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 178 of 178 funds
Information current as of:
November 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 $1822.4M 31.72 21.52 20.52 15.87 -- 4.58 0.6 0.73 16.83 Russell 1000® Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3676.24M 33.86 24.62 21.33 13.8 14.33 5.39 0.62 0.71 13.89 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3676.24M 33.57 24.28 20.94 13.38 13.81 5.01 0.62 1.08 13.9 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $317.7M 27.92 17.11 18.25 12.53 14.59 0.38 0.3 0.43 15.51 MSCI U.S. Prime Market Growth Index
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3676.24M 32.61 23.34 20.04 12.52 12.97 4.29 0.62 1.84 13.87 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $317.7M 27.53 16.68 17.78 12.09 14.06 -0.05 0.3 0.82 15.51 MSCI U.S. Prime Market Growth Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3816.26M 29.3 11.4 11.01 11.06 13.94 -13.42 0.85 0.92 26.46 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $242.74M 28.21 16.19 15.36 10.95 12.39 -2.52 0.75 1 16.57 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2102.73M 29.17 17.42 15.16 10.87 13.62 -4.05 0.27 0.19 17.72 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2102.73M 28.86 17.13 14.81 10.49 13.12 -4.36 0.27 0.54 17.66 Calvert U.S. Large Cap Core Responsible Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $18241.6M 28.07 17.43 14.92 10.37 12.86 -0.18 0.75 0.87 15.07 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $320.59M 27.37 16.83 14.79 10.25 12.28 -3.98 0.23 1.25 16.38 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $61.53M 25.75 14.1 13.85 10.21 -- -3.56 0.75 1 17.62 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $60.4M 24.01 11.91 12.09 10.16 -- -5.57 0.75 1 18.92 Russell 2500
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $816.08M 25.12 12.22 11.34 10.06 13.55 -6.51 0.8 0.91 19.17 Russell 2000 Value
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $122.06M 26.91 13.73 11.23 10.04 12.09 -6.02 0.75 1 18.99 Russell 2000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4836.19M 27.23 15.79 13.98 9.96 12.64 -5.5 0.15 0.17 17.2 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4836.19M 27.15 15.64 13.83 9.8 12.46 -5.69 0.15 0.33 17.2 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4836.19M 26.96 15.48 13.69 9.69 12.36 -5.74 0.15 0.42 17.21 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4836.19M 26.95 15.51 13.68 9.67 12.34 -5.76 0.15 0.45 17.13 Russell 3000
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4890.62M 26.34 15.22 11.42 9.66 12.94 -6.6 0.72 0.99 16.03 Russell Midcap Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2102.73M 27.96 16.26 13.94 9.65 12.17 -5.06 0.27 1.29 17.66 Calvert U.S. Large Cap Core Responsible Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $816.08M 24.84 11.89 10.95 9.63 12.91 -6.81 0.8 1.29 19.24 Russell 2000 Value
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $235.96M 24.07 13.4 13.95 9.42 12.59 -4.14 0.65 0.65 15.93 Russell 1000
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $227.14M 32.24 25.33 15.06 9.26 7.25 -6.93 0.56 1.07 11.77 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $235.96M 23.79 13.09 13.66 9.14 12.32 -4.41 0.65 0.9 15.97 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $235.96M 23.73 13.07 13.65 9.13 -- -4.41 0.65 0.9 15.9 Russell 1000
PARNX Parnassus Fund All
Cap
12/1984 $970.33M 27.05 13.31 11.05 8.87 13.03 -9.68 0.61 0.84 18.39 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $590.27M 24.42 15.66 14.22 8.81 8.39 -7.13 0.9 1.33 14.52 MSCI ACWI
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $816.08M 23.92 11 10.1 8.8 11.99 -7.5 0.8 2.04 19.19 Russell 2000 Value
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $248M 28.5 16.61 12.21 8.8 11.6 -8.02 0.3 0.42 18.8 MSCI US Prime Market Value Index
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1864.75M 22.3 10.26 11.74 8.65 12.44 -5.6 0.47 0.67 17.34 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $39.81M 24.23 12.7 11.86 8.47 -- -8.41 0.75 1 16.96 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1864.75M 22.09 10.04 11.53 8.44 12.23 -5.8 0.47 0.85 17.33 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $248M 28.03 16.09 11.7 8.3 10.96 -8.43 0.3 0.89 18.78 MSCI US Prime Market Value Index
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1864.75M 21.89 9.87 11.35 8.26 12.04 -5.94 0.47 1.02 17.34 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1864.75M 21.84 9.84 11.32 8.24 12.02 -5.95 0.47 1.04 17.32 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
6/1999 $154.19M 20.87 13.15 11.34 8.21 9.26 -1.89 0.75 1 11.44 Blend: 60% S&P 500 - 40% BC Aggregate
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $445.68M 23.1 13.29 13.19 8.09 8.92 -7.47 0.55 0.56 15.68 Pax Global Women’s Leadership Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $215.77M 22.8 15.81 12.98 8 9.07 -1 0.64 0.96 11.17 Blend: 60% S&P 500 - 40% BC Aggregate
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1864.75M 21.58 9.58 11.05 7.97 11.75 -6.19 0.47 1.28 17.33 S&P 500 Composite Total Return
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $93.92M 29.04 17.91 15.2 7.88 11.75 -3.26 0.8 0.99 19.89 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $445.68M 22.8 12.99 12.91 7.82 8.65 -7.7 0.55 0.81 15.68 Pax Global Women’s Leadership Index
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $910.61M 23.53 14.55 10.72 7.79 9.02 -14.1 0.8 1.04 17.49 MSCI AC World (Net) Index (ACWI)
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $172.9M 23.34 14.25 11.69 7.76 9.7 -7.7 0 1.26 15.22 Russell 3000
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $215.77M 22.49 15.45 12.67 7.71 8.78 -1.3 0.64 1.25 11.22 Blend: 60% S&P 500 - 40% BC Aggregate
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $374.95M 20.56 12.93 13.28 7.65 8.11 -14.51 0.87 1.07 14.55 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $374.95M 20.56 12.93 13.28 7.65 8.11 -14.51 0.87 1.07 14.55 MSCI EAFE SMID NR USD
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $910.61M 23.24 14.37 10.44 7.54 8.74 -14.24 0.8 1.29 17.44 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $910.61M 23.19 14.3 10.43 7.54 -- -14.26 0.8 1.3 17.44 MSCI AC World (Net) Index (ACWI)
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1864.75M 21.04 9.03 10.5 7.44 11.18 -6.65 0.47 1.78 17.34 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $227.13M 28.21 16.07 11.99 7.41 12.79 -3.98 0.77 0.86 16.92 Russell Mid Cap Growth
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $227.13M 27.9 15.75 11.61 6.99 12.17 -4.34 0.77 1.21 16.91 Russell Mid Cap Growth
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $795M 28.32 17.31 11.19 6.95 11.11 -8.67 0.24 0.79 16.64 S&P 500 Composite Total Return
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $215.77M 21.58 14.59 11.83 6.92 8.04 -1.94 0.64 1.97 11.16 Blend: 60% S&P 500 - 40% BC Aggregate
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $795M 28.33 17.24 11.11 6.89 11.04 -8.9 0.24 0.83 16.72 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $172.9M 22.56 13.42 10.86 6.87 8.59 -8.43 0 1.18 15.25 Russell 3000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $851.47M 21.74 15.35 10.42 6.85 9.08 -2.45 0.52 0.62 9.43 Russell 1000
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $795M 27.96 16.92 10.81 6.58 10.68 -9.03 0.2 1.14 16.69 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $795M 27.94 16.93 10.79 6.56 10.69 -9.03 0.24 1.16 16.64 S&P 500 Composite Total Return
GCBLX Green Century Balanced Balanced
3/1992 $287.99M 19.63 13.63 9.95 6.53 8.69 -2.13 0.65 1.48 9.82 Custom Balanced Index
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $851.47M 21.44 15.07 10.08 6.48 8.61 -2.73 0.52 0.94 9.42 Russell 1000
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $341.18M 18.66 12.5 9.51 6.47 8.13 -5.11 0 0.43 10.67 Custom
MGAFX Praxis Genesis Growth A Balanced
1/2010 $72.4M 18.95 11.42 9.59 6.46 -- -6.48 0.05 0.58 12.97 Russell 3000
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $374.95M 19.35 11.73 12.08 6.4 6.78 -15.3 0.87 2.26 14.48 MSCI EAFE SMID NR USD
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1885.89M 18.96 13.7 9.49 6.37 8.03 -3.83 0.05 0.66 9.38 Blend: 60% S&P 500 - 40% BC Aggregate
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2125.21M 21.09 5.25 7.39 6.32 12.04 -13.6 0.58 1 25.56 Russell 2500 Value
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $227.13M 27.04 14.9 10.78 6.17 11.3 -5.05 0.77 1.96 16.94 Russell Mid Cap Growth
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1885.89M 18.68 13.4 9.22 6.11 7.76 -4.06 0.05 0.91 9.41 Blend: 60% S&P 500 - 40% BC Aggregate
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2436.04M 15.31 12.55 11.76 6.01 -- -15.15 1 0.92 15.89 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2436.04M 15.1 12.25 11.42 5.67 -- -15.48 0.87 1.27 15.85 MSCI EM NR USD
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $341.18M 17.84 11.64 8.68 5.66 7.32 -5.86 0 1.93 10.65 Custom
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $851.47M 20.61 14.18 9.23 5.65 7.75 -3.46 0.52 1.69 9.43 Russell 1000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $81M 16.29 11.35 8.24 5.49 -- -4.86 0.05 0.52 9.32 Russell 3000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $432.66M 21.22 9.2 4.73 5.48 11.7 -15.51 0.75 0.94 16.89 Russell 2000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $84.88M 21.13 23.69 7.94 5.44 6.5 -5.7 0.52 0.92 6.83 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $84.88M 21.3 23.96 8.32 5.33 2.62 -5.29 0.52 0.55 6.8 Barclays US Long Credit
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $432.66M 21.02 8.94 4.48 5.22 11.43 -15.72 0.75 1.19 16.95 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $432.66M 20.99 8.91 4.48 5.22 -- -15.74 0.75 1.19 16.91 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $118M 18.45 3.54 7.13 5.2 10.65 -7.79 0.3 0.46 22.5 Russell 2000
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1305.44M 22.02 7.7 6.78 5.18 11.04 -13.92 0.69 1.12 23.99 Russell Mid Cap Value
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.51M 22.91 9.73 8.28 5.11 8.68 -12.61 0.7 0.87 20.52 Morningstar US Large Value TR Index
ARFFX Ariel Focus Fund All
Cap
6/2005 $59.11M 23.06 7.65 7.77 5 8.65 -13.21 0.65 1 23.22 Russell 1000 Value
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $222.7M 14.28 11.33 6.98 5 6.45 -2.95 0 0.44 5.92 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $283.62M 25.76 19.45 11.76 4.92 5.32 -11.05 0.87 0.97 12.98 MSCI EAFE Investable Market
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2436.04M 14.32 11.42 10.58 4.85 -- -16.13 1 2.02 15.89 MSCI EM NR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $430.05M 23.92 17.18 8.67 4.72 -- -13.25 0.85 0.93 16.11 S-Network Global Water TR USD
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.19M 22.68 9.97 5.78 4.69 7.73 -15.57 1 1 17.53 S&P 500 Composite Total Return
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $118M 17.88 2.89 6.46 4.55 9.97 -8.52 0.3 1.11 22.63 Russell 2000
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $570.14M 14.58 14.93 6.11 4.54 4.81 -2.97 0.52 0.64 3.49 Barclays Capital US Credit
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $152.34M 9.12 6.18 7.81 4.53 -- -3.17 0.85 1.06 14.42 MSCI World
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $283.62M 25.54 19.19 11.39 4.53 4.75 -11.42 0.87 1.34 13.02 MSCI EAFE Investable Market
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.19M 22.38 9.75 5.52 4.43 7.46 -15.76 1 1.25 17.5 S&P 500 Composite Total Return
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.19M 22.31 9.68 5.5 4.42 7.46 -15.71 1 1.25 17.46 S&P 500 Composite Total Return
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $217.07M 11.31 9.6 5.14 4.41 7.08 -2.51 0.6 0.74 4.28 BofAML US HY Master II
APPLX Appleseed Fund Int'l
Global
12/2006 $152.34M 8.92 5.98 7.62 4.33 5.26 -3.39 0.85 1.2 14.36 MSCI World
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $430.05M 23.64 16.86 8.33 4.32 7.71 -13.56 0.85 1.28 16.11 S-Network Global Water TR USD
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $194.1M 18.17 10.29 9.68 4.3 5.47 -16.86 0.8 1.25 15.57 MSCI World ex USA
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $620.87M 19.48 13.21 9.54 4.24 2.85 -12.84 0.55 0.55 13.2 MSCI EAFE ESG Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $263.81M 19.47 13.26 9.98 4.2 -- -13.38 0.8 1.12 14.06 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1190.95M 13.72 7.94 7.16 4.16 -- -15.85 0.9 1.07 14.6 MSCI EAFE Equity
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $222.7M 13.48 10.5 6.2 4.15 5.46 -3.65 0 1.8 5.87 Barclays Capital US Credit
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $570.14M 14.35 14.6 5.77 4.12 4.27 -3.34 0.52 0.99 3.49 Barclays Capital US Credit
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $368.89M 12.61 10.49 6.14 4.12 5.73 -2.69 0.5 0.74 5.31 Merrill Lynch High Yield Master I
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $217.07M 11.08 9.38 4.84 4.09 6.51 -2.83 0.6 1.07 4.22 BofAML US HY Master II
MCONX Praxis Genesis Conservative A Balanced
1/2010 $26.2M 12.16 10.85 5.95 4.06 -- -2.62 0.05 0.6 4.11 Barclays Capital US Aggregate Bond
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $620.87M 19.22 12.9 9.24 3.98 2.89 -13.08 0.55 0.8 13.07 MSCI EAFE ESG Index
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $368.89M 12.33 10.19 5.87 3.87 5.44 -3.05 0.5 0.99 5.31 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $368.89M 12.32 10.19 5.87 3.87 -- -3.04 0.5 0.99 5.3 Merrill Lynch High Yield Master I
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $194.13M 6.52 5.99 3.63 3.86 -- 0.43 0.47 0.65 1.81 Barclays 1-3 Month U.S. Treaury Bill Index
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1190.95M 13.41 7.52 6.8 3.77 5.95 -16.26 0.9 1.46 14.64 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1190.95M 13.34 7.44 6.73 3.73 5.96 -16.23 0.9 1.53 14.76 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $283.62M 24.64 18.25 10.55 3.71 3.88 -12.09 0.87 2.09 12.97 MSCI EAFE Investable Market
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.19M 21.64 8.96 4.74 3.67 6.66 -16.4 1 2 17.56 S&P 500 Composite Total Return
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1722.04M 8.82 10.17 4.49 3.64 4.29 0.1 0.42 0.53 2.95 Barclays Capital US Aggregate Bond
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $284.8M 15.71 9.75 8.14 3.63 -- -14.44 0.48 0.65 14.35 MSCI ACWI xUS
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4571.07M 8.85 10.66 4.57 3.59 -- 0.33 0.35 0.37 3.33 Barclays Capital US Aggregate Bond
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $430.05M 22.8 15.96 7.53 3.55 6.83 -14.14 0.85 2.03 16.15 S-Network Global Water TR USD
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $194.13M 6.24 5.7 3.3 3.48 -- 0.12 0.47 1.1 1.79 Barclays 1-3 Month U.S. Treasury Bill Index
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4571.07M 8.68 10.58 4.43 3.45 -- 0.16 0.35 0.55 3.28 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $383.67M 8.64 10.07 4.18 3.39 -- 0.67 0.37 0.5 2.91 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4571.07M 8.71 10.49 4.31 3.36 -- 0.08 0.35 0.62 3.36 Barclays Capital US Aggregate Bond
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $570.14M 13.54 13.74 4.96 3.34 3.51 -4.06 0.52 1.74 3.5 Barclays Capital US Credit
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4571.07M 8.57 10.46 4.28 3.33 -- 0.06 0.35 0.65 3.28 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1722.04M 8.6 9.86 4.17 3.28 3.79 -0.16 0.42 0.88 2.95 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $217.07M 10.3 8.54 4.04 3.25 -- -3.55 0.6 1.82 4.25 BofAML US HY Master II
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $160.54M 9.5 10.44 4.09 3.06 -- -1.1 0.32 0.62 3.13 Barclays U.S. Aggregate Index
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $180.59M 6.84 7.9 4.65 3.04 3.38 0.54 0.47 0.8 2.46 Barclays Municipal
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $383.67M 8.42 9.83 3.85 3.02 -- 0.29 0.37 0.85 2.88 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $580.4M 8.43 10.34 3.99 3.02 3.65 0.08 0.4 0.53 3.18 Barclays Capital US Aggregate
MPLAX Praxis International Index A Int'l
Global
12/2010 $284.8M 14.84 8.82 7.42 2.99 -- -15.05 0.48 1.31 14.33 MSCI ACWI xUS
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $232.47M 9.94 11.19 3.94 2.94 3.05 -1.11 0.5 0.68 3.84 Barclays Capital US Credit
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $160.54M 9.25 10.56 3.95 2.9 2.77 -1.03 0.2 0.93 3.1 Barclays U.S. Aggregate Index
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $85.22M 26.53 17.93 10.66 2.82 -1.48 -19.18 0.87 0.93 18.54 Ardour Gbl Alternative Energy
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $194.13M 5.58 4.99 2.52 2.7 -- -0.68 0.47 1.85 1.82 Barclays 1-3 Month U.S. Treasury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $57.98M 7.88 5.76 4.4 2.68 -- -0.32 0.75 1.85 4.14 Citigroup 3-Month T-Bill Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1649.07M 6.16 6.12 3.06 2.62 2.85 0.42 0.4 0.52 1.44 Barclays Credit 1-5 Yr
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $580.4M 7.97 9.72 3.51 2.6 3.23 -0.36 0.4 0.97 3.16 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2260.88M 5.88 7.49 3.02 2.46 2.87 0.56 0.3 0.46 2.14 Barclays Capital US Aggregate Bond
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $85.22M 26.26 17.71 10.32 2.43 -1.9 -19.57 0.87 1.28 18.48 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1722.04M 7.79 9 3.31 2.41 2.94 -0.95 0.42 1.63 2.92 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1649.07M 5.97 5.85 2.74 2.22 2.36 0.05 0.4 0.88 1.48 Barclays Credit 1-5 Yr
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2260.88M 5.54 7.22 2.72 2.14 2.54 0.3 0.3 0.81 2.12 Barclays Capital US Aggregate
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2260.88M 5.54 7.1 2.58 2 2.42 0.1 0.3 0.91 2.11 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $564.76M 6 7.47 2.47 1.99 2.42 -0.2 0.5 0.65 1.92 Barclays Capital US Securitized Bond
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $977.32M 3.37 3.2 2.12 1.81 -- 1.1 0.38 0.47 0.64 Barclays Short Treasury 9-12 Mon TR USD
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $564.76M 5.55 7.11 2.09 1.8 2.27 -0.41 0.5 1.01 1.96 Barclays Capital US Securitized Bond
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $153.72M 4.96 4.45 2.63 1.72 -- 0.09 1.19 1.36 1.56 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $85.22M 25.4 16.83 9.47 1.59 -2.79 -20.18 0.87 2.03 18.52 Ardour Gbl Alternative Energy
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $977.32M 3.13 2.95 1.85 1.49 1.44 0.89 0.38 0.77 0.62 Barclays Short Treasury 9-12 Mon
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1649.07M 5.22 5.04 1.96 1.46 1.61 -0.69 0.4 1.64 1.46 Barclays Credit 1-5 Yr
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $39.11M 13.58 5.32 -- -- -- -2.72 0.75 -- 13.35 MSCI USA
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $180.59M 6.07 7.07 3.85 -- 1.24 -0.19 0.47 1.55 2.46 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $180.59M 7.07 8.15 4.96 -- -- 0.91 0.47 0.45 2.45 Barclays Municipal
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $97.68M 31.05 20.32 19.01 -- -- 0.38 0.27 0.57 17.11 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $97.68M 31.36 20.66 19.39 -- -- 0.76 0.27 0.22 17.1 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $495.53M 26.02 12.55 9.89 -- -- -10.31 0.27 0.57 20.02 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $495.53M 26.36 12.86 10.26 -- -- -10.01 0.27 0.22 20.03 Calvert U.S. Large Cap Value Responsible Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $12.35M 34.66 23.56 17.68 -- -- -2.38 0.65 0.75 16.84 Russell 3000
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $69.16M 31.61 19.42 16.16 -- -- -4.49 0.45 0.49 18.86 --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.42M 23.45 14.92 -- -- -- -4 1 1.35 13.72 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $73.24M 22.31 15.21 10 -- -- -14 0.28 0.98 13.53 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $73.24M 21.89 14.88 9.71 -- -- -14.26 0.28 1.28 13.56 MSCI World ex USA
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $133.15M 28.87 19.89 16.84 -- -- -6.51 0.8 1.29 15.27 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $133.15M 29.21 20.22 17.11 -- -- -6.28 0.8 1.04 15.27 MSCI World
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $227.14M 31.97 25.04 14.79 -- -- -7.15 0.56 1.32 11.79 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $706.5M 7.98 9.78 3.68 -- -- -0.24 0.4 0.71 3.36 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $706.5M 8.33 10.16 3.97 -- -- 0.01 0.4 0.46 3.29 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $128.92M 22.29 11.78 11.46 -- -- -4.19 0.65 0.9 16.43 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $128.92M 22.57 12.09 11.75 -- -- -3.82 0.65 0.65 16.36 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $740.97M 30.48 18.66 14.05 -- -- -4.98 0.65 0.95 18.14 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $740.97M 30.71 18.92 14.3 -- -- -4.77 0.65 0.7 18.05 S&P 500 Composite Total Return
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.77M 6.6 6.09 2.96 -- -- -3.16 0.55 0.89 3.02 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $8.18M 26.21 19.04 13.78 -- -- -5.73 0.65 0.99 13.83 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.88M 24.54 9.75 9.24 -- -- -13 0.75 1 22.05 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $39.47M 23.98 15.88 -- -- -- -9.65 0.4 -- 13.92 S&P Global REIT Index
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
4/2019 $7.81M -- -- -- -- -- -- 0.75 -- -- Barclays Capital US Aggregate Bond

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Showing 178 of 178 funds
Information current as of:
November 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
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- 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
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- 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
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/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 Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- 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 FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/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
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/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
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- 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
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- 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
Calvert Emerging Markets Equity Fund ICCCCCCC--CC