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 204 of 204 funds |
Information current as of: March 3, 2018 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PARWX | Parnassus Endeavor Fund |
Equity Specialty |
4/2005 | $5411.23M | 1.02 | 16.04 | 13.6 | 17.62 | 14.58 | 19.87 | 0.69 | 0.95 | 10.82 | S&P 500 Composite Total Return |
| BAFWX | Brown Advisory Sustainable Growth Fund |
Equity Large Cap |
6/2012 | $547.39M | 5.23 | 25.69 | 14.86 | 16.69 | -- | 28.19 | 0.6 | 0.74 | 9.09 | Russell 1000® Growth Index |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
5/2007 | $266.53M | 4.44 | 23.9 | 12.65 | 16.46 | 11.15 | 26.86 | 0.3 | 0.44 | 7.68 | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
5/2007 | $266.53M | 4.38 | 23.42 | 12.21 | 15.94 | 10.67 | 26.36 | 0.3 | 0.86 | 7.67 | MSCI U.S. Prime Market Growth Index |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $1075.74M | 2.2 | 16.45 | 10.39 | 15.02 | 10.05 | 21.24 | 0.27 | 0.2 | 7.08 | Calvert U.S. Large Cap Core Responsible Index |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $1075.74M | 2.11 | 16.01 | 9.98 | 14.5 | 9.5 | 20.8 | 0.27 | 0.54 | 7.05 | Calvert U.S. Large Cap Core Responsible Index |
| PARNX | Parnassus Fund |
All Cap |
12/1984 | $1067.13M | -0.35 | 10.51 | 8.12 | 14.43 | 11.29 | 16.13 | 0.62 | 0.84 | 7.32 | S&P 500 Composite Total Return |
| CEYIX | Calvert Equity Portfolio I |
Equity Large Cap |
11/1999 | $2327.77M | 3.98 | 24.07 | 10.44 | 14.3 | 10.08 | 26.32 | 0.62 | 0.66 | 8.19 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $253.28M | 2.35 | 17.54 | 10.27 | 13.99 | 9.22 | 22.02 | 0.25 | 1.25 | 7.81 | S&P 500 Composite Total Return |
| ARGFX | Ariel Fund |
Equity Mid-Sm Cap |
11/1986 | $2312.53M | 3.07 | 13.66 | 7.95 | 13.9 | 10.27 | 15.93 | 0.59 | 1 | 11.56 | Russell 2500 Value |
| CSIEX | Calvert Equity Portfolio A |
Equity Large Cap |
8/1987 | $2327.77M | 3.92 | 23.63 | 10.01 | 13.79 | 9.53 | 25.87 | 0.62 | 1.07 | 8.15 | S&P 500 Composite Total Return |
| CSVIX | Calvert Small Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $333.55M | -0.27 | 11.37 | 9.45 | 13.66 | 9.75 | 13.73 | 0.8 | 0.91 | 7.89 | Russell 2000 Value |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $1075.74M | 2 | 15.16 | 9.16 | 13.62 | 8.54 | 19.87 | 0.27 | 1.44 | 7.02 | Calvert U.S. Large Cap Core Responsible Index |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
7/1999 | $3258.95M | 1.3 | 16.5 | 10 | 13.4 | 9.47 | 20.99 | 0.15 | 0.18 | 7.7 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $212.78M | 1.04 | 17.07 | 9.14 | 13.27 | 9.05 | 22.28 | 0.65 | 0.84 | 6.86 | Russell 1000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $3258.95M | 1.25 | 16.3 | 9.83 | 13.22 | -- | 20.86 | 0.15 | 0.32 | 7.7 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
10/2002 | $3258.95M | 1.28 | 16.22 | 9.74 | 13.12 | 9.19 | 20.7 | 0.15 | 0.43 | 7.67 | Russell 3000 |
| CCVAX | Calvert Small Cap Fund A |
Equity Mid-Sm Cap |
10/2004 | $333.55M | -0.3 | 10.91 | 8.98 | 13.08 | 9.05 | 13.24 | 0.8 | 1.37 | 7.92 | Russell 2000 Value |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $3258.95M | 1.28 | 16.19 | 9.72 | 13.08 | 9.21 | 20.64 | 0.15 | 0.44 | 7.69 | Russell 3000 |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $2320.4M | 2.23 | 13.93 | 9.3 | 13.04 | 8.88 | 18.82 | 0.62 | 0.66 | 7.8 | S&P 500 Composite Total Return |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $212.78M | 0.96 | 16.72 | 8.86 | 12.98 | 8.78 | 21.96 | 0.65 | 1.07 | 6.94 | Russell 1000 |
| CSECX | Calvert Equity Portfolio C |
Equity Large Cap |
3/1994 | $2327.77M | 3.8 | 22.69 | 9.16 | 12.95 | 8.71 | 24.91 | 0.62 | 1.81 | 8.15 | S&P 500 Composite Total Return |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $203.51M | 1.67 | 16.58 | 10.49 | 12.88 | 8.91 | 20.83 | 0.75 | 1 | 8.15 | S&P 500 Composite Total Return |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $2320.4M | 2.2 | 13.74 | 9.11 | 12.83 | 8.68 | 18.62 | 0.73 | 0.84 | 7.8 | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $15775.3M | 0.45 | 12.46 | 8.46 | 12.7 | 10.44 | 16.43 | 0.6 | 0.88 | 7.51 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $2320.4M | 2.17 | 13.57 | 8.92 | 12.64 | 8.49 | 18.45 | 0.87 | 1.01 | 7.79 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $2320.4M | 2.17 | 13.51 | 8.89 | 12.61 | -- | 18.41 | 0.73 | 1.03 | 7.77 | S&P 500 Composite Total Return |
| BCAMX | Boston Common Large Cap Core Equity Fund |
Equity Large Cap |
4/2012 | $35.42M | -0.28 | 13.7 | 8.43 | 12.42 | -- | 20.71 | 0.75 | 1 | 6.88 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $2320.4M | 2.12 | 13.26 | 8.62 | 12.34 | -- | 18.13 | 0.73 | 1.28 | 7.77 | S&P 500 Composite Total Return |
| CSCCX | Calvert Small Cap Fund C |
Equity Mid-Sm Cap |
4/2005 | $333.55M | -0.44 | 10.07 | 8.15 | 12.22 | 8.14 | 12.37 | 0.8 | 2.12 | 7.95 | Russell 2000 Value |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
8/2011 | $46.16M | 0.06 | 13.73 | 9.28 | 12.13 | -- | 19.68 | 0.75 | 1 | 8.68 | Russell Midcap |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $2708.14M | -1.31 | 9.53 | 8.63 | 12.09 | 10.65 | 15.84 | 0.74 | 0.99 | 5.78 | Russell Midcap Index |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $863.92M | 1.15 | 10.95 | 5.8 | 12.08 | 8.54 | 15.84 | 0.24 | 0.79 | 7.68 | S&P 500 Composite Total Return |
| CAAPX | Ariel Appreciation Fund |
Equity Mid-Sm Cap |
12/1989 | $1701.48M | 2.17 | 10.7 | 6.02 | 12 | 10.54 | 15.14 | 0.69 | 1.12 | 10.15 | Russell Mid Cap Value |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $863.92M | 0.96 | 10.68 | 5.73 | 12 | 8.48 | 15.89 | 0.24 | 0.83 | 7.62 | S&P 500 Composite Total Return |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
5/2006 | $188.43M | -1.24 | 9.95 | 8.02 | 11.96 | 7.23 | 16.96 | 0.3 | 0.44 | 9.08 | MSCI US Prime Market Value Index |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $2320.4M | 2.04 | 12.68 | 8.09 | 11.78 | -- | 17.49 | 0.73 | 1.78 | 7.78 | S&P 500 Composite Total Return |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $48.67M | 0.18 | 12.09 | 9.75 | 11.77 | -- | 16.99 | 0.75 | 1 | 9.56 | Russell 2500 |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $863.92M | 1.07 | 10.53 | 5.43 | 11.66 | 8.12 | 15.47 | 0.24 | 1.14 | 7.68 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $863.92M | 1.06 | 10.54 | 5.39 | 11.65 | 8.15 | 15.49 | 0.24 | 1.16 | 7.68 | S&P 500 Composite Total Return |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $795.42M | -4.05 | 3.61 | 4.82 | 11.52 | 9.46 | 9.13 | 0.75 | 0.94 | 7.78 | Russell 2000 |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
5/2001 | $188.43M | -1.3 | 9.43 | 7.5 | 11.4 | 6.63 | 16.36 | 0.3 | 0.94 | 9.1 | MSCI US Prime Market Value Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $795.42M | -4.08 | 3.32 | 4.55 | 11.24 | 9.18 | 8.8 | 0.75 | 1.19 | 7.77 | Russell 2000 |
| COIIX | Calvert International Opportunities Fund A |
Int'l Global |
5/2007 | $246.71M | 1.87 | 34.14 | 11.06 | 11.23 | 6.03 | 38.63 | 0.87 | 1.16 | 9.49 | MSCI EAFE SMID NR USD |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $246.71M | 1.87 | 34.14 | 11.06 | 11.23 | 6.03 | 38.63 | 0.87 | 1.16 | 9.49 | MSCI EAFE SMID NR USD |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $192.05M | 0.24 | 18.34 | 8.45 | 10.99 | 5.26 | 25.22 | 0.65 | 0.74 | 7.3 | Pax Global Women’s Leadership Index |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $645.32M | -1.73 | 17.92 | 9.74 | 10.89 | 6.44 | 26.87 | 0.8 | 1.04 | 8.47 | MSCI AC World (Net) Index (ACWI) |
| ARFFX | Ariel Focus Fund |
All Cap |
6/2005 | $60.85M | 1.39 | 9.04 | 5.99 | 10.84 | 6.96 | 15 | 0.65 | 1 | 10.39 | Russell 1000 Value |
| ADJEX | Azzad Ethical Fund |
Equity Mid-Sm Cap |
11/2000 | $77.37M | 2.55 | 16.6 | 5.3 | 10.71 | 8.62 | 23.29 | 0.8 | 0.99 | 7.31 | Russell Mid Cap Growth |
| CAAAX | Calvert Aggressive Allocation Fund A |
Equity Specialty |
6/2005 | $149.08M | 1.19 | 16.54 | 7.81 | 10.71 | 6.6 | 20.32 | 0 | 1.26 | 6.34 | Russell 3000 |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
10/1993 | $192.05M | 0.16 | 18 | 8.19 | 10.71 | 4.99 | 24.94 | 0.65 | 0.98 | 7.33 | Pax Global Women’s Leadership Index |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $645.32M | -1.74 | 17.61 | 9.47 | 10.59 | 6.17 | 26.5 | 0.8 | 1.29 | 8.46 | MSCI AC World (Net) Index (ACWI) |
| WASOX | Walden Small Cap Innovations Fund |
Equity Mid-Sm Cap |
10/2008 | $93.05M | -2.68 | 6.55 | 8.12 | 9.89 | -- | 11.53 | 0.75 | 1 | 10.54 | Russell 2000 |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $246.71M | 1.71 | 32.64 | 9.71 | 9.83 | 4.7 | 37 | 0.87 | 2.26 | 9.44 | MSCI EAFE SMID NR USD |
| PORIX | Portfolio 21 Institutional |
Int'l Global |
3/2007 | $503.89M | 0.68 | 21.75 | 9.32 | 9.7 | 6.06 | 28.31 | 0.9 | 1.08 | 7.32 | MSCI ACWI |
| CAACX | Calvert Aggressive Allocation Fund C |
Equity Specialty |
6/2005 | $149.08M | 1.04 | 15.68 | 6.87 | 9.65 | 5.38 | 19.47 | 0 | 2.01 | 6.29 | Russell 3000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $855.76M | 2.45 | 38.04 | 12.04 | 9.53 | -- | 44.86 | 1 | 0.92 | 10.15 | MSCI EM NR USD |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $122.75M | 0.68 | 11.34 | 7.6 | 9.45 | 6.65 | 14.92 | 0.75 | 1 | 5.92 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
9/1999 | $503.89M | 0.65 | 21.43 | 9.04 | 9.4 | 5.76 | 27.95 | 0.9 | 1.33 | 7.33 | MSCI ACWI |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $855.76M | 2.42 | 37.54 | 11.69 | 9.15 | -- | 44.34 | 1 | 1.27 | 10.08 | MSCI EM NR USD |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $1356.93M | 1.01 | 18.62 | 7.33 | 9.14 | -- | 24.86 | 0.94 | 1.07 | 9.36 | MSCI EAFE Equity |
| CCPIX | Calvert Capital Accumulation Fund I |
Equity Mid-Sm Cap |
6/2003 | $245.65M | -0.41 | 8.02 | 2.59 | 8.92 | 8.54 | 12.18 | 0.77 | 0.85 | 6.49 | Russell Mid Cap Growth |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $129.35M | 1.34 | 13.55 | 6.32 | 8.87 | -- | 16.76 | 0.64 | 1 | 5.81 | Blend: 60% S&P 500 - 40% BC Aggregate |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $63.93M | 0.07 | 12.53 | 6.43 | 8.76 | -- | 16.76 | 0.05 | 0.62 | 6.29 | Russell 3000 |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $1356.93M | 0.9 | 18.32 | 6.9 | 8.7 | 3.64 | 24.68 | 0.94 | 1.46 | 9.38 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $1356.93M | 0.85 | 18.18 | 6.81 | 8.69 | 3.76 | 24.53 | 0.94 | 1.53 | 9.37 | MSCI EAFE Equity |
| BNIEX | UBS International Sustainable Equity Fund |
Int'l Global |
6/1997 | $47.8M | -0.09 | 25.5 | 6.29 | 8.63 | 3.65 | 31.02 | 0.8 | 1.25 | 9.13 | MSCI World ex USA |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $129.35M | 1.34 | 13.28 | 6.06 | 8.58 | 6.32 | 16.41 | 0.64 | 1.27 | 5.79 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SRIDX | Gabelli ESG Fund Inc I |
All Cap |
6/2007 | $61.22M | -2.34 | 6.84 | 5.55 | 8.46 | 8.57 | 13.56 | 1 | 1.43 | 8.65 | S&P 500 Composite Total Return |
| CCAFX | Calvert Capital Accumulation Fund A |
Equity Mid-Sm Cap |
10/1994 | $245.65M | -0.51 | 7.58 | 2.12 | 8.37 | 7.82 | 11.74 | 0.77 | 1.21 | 6.47 | Russell Mid Cap Growth |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $242.48M | 0.04 | 8.51 | 4.17 | 8.33 | 6.39 | 12.82 | 0.65 | 1.48 | 4.91 | Custom Balanced Index |
| CBAIX | Calvert Balanced Portfolio I |
Balanced |
2/1999 | $701.68M | 0.16 | 8.6 | 5.01 | 8.27 | 6.38 | 11.98 | 0.52 | 0.62 | 4.06 | Russell 1000 |
| CMAAX | Calvert Moderate Allocation Fund A |
Equity Specialty |
4/2005 | $283.98M | 0.73 | 12.12 | 5.97 | 8.24 | 5.89 | 15.12 | 0 | 1.18 | 4.66 | Custom |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $855.76M | 2.28 | 36.59 | 10.82 | 8.21 | -- | 43.31 | 1 | 2.02 | 10.04 | MSCI EM NR USD |
| SRIGX | Gabelli ESG Fund Inc AAA |
All Cap |
6/2007 | $61.22M | -2.38 | 6.64 | 5.31 | 8.2 | 8.31 | 13.33 | 1 | 1.68 | 8.71 | S&P 500 Composite Total Return |
| SRIAX | Gabelli ESG Fund Inc A |
All Cap |
6/2007 | $61.22M | -2.39 | 6.57 | 5.29 | 8.19 | 8.31 | 13.27 | 1 | 1.68 | 8.73 | S&P 500 Composite Total Return |
| PAXIX | Pax Balanced Fund - Institutional Investor |
Balanced |
4/2007 | $2003M | 0.26 | 9.97 | 5.82 | 8.09 | 5.26 | 13.46 | 0.75 | 0.52 | 4.59 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CSIFX | Calvert Balanced Portfolio A |
Balanced |
10/1982 | $701.68M | 0.13 | 8.21 | 4.62 | 7.81 | 5.87 | 11.56 | 0.52 | 0.97 | 4.06 | Russell 1000 |
| PAXWX | Pax Balanced Fund - Individual Investor |
Balanced |
8/1971 | $2003M | 0.18 | 9.68 | 5.55 | 7.81 | 5 | 13.2 | 0.75 | 0.7 | 4.58 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $129.35M | 1.21 | 12.4 | 5.26 | 7.8 | 5.62 | 15.52 | 0.64 | 1.98 | 5.83 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CCACX | Calvert Capital Accumulation Fund C |
Equity Mid-Sm Cap |
10/1994 | $245.65M | -0.58 | 6.84 | 1.35 | 7.55 | 6.98 | 10.9 | 0.77 | 1.96 | 6.45 | Russell Mid Cap Growth |
| SESIX | 1919 Socially Responsive Balanced Fund - B |
Balanced |
2/1987 | $129.35M | 1.2 | 12.37 | 5.12 | 7.54 | 5.34 | 15.37 | 0.64 | 2.39 | 5.79 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CMACX | Calvert Moderate Allocation Fund C |
Equity Specialty |
4/2005 | $283.98M | 0.55 | 11.2 | 5.17 | 7.42 | 5.08 | 14.29 | 0 | 1.93 | 4.72 | Custom |
| SRICX | Gabelli ESG Fund Inc C |
All Cap |
6/2007 | $61.22M | -2.5 | 5.8 | 4.5 | 7.39 | 7.5 | 12.47 | 1 | 2.43 | 8.7 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
5/2007 | $52M | -1.82 | 9.1 | 3.39 | 7.3 | 7.26 | 11.26 | 0.3 | 1 | 10.91 | Russell 2000 |
| CSGCX | Calvert Balanced Portfolio C |
Balanced |
3/1994 | $701.68M | 0 | 7.35 | 3.78 | 6.96 | 5 | 10.69 | 0.52 | 1.76 | 4.08 | Russell 1000 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $73.53M | -0.42 | 9.48 | 4.95 | 6.88 | -- | 13.42 | 0.05 | 0.54 | 4.64 | Russell 3000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
5/2007 | $52M | -1.97 | 8.52 | 2.78 | 6.63 | 6.69 | 10.73 | 0.3 | 1.67 | 10.84 | Russell 2000 |
| BCAIX | Boston Common International Fund |
Int'l Global |
12/2010 | $242.48M | 0.94 | 21.59 | 5.23 | 6.19 | -- | 26.47 | 0.9 | 1.12 | 8.95 | MSCI EAFE Equity |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $285.12M | 0.6 | 20.35 | 6.05 | 6.17 | -- | 25.75 | 0.6 | 0.77 | 9.42 | MSCI ACWI xUS |
| CFWAX | Calvert Global Water Fund A |
Int'l Global |
9/2008 | $447.77M | -3.7 | 9.64 | 4.1 | 5.76 | -- | 18.94 | 0.85 | 1.28 | 8.34 | S-Network Global Water TR USD |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $285.12M | 0.51 | 19.8 | 5.5 | 5.6 | -- | 25.05 | 0.6 | 1.32 | 9.47 | MSCI ACWI xUS |
| CCLAX | Calvert Conservative Allocation Fund A |
Equity Specialty |
4/2005 | $197.12M | -0.23 | 7.01 | 3.87 | 5.46 | 5.24 | 9.67 | 0 | 0.44 | 2.75 | Barclays Capital US Credit |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $216.51M | -0.27 | 18.36 | 3.17 | 5.46 | 0.78 | 21.77 | 0.86 | 0.96 | 7.78 | MSCI EAFE Investable Market |
| CAEIX | Calvert Global Energy Solutions Fund I |
Int'l Global |
5/2007 | $88.22M | -1.84 | 20.39 | 2.97 | 5.25 | -6.38 | 29.73 | 0.87 | 1.4 | 8.91 | Ardour Gbl Alternative Energy |
| APPIX | Appleseed Fund Institutional |
Int'l Global |
2/2011 | $186.15M | 0.43 | 11.69 | 4.41 | 5.24 | -- | 17.62 | 0.85 | 0.95 | 7.4 | MSCI World |
| APPLX | Appleseed Fund |
Int'l Global |
12/2006 | $186.15M | 0.36 | 11.54 | 4.2 | 5.02 | 7.96 | 17.48 | 0.85 | 1.2 | 7.38 | MSCI World |
| CFWCX | Calvert Global Water Fund C |
Int'l Global |
9/2008 | $447.77M | -3.75 | 8.82 | 3.33 | 4.97 | -- | 17.97 | 0.85 | 2.03 | 8.31 | S-Network Global Water TR USD |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $216.51M | -0.34 | 17.87 | 2.76 | 4.93 | 0.15 | 21.31 | 0.86 | 1.34 | 7.79 | MSCI EAFE Investable Market |
| CGAEX | Calvert Global Energy Solutions Fund A |
Int'l Global |
5/2007 | $88.22M | -1.99 | 19.9 | 2.56 | 4.81 | -6.82 | 29.5 | 0.87 | 1.85 | 9.02 | Ardour Gbl Alternative Energy |
| CALCX | Calvert Conservative Allocation Fund C |
Equity Specialty |
4/2005 | $197.12M | -0.3 | 6.3 | 3.03 | 4.54 | 4.14 | 8.84 | 0 | 1.8 | 2.71 | Barclays Capital US Credit |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $694.19M | -0.53 | 17.38 | 4.16 | 4.24 | 1.03 | 23.08 | 0.55 | 0.8 | 8.77 | MSCI EAFE ESG Index |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $194.07M | -0.31 | 3.87 | 4.43 | 4.21 | -- | 6.1 | 0.6 | 0.74 | 1.65 | BofAML US HY Master II |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $22.37M | -1.15 | 4.82 | 2.93 | 4.16 | -- | 8.38 | 0.05 | 0.6 | 2.71 | Barclays Capital US Aggregate Bond |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
3/1994 | $216.51M | -0.46 | 17.02 | 1.98 | 4.08 | -0.7 | 20.5 | 0.86 | 2.09 | 7.78 | MSCI EAFE Investable Market |
| CGACX | Calvert Global Energy Solutions Fund C |
Int'l Global |
7/2007 | $88.22M | -2.12 | 19.15 | 1.69 | 3.89 | -7.69 | 28.41 | 0.87 | 2.85 | 8.98 | Ardour Gbl Alternative Energy |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $694.19M | -0.54 | 17.6 | 4.42 | 3.89 | 1 | 23.41 | 0.55 | 0.55 | 8.76 | MSCI EAFE ESG Index |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $194.07M | -0.39 | 3.54 | 4.09 | 3.87 | -- | 5.8 | 0.6 | 1.07 | 1.63 | BofAML US HY Master II |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
6/2004 | $406.92M | -0.33 | 2.85 | 3.94 | 3.55 | 5.74 | 6.66 | 0.5 | 0.74 | 2.18 | Merrill Lynch High Yield Master I |
| CLDAX | Calvert Long-Term Income Fund A |
Bond (Fixed Inc) |
12/2004 | $86.6M | -3.85 | 3.13 | 1.74 | 3.51 | 6.78 | 9.5 | 0.52 | 1.25 | 4.54 | Barclays US Long Credit |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $406.92M | -0.37 | 2.75 | 3.69 | 3.3 | 5.49 | 6.38 | 0.5 | 0.99 | 2.02 | Merrill Lynch High Yield Master I |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $489.04M | -1.88 | 3.21 | 2.79 | 3.01 | 3.85 | 7.03 | 0.52 | 0.64 | 2.44 | Barclays Capital US Credit |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $194.07M | -0.48 | 2.79 | 3.24 | 2.94 | -- | 4.97 | 0.6 | 2.07 | 1.58 | BofAML US HY Master II |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $1884.52M | -1.6 | 1.6 | 1.85 | 2.91 | -- | 4.52 | 0.35 | 0.4 | 2.08 | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $1884.52M | -1.72 | 1.45 | 1.69 | 2.75 | -- | 4.47 | 0.35 | 0.55 | 2.07 | Barclays Capital US Aggregate Bond |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $1884.52M | -1.64 | 1.35 | 1.59 | 2.65 | -- | 4.26 | 0.35 | 0.65 | 2.04 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $1884.52M | -1.74 | 1.34 | 1.54 | 2.59 | -- | 4.35 | 0.35 | 0.68 | 2.09 | Barclays Capital US Aggregate Bond |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $489.04M | -1.98 | 2.8 | 2.32 | 2.47 | 3.27 | 6.59 | 0.52 | 1.24 | 2.46 | Barclays Capital US Credit |
| CBDIX | Calvert Bond Portfolio I |
Bond (Fixed Inc) |
3/2000 | $977.97M | -1.44 | 1.88 | 1.93 | 2.43 | 3.87 | 4.57 | 0.47 | 0.51 | 1.91 | Barclays Capital US Aggregate Bond |
| CSIBX | Calvert Bond Portfolio A |
Bond (Fixed Inc) |
8/1987 | $977.97M | -1.47 | 1.54 | 1.53 | 1.94 | 3.31 | 4.21 | 0.47 | 0.89 | 1.9 | Barclays Capital US Aggregate Bond |
| ARDFX | Ariel Discovery Fund |
Equity Specialty |
1/2011 | $36.5M | -3.21 | 7.98 | -1.24 | 1.87 | -- | 8.27 | 0.8 | 1.25 | 13.44 | Russell 2000 Value |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
5/2006 | $516.8M | -1.88 | 0.6 | 1.25 | 1.79 | 3.97 | 3.59 | 0.4 | 0.54 | 2.18 | Barclays Capital US Aggregate |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $489.04M | -2.05 | 2.06 | 1.56 | 1.73 | 2.54 | 5.75 | 0.52 | 1.93 | 2.41 | Barclays Capital US Credit |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
2/2002 | $1340.36M | -0.35 | 1.45 | 1.89 | 1.72 | 3.13 | 2.53 | 0.46 | 0.52 | 0.76 | Barclays Credit 1-5 Yr |
| CTTLX | Calvert Tax-Free Bond Fund A |
Bond (Fixed Inc) |
8/1983 | $142.74M | -1.46 | 2.79 | 1.86 | 1.64 | 3.27 | 5.01 | 0.47 | 0.8 | 2.58 | Barclays Municipal |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $152.75M | -1.96 | 1.11 | 1.57 | 1.51 | -- | 4.09 | 0.32 | 0.62 | 2.29 | Barclays U.S. Aggregate Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| WISEX | Azzad Wise Capital Fund |
Bond (Fixed Inc) |
4/2010 | $109.38M | -0.41 | 1.32 | 0.93 | 1.43 | -- | 2.69 | 1.19 | 1.36 | 0.81 | Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $516.8M | -1.84 | 0.25 | 0.9 | 1.4 | 3.6 | 3.12 | 0.4 | 0.94 | 2.05 | Barclays Capital US Aggregate |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
6/2000 | $152.75M | -2 | 0.82 | 1.31 | 1.27 | 2.8 | 3.79 | 0.32 | 0.93 | 2.3 | Barclays U.S. Aggregate Index |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $226.62M | -1.95 | -0.02 | 1.06 | 1.27 | 3.03 | 3.11 | 0.5 | 0.68 | 2.13 | Barclays Capital US Credit |
| CRANX | CRA Qualified Investment - Institutional |
Bond (Fixed Inc) |
3/2007 | $2098.58M | -1.47 | 0.61 | 1.17 | 1.23 | 3.1 | 2.74 | 0.3 | 0.46 | 1.96 | Barclays Capital US Aggregate Bond |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $1340.36M | -0.4 | 1.12 | 1.47 | 1.22 | 2.63 | 2.17 | 0.46 | 0.88 | 0.72 | Barclays Credit 1-5 Yr |
| ACCSX | Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
7/1998 | $612.73M | -1.81 | -0.47 | 0.56 | 1.09 | 2.91 | 1.75 | 0.5 | 0.65 | 1.98 | Barclays Capital US Securitized Bond |
| CSBCX | Calvert Bond Portfolio C |
Bond (Fixed Inc) |
6/1998 | $977.97M | -1.62 | 0.65 | 0.63 | 1.09 | 2.47 | 3.3 | 0.47 | 1.73 | 1.89 | Barclays Capital US Aggregate Bond |
| ACASX | Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $612.73M | -1.87 | -0.93 | 0.39 | 1.06 | -- | 1.27 | 0.5 | 1.01 | 1.92 | Barclays Capital US Securitized Bond |
| CULAX | Calvert Ultra-Short Income Fund A |
Bond (Fixed Inc) |
10/2006 | $982.2M | 0.17 | 1.26 | 1.16 | 0.96 | 1.95 | 1.39 | 0.38 | 0.38 | 0.14 | Barclays Short Treasury 9-12 Mon |
| CRATX | CRA Qualified Investment - Retail |
Bond (Fixed Inc) |
3/2007 | $2098.58M | -1.43 | 0.55 | 0.88 | 0.92 | 2.77 | 2.49 | 0.3 | 0.81 | 2 | Barclays Capital US Aggregate |
| CRAIX | CRA Qualified Investment - CRA |
Bond (Fixed Inc) |
8/1999 | $2098.58M | -1.45 | 0.26 | 0.75 | 0.8 | 2.65 | 2.19 | 0.3 | 0.91 | 1.85 | Barclays Capital US Aggregate |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
10/2002 | $1340.36M | -0.52 | 0.35 | 0.69 | 0.48 | 1.86 | 1.41 | 0.46 | 1.66 | 0.72 | Barclays Credit 1-5 Yr |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $58.57M | 2 | 15.24 | -- | -- | -- | 22.57 | 2 | -- | 6.03 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CBAYX | Calvert Balanced Portfolio Y |
Balanced |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 1000 |
| CSIYX | Calvert Bond Portfolio Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| CCAYX | Calvert Capital Accumulation Fund Y |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell Mid Cap Growth |
| CVMYX | Calvert Emerging Markets Equity Fund Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI EM NR USD |
| CIEYX | Calvert Equity Portfolio Y |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 500 Composite Total Return |
| CGAYX | Calvert Global Energy Solutions Fund Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Ardour Gbl Alternative Energy |
| CFWIX | Calvert Global Water Fund I |
Int'l Global |
1/2014 | $447.77M | -3.59 | 10.07 | 4.54 | -- | -- | 19.36 | 0.85 | 1.29 | 8.32 | S-Network Global Water TR USD |
| CFWYX | Calvert Global Water Fund Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S-Network Global Water TR USD |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $118.6M | -1.42 | 0.52 | 1.17 | -- | -- | 3.02 | 0.42 | 0.88 | 1.69 | Barclays Capital US Aggregate Bond |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $118.6M | -1.31 | 0.91 | 1.61 | -- | -- | 3.38 | 0.42 | 0.5 | 1.68 | Barclays Capital US Aggregate Bond |
| CGYFX | Calvert Green Bond Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Aggregate Bond |
| CYBYX | Calvert High Yield Bond Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | BofAML US HY Master II |
| CICRX | Calvert Income Fund R |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Credit |
| CIFYX | Calvert Income Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Capital US Credit |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CWEYX | Calvert International Equity Fund Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI EAFE Investable Market |
| CWVYX | Calvert International Opportunities Fund Y |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI EAFE SMID NR USD |
| CLDIX | Calvert Long-Term Income Fund I |
Bond (Fixed Inc) |
1/2015 | $86.6M | -3.81 | 3.46 | 2.25 | -- | -- | 9.95 | 0.52 | -- | 4.57 | Barclays US Long Credit |
| CSDYX | Calvert Short Duration Income Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Credit 1-5 Yr |
| CSCYX | Calvert Small Cap Fund Y |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Russell 2000 |
| CTTCX | Calvert Tax-Free Bond Fund C |
Bond (Fixed Inc) |
7/2015 | $142.74M | -1.59 | 1.99 | -- | -- | -- | 4.26 | 0.35 | 1.55 | 2.53 | Barclays Capital US Aggregate |
| CTTIX | Calvert Tax-Free Bond Fund I |
Bond (Fixed Inc) |
7/2015 | $142.74M | -1.42 | 3.05 | -- | -- | -- | 5.36 | 0.35 | 0.45 | 2.58 | Barclays Municipal |
| CTTYX | Calvert Tax-Free Bond Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Municipal |
| CISYX | Calvert U.S. Large Cap Core Responsible Index Fund Y |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Calvert U.S. Large Cap Core Responsible Index |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $61.18M | 4.38 | 23.18 | -- | -- | -- | 27.07 | 0.27 | 0.57 | 7.53 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJCX | Calvert U.S. Large Cap Growth Responsible Index Fund C |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Calvert U.S. Large Cap Growth Responsible Index |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $61.18M | 4.44 | 23.61 | -- | -- | -- | 27.48 | 0.27 | 0.22 | 7.56 | Calvert U.S. Large Cap Growth Responsible Index |
| CGJYX | Calvert U.S. Large Cap Growth Responsible Index Fund Y |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Calvert U.S. Large Cap Growth Responsible Index |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $203.12M | 0.04 | 9.44 | -- | -- | -- | 14.75 | 0.27 | 0.57 | 7.49 | Calvert U.S. Large Cap Value Responsible Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| CFJCX | Calvert U.S. Large Cap Value Responsible Index Fund C |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Calvert U.S. Large Cap Value Responsible Index |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $203.12M | 0.09 | 9.88 | -- | -- | -- | 15.2 | 0.27 | 0.22 | 7.44 | Calvert U.S. Large Cap Value Responsible Index |
| CFJYX | Calvert U.S. Large Cap Value Responsible Index Fund Y |
Equity Large Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Calvert U.S. Large Cap Value Responsible Index |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $982.2M | 0.15 | 1.49 | 1.48 | -- | -- | 1.76 | 0.38 | 0.38 | 0.18 | Barclays Short Treasury 9-12 Mon TR USD |
| CULYX | Calvert Ultra-Short Income Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays Short Treasury 9-12 Mon |
| CUBAX | Calvert Unconstrained Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $122.22M | -0.04 | 2.23 | 3.05 | -- | -- | 3.22 | 0 | 1.1 | 0.57 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBCX | Calvert Unconstrained Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $122.22M | -0.09 | 1.53 | 2.3 | -- | -- | 2.42 | 0 | 1.85 | 0.57 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBIX | Calvert Unconstrained Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $122.22M | 0.07 | 2.66 | 3.49 | -- | -- | 3.6 | 0 | 0.65 | 0.56 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CUBYX | Calvert Unconstrained Bond Fund Y |
Bond (Fixed Inc) |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | Barclays 1-3 Month U.S. Treasury Bill Index |
| CCMNX | CCM Alternative Income Fund |
Balanced |
5/2013 | $33.09M | -1.86 | 1.35 | 1.21 | -- | -- | 5.03 | 0 | 2.76 | 2.83 | Citigroup 3-Month T-Bill Index |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $8.44M | 0.4 | 15.61 | -- | -- | -- | 21.6 | 0.65 | 0.75 | 7.69 | Russell 3000 |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | $13.94M | 2.51 | -- | -- | -- | -- | -- | 1 | 1.35 | -- | MSCI All World Country Index |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $42.34M | -1.44 | 17.38 | -- | -- | -- | 24.21 | 0.28 | 0.98 | 8.32 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $42.34M | -1.52 | 17.01 | -- | -- | -- | 23.92 | 0.28 | 1.28 | 8.28 | MSCI World ex USA |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $77.85M | 2.35 | 25.16 | -- | -- | -- | 30.54 | 0.8 | 1.29 | 9.18 | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $77.85M | 2.42 | 25.55 | -- | -- | -- | 30.84 | 0.8 | 1.04 | 9.22 | MSCI World |
| 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 |
| PAFSX | Parnassus Asia Fund |
Int'l Global |
4/2013 | $11.75M | -0.11 | 14.08 | 5.18 | -- | -- | 20.45 | 1.1 | 1.25 | 8.51 | MSCI AC Asia Pacific Index |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $685M | -2.05 | -0.36 | -- | -- | -- | 2.57 | 0.4 | 0.72 | 2.24 | Barclays Capital US Aggregate Bond |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $685M | -2.01 | -0.11 | -- | -- | -- | 2.82 | 0.4 | 0.47 | 2.24 | Barclays Capital US Aggregate Bond |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $151.16M | 0.96 | 14.68 | -- | -- | -- | 19.3 | 0.65 | 0.9 | 7.23 | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $151.16M | 1.04 | 14.97 | -- | -- | -- | 19.5 | 0.65 | 0.65 | 7.24 | Russell 1000 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
5/2013 | $212.78M | 0.92 | 16.78 | 8.86 | -- | -- | 22.03 | 0.65 | 1.06 | 6.87 | Russell 1000 |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
5/2013 | $645.32M | -1.8 | 17.55 | 9.46 | -- | -- | 26.54 | 0.8 | 1.3 | 8.51 | MSCI AC World (Net) Index (ACWI) |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
5/2013 | $406.92M | -0.36 | 2.76 | 3.69 | -- | -- | 6.38 | 0.5 | 0.98 | 2 | Merrill Lynch High Yield Master I |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $742.14M | 3.03 | 18.56 | -- | -- | -- | 20.71 | 0.65 | 0.95 | 7.64 | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $742.14M | 3.03 | 18.87 | -- | -- | -- | 21.02 | 0.65 | 0.7 | 7.61 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PWMDX | Pax Mid Cap Fund Individual |
Equity Mid-Sm Cap |
3/2016 | $136.4M | -2.42 | 5.65 | -- | -- | -- | 13.61 | 0.75 | 1.15 | 6.75 | Russell Midcap Index |
| PMIDX | Pax Mid Cap Fund Institutional |
Equity Mid-Sm Cap |
3/2016 | $136.4M | -2.33 | 5.96 | -- | -- | -- | 13.95 | 0.75 | 0.9 | 6.76 | Russell Midcap Index |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
5/2013 | $795.42M | -4.09 | 3.33 | 4.56 | -- | -- | 8.82 | 0.75 | 1.19 | 7.77 | Russell 2000 |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $25.79M | 0.2 | 3.78 | 1.96 | -- | -- | 5.91 | 0.55 | 0.89 | 2.53 | Citigroup World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $5.36M | 2.08 | 19.71 | 6.05 | -- | -- | 23.84 | 0.65 | 0.99 | 6.58 | S&P Global 1200 |
| ICAN | SerenityShares Impact ETF |
Equity Large Cap |
4/2017 | $4.08M | 0.49 | -- | -- | -- | -- | -- | 0.5 | 0.5 | -- | S&P 500 Composite Total Return |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
8/2015 | $15.03M | -1.11 | 13.35 | -- | -- | -- | 19.03 | 0.75 | 1 | 9.5 | S&P 1000 |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | $4.38M | -9.5 | -- | -- | -- | -- | -- | 0.4 | -- | -- | S&P Global REIT Index |
| View funds by type: Showing 204 of 204 funds |
Information current as of: March 3, 2018 |
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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| Parnassus Endeavor Fund | P * | P | P | P | P | P | P | R | P | P | R | P | R | R | R |  |
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| Brown Advisory Sustainable Growth Fund | P | P | P | P | P | P | P | -- | P | P | -- | -- | -- | -- | -- | -- | |
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| Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Praxis Growth Index Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| 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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| 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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| Parnassus Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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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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| Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | |
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| Ariel Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Calvert Equity Portfolio A | C | C | C | C | C | C | C | -- | C | C | R | R | R | 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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| 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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| Mutual Fund - Click name for background on the company, along with contact information and fund profile |  |
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| TIAA-CREF Social Choice Equity Institutional | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| TIAA-CREF Social Choice Equity Premier | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| TIAA-CREF Social Choice Equity Retirement | P | P | P | P | P | P | P | X | P | P | R | -- | R | 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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| TIAA-CREF Social Choice Equity Retail | P | P | P | P | P | P | P | X | P | P | R | -- | R | R | R | |
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| Neuberger Berman Socially Responsive I | C | C | C | P | P | P | P | P | P | P | X | R | X | X | X | |
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| Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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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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| Walden Equity Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Neuberger Berman Socially Resp Inv | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Parnassus Core Equity Fund | P | P | P | P | P | P | P | R | P | P | R | P | R | R | R | |
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| Neuberger Berman Socially Resp Tr | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Neuberger Berman Socially Responsive A | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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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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| Neuberger Berman Socially Resp R3 | C | C | P | P | P | P | P | X | P | P | X | R | X | X | X | |
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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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| Walden Midcap Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Parnassus Mid Cap Fund | P | P | P | P | P | P | P | R | P | P | R | P | 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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| Ariel Appreciation Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| 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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| Praxis Value Index - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Neuberger Berman Socially Responsive C | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | |
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| Walden SMID Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | R | C | R | R | R | -- | |
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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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| Pax Small Cap Fund - Institutional Class | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
| Pax Small Cap Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | 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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| Pax Ellevate Global Women's Leadership Fund - Institutional Class | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Pax Global Environmental Markets Fund - Institutional Class | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Ariel Focus Fund | -- | -- | P | P | P | -- | -- | X | P | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
| Azzad Ethical Fund | R | R | R | -- | -- | R | R | X | -- | -- | X | R | X | X | X | |
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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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| Pax Ellevate Global Women's Leadership Fund - Individual Investor | C | C | C | C | C | C | C | -- | C | C | -- | -- | R | -- | R | -- | |
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| Pax Global Environmental Markets Fund - Individual Investor | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |
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| Walden Small Cap Innovations Fund | P | P | P | P | P | R | P | -- | -- | -- | 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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| Portfolio 21 Institutional | P * | P | P | P | R | R | R | C | P | R | 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 Emerging Markets Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | -- | ||||||||||||||
| Walden Asset Management Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |
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| Portfolio 21 Global Equity Fund | R * | C | R | X | C | C | C | -- | -- | -- | -- | R | R | 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 | -- | -- | ||||||||||||||
| Domini International 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 Capital Accumulation Fund I | 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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| Praxis Genesis Growth A | P | P | P | P | P | P | P | -- | P | P | X | -- | X | X | X | -- | -- | ||||||||||||||
| Domini International 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 International Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | |
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| UBS International Sustainable Equity Fund | C | C | C | C | C | C | C | R | C | C | X | C | X | X | X | -- | |
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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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| Gabelli ESG Fund Inc I | C * | C | C | -- | -- | -- | -- | -- | C | -- | R | -- | R | R | R | -- | -- | ||||||||||||||
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