 6 8.04 4.68 3.77 3.44 7.75 0.4 0.95 4.24 Barclays Capital US Aggregate
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $614.98M 0.07 4 3.55 3.7 3.19 13.85 0.52 1.72 12.59 Barclays Capital US Credit
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $517.45M 3.4 5.66 4.12 3.64 -- 8.01 0.37 0.77 7.89 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $271.03M -3.61 0.11 2.37 3.53 5.64 12.56 0.6 1.05 11.21 BofAML US HY Master II
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $273.97M 2.13 4.28 3.82 3.52 3.41 7.13 0.47 0.77 5.95 Barclays Municipal
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $387.39M -10.53 -2.3 2.64 3.51 7.58 28.02 0.85 1.25 22.23 S-Network Global Water TR USD
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $225.76M -10.09 -2.85 6.04 3.44 10.43 30.57 0.77 1.21 24.01 Russell Mid Cap Growth
BCAIX Boston Common International Fund Int'l
Global
12/2010 $270.28M -4.7 3.57 3.25 3.4 -- 23.74 0.8 1 19.52 MSCI EAFE Equity
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $91.32M -2.14 9.55 5.9 3.36 1.64 33.48 0.87 0.98 27.56 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
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Std
Dev

Benchmark Used
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $441.55M -3.98 5.29 5.6 3.17 5.02 29.7 0.8 2.03 18.74 MSCI EAFE Investable Market
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1840.12M 2.78 4.71 3.35 3.08 2.81 7.6 0.42 1.56 6.77 Barclays Capital US Aggregate Bond
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $91.32M -2.3 9.15 5.56 3.02 1.22 33.16 0.87 1.26 27.47 Ardour Gbl Alternative Energy
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2539.12M 3.7 5.43 3.63 2.98 2.94 5.92 0.3 0.46 1.93 Barclays Capital US Aggregate Bond
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $32.34M -10.01 -2.8 0.34 2.82 7.7 26.23 1 1 22.05 S&P 500 Composite Total Return
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $387.39M -10.89 -3.09 1.88 2.75 6.71 27.09 0.85 2.01 22.22 S-Network Global Water TR USD
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $273.97M 1.76 3.5 3.03 2.74 1.43 6.29 0.47 1.51 5.95 Barclays Capital US Aggregate
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $271.03M -3.95 -0.63 1.61 2.73 -- 11.72 0.6 1.81 11.19 BofAML US HY Master II
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $208.63M -3.24 -1.19 1.69 2.7 -- 7.06 0 0.65 10.8 Barclays 1-3 Month U.S. Treaury Bill Index
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2539.12M 3.62 5.07 3.3 2.68 2.61 5.45 0.3 0.81 2 Barclays Capital US Aggregate
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $225.76M -10.39 -3.54 5.25 2.67 9.58 29.62 0.77 1.96 24.04 Russell Mid Cap Growth
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1635.94M 0.65 2.28 2.72 2.65 2.69 6.46 0.4 0.52 6.74 Barclays Credit 1-5 Yr
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $32.34M -10.01 -2.97 0.13 2.6 7.46 25.86 1 1.25 21.92 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $32.34M -10.01 -2.97 0.13 2.59 7.44 25.83 1 1.25 21.94 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
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Exp
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Std
Dev

Benchmark Used
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.89M 2.03 3.47 2.16 2.57 -- 7.08 0.55 0.89 4.07 FTSE World BIG Bond Index
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $552.44M 3.29 5.08 3.24 2.56 2.48 6.12 0.35 0.66 1.38 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2539.12M 3.46 4.96 3.16 2.52 2.48 5.44 0.3 0.91 1.98 Barclays Capital US Aggregate
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $568.17M -8.01 -0.5 2.15 2.51 3.4 23.01 0.75 0.55 20.16 MSCI EAFE ESG Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $208.63M -3.35 -1.42 1.41 2.36 -- 6.77 0 1.1 10.77 Barclays 1-3 Month U.S. Treasury Bill Index
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $552.44M 3.22 4.82 2.89 2.33 2.33 5.63 0.35 1.11 1.35 Barclays Capital US Securitized Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1635.94M 0.52 2.02 2.43 2.3 2.22 6.25 0.4 0.82 6.79 Barclays Credit 1-5 Yr
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $568.17M -8.16 -0.73 1.87 2.25 3.44 22.78 0.75 0.8 20.18 MSCI EAFE ESG Index
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $91.32M -2.71 8.54 4.79 2.22 0.32 32.32 0.87 2.01 27.48 Ardour Gbl Alternative Energy
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $276.91M -9.89 -3.91 0.7 2.13 -- 20.45 0.45 0.64 20.93 MSCI ACWI xUS
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $32.34M -9.98 -3.26 -0.45 1.92 6.7 25.04 1 2 21.96 S&P 500 Composite Total Return
ARFFX Ariel Focus Fund All
Cap
6/2005 $45.9M -17.1 -11.08 -0.82 1.86 7.82 25.62 0.65 1 32.97 Russell 1000 Value
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $835.56M -0.49 0.82 1.65 1.63 -- 3.57 0.38 0.49 5.54 Barclays Short Treasury 9-12 Mon TR USD
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $208.63M -3.7 -2.09 0.65 1.58 -- 6.03 0 1.85 10.75 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.44M -18.68 -11.92 0.47 1.56 6.78 26.56 0.7 0.87 28.08 Morningstar US Large Value TR Index
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1635.94M 0.15 1.26 1.66 1.54 1.46 5.43 0.4 1.57 6.73 Barclays Credit 1-5 Yr
MPLAX Praxis International Index A Int'l
Global
12/2010 $276.91M -10.26 -4.54 -0.01 1.48 -- 19.55 0.45 1.4 20.94 MSCI ACWI xUS
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $835.56M -0.61 0.57 1.39 1.33 1.25 3.31 0.38 0.76 5.53 Barclays Short Treasury 9-12 Mon
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $368.32M -14.44 -10.07 -1.12 1.27 9.14 23.56 0.75 0.95 27.74 Russell 2000
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1611.13M -20.02 -15.85 -2.19 1.18 9.79 24.67 0.59 1.02 34.88 Russell 2500 Value
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $368.32M -14.52 -10.24 -1.36 1.02 8.87 23.29 0.75 1.2 27.73 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $368.32M -14.56 -10.27 -1.38 1.01 -- 23.27 0.75 1.2 27.75 Russell 2000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1032.55M -13.48 -10.11 -2.82 0.89 -- 17.27 0.9 1.01 22.23 MSCI EAFE Equity
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $100.74M -19.81 -8.67 -0.95 0.73 -- 15.85 0.85 0.95 31.27 MSCI World
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $956.23M -17.78 -12.41 -2.12 0.68 9.33 24.6 0.7 1.14 30.88 Russell Mid Cap Value
APPLX Appleseed Fund Int'l
Global
12/2006 $100.74M -19.9 -8.84 -1.14 0.54 4.15 15.68 0.85 1.14 31.21 MSCI World
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1032.55M -13.72 -10.48 -3.2 0.5 6.05 16.95 0.9 1.41 22.26 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1032.55M -13.66 -10.48 -3.23 0.45 6.05 16.82 0.9 1.43 22.3 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $115.07M -17.7 -10.7 0.39 0.1 8.23 22.12 0.3 0.45 30.1 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $115.07M -17.97 -11.29 -0.26 -0.54 7.56 21.36 0.3 1.12 29.95 Russell 2000
CCMNX CCM Alternative Income Fund Balanced
5/2013 $28.63M -20.54 -17.48 -3.97 -1.59 -- 8.85 0.75 1.85 26.86 Citigroup 3-Month T-Bill Index
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $28.39M -6.93 -4.48 4.88 -- -- 15.32 0.75 0.95 14.71 MSCI USA
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $97.43M -8.9 1.65 7.59 -- -- 37.3 0 0.5 32.9 S&P 500 Composite Total Return
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $80.23M -3.41 6.17 11.39 -- -- 34.72 0.45 0.49 25.22 --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.62M 1.64 8.8 11.01 -- -- 26.54 1 1.36 19.9 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $84.05M -6.8 1.39 2.97 -- -- 25.5 0.28 0.98 18.64 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $84.05M -6.89 1.08 2.67 -- -- 25.02 0.28 1.28 18.67 MSCI World ex USA
KESGX Kennedy Capital ESG SMID Cap Fund Equity
Mid-Sm Cap
6/2019 $1.26M -10.68 -2.79 -- -- -- -- 0.75 0.82 28.29 Russell 2500
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $272.28M 5.95 15.69 13.35 -- -- 32.63 0.8 1.29 18.45 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $272.28M 6.06 15.94 13.62 -- -- 33 0.8 1.04 18.42 MSCI World
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $695.09M 5.6 7.78 4.56 -- -- 7.79 0.4 0.71 4.28 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $695.09M 5.73 7.95 4.82 -- -- 8.06 0.4 0.46 4.24 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $129.55M -4.03 5.3 8.91 -- -- 25.85 0.65 0.9 21.46 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $129.55M -3.91 5.53 9.19 -- -- 26.18 0.65 0.65 21.49 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $762.9M -2 11.39 11.71 -- -- 34.85 0.65 0.95 20.29 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $762.9M -1.85 11.77 12.03 -- -- 35.23 0.65 0.7 20.29 S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $14.04M -12.2 -7.34 2.29 -- -- 25.06 0.75 1.85 28.86 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $50.52M -20.98 -15.14 -- -- -- 24.61 0.4 0.5 27.17 S&P Global REIT Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
5/2019 $11.13M -6.24 -5.02 -- -- -- -- 0.75 1.25 11.75 Barclays Capital US Aggregate Bond

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Showing 176 of 176 funds
Information current as of:
June 30, 2020

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