Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 180 of 180 funds		 Information current as of:
April 30, 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 $1240.6M 23.59 22.13 20.64 16.8 -- 4.58 0.6 0.73 16.99 Russell 1000® Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap		 11/1999 $2747.06M 21.37 24.44 18.48 14.14 15.79 5.39 0.62 0.71 13.7 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap		 5/2007 $302.91M 19.5 17.53 17.81 14.08 16.3 0.38 0.3 0.44 16.96 MSCI U.S. Prime Market Growth Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap		 8/1987 $2747.06M 21.29 24.07 18.06 13.7 15.25 5.01 0.61 1.08 13.73 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap		 5/2007 $302.91M 19.37 17.07 17.34 13.62 15.78 -0.05 0.3 0.86 16.96 MSCI U.S. Prime Market Growth Index
CSECX Calvert Equity Portfolio C Equity
Large Cap		 3/1994 $2747.06M 20.93 23.12 17.17 12.83 14.39 4.29 0.62 1.84 13.7 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty		 4/2005 $4337.21M 22.62 10.85 15.85 12.7 16.31 -13.42 0.66 0.92 23.6 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap		 6/2000 $1753.6M 18.97 14.48 14.9 11.88 15.53 -4.05 0.24 0.19 17.29 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap		 6/2000 $1753.6M 18.8 14.1 14.49 11.44 14.99 -4.36 0.27 0.54 17.24 Calvert U.S. Large Cap Core Responsible Index
GCEQX Green Century Equity Equity
Large Cap		 6/1991 $293.74M 18.32 14 14.4 11.1 14.14 -3.98 0.23 1.25 16.22 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap		 8/2011 $52.18M 18.88 15.36 13.46 11.08 -- -3.56 0.75 1 16.72 Russell Midcap
WSEFX Walden Equity Fund Equity
Large Cap		 6/1999 $226.77M 17.74 15.5 14.48 10.85 13.97 -2.52 0.75 1 15.79 S&P 500 Composite Total Return
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap		 4/2005 $515.94M 20.03 11.83 14.8 10.82 14.26 -6.51 0.8 0.91 20.98 Russell 2000 Value
PRBLX Parnassus Core Equity Fund Equity
Large Cap		 8/1992 $17122.7M 17.76 16.68 14.18 10.62 14.57 -0.18 0.58 0.87 14.91 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap		 6/2000 $1753.6M 18.52 13.24 13.65 10.59 14.02 -5.06 0.27 1.29 17.23 Calvert U.S. Large Cap Core Responsible Index
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap		 4/2007 $225.45M 15.61 11.68 13.13 10.39 14.19 -4.14 0.65 0.65 15.11 Russell 1000
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap		 10/2004 $515.94M 19.95 11.45 14.36 10.36 13.58 -6.81 0.8 1.29 21.02 Russell 2000 Value
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap		 6/2012 $56.41M 18.06 11.12 14.23 10.31 -- -5.57 0.75 1 17.72 Russell 2500
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty		 7/1999 $4405.86M 17.81 11.3 14.16 10.18 14.58 -5.5 0.15 0.18 16.84 Russell 3000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap		 5/2013 $225.45M 15.48 11.38 12.84 10.13 -- -4.41 0.65 0.9 15.07 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap		 6/1997 $225.45M 15.56 11.39 12.85 10.12 13.9 -4.41 0.65 0.9 15.14 Russell 1000
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap		 4/2005 $3529.45M 18.99 13.07 12.76 10.02 14.88 -6.6 0.72 0.99 15.94 Russell Midcap Index
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty		 9/2009 $4405.86M 17.76 11.13 13.98 10 -- -5.69 0.15 0.32 16.84 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty		 10/2002 $4405.86M 17.7 11.01 13.86 9.9 14.29 -5.74 0.15 0.43 16.82 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty		 3/2006 $4405.86M 17.65 10.97 13.84 9.87 14.27 -5.76 0.15 0.44 16.78 Russell 3000
PARNX Parnassus Fund All
Cap		 12/1984 $963.43M 18.3 11.03 13.1 9.72 14.27 -9.68 0.61 0.84 18.15 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap		 4/2005 $515.94M 19.62 10.6 13.5 9.53 12.64 -7.5 0.8 2.04 20.99 Russell 2000 Value
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap		 11/2007 $2006.67M 15.25 7.99 12.19 9.42 13.71 -5.6 0.62 0.66 16.73 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap		 10/2008 $101.85M 18.1 11.24 12.92 9.33 13.38 -6.02 0.75 1 19.76 Russell 2000
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap		 3/1994 $2006.67M 15.14 7.76 11.97 9.21 13.49 -5.8 0.73 0.84 16.74 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap		 11/1986 $2335.65M 22.74 7.09 12.14 9.12 15.84 -13.6 0.58 1 22.42 Russell 2500 Value
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap		 3/1997 $2006.67M 15.11 7.62 11.8 9.04 13.31 -5.94 0.87 1.01 16.73 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap		 5/2009 $2006.67M 15.09 7.59 11.78 9.01 -- -5.95 0.73 1.03 16.71 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap		 4/2012 $37.68M 16.86 9.68 11.1 8.78 -- -8.41 0.75 1 16.08 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap		 5/2009 $2006.67M 15 7.34 11.49 8.75 -- -6.19 0.73 1.28 16.71 S&P 500 Composite Total Return
MVIIX Praxis Value Index - Institutional Equity
Large Cap		 5/2006 $215.22M 17.41 10.02 12.09 8.56 13.39 -8.02 0.3 0.44 16.13 MSCI US Prime Market Value Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap		 11/2000 $88.52M 22.03 16.45 14.91 8.38 14.15 -3.26 0.8 0.99 20.24 Russell Mid Cap Growth
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap		 5/2009 $2006.67M 14.8 6.8 10.95 8.2 -- -6.65 0.73 1.78 16.71 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
 6/1999 $144.88M 12.54 11.53 10.19 8.13 9.98 -1.89 0.75 1 11.2 Blend: 60% S&P 500 - 40% BC Aggregate
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty		 4/2006 $337.81M 17.31 8.38 11.78 8.11 10.38 -7.47 0.55 0.56 15.19 Pax Global Women’s Leadership Index
MVIAX Praxis Value Index A Equity
Large Cap		 5/2001 $215.22M 17.19 9.4 11.53 8.06 12.75 -8.43 0.3 0.94 16.13 MSCI US Prime Market Value Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
 7/2008 $165.96M 14.56 12.51 11.5 8.05 10.51 -1 0.64 1 12.32 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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 $162.98M 16.23 7.45 11.25 7.86 11.28 -7.7 0 1.26 14.85 Russell 3000
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global		 9/1999 $542.79M 15.95 7.19 12.09 7.86 10.34 -7.13 0.9 1.33 14.61 MSCI ACWI
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty		 10/1993 $337.81M 17.21 8.14 11.5 7.85 10.1 -7.7 0.55 0.81 15.18 Pax Global Women’s Leadership Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
 11/1992 $165.96M 14.47 12.15 11.18 7.75 10.2 -1.3 0.64 1.26 12.36 Blend: 60% S&P 500 - 40% BC Aggregate
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap		 6/2003 $268M 19.35 13.19 11.38 7.56 14.28 -3.98 0.77 0.86 17.45 Russell Mid Cap Growth
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap		 11/2008 $771.66M 18.1 9.04 11.35 7.47 13.12 -8.67 0.24 0.79 16.42 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap		 11/2003 $771.66M 18.13 8.96 11.3 7.41 13.03 -8.9 0.24 0.83 16.46 S&P 500 Composite Total Return
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap		 12/1989 $1430.38M 21.47 5.25 8.96 7.12 14.71 -13.92 0.69 1.12 20.34 Russell Mid Cap Value
CBAIX Calvert Balanced Portfolio I Balanced
 2/1999 $765.2M 13.2 11.34 9.26 7.11 10.26 -2.45 0.52 0.62 10.42 Russell 1000
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global		 10/2012 $1832.56M 14.56 -1.6 13.29 7.1 -- -15.15 1 0.92 15.52 MSCI EM NR USD
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap		 6/1991 $771.66M 18.01 8.66 10.96 7.1 12.67 -9.03 0.24 1.14 16.43 S&P 500 Composite Total Return
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap		 10/1994 $268M 19.24 12.83 10.97 7.08 13.61 -4.34 0.77 1.21 17.44 Russell Mid Cap Growth
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap		 11/2008 $771.66M 17.97 8.64 10.92 7.07 12.68 -9.03 0.24 1.16 16.43 S&P 500 Composite Total Return
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
 5/1993 $165.96M 14.17 11.39 10.39 6.97 9.47 -1.94 0.64 1.99 12.29 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ millions)		 YTD % 1 yr
Avg %		 3 yr
Avg %		 5 yr
Avg %		 10 yr
Avg %		 Prev Yr
Rtn %		 Mgmt
Fee %		 Exp
Ratio %		 Std
Dev
Benchmark Used
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty		 6/2005 $162.98M 15.96 6.63 10.43 6.92 10.1 -8.43 0 2.01 14.9 Russell 3000
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global		 3/2008 $791.68M 18.56 6.42 11.22 6.85 11.14 -14.1 0.8 1.04 18 MSCI AC World (Net) Index (ACWI)
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
 2/1987 $165.96M 14.15 11.27 10.16 6.82 9.22 -2.01 0.64 2.16 12.33 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
 3/1992 $265.63M 12.53 10.71 9.11 6.79 9.67 -2.13 0.65 1.48 10.25 Custom Balanced Index
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global		 10/2012 $1832.56M 14.48 -1.98 12.91 6.74 -- -15.48 0.87 1.27 15.6 MSCI EM NR USD
CSIFX Calvert Balanced Portfolio A Balanced
 10/1982 $765.2M 13.09 11.03 8.89 6.7 9.77 -2.73 0.52 0.94 10.4 Russell 1000
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global		 3/2008 $791.68M 18.45 6.17 10.97 6.59 10.87 -14.24 0.8 1.29 17.95 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global		 5/2013 $791.68M 18.4 6.12 10.95 6.58 -- -14.26 0.8 1.3 17.92 MSCI AC World (Net) Index (ACWI)
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty		 4/2005 $320.37M 12.59 7.05 9.02 6.56 9.49 -5.11 0 1.18 10.91 Custom
NALFX New Alternatives Fund A Shares Int'l
Global		 9/1982 $204M 17.29 11.96 10.31 6.48 8.63 -6.93 0.56 1.07 13.86 S&P 500 Composite Total Return
PAXIX Pax Balanced Fund - Institutional Investor Balanced
 4/2007 $1817.79M 11.18 7.51 8.18 6.46 9.17 -3.83 0.05 0.66 10.11 Blend: 60% S&P 500 - 40% BC Aggregate
MGAFX Praxis Genesis Growth A Balanced
 1/2010 $69.05M 13.16 6.06 9.43 6.43 -- -6.48 0.05 0.62 12.77 Russell 3000
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap		 10/1994 $268M 18.97 11.98 10.15 6.27 12.73 -5.05 0.77 1.96 17.47 Russell Mid Cap Growth
PAXWX Pax Balanced Fund - Individual Investor Balanced
 8/1971 $1817.79M 11.07 7.25 7.92 6.19 8.9 -4.06 0.05 0.91 10.12 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global		 10/2012 $1832.56M 14.25 -2.68 12.06 5.88 -- -16.13 1 2.02 15.58 MSCI EM NR USD
CSGCX Calvert Balanced Portfolio C Balanced
 3/1994 $765.2M 12.83 10.18 8.04 5.87 8.88 -3.46 0.52 1.69 10.4 Russell 1000
SRIDX Gabelli ESG Fund Inc I All
Cap		 6/2007 $44.78M 17.64 5.81 6.36 5.85 10.97 -15.57 1 1 16.96 S&P 500 Composite Total Return
CMACX Calvert Moderate Allocation Fund C Equity
Specialty		 4/2005 $320.37M 12.27 6.24 8.2 5.74 8.67 -5.86 0 1.93 10.91 Custom
SRIGX Gabelli ESG Fund Inc AAA All
Cap		 6/2007 $44.78M 17.51 5.59 6.08 5.6 10.7 -15.76 1 1.25 16.9 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap		 6/2007 $44.78M 17.44 5.52 6.07 5.59 10.7 -15.71 1 1.25 16.86 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap		 3/2008 $442.71M 17 2.16 6.99 5.53 13.46 -15.51 0.75 0.94 18.57 Russell 2000
ARFFX Ariel Focus Fund All
Cap		 6/2005 $58.39M 18.56 2.29 10.1 5.37 11.32 -13.21 0.65 1 21 Russell 1000 Value
MBAPX Praxis Genesis Balanced A Balanced
 1/2010 $77.14M 10.62 6.03 7.61 5.36 -- -4.86 0.05 1.05 9.58 Russell 3000
COIIX Calvert International Opportunities Fund A Int'l
Global		 5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global		 5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap		 3/2008 $442.71M 16.99 1.98 6.72 5.28 13.16 -15.72 0.75 1.19 18.62 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap		 5/2013 $442.71M 16.94 1.93 6.72 5.27 -- -15.74 0.75 1.19 18.64 Russell 2000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty		 4/2005 $202.93M 8.69 6.23 6.12 4.9 7.43 -2.95 0 0.44 6.7 Barclays Capital US Credit
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
SRICX Gabelli ESG Fund Inc C All
Cap		 6/2007 $44.78M 17.24 4.79 5.3 4.79 9.87 -16.4 1 2 16.92 S&P 500 Composite Total Return
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap		 1/2005 $4.04M 17.1 4.93 10.21 4.77 10.31 -12.61 0.7 0.87 18.98 Morningstar US Large Value TR Index
BNIEX UBS International Sustainable Equity Fund Int'l
Global		 6/1997 $152.59M 15.09 -4.15 8.26 4.77 8.51 -16.86 0.8 1.25 15.74 MSCI World ex USA
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap		 5/2007 $111.31M 14.51 3.78 9.42 4.51 12.16 -7.79 0.3 1 23.14 Russell 2000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)		 12/2004 $61.43M 8 7.02 3.53 4.07 6.9 -5.7 0.52 0.92 6.38 Barclays US Long Credit
COICX Calvert International Opportunities Fund C Int'l
Global		 7/2007 $330.33M 13.3 -6.45 8.94 4.03 9.09 -15.3 0.87 2.26 15.17 MSCI EAFE SMID NR USD
CALCX Calvert Conservative Allocation Fund C Equity
Specialty		 4/2005 $202.93M 8.4 5.43 5.31 4.02 6.38 -3.65 0 1.8 6.65 Barclays Capital US Credit
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap		 5/2007 $111.31M 14.38 3.15 8.75 3.88 11.51 -8.52 0.3 1.67 23.27 Russell 2000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global		 11/2012 $1266.39M 12.45 -6.2 5.81 3.8 -- -15.85 0.9 1.07 14.05 MSCI EAFE Equity
MCONX Praxis Genesis Conservative A Balanced
 1/2010 $23.86M 6.73 5.46 4.6 3.8 -- -2.62 0.05 0.6 5.12 Barclays Capital US Aggregate Bond
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)		 1/2015 $61.43M 8.07 7.4 3.94 3.59 2.83 -5.29 0.52 0.55 6.34 Barclays US Long Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)		 2/1999 $492.94M 6.61 6.18 3.94 3.48 5.54 -2.97 0.52 0.64 3.76 Barclays Capital US Credit
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)		 9/2012 $3390.62M 3.15 5.31 2.65 3.41 -- 0.33 0.35 0.4 2.69 Barclays Capital US Aggregate Bond
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global		 12/2006 $1266.39M 12.38 -6.61 5.42 3.38 8.96 -16.26 0.88 1.46 14.08 MSCI EAFE Equity
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global		 12/2006 $1266.39M 12.32 -6.6 5.35 3.35 8.96 -16.23 0.9 1.53 14.02 MSCI EAFE Equity
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)		 9/2012 $3390.62M 2.99 5.13 2.49 3.25 -- 0.16 0.35 0.55 2.78 Barclays Capital US Aggregate Bond
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)		 9/2009 $177.38M 7.03 5.25 5.75 3.17 8.61 -2.51 0.6 0.74 4.71 BofAML US HY Master II
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)		 9/2012 $3390.62M 3.06 5.05 2.4 3.16 -- 0.08 0.35 0.65 2.83 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)		 3/2000 $1423.51M 3.42 5.22 2.96 3.14 4.84 0.1 0.47 0.53 2.44 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)		 9/2012 $3390.62M 2.95 5.02 2.34 3.11 -- 0.06 0.35 0.68 2.82 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)		 10/1982 $492.94M 6.6 5.92 3.59 3.02 4.96 -3.34 0.52 0.99 3.8 Barclays Capital US Credit
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)		 6/2004 $375.39M 8.16 5.8 7.3 2.95 7.03 -2.69 0.5 0.74 5.57 Merrill Lynch High Yield Master I
APPIX Appleseed Fund Institutional Int'l
Global		 2/2011 $172.77M 4.52 2.75 6.35 2.92 -- -3.17 0.85 0.95 9.59 MSCI World
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)		 10/2013 $245.53M 3.09 5.36 2.66 2.86 -- 0.67 0.42 0.5 2.23 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)		 7/2001 $177.38M 6.9 4.89 5.4 2.82 7.77 -2.83 0.6 1.07 4.67 BofAML US HY Master II
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)		 8/1983 $153.32M 3.1 5.16 2.06 2.75 3.25 0.54 0.47 0.8 2.2 Barclays Municipal
MPLIX Praxis International Index Fund - Institutional Equity
Specialty		 12/2010 $277.73M 13.37 -3.09 7.96 2.75 -- -14.44 0.48 0.77 14.07 MSCI ACWI xUS
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)		 5/2013 $375.39M 8.21 5.69 7.02 2.74 -- -3.04 0.5 0.99 5.6 Merrill Lynch High Yield Master I
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)		 8/1987 $1423.51M 3.38 4.99 2.66 2.73 4.32 -0.16 0.42 0.88 2.4 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)		 10/1999 $375.39M 8.22 5.69 7.02 2.71 6.76 -3.05 0.5 0.99 5.55 Merrill Lynch High Yield Master I
APPLX Appleseed Fund Int'l
Global		 12/2006 $172.77M 4.46 2.54 6.15 2.7 8.61 -3.39 0.85 1.2 9.57 MSCI World
CWVIX Calvert International Equity Fund I Int'l
Global		 2/1999 $211.28M 16.08 2.97 7.23 2.57 7 -11.05 0.87 0.97 13.97 MSCI EAFE Investable Market
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)		 5/2006 $528.08M 3.02 5.15 2.02 2.55 4.06 0.08 0.4 0.54 2.92 Barclays Capital US Aggregate
CFWIX Calvert Global Water Fund I Int'l
Global		 1/2014 $408.37M 15.8 3.48 7.87 2.5 -- -13.25 0.85 0.93 15.04 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)		 10/2013 $245.53M 3.02 5.05 2.28 2.47 -- 0.29 0.37 0.85 2.26 Barclays Capital US Aggregate Bond
BCAIX Boston Common International Fund Int'l
Global		 12/2010 $245.33M 13.97 -1.93 7.24 2.38 -- -13.38 0.9 1.12 13.93 MSCI EAFE Equity
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)		 11/2011 $149.34M 3.54 4.55 2.06 2.37 -- -1.1 0.32 0.62 2.58 Barclays U.S. Aggregate Index
CCMNX CCM Alternative Income Fund Balanced
 5/2013 $53.78M 4.71 4.75 4.27 2.32 -- -0.32 0.75 1.85 4.86 Citigroup 3-Month T-Bill Index
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)		 3/2007 $2048.11M 2.03 4.16 1.4 2.28 3 0.56 0.3 0.46 2.3 Barclays Capital US Aggregate Bond
CIFCX Calvert Income Fund C Bond
(Fixed Inc)		 7/2000 $492.94M 6.25 5.04 2.77 2.25 4.2 -4.06 0.52 1.74 3.8 Barclays Capital US Credit
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)		 8/1992 $212.7M 4.13 5.36 1.91 2.23 3.29 -1.11 0.49 0.68 3.01 Barclays Capital US Credit
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)		 6/2000 $149.34M 3.52 4.7 1.94 2.2 2.73 -1.03 0.2 0.93 2.65 Barclays U.S. Aggregate Index
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)		 4/2006 $1466.54M 3.43 4.17 2.61 2.14 3.4 0.42 0.46 0.52 1.6 Barclays Credit 1-5 Yr
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)		 5/1999 $528.08M 2.94 4.72 1.59 2.14 3.66 -0.36 0.4 0.98 2.74 Barclays Capital US Aggregate
MPLAX Praxis International Index A Int'l
Global		 12/2010 $277.73M 13 -3.93 7.29 2.14 -- -15.05 0.48 1.32 14.02 MSCI ACWI xUS
CWVGX Calvert International Equity Fund A Int'l
Global		 7/1992 $211.28M 16.05 2.61 6.85 2.13 6.38 -11.42 0.87 1.34 14.05 MSCI EAFE Investable Market
CFWAX Calvert Global Water Fund A Int'l
Global		 9/2008 $408.37M 15.71 3.2 7.51 2.06 9.46 -13.56 0.85 1.28 15.02 S-Network Global Water TR USD
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)		 3/2007 $2048.11M 1.91 3.89 1.14 1.99 2.68 0.3 0.3 0.81 2.36 Barclays Capital US Aggregate
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)		 10/2011 $177.38M 6.66 4.13 4.62 1.97 -- -3.55 0.6 1.82 4.69 BofAML US HY Master II
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global		 3/2008 $590.76M 12.45 -2.54 6.21 1.95 5.39 -13.08 0.55 0.8 13.36 MSCI EAFE ESG Index
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)		 6/1998 $1423.51M 3.07 4.07 1.78 1.87 3.47 -0.95 0.47 1.63 2.39 Barclays Capital US Aggregate Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)		 7/1998 $582.18M 2.21 3.99 1.07 1.84 2.65 -0.2 0.5 0.65 2.38 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)		 8/1999 $2048.11M 1.87 3.68 0.94 1.82 2.54 0.1 0.3 0.91 2.32 Barclays Capital US Aggregate
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)		 1/2002 $1466.54M 3.39 3.9 2.27 1.71 2.9 0.05 0.4 0.88 1.61 Barclays Credit 1-5 Yr
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)		 1/2009 $582.18M 1.98 3.66 0.74 1.7 2.51 -0.41 0.5 1.01 2.43 Barclays Capital US Securitized Bond
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global		 3/2008 $590.76M 12.56 -2.28 6.48 1.69 5.35 -12.84 0.55 0.55 13.41 MSCI EAFE ESG Index
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)		 4/2010 $130.91M 2.47 3.3 1.88 1.55 -- 0.09 1.19 1.36 1.53 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)		 1/2014 $986.39M 1.73 2.58 2.02 1.54 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
CFWCX Calvert Global Water Fund C Int'l
Global		 9/2008 $408.37M 15.43 2.44 6.73 1.33 8.55 -14.14 0.85 2.03 15.06 S-Network Global Water TR USD
CWVCX Calvert International Equity Fund C Int'l
Global		 3/1994 $211.28M 15.72 1.86 6.05 1.33 5.5 -12.09 0.87 2.09 14.02 MSCI EAFE Investable Market
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)		 10/2006 $986.39M 1.65 2.33 1.73 1.23 1.78 0.89 0.38 0.77 0.72 Barclays Short Treasury 9-12 Mon
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)		 10/2002 $1466.54M 3.11 3.11 1.5 0.96 2.13 -0.69 0.46 1.64 1.6 Barclays Credit 1-5 Yr
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global		 5/2007 $81.4M 18.74 -0.62 5.66 0.06 -0.75 -19.18 0.87 0.93 19.55 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global		 5/2007 $81.4M 18.69 -0.97 5.29 -0.33 -1.18 -19.57 0.87 1.28 19.48 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global		 7/2007 $81.4M 18.43 -1.55 4.52 -1.16 -2.08 -20.18 0.87 2.03 19.6 Ardour Gbl Alternative Energy
ARDFX Ariel Discovery Fund Equity
Specialty		 1/2011 $21.96M 17.44 -10.25 4.29 -3.44 -- -24.65 0.8 1.25 23.25 Russell 2000 Value
ASUIX Arabesque Systematic USA Fund Balanced
 5/2017 $42.95M 13.39 7.71 -- -- -- -2.72 0.75 -- 17.73 MSCI USA
REDWX Aspiration Redwood Fund Equity
Large Cap		 11/2015 $85M 24.88 12.92 18.04 -- -- -8.38 0 -- 22.4 S&P 500 Composite Total Return
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)		 7/2015 $153.32M 2.81 4.36 1.28 -- 0.96 -0.19 0.47 1.55 2.21 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)		 7/2015 $153.32M 3.18 5.48 2.4 -- -- 0.91 0.47 0.45 2.25 Barclays Municipal
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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 $84.27M 20.44 19.25 17.27 -- -- 0.38 0.24 0.57 17.77 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap		 6/2015 $84.27M 20.53 19.66 17.67 -- -- 0.76 0.27 0.22 17.75 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap		 6/2015 $358.55M 17.36 7.32 11.23 -- -- -10.31 0.24 0.57 18.27 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap		 6/2015 $358.55M 17.44 7.64 11.6 -- -- -10.01 0.27 0.22 18.26 Calvert U.S. Large Cap Value Responsible Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)		 9/2014 $156.56M 3.88 3.97 3.75 -- -- 0.12 0.47 1.1 2.06 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)		 9/2014 $156.56M 3.62 3.14 2.96 -- -- -0.68 0 1.85 2.12 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)		 9/2014 $156.56M 4 4.25 4.14 -- -- 0.43 0 0.65 2.09 Barclays 1-3 Month U.S. Treaury Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap		 3/2015 $10.06M 19.53 17.24 15.19 -- -- -2.38 0.65 0.75 17.56 Russell 3000
SRIFX FundX Sustainable Impact Equity Int'l
Global		 3/2017 $21.55M 17.19 11.37 -- -- -- -4 1 1.35 16.61 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global		 9/2016 $61M 13.21 -1.81 -- -- -- -14 0.28 0.98 13.93 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global		 9/2016 $61M 13.1 -2.11 -- -- -- -14.26 0.28 1.28 13.9 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global		 3/2016 $101.41M 19.97 10.92 13.4 -- -- -6.51 0.8 1.29 16.21 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global		 3/2016 $101.41M 20.17 11.2 13.7 -- -- -6.28 0.8 1.04 16.32 MSCI World
NAEFX New Alternatives Fund Investor Shares Int'l
Global		 1/2015 $204M 17.2 11.69 10.04 -- -- -7.15 0.56 1.32 13.89 S&P 500 Composite Total Return
Ticker
Fund Name		 Fund Type Inception
Month		 AUM
(US$ 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
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)		 12/2016 $659.04M 2.66 4.67 -- -- -- -0.24 0.4 0.71 2.8 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)		 12/2016 $659.04M 2.75 4.93 -- -- -- 0.01 0.4 0.46 2.8 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap		 12/2016 $135.98M 15.7 13.29 -- -- -- -4.19 0.65 0.9 15.51 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap		 12/2016 $135.98M 15.76 13.48 -- -- -- -3.82 0.65 0.65 15.46 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap		 12/2016 $674.15M 18.82 11.92 -- -- -- -4.98 0.65 0.95 18.11 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap		 12/2016 $674.15M 18.8 12.15 -- -- -- -4.77 0.65 0.7 18.06 S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap		 3/2016 $114.24M 15.22 1.5 6.68 -- -- -13.26 0.75 1.14 15.92 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap		 3/2016 $114.24M 15.22 1.67 6.9 -- -- -13.04 0.75 0.89 15.92 Russell Midcap Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)		 3/2015 $30.18M 4.26 1.08 2.23 -- -- -3.16 0.55 0.89 3.78 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global		 3/2015 $6.05M 19.14 11.61 12.11 -- -- -5.73 0.65 0.99 14.72 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap		 8/2015 $20.21M 18.7 2.46 11.77 -- -- -13 0.75 1 22.07 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global		 10/2017 $22.54M 14.81 9.62 -- -- -- -9.65 0.4 -- 15.51 S&P Global REIT Index

View funds by type:

Showing 180 of 180 funds		 Information current as of:
April 30, 2019
KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/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
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax Balanced Fund - Individual InvestorCCCCCCCR