Sustainable, Responsible and Impact Mutual Fund and ETF Chart
The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.
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| View funds by type: Showing 180 of 180 funds |
Information current as of: January 31, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAFWX | Brown Advisory Sustainable Growth Fund |
Equity Large Cap |
6/2012 | $2023.57M | -3.8 | 13.89 | 17.53 | 14.37 | -- | -- | 0.6 | 0.73 | 16.06 | Russell 1000® Growth Index |
| CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
11/1999 | $3816.58M | -4.63 | 15.55 | 17.96 | 12.25 | 13.88 | 36.83 | 0.62 | 0.71 | 15.03 | S&P 500 Composite Total Return |
| CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $3816.58M | -4.68 | 15.27 | 17.59 | 11.85 | 13.38 | 36.5 | 0.62 | 1.08 | 15.01 | S&P 500 Composite Total Return |
| CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
3/1994 | $3816.58M | -4.8 | 14.39 | 16.71 | 11 | 12.54 | 35.45 | 0.62 | 1.84 | 14.99 | S&P 500 Composite Total Return |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $2078.43M | -7.44 | 9.19 | 10.35 | 9.19 | 12.76 | 32.82 | 0.15 | 0.19 | 19.47 | Calvert U.S. Large Cap Core Responsible Index |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $310.95M | -6.49 | 9.51 | 10.45 | 8.98 | 11.56 | 30.72 | 0.23 | 1.25 | 18.41 | S&P 500 Composite Total Return |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $2078.43M | -7.48 | 8.96 | 10 | 8.82 | 12.26 | 32.43 | 0.27 | 0.54 | 19.44 | Calvert U.S. Large Cap Core Responsible Index |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $2078.43M | -7.6 | 8.1 | 9.18 | 8.01 | 11.33 | 31.44 | 0.27 | 1.29 | 19.44 | Calvert U.S. Large Cap Core Responsible Index |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $233.13M | -3.31 | 10.98 | 10.3 | 7.27 | 8.68 | 25.1 | 0.65 | 0.96 | 12.26 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $872.62M | -8.82 | -0.87 | 6.33 | 7.19 | 11.56 | 26.3 | 0.8 | 0.91 | 21.56 | Russell 2000 Value |
| BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $39.56M | -6.49 | 8.09 | 7.75 | 7.01 | -- | -- | 0.75 | 1 | 19.31 | S&P 500 Composite Total Return |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $233.13M | -3.36 | 10.57 | 9.96 | 6.96 | 8.38 | 24.69 | 0.65 | 1.25 | 12.25 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
10/2004 | $872.62M | -8.86 | -1.1 | 5.97 | 6.79 | 10.95 | 26.01 | 0.8 | 1.29 | 21.61 | Russell 2000 Value |
| CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $93.34M | 6.83 | 25.1 | 9.58 | 6.33 | 3.75 | 20.96 | 0.52 | 0.55 | 11.94 | Barclays US Long Credit |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $881.89M | -3.25 | 11.38 | 8.28 | 6.24 | 8.7 | 24.05 | 0.52 | 0.62 | 12.73 | Russell 1000 |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $233.13M | -3.43 | 9.87 | 9.18 | 6.19 | 7.65 | 23.78 | 0.65 | 1.97 | 12.27 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
4/2005 | $872.62M | -9.01 | -1.85 | 5.17 | 5.98 | 10.04 | 25.05 | 0.8 | 2.04 | 21.58 | Russell 2000 Value |
| CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $167M | -8.16 | 5.4 | 7.51 | 5.96 | 8.96 | 27.33 | 0 | 1.26 | 19.39 | Russell 3000 |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $745.78M | -5.51 | 11.97 | 7.71 | 5.93 | 10.55 | 32.08 | 0.24 | 0.79 | 18.07 | S&P 500 Composite Total Return |
| CLDAX | Calvert Long-Term Income Fund A |
Bond (Fixed Inc) |
12/2004 | $93.34M | 6.79 | 24.9 | 9.25 | 5.89 | 7.01 | 20.77 | 0.52 | 0.92 | 11.95 | Barclays US Long Credit |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $881.89M | -3.28 | 11.13 | 7.95 | 5.88 | 8.25 | 23.73 | 0.52 | 0.94 | 12.72 | Russell 1000 |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $745.78M | -5.51 | 11.9 | 7.59 | 5.87 | 10.48 | 32.06 | 0.24 | 0.83 | 18.11 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $745.78M | -5.57 | 11.59 | 7.33 | 5.56 | 10.13 | 31.66 | 0.2 | 1.14 | 18.09 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $745.78M | -5.57 | 11.56 | 7.33 | 5.53 | 10.14 | 31.64 | 0.24 | 1.16 | 18.07 | S&P 500 Composite Total Return |
| COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $353.46M | -10.31 | 3.21 | 8.35 | 5.38 | 7.41 | 26.1 | 0.87 | 1.07 | 23 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $353.46M | -10.31 | 3.21 | 8.35 | 5.38 | 7.41 | 26.1 | 0.87 | 1.07 | 23 | MSCI EAFE SMID NR USD |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $2560.87M | -9.05 | 2.3 | 8.41 | 5.37 | -- | -- | 0.87 | 0.92 | 23.18 | MSCI EM NR USD |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $333.47M | -4.62 | 6.52 | 6.87 | 5.31 | 7.7 | 21.19 | 0 | 0.43 | 13.9 | Custom |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 | $167M | -8.21 | 4.65 | 6.72 | 5.1 | 7.86 | 26.38 | 0 | 1.18 | 19.34 | Russell 3000 |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
3/1994 | $881.89M | -3.4 | 10.32 | 7.12 | 5.06 | 7.38 | 22.82 | 0.52 | 1.69 | 12.71 | Russell 1000 |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $2560.87M | -9.07 | 2.06 | 8.07 | 5.04 | -- | -- | 0.87 | 1.27 | 23.12 | MSCI EM NR USD |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $621.92M | 3.55 | 14.95 | 6.7 | 5.03 | 5.02 | 14.99 | 0.52 | 0.64 | 11.92 | Barclays Capital US Credit |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $283.26M | -4.73 | 6.86 | 6.93 | 4.96 | 7.97 | 20.91 | 0.65 | 1.48 | 11.96 | Custom Balanced Index |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $621.92M | 3.46 | 14.63 | 6.37 | 4.63 | 4.48 | 14.8 | 0.52 | 0.99 | 11.87 | Barclays Capital US Credit |
| CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $213.09M | -8.01 | 5.83 | 7.83 | 4.62 | 11.29 | 30.91 | 0.77 | 0.86 | 22.11 | Russell Mid Cap Growth |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $333.47M | -4.72 | 5.71 | 6.05 | 4.53 | 6.9 | 20.27 | 0 | 1.93 | 13.85 | Custom |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $229.23M | -1.08 | 8.29 | 5.98 | 4.5 | 6.3 | 15.61 | 0 | 0.44 | 9.45 | Barclays Capital US Credit |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $225.96M | -0.83 | 6.56 | 4.35 | 4.49 | 6.72 | 12.83 | 0.6 | 0.74 | 10.16 | BofAML US HY Master II |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $2560.87M | -9.19 | 1.29 | 7.27 | 4.23 | -- | -- | 0.87 | 2.02 | 23.12 | MSCI EM NR USD |
| CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $213.09M | -8.05 | 5.55 | 7.48 | 4.21 | 10.7 | 30.57 | 0.77 | 1.21 | 22.1 | Russell Mid Cap Growth |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $353.46M | -10.47 | 2.2 | 7.24 | 4.2 | 6.1 | 24.84 | 0.87 | 2.26 | 22.99 | MSCI EAFE SMID NR USD |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $225.96M | -0.92 | 6.28 | 4.03 | 4.16 | 6.15 | 12.56 | 0.6 | 1.07 | 10.19 | BofAML US HY Master II |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $411.58M | -8.28 | 5.29 | 5.22 | 3.87 | -- | -- | 0.85 | 0.93 | 22.52 | S-Network Global Water TR USD |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $1906.71M | 3.34 | 10.61 | 5.12 | 3.84 | 4.46 | 8.65 | 0.42 | 0.53 | 6.5 | Barclays Capital US Aggregate Bond |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $621.92M | 3.39 | 13.79 | 5.56 | 3.84 | 3.73 | 13.85 | 0.52 | 1.74 | 11.89 | Barclays Capital US Credit |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $312.44M | -6.34 | 12.41 | 9 | 3.74 | 5.4 | 31.06 | 0.87 | 0.97 | 18.54 | MSCI EAFE Investable Market |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $478.71M | 3.4 | 10.72 | 4.86 | 3.68 | -- | -- | 0.37 | 0.5 | 7.06 | Barclays Capital US Aggregate Bond |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $229.23M | -1.21 | 7.46 | 5.2 | 3.67 | 5.32 | 14.74 | 0 | 1.8 | 9.43 | Barclays Capital US Credit |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $177.68M | 3.53 | 11.64 | 4.92 | 3.66 | -- | -- | 0.32 | 0.62 | 4.04 | Barclays U.S. Aggregate Index |
| CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $217.83M | 0.39 | 4.6 | 3.45 | 3.63 | -- | -- | 0.47 | 0.65 | 9.96 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $202.48M | 3.43 | 9.46 | 5.13 | 3.62 | 3.6 | 7.13 | 0.47 | 0.8 | 4.98 | Barclays Municipal |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $1906.71M | 3.31 | 10.41 | 4.86 | 3.51 | 3.98 | 8.48 | 0.42 | 0.88 | 6.51 | Barclays Capital US Aggregate Bond |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $411.58M | -8.32 | 5.01 | 4.9 | 3.5 | 6.93 | 28.02 | 0.85 | 1.28 | 22.5 | S-Network Global Water TR USD |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
6/2000 | $177.68M | 3.46 | 11.24 | 4.75 | 3.46 | 3.11 | 9.12 | 0.2 | 0.93 | 4 | Barclays U.S. Aggregate Index |
| CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $213.09M | -8.17 | 4.76 | 6.68 | 3.42 | 9.85 | 29.62 | 0.77 | 1.96 | 22.13 | Russell Mid Cap Growth |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $312.44M | -6.33 | 12.15 | 8.63 | 3.36 | 4.84 | 30.69 | 0.87 | 1.34 | 18.51 | MSCI EAFE Investable Market |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $225.96M | -1.02 | 5.51 | 3.26 | 3.34 | -- | -- | 0.6 | 1.82 | 10.19 | BofAML US HY Master II |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $478.71M | 3.43 | 10.53 | 4.54 | 3.31 | -- | -- | 0.37 | 0.85 | 7.09 | Barclays Capital US Aggregate Bond |
| CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $217.83M | 0.35 | 4.39 | 3.13 | 3.26 | -- | -- | 0.47 | 1.1 | 9.93 | Barclays 1-3 Month U.S. Treasury Bill Index |
| ESGKX | Gabelli ESG Fund Inc I |
All Cap |
6/2007 | $35.48M | -9.08 | 2.67 | 1.93 | 3.11 | 7.14 | 26.23 | 1 | 1 | 21.11 | S&P 500 Composite Total Return |
| BVSIX | Baywood SociallyResponsible Fund |
Equity Large Cap |
1/2005 | $3.97M | -12.75 | -2.05 | 2.91 | 2.96 | 7.18 | 26.56 | 0.7 | 0.87 | 26.84 | Morningstar US Large Value TR Index |
| ESGHX | Gabelli ESG Fund Inc A |
All Cap |
6/2007 | $35.48M | -9.12 | 2.41 | 1.69 | 2.87 | 6.89 | 25.86 | 1 | 1.25 | 21.02 | S&P 500 Composite Total Return |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $1823.08M | 1.48 | 5.87 | 3.37 | 2.86 | 2.91 | 6.46 | 0.4 | 0.52 | 6.15 | Barclays Credit 1-5 Yr |
| ESGGX | Gabelli ESG Fund Inc AAA |
All Cap |
6/2007 | $35.48M | -9.12 | 2.33 | 1.69 | 2.86 | 6.87 | 25.83 | 1 | 1.25 | 21.03 | S&P 500 Composite Total Return |
| CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $2449.24M | 2.5 | 7.96 | 3.69 | 2.78 | 3.09 | 5.92 | 0.75 | 0.46 | 2.17 | Barclays Capital US Aggregate Bond |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $411.58M | -8.45 | 4.21 | 4.12 | 2.73 | 6.06 | 27.09 | 0.85 | 2.03 | 22.5 | S-Network Global Water TR USD |
| BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $255.47M | -7.89 | 5.85 | 5.92 | 2.64 | -- | -- | 0.8 | 1.12 | 19.2 | MSCI EAFE Equity |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
6/1998 | $1906.71M | 3.13 | 9.52 | 3.99 | 2.62 | 3.13 | 7.6 | 0.42 | 1.63 | 6.45 | Barclays Capital US Aggregate Bond |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $86.83M | -5.03 | 10.3 | 7.87 | 2.62 | -0.08 | 33.48 | 0.87 | 0.93 | 25.17 | Ardour Gbl Alternative Energy |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
3/1994 | $312.44M | -6.43 | 11.27 | 7.82 | 2.58 | 3.98 | 29.7 | 0.87 | 2.09 | 18.48 | MSCI EAFE Investable Market |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1823.08M | 1.45 | 5.62 | 3.06 | 2.49 | 2.43 | 6.25 | 0.4 | 0.88 | 6.19 | Barclays Credit 1-5 Yr |
| CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $217.83M | 0.22 | 3.61 | 2.36 | 2.49 | -- | -- | 0.47 | 1.85 | 9.91 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $2449.24M | 2.54 | 7.58 | 3.43 | 2.47 | 2.76 | 5.45 | 0.3 | 0.81 | 2.21 | Barclays Capital US Aggregate |
| CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $2449.24M | 2.52 | 7.46 | 3.25 | 2.34 | 2.64 | 5.44 | 0.3 | 0.91 | 2.24 | Barclays Capital US Aggregate |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
7/1998 | $587.17M | 1.99 | 7.5 | 3.07 | 2.27 | 2.59 | 6.12 | 0.35 | 0.65 | 1.62 | Barclays Capital US Securitized Bond |
| CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $86.83M | -4.98 | 10.04 | 7.53 | 2.27 | -0.5 | 33.16 | 0.87 | 1.28 | 25.1 | Ardour Gbl Alternative Energy |
| ARFFX | Ariel Focus Fund |
All Cap |
6/2005 | $53.24M | -12.83 | -3.45 | 0.7 | 2.21 | 7.24 | 25.62 | 0.65 | 1 | 29.83 | Russell 1000 Value |
| ESGJX | Gabelli ESG Fund Inc C |
All Cap |
6/2007 | $35.48M | -9.07 | 1.85 | 1.01 | 2.14 | 6.1 | 25.04 | 1 | 2 | 21.02 | S&P 500 Composite Total Return |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $587.17M | 1.93 | 7 | 2.68 | 2.03 | 2.44 | 5.63 | 0.35 | 1.01 | 1.63 | Barclays Capital US Securitized Bond |
| CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $57.56M | -3.77 | 1.74 | 2.54 | 1.98 | -- | -- | 0.75 | 1.85 | 24.86 | Citigroup 3-Month T-Bill Index |
| APPIX | Appleseed Fund Institutional |
Int'l Global |
2/2011 | $133.77M | -13.45 | -7.48 | 2.58 | 1.93 | -- | -- | 0.85 | 1.06 | 28.96 | MSCI World |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $1041.57M | 0.47 | 2.98 | 2.15 | 1.88 | -- | -- | 0.38 | 0.47 | 4.98 | Barclays Short Treasury 9-12 Mon TR USD |
| APPLX | Appleseed Fund |
Int'l Global |
12/2006 | $133.77M | -13.51 | -7.65 | 2.41 | 1.73 | 4.42 | 15.68 | 0.85 | 1.2 | 28.89 | MSCI World |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
10/2002 | $1823.08M | 1.32 | 4.84 | 2.28 | 1.71 | 1.67 | 5.43 | 0.4 | 1.64 | 6.15 | Barclays Credit 1-5 Yr |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $1041.57M | 0.43 | 2.72 | 1.9 | 1.58 | 1.41 | 3.31 | 0.38 | 0.77 | 4.97 | Barclays Short Treasury 9-12 Mon |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1093.34M | -10.74 | -4.14 | 1.1 | 1.5 | -- | -- | 0.9 | 1.07 | 21.38 | MSCI EAFE Equity |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $86.83M | -5.29 | 9.12 | 6.74 | 1.43 | -1.39 | 32.32 | 0.87 | 2.03 | 25.1 | Ardour Gbl Alternative Energy |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1093.34M | -10.88 | -4.5 | 0.75 | 1.1 | 5.53 | 16.95 | 0.9 | 1.46 | 21.36 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1093.34M | -10.88 | -4.61 | 0.69 | 1.04 | 5.52 | 16.82 | 0.9 | 1.53 | 21.51 | MSCI EAFE Equity |
| ASUIX | Arabesque Systematic USA Fund |
Balanced |
5/2017 | $35.62M | -5.87 | -1.26 | -- | -- | -- | -- | 0.75 | 0.95 | 14.68 | MSCI USA |
| CAAPX | Ariel Appreciation Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell Mid Cap Value |
| ARGFX | Ariel Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2500 Value |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $92.04M | -11.63 | 5.83 | 7.87 | -- | -- | -- | 0 | 2.51 | 28.95 | S&P 500 Composite Total Return |
| ADJEX | Azzad Ethical Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell Mid Cap Growth |
| WISEX | Azzad Wise Capital Fund |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index |
| CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $202.48M | 3.3 | 8.64 | 4.33 | -- | -- | 6.29 | 0.47 | 1.55 | 4.98 | Barclays Capital US Aggregate |
| CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $202.48M | 3.47 | 9.74 | 5.43 | -- | -- | -- | 0.47 | 0.45 | 4.97 | Barclays Municipal |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $99.96M | -4.22 | 14.73 | 15.28 | -- | -- | -- | 0.27 | 0.57 | 17.87 | Calvert U.S. Large Cap Growth Responsible Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 | $99.96M | -4.17 | 15.04 | 15.64 | -- | -- | -- | 0.27 | 0.22 | 17.88 | Calvert U.S. Large Cap Growth Responsible Index |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $497.72M | -12.19 | 1.72 | 4.05 | -- | -- | -- | 0.27 | 0.57 | 23.86 | Calvert U.S. Large Cap Value Responsible Index |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $497.72M | -12.17 | 0.58 | 3.91 | -- | -- | -- | 0.27 | 0.22 | 23.59 | Calvert U.S. Large Cap Value Responsible Index |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $15.58M | -5.1 | 15.38 | 13.71 | -- | -- | -- | 0.65 | 0.75 | 17.98 | Russell 3000 |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $72.78M | -8.04 | 7.38 | 11.31 | -- | -- | -- | 0.45 | 0.49 | 22.52 | -- |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $18.13M | -6.45 | 6.4 | -- | -- | -- | -- | 1 | 1.35 | 16.39 | MSCI All World Country Index |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $71.22M | -8.49 | 5.68 | 5.53 | -- | -- | -- | 0.28 | 0.98 | 18.25 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $71.22M | -8.41 | 5.47 | 5.24 | -- | -- | -- | 0.28 | 1.28 | 18.32 | MSCI World ex USA |
| KESGX | Kennedy Capital ESG SMID Cap Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2500 |
| MASGX | Matthews Asia ESG Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI All Country Asia ex-Japan Index |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI World |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PARWX | Parnassus Endeavor Fund |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Credit |
| PARNX | Parnassus Fund |
All Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell Midcap Index |
| PAXWX | Pax Balanced Fund - Individual Investor |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXIX | Pax Balanced Fund - Institutional Investor |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Blend: 60% S&P 500 - 40% BC Aggregate |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Pax Global Women’s Leadership Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Pax Global Women’s Leadership Index |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI AC World (Net) Index (ACWI) |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI AC World (Net) Index (ACWI) |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI AC World (Net) Index (ACWI) |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Merrill Lynch High Yield Master I |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 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 |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI EAFE ESG Index |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI EAFE ESG Index |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 3000 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| MGAFX | Praxis Genesis Growth A |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 3000 |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI U.S. Prime Market Growth Index |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 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 |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate |
| MPLAX | Praxis International Index A |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI xUS |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI xUS |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI US Prime Market Value Index |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI US Prime Market Value Index |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | FTSE World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P Global 1200 |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 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 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 3000 |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| BNIEX | UBS International Sustainable Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI World ex USA |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P Global REIT Index |
| WSBFX | Walden Asset Management Fund |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Blend: 60% S&P 500 - 40% BC Aggregate |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell Midcap |
| WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2500 |
| ZSRIX | Zeo Sustainable Credit Fund |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| View funds by type: Showing 180 of 180 funds |
Information current as of: January 31, 2020 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
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| Brown Advisory Sustainable Growth Fund | P | P | P | P | P | P | P | -- | P | P | -- | -- | -- | -- | -- | -- |  |
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| Calvert Equity Portfolio I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Equity Portfolio A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Equity Portfolio C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert U.S. Large Cap Core Responsible Index Fund I | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | |
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| Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | |
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| Calvert U.S. Large Cap Core Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | |
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| Calvert U.S. Large Cap Core Responsible Index Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | |
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| 1919 Socially Responsive Balanced Fund - I | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Calvert Small Cap Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Boston Common Large Cap Core Equity Fund | C | C | C | P | C | C | C | R | P | -- | R | R | R | R | R | |
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| 1919 Socially Responsive Balanced Fund - A | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Calvert Small Cap Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Long-Term Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Balanced Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| 1919 Socially Responsive Balanced Fund - C | C | R | C | C | C | C | C | R | C | C | -- | -- | R | -- | R | -- | |
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| Calvert Small Cap Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Aggressive Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Domini Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert Long-Term Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Balanced Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Domini Social Equity Fund -- R shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Domini Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert International Opportunities Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert International Opportunities Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | C | R | -- | |
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| Calvert Emerging Markets Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
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| Calvert Moderate Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Aggressive Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Balanced Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Emerging Markets Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Green Century Balanced | C * | R | C | P | C | C | P | -- | C | C | R | X | X | R | X | |
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| Calvert Income Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Capital Accumulation Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Moderate Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Conservative Allocation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert High Yield Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Emerging Markets Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Capital Accumulation Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert International Opportunities Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | C | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Calvert High Yield Bond Fund A | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Global Water Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Bond Portfolio I | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Income Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert International Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Green Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Conservative Allocation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Domini Social Bond Fund -- Institutional shares | C * | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert Unconstrained Bond Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Tax-Free Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Bond Portfolio A | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Global Water Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Domini Social Bond Fund - Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| Calvert Capital Accumulation Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Calvert International Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert High Yield Bond Fund C | C | C | C | C | C | -- | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Green Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Unconstrained Bond Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Gabelli ESG Fund Inc I | C * | C | C | -- | -- | -- | -- | -- | C | -- | R | -- | R | R | R | -- | -- | ||||||||||||||
| Baywood SociallyResponsible Fund | C | C | C | -- | C | C | C | C | C | C | R | C | R | C | R | |
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| Gabelli ESG Fund Inc A | C * | C | C | -- | -- | -- | -- | -- | C | -- | R | -- | R | R | R | -- | -- | ||||||||||||||
| Calvert Short Duration Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Gabelli ESG Fund Inc AAA | C * | C | C | -- | -- | -- | -- | -- | C | -- | R | -- | R | R | R | -- | -- | ||||||||||||||
| CRA Qualified Investment - Institutional | P * | P | P | P | P | -- | -- | -- | -- | -- | X | X | X | X | X | -- | -- | ||||||||||||||
| Calvert Global Water Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Boston Common International Fund | C | C | C | P | C | C | C | R | C | -- | R | R | R | R | R | |
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| Calvert Bond Portfolio C | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R | |
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| Calvert Global Energy Solutions Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Calvert International Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Calvert Short Duration Income Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Calvert Unconstrained Bond Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| CRA Qualified Investment - Retail | P * | P | P | P | P | -- | -- | -- | -- | -- | X | X | X | X | X | -- | -- | ||||||||||||||
| CRA Qualified Investment - CRA | P * | P | P | P | P | -- | -- | -- | -- | -- | R | R | R | R | R | -- | -- | ||||||||||||||
| Access Capital Community Investment Fund I | -- * | -- | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | |
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| Calvert Global Energy Solutions Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |
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| Ariel Focus Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Gabelli ESG Fund Inc C | C * | C | C | -- | -- | -- | -- | -- | C | -- | R | -- | R | R | R | -- | -- | ||||||||||||||
| Access Capital Community Investment Fund A | -- * | X | -- | P | -- | -- | -- | X | -- | -- | X | X | X | X | X | |
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| CCM Alternative Income Fund | C | C | C | C | C | C | C | C | C | C | C | C | C | C | C | -- | -- | ||||||||||||||
| Appleseed Fund Institutional | C * | C | C | P | -- | P | P | X | C | C | X | C | R | X | X | -- | |
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| Calvert Ultra-Short Income Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Appleseed Fund | C * | C | C | P | -- | P | P | X | C | C | X | C | R | X | X | -- | |
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| Mutual Fund - Click name for background on the company, along with contact information and fund profile | |
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| Calvert Short Duration Income Fund C | C | C | C | C | C | C | C | ||||||||||||||||||||||||