Mutual Fund Performance Chart

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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Financial Performance
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Showing 202 of 202 funds

Information current as of:
August 31, 2017

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	$4588.2M	11.19	20.76	14.05	17.9	12.67	21.42	0.69	0.95	7.61	S&P 500 Composite Total Return
BAFWX	Brown Advisory Sustainable Growth Fund	Equity Large Cap	6/2012	$454.22M	18.25	16.61	13.31	15.89	--	5.75	0.6	0.74	5.96	Russell 1000® Growth Index
ARGFX	Ariel Fund	Equity Mid-Sm Cap	11/1986	$2087.05M	3.58	11.32	5.91	15.15	6.78	15.56	0.59	1	12.16	Russell 2500 Value
PARNX	Parnassus Fund	All Cap	12/1984	$1029.39M	8.01	14.63	8.54	15.13	9.44	13.46	0.62	0.84	8.27	S&P 500 Composite Total Return
MMDEX	Praxis Growth Index Fund - Institutional	Equity Large Cap	5/2007	$244.09M	17.33	18.34	10.93	14.84	9	7.62	0.3	0.44	5.75	MSCI U.S. Prime Market Growth Index
CISIX	Calvert U.S. Large Cap Core Responsible Index Fund I	Equity Large Cap	6/2000	$922.6M	11.81	15.81	9.46	14.55	7.63	10.7	0.27	0.2	5.86	Calvert U.S. Large Cap Core Responsible Index
CSVIX	Calvert Small Cap Fund I	Equity Mid-Sm Cap	4/2005	$280.78M	3.37	16.11	9.22	14.52	7.73	20.54	0.8	0.91	12.85	Russell 2000 Value
MGNDX	Praxis Growth Index Fund A	Equity Large Cap	5/2007	$244.09M	17	17.84	10.48	14.34	8.53	7.15	0.3	0.86	5.79	MSCI U.S. Prime Market Growth Index
CISYX	Calvert U.S. Large Cap Core Responsible Index Fund Y	Equity Large Cap	7/2012	$922.6M	11.76	15.73	9.29	14.19	--	10.6	0.27	0.46	5.84	Calvert U.S. Large Cap Core Responsible Index
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund A	Equity Large Cap	6/2000	$922.6M	11.54	15.47	9.05	14.03	7.1	10.34	0.27	0.68	5.89	Calvert U.S. Large Cap Core Responsible Index
NBSLX	Neuberger Berman Socially Responsive I	Equity Large Cap	11/2007	$2393.16M	10.12	13.78	8.14	13.89	--	10.31	0.62	0.68	6.66	S&P 500 Composite Total Return
CCVAX	Calvert Small Cap Fund A	Equity Mid-Sm Cap	10/2004	$280.78M	3.05	15.54	8.71	13.88	7.01	20	0.8	1.37	12.87	Russell 2000 Value
GCEQX	Green Century Equity	Equity Large Cap	6/1991	$209.57M	12.98	14.9	8.86	13.86	6.94	8.7	0.25	1.25	6.05	S&P 500 Composite Total Return
TISCX	TIAA-CREF Social Choice Equity Institutional	Equity Specialty	7/1999	$2656.43M	10.85	15.34	7.61	13.77	7.45	13.51	0.15	0.18	6.1	Russell 3000
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
NBSRX	Neuberger Berman Socially Resp Inv	Equity Large Cap	3/1994	$2393.16M	9.97	13.54	7.93	13.67	7.06	10.1	0.73	0.86	6.71	S&P 500 Composite Total Return
TRPSX	TIAA-CREF Social Choice Equity Premier	Equity Specialty	9/2009	$2656.43M	10.76	15.17	7.46	13.61	--	13.32	0.15	0.32	6.09	Russell 3000
PRBLX	Parnassus Core Equity Fund	Equity Large Cap	8/1992	$15612.1M	8.52	10.72	7.68	13.59	9.46	10.4	0.6	0.88	5.28	S&P 500 Composite Total Return
TRSCX	TIAA-CREF Social Choice Equity Retirement	Equity Specialty	10/2002	$2656.43M	10.69	15.11	7.35	13.5	7.18	13.24	0.15	0.43	6.13	Russell 3000
NBSTX	Neuberger Berman Socially Resp Tr	Equity Large Cap	3/1997	$2393.16M	9.9	13.41	7.77	13.49	6.87	9.88	0.87	1.03	6.67	S&P 500 Composite Total Return
CAAPX	Ariel Appreciation Fund	Equity Mid-Sm Cap	12/1989	$1679.04M	4.63	8.28	4.38	13.46	7.82	12.66	0.69	1.12	10.71	Russell Mid Cap Value
TICRX	TIAA-CREF Social Choice Equity Retail	Equity Specialty	3/2006	$2656.43M	10.6	15.05	7.34	13.46	7.2	13.26	0.15	0.44	6.15	Russell 3000
NRAAX	Neuberger Berman Socially Responsive A	Equity Large Cap	5/2009	$2393.16M	9.87	13.36	7.74	13.45	--	9.89	0.73	1.05	6.7	S&P 500 Composite Total Return
PXSIX	Pax Small Cap Fund - Institutional Class	Equity Mid-Sm Cap	3/2008	$821.23M	-0.81	7.71	4.82	13.35	--	18.17	0.75	0.94	8.48	Russell 2000
CEYIX	Calvert Equity Portfolio I	Equity Large Cap	11/1999	$2122.29M	15.86	14.28	9.32	13.29	8.31	2.71	0	0.66	5.94	S&P 500 Composite Total Return
PARMX	Parnassus Mid Cap Fund	Equity Mid-Sm Cap	4/2005	$2564.98M	8.94	11.37	9.37	13.26	9.17	16.07	0.74	0.99	6.48	Russell Midcap Index
NRARX	Neuberger Berman Socially Resp R3	Equity Large Cap	5/2009	$2393.16M	9.66	13.04	7.47	13.19	--	9.62	0.73	1.29	6.64	S&P 500 Composite Total Return
PGINX	Pax Global Environmental Markets Fund - Institutional Class	Int'l Global	3/2008	$511.04M	17.73	17.24	7.39	13.19	--	10.91	0.8	1.04	7.09	MSCI AC World (Net) Index (ACWI)
CIEYX	Calvert Equity Portfolio Y	Equity Large Cap	8/1987	$2122.29M	15.79	14.17	9.17	13.13	--	2.62	0.62	0.77	5.94	S&P 500 Composite Total Return
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund C	Equity Large Cap	6/2000	$922.6M	11.01	14.58	8.23	13.13	6.15	9.53	0.27	1.44	5.82	Calvert U.S. Large Cap Core Responsible Index
CVALX	Sentinel Sustainable Core Opportunities Fund (I Shares)	Equity Large Cap	4/2006	$385.76M	12.49	15.36	7.84	13.11	6.05	10.02	0.7	0.91	5.83	S&P 500 Composite Total Return
PXSCX	Pax Small Cap Fund - Individual Investor	Equity Mid-Sm Cap	3/2008	$821.23M	-1.01	7.42	4.55	13.06	--	17.9	0.75	1.19	8.48	Russell 2000
CSCCX	Calvert Small Cap Fund C	Equity Mid-Sm Cap	4/2005	$280.78M	2.51	14.63	7.9	13	6.1	19.09	0.8	2.12	12.9	Russell 2000 Value
PGRNX	Pax Global Environmental Markets Fund - Individual Investor	Int'l Global	3/2008	$511.04M	17.56	16.99	7.14	12.93	--	10.62	0.8	1.29	7.13	MSCI AC World (Net) Index (ACWI)
PWGIX	Pax ESG Beta Quality Fund - Institutional Investor	Equity Large Cap	4/2007	$199.53M	11.67	14.57	8.08	12.88	7.36	6.49	0.65	0.84	5.38	Russell 1000
MYPVX	Sentinel Sustainable Core Opportunities Fund (A Shares)	Equity Large Cap	6/1996	$385.76M	12.29	14.98	7.54	12.79	5.67	9.66	0.7	0.17	5.85	S&P 500 Composite Total Return
CSIEX	Calvert Equity Portfolio A	Equity Large Cap	8/1987	$2122.29M	15.55	13.83	8.84	12.76	7.76	2.32	0.62	1.07	5.94	S&P 500 Composite Total Return
MVIIX	Praxis Value Index - Institutional	Equity Large Cap	5/2006	$177.74M	5.81	12.85	6	12.76	4.58	16.75	0.3	0.44	7.82	MSCI US Prime Market Value Index
NRACX	Neuberger Berman Socially Responsive C	Equity Large Cap	5/2009	$2393.16M	9.28	12.53	6.93	12.61	--	9.11	0.73	1.79	6.62	S&P 500 Composite Total Return
PXWGX	Pax ESG Beta Quality Fund - Individual Investor	Equity Large Cap	6/1997	$199.53M	11.48	14.29	7.82	12.59	7.02	6.26	0.65	1.07	5.42	Russell 1000
BCAMX	Boston Common Large Cap Core Equity Fund	Equity Large Cap	4/2012	$32.92M	12.67	13.41	7.56	12.33	--	7.88	0.75	1	5.59	S&P 500 Composite Total Return
MVIAX	Praxis Value Index A	Equity Large Cap	5/2001	$177.74M	5.46	12.22	5.5	12.18	4.02	16.13	0.3	0.94	7.73	MSCI US Prime Market Value Index
COIIX	Calvert International Opportunities Fund A	Int'l Global	5/2007	$209.65M	26.44	25.78	6.6	12.11	4.32	0.95	0.87	1.16	8.21	MSCI EAFE SMID NR USD
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
COIIX	Calvert International Opportunities Fund I	Int'l Global	5/2007	$209.65M	26.44	25.78	6.6	12.11	4.32	0.95	0.87	1.16	8.21	MSCI EAFE SMID NR USD
CSECX	Calvert Equity Portfolio C	Equity Large Cap	3/1994	$2122.29M	14.99	12.97	8.03	11.93	6.95	1.49	0.62	1.81	5.92	S&P 500 Composite Total Return
CWVYX	Calvert International Opportunities Fund Y	Int'l Global	10/2008	$209.65M	26.37	25.66	6.43	11.91	--	0.88	0.87	1.15	8.25	MSCI EAFE SMID NR USD
WSEFX	Walden Equity Fund	Equity Large Cap	6/1999	$190.6M	9.25	13.11	8.13	11.89	7.47	11.8	0.75	1	6.38	S&P 500 Composite Total Return
WAMFX	Walden Midcap Fund	Equity Mid-Sm Cap	8/2011	$41.74M	6.71	8.82	7.4	11.66	--	12.13	0.75	1	7.52	Russell Midcap
WASMX	Walden SMID Cap Innovations Fund	Equity Mid-Sm Cap	6/2012	$42.87M	4.38	12.22	7.87	11.51	--	20.11	0.75	1	9.79	Russell 2500
ARFFX	Ariel Focus Fund	All Cap	6/2005	$53.62M	5.47	12.92	2.43	11.41	4.8	21.11	0.65	1	10.89	Russell 1000 Value
DOMIX	Domini International Social Equity Fund -- Investor shares	Int'l Global	12/2006	$1091.09M	19.64	20.25	5.75	11.33	2.05	3.05	0.94	1.52	7.65	MSCI EAFE Equity
DOMAX	Domini International Social Equity Fund -- A shares	Int'l Global	12/2006	$1091.09M	19.56	20.1	5.71	11.31	2.21	3.12	0.94	1.53	7.51	MSCI EAFE Equity
CAAAX	Calvert Aggressive Allocation Fund A	Equity Specialty	6/2005	$135.17M	12.51	15.84	6.81	11.21	4.92	7.55	0	1.26	4.23	Russell 3000
PXWIX	Pax Ellevate Global Women's Index Fund - Institutional Class	Equity Specialty	4/2006	$156.09M	15.31	15.19	6.45	11.15	--	6.3	0.65	0.74	5.43	Pax Global Women’s Leadership Index
DIEQX	Domini Social Equity Fund -- Institutional shares	Equity Large Cap	11/2008	$857.85M	8.3	13.98	4.14	11.14	6.48	11.66	0.24	0.8	6.58	S&P 500 Composite Total Return
DSFRX	Domini Social Equity Fund -- R shares	Equity Large Cap	11/2003	$857.85M	8.24	13.86	4.09	11.07	6.42	11.55	0.24	0.82	6.61	S&P 500 Composite Total Return
PXWEX	Pax Ellevate Global Women's Index Fund - Individual Investor	Equity Specialty	10/1993	$156.09M	15.16	14.93	6.22	10.89	--	6.01	0.65	0.98	5.41	Pax Global Women’s Leadership Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
DSEFX	Domini Social Equity Fund -- Investor shares	Equity Large Cap	6/1991	$857.85M	8.08	13.6	3.77	10.72	6.07	11.24	0.24	1.14	6.6	S&P 500 Composite Total Return
DSEPX	Domini Social Equity Fund -- A shares	Equity Large Cap	11/2008	$857.85M	8.08	13.51	3.74	10.71	5.59	11.21	0.24	1.18	6.67	S&P 500 Composite Total Return
COICX	Calvert International Opportunities Fund C	Int'l Global	7/2007	$209.65M	25.39	24.33	5.22	10.64	2.99	-0.29	0.87	2.26	8.2	MSCI EAFE SMID NR USD
PORIX	Portfolio 21 Institutional	Int'l Global	3/2007	$471.51M	18.65	16.99	7.27	10.63	4.44	3.96	0.9	1.08	5.4	MSCI ACWI
WASOX	Walden Small Cap Innovations Fund	Equity Mid-Sm Cap	10/2008	$84.09M	0.43	9.3	7.13	10.47	--	23.96	0.75	1	11.74	Russell 2000
PORTX/	Portfolio 21 Global Equity Fund	Int'l Global	9/1999	$471.51M	18.43	16.66	7	10.32	4.14	3.72	0.9	1.33	5.41	MSCI ACWI
SRIDX	Gabelli ESG Fund Inc I	All Cap	6/2007	$67.02M	8.2	8.41	6.5	10.27	7.06	10.72	1	1.43	4.47	S&P 500 Composite Total Return
CAACX	Calvert Aggressive Allocation Fund C	Equity Specialty	6/2005	$135.17M	11.99	15.02	5.84	10.08	3.69	6.69	0	2.01	4.25	Russell 3000
SRIAX	Gabelli ESG Fund Inc A	All Cap	6/2007	$67.02M	8.03	8.09	6.22	10.01	6.82	10.4	1	1.68	4.53	S&P 500 Composite Total Return
SRIGX	Gabelli ESG Fund Inc AAA	All Cap	6/2007	$67.02M	8.02	8.09	6.22	10	6.8	10.39	1	1.68	4.54	S&P 500 Composite Total Return
ADJEX	Azzad Ethical Fund	Equity Mid-Sm Cap	11/2000	$69.47M	14.01	12.75	2.99	9.92	7.07	2.48	0.8	0.99	7.58	Russell Mid Cap Growth
CCPIX	Calvert Capital Accumulation Fund I	Equity Mid-Sm Cap	6/2003	$255.46M	4.98	9.44	3.25	9.4	7.52	6.83	0.77	0.85	6.84	Russell Mid Cap Growth
BNIEX	UBS International Sustainable Equity Fund	Int'l Global	6/1997	$31.55M	19.81	18.52	4.75	9.35	2.05	-1.07	0.8	1.25	7.55	MSCI World ex USA
SRICX	Gabelli ESG Fund Inc C	All Cap	6/2007	$67.02M	7.5	7.27	5.42	9.18	6.01	9.63	1	2.43	4.49	S&P 500 Composite Total Return
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CCAYX	Calvert Capital Accumulation Fund Y	Equity Mid-Sm Cap	1/2011	$255.46M	4.88	9.33	3	9.06	--	6.7	0.77	0.96	6.85	Russell Mid Cap Growth
GCBLX	Green Century Balanced	Balanced	3/1992	$226.42M	7.94	8.04	4.79	9	5.34	5.39	0.65	1.48	4.18	Custom Balanced Index
WSBFX	Walden Asset Management Fund	Balanced	6/1999	$114.66M	7.18	8.99	6.35	8.93	5.88	9.08	0.75	1	4.49	Blend: 60% S&P 500 - 40% BC Aggregate
MGAFX	Praxis Genesis Growth A	Balanced	1/2010	$60.16M	9.43	11.11	5.04	8.91	--	7.82	0.05	0.62	4.06	Russell 3000
CCAFX	Calvert Capital Accumulation Fund A	Equity Mid-Sm Cap	10/1994	$255.46M	4.69	9.05	2.75	8.82	6.79	6.39	0.77	1.21	6.85	Russell Mid Cap Growth
CFWYX	Calvert Global Water Fund Y	Int'l Global	9/2008	$443.54M	10.24	10.42	0.49	8.73	--	14.29	0.84	1.03	6.22	S-Network Global Water TR USD
CMAAX	Calvert Moderate Allocation Fund A	Equity Specialty	4/2005	$264.7M	9.54	11.71	5.59	8.64	4.8	6.73	0	1.18	3.13	Custom
CFWAX	Calvert Global Water Fund A	Int'l Global	9/2008	$443.54M	10.03	10.16	0.19	8.4	--	13.99	0.84	1.28	6.16	S-Network Global Water TR USD
PAXIX	Pax Balanced Fund - Institutional Investor	Balanced	4/2007	$1955.9M	8.39	8.59	5.17	8.4	4.54	6.1	0.75	0.52	3.06	Blended Index
LMRNX	1919 Socially Responsive Balanced Fund - I	Balanced	7/2008	$121.37M	9.28	10.62	4.8	8.13	--	6.02	0.64	1	4.39	Blend: 60% S&P 500 - 40% BC Aggregate
PAXWX	Pax Balanced Fund - Individual Investor	Balanced	8/1971	$1955.9M	8.22	8.31	4.91	8.13	4.28	5.81	0.75	0.77	3.02	Blended Index
CBAIX	Calvert Balanced Portfolio I	Balanced	2/1999	$686.48M	6.86	8.3	4.97	8.12	5.45	8.16	0.52	0.62	3.75	Russell 1000
CCACX	Calvert Capital Accumulation Fund C	Equity Mid-Sm Cap	10/1994	$255.46M	4.22	8.3	1.98	7.99	5.96	5.59	0.77	1.96	6.8	Russell Mid Cap Growth
SSIAX	1919 Socially Responsive Balanced Fund - A	Balanced	11/1992	$121.37M	9.05	10.26	4.52	7.84	5.29	5.76	0.64	1.27	4.39	Blend: 60% S&P 500 - 40% BC Aggregate
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
CMACX	Calvert Moderate Allocation Fund C	Equity Specialty	4/2005	$264.7M	8.95	10.82	4.8	7.83	4.01	5.93	0	1.93	3.1	Custom
CAEIX	Calvert Global Energy Solutions Fund I	Int'l Global	5/2007	$84.47M	18.79	15.49	-2.45	7.73	-6.73	-7.24	0.87	1.4	8.31	Ardour Gbl Alternative Energy
CSIFX	Calvert Balanced Portfolio A	Balanced	10/1982	$686.48M	6.57	7.88	4.55	7.65	4.94	7.74	0.52	0.97	3.79	Russell 1000
CFWCX	Calvert Global Water Fund C	Int'l Global	9/2008	$443.54M	9.51	9.37	-0.53	7.57	--	13.15	0.84	2.03	6.19	S-Network Global Water TR USD
CGAYX	Calvert Global Energy Solutions Fund Y	Int'l Global	7/2011	$84.47M	18.85	15.43	-2.62	7.49	--	-7.53	0.87	1.6	8.33	Ardour Gbl Alternative Energy
MPLIX	Praxis International Index Fund - Institutional	Equity Specialty	12/2010	$271.46M	18.82	18.87	2.66	7.43	--	5.48	0.6	0.77	6.38	MSCI ACWI xUS
CGAEX	Calvert Global Energy Solutions Fund A	Int'l Global	5/2007	$84.47M	18.54	15.09	-2.9	7.22	-7.16	-7.73	0.87	1.85	8.44	Ardour Gbl Alternative Energy
MBAPX	Praxis Genesis Balanced A	Balanced	1/2010	$69.12M	8.02	8.57	4.22	7.14	--	6.49	0.05	0.54	3.17	Russell 3000
BCAIX	Boston Common International Fund	Int'l Global	12/2010	$211M	20.23	16.9	2.68	7.11	--	-0.96	0.9	1.12	9.23	MSCI EAFE Equity
SESLX	1919 Socially Responsive Balanced Fund - C	Balanced	5/1993	$121.37M	8.48	9.5	3.76	7.07	4.61	5.02	0.64	1.98	4.39	Blend: 60% S&P 500 - 40% BC Aggregate
CWVIX	Calvert International Equity Fund I	Int'l Global	2/1999	$231.28M	14.38	13.56	1.27	6.87	-1.08	-3.5	0.86	0.96	7.24	MSCI EAFE Investable Market
CSGCX	Calvert Balanced Portfolio C	Balanced	3/1994	$686.48M	6.03	7.01	3.71	6.79	4.07	6.87	0.52	1.76	3.78	Russell 1000
MPLAX	Praxis International Index A	Int'l Global	12/2010	$271.46M	18.27	18.08	2.09	6.79	--	4.97	0.6	1.32	6.49	MSCI ACWI xUS
SESIX	1919 Socially Responsive Balanced Fund - B	Balanced	2/1987	$121.37M	8.35	9.02	3.59	6.77	4.31	4.55	0.64	2.39	4.5	Blend: 60% S&P 500 - 40% BC Aggregate
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
MMSIX	Praxis Small Cap Fund - Institutional	Equity Mid-Sm Cap	5/2007	$47.92M	-0.19	3.45	1.81	6.76	5.04	8.93	0.3	1	11.5	Russell 2000
CWEYX	Calvert International Equity Fund Y	Int'l Global	7/1992	$231.28M	14.31	13.48	1.09	6.62	--	-3.66	0.86	1.09	7.19	MSCI EAFE Investable Market
CWVGX	Calvert International Equity Fund A	Int'l Global	7/1992	$231.28M	14.06	13.13	0.8	6.3	-1.72	-3.85	0.86	1.34	7.22	MSCI EAFE Investable Market
CGACX	Calvert Global Energy Solutions Fund C	Int'l Global	7/2007	$84.47M	17.87	14.19	-3.71	6.26	-8.04	-8.4	0.87	2.85	8.21	Ardour Gbl Alternative Energy
MMSCX	Praxis Small Cap Fund A	Equity Mid-Sm Cap	5/2007	$47.92M	-0.52	2.73	1.22	6.09	4.51	8.18	0.3	1.67	11.57	Russell 2000
APPIX	Appleseed Fund Institutional	Int'l Global	2/2011	$178.31M	10.09	5.86	1.41	6.01	--	10.16	0.85	0.95	6.23	MSCI World
CCLAX	Calvert Conservative Allocation Fund A	Equity Specialty	4/2005	$184.14M	6.7	7.43	4.32	5.96	5	5.05	0	0.44	1.85	Barclays Capital US Credit
APPLX	Appleseed Fund	Int'l Global	12/2006	$178.31M	9.97	5.62	1.17	5.8	6.18	9.94	0.85	1.2	6.24	MSCI World
CWVCX	Calvert International Equity Fund C	Int'l Global	3/1994	$231.28M	13.54	12.3	0.02	5.41	-2.55	-4.66	0.86	2.09	7.2	MSCI EAFE Investable Market
CYBIX	Calvert High Yield Bond Fund I	Bond (Fixed Inc)	9/2009	$184.48M	4.69	6.33	2.95	5.33	--	12.1	0.6	0.74	1.6	BofAML US HY Master II
CYBYX	Calvert High Yield Bond Fund Y	Bond (Fixed Inc)	7/2011	$184.48M	4.65	6.23	2.87	5.24	--	11.97	0.6	0.82	1.61	BofAML US HY Master II
PXINX	Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor	Int'l Global	3/2008	$609.39M	17.06	14.84	2.45	5.13	--	-1.85	0.55	0.8	7.07	MSCI EAFE ESG Index
CALCX	Calvert Conservative Allocation Fund C	Equity Specialty	4/2005	$184.14M	6.18	6.69	3.42	4.99	3.86	4.24	0	1.8	1.82	Barclays Capital US Credit
CYBAX	Calvert High Yield Bond Fund A	Bond (Fixed Inc)	7/2001	$184.48M	4.5	6	2.61	4.99	--	11.69	0.6	1.07	1.55	BofAML US HY Master II
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
PXNIX	Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class	Int'l Global	3/2008	$609.39M	17.24	15.14	2.7	4.77	--	-1.63	0.55	0.55	7.12	MSCI EAFE ESG Index
PXHIX	Pax High Yield Bond Fund - Institutional Investor	Bond (Fixed Inc)	6/2004	$413.08M	5.27	8.97	2.21	4.63	5.76	13.94	0.5	0.74	3	Merrill Lynch High Yield Master I
MCONX	Praxis Genesis Conservative A	Balanced	1/2010	$22.25M	5.94	4.63	3.25	4.59	--	4.22	0.05	0.6	2.46	Barclays Capital US Aggregate Bond
PAXHX	Pax High Yield Bond Fund - Individual Investor	Bond (Fixed Inc)	10/1999	$413.08M	4.94	8.69	1.92	4.37	5.51	13.8	0.5	0.99	2.99	Merrill Lynch High Yield Master I
CLDAX	Calvert Long-Term Income Fund A	Bond (Fixed Inc)	12/2004	$94.42M	7.98	0.63	4.07	4.23	7.78	6.79	0.52	1.25	6.56	Barclays US Long Credit
CHBCX	Calvert High Yield Bond Fund C	Bond (Fixed Inc)	10/2011	$184.48M	3.96	5.2	1.73	4.02	--	10.87	0.6	2.07	1.55	BofAML US HY Master II
CINCX	Calvert Income Fund I	Bond (Fixed Inc)	2/1999	$521.79M	5.91	2.78	3.48	3.73	4.23	5.94	0.52	0.64	3.56	Barclays Capital US Credit
CIFYX	Calvert Income Fund Y	Bond (Fixed Inc)	10/1982	$521.79M	5.8	2.67	3.27	3.5	--	5.84	0.52	0.91	3.62	Barclays Capital US Credit
CFICX	Calvert Income Fund A	Bond (Fixed Inc)	10/1982	$521.79M	5.58	2.39	2.96	3.18	3.68	5.6	0.52	1.24	3.58	Barclays Capital US Credit
CBDIX	Calvert Bond Portfolio I	Bond (Fixed Inc)	3/2000	$937.61M	4.35	2.06	3.17	2.98	4.48	4.06	0.47	0.51	2.62	Barclays Capital US Aggregate Bond
CICRX	Calvert Income Fund R	Bond (Fixed Inc)	10/2006	$521.79M	5.24	1.93	2.58	2.87	3.35	5.08	0.52	1.47	3.58	Barclays Capital US Credit
CSIYX	Calvert Bond Portfolio Y	Bond (Fixed Inc)	8/1987	$937.61M	4.26	1.95	3	2.75	--	3.94	0.47	0.62	2.64	Barclays Capital US Aggregate Bond
ARDFX	Ariel Discovery Fund	Equity Specialty	1/2011	$38.59M	-0.99	9.44	-3.99	2.64	--	22.95	0.8	1.25	17.48	Russell 2000 Value
CSIBX	Calvert Bond Portfolio A	Bond (Fixed Inc)	8/1987	$937.61M	4.14	1.67	2.71	2.47	3.9	3.63	0.47	0.89	2.62	Barclays Capital US Aggregate Bond
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CIFCX	Calvert Income Fund C	Bond (Fixed Inc)	7/2000	$521.79M	5.01	1.57	2.2	2.43	2.94	4.79	0.52	1.93	3.58	Barclays Capital US Credit
MIIIX	Praxis Intermediate Income - Institutional	Bond (Fixed Inc)	5/2006	$500.34M	3.72	0.97	2.61	2.4	4.7	2.44	0.4	0.54	2.8	Barclays Capital US Aggregate
CTTLX	Calvert Tax-Free Bond Fund A	Bond (Fixed Inc)	8/1983	$147.74M	4.41	0.19	2.48	2.32	3.14	-0.42	0.47	0.8	5.05	Barclays Municipal
CDSIX	Calvert Short Duration Income Fund I	Bond (Fixed Inc)	2/2002	$1373.05M	2.42	2.07	2.06	2.22	3.59	3.63	0.46	0.52	1.04	Barclays Credit 1-5 Yr
CSDYX	Calvert Short Duration Income Fund Y	Bond (Fixed Inc)	2/2008	$1373.05M	2.36	2.04	1.88	2.02	--	3.6	0.46	0.61	1.06	Barclays Credit 1-5 Yr
MIIAX	Praxis Intermediate Income A	Bond (Fixed Inc)	5/1999	$500.34M	3.36	0.48	2.2	1.98	4.32	2.12	0.4	0.94	2.77	Barclays Capital US Aggregate
DSBIX	Domini Social Bond Fund -- Institutional shares	Bond (Fixed Inc)	11/2011	$151.51M	3.99	0.72	2.66	1.92	--	3.65	0.32	0.63	3.19	Barclays U.S. Aggregate Index
WISEX	Azzad Wise Capital Fund	Bond (Fixed Inc)	4/2010	$105.09M	1.69	0.9	1.05	1.86	--	1.4	1.19	1.36	1.01	Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CSDAX	Calvert Short Duration Income Fund A	Bond (Fixed Inc)	1/2002	$1373.05M	2.17	1.68	1.58	1.7	3.07	3.25	0.46	0.88	1.04	Barclays Credit 1-5 Yr
DSBFX	Domini Social Bond Fund - Investor shares	Bond (Fixed Inc)	6/2000	$151.51M	3.78	0.43	2.42	1.7	3.57	3.43	0.32	0.93	3.23	Barclays U.S. Aggregate Index
CRANX	CRA Qualified Investment - Institutional	Bond (Fixed Inc)	3/2007	$2053.43M	3.17	0.71	2.45	1.68	3.78	0.98	0.3	0.46	2.54	Barclays Capital US Aggregate Bond
CSBCX	Calvert Bond Portfolio C	Bond (Fixed Inc)	6/1998	$937.61M	3.5	0.78	1.83	1.61	3.06	2.73	0.47	1.73	2.59	Barclays Capital US Aggregate Bond
ACASX	Access Capital Community Investment Fund A	Bond (Fixed Inc)	1/2009	$660.42M	1.86	0.56	1.94	1.59	--	1.49	0.5	1.01	1.93	Barclays Capital US Securitized Bond
ACCSX	Access Capital Community Investment Fund I	Bond (Fixed Inc)	7/1998	$660.42M	2.22	0.91	2.02	1.58	3.5	1.54	0.5	0.65	1.93	Barclays Capital US Securitized Bond
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
PRFIX	Parnassus Fixed Income Fund	Bond (Fixed Inc)	8/1992	$243.2M	3.61	0.93	2.37	1.53	3.74	2.42	0.5	0.68	2.9	Barclays Capital US Credit
CRATX	CRA Qualified Investment - Retail	Bond (Fixed Inc)	3/2007	$2053.43M	3.14	0.56	2.17	1.39	3.45	0.73	0.3	0.81	2.59	Barclays Capital US Aggregate
CULYX	Calvert Ultra-Short Income Fund Y	Bond (Fixed Inc)	5/2010	$900.76M	1.22	1.77	1.24	1.28	--	2.15	0.38	0.52	0.14	Barclays Short Treasury 9-12 Mon
CRAIX	CRA Qualified Investment - CRA	Bond (Fixed Inc)	8/1999	$2053.43M	2.76	0.16	1.99	1.22	3.32	0.62	0.3	0.91	2.53	Barclays Capital US Aggregate
CULAX	Calvert Ultra-Short Income Fund A	Bond (Fixed Inc)	10/2006	$900.76M	0.97	1.47	0.98	1.04	2.25	1.9	0.38	0.77	0.18	Barclays Short Treasury 9-12 Mon
CDICX	Calvert Short Duration Income Fund C	Bond (Fixed Inc)	10/2002	$1373.05M	1.66	0.91	0.82	0.96	2.31	2.49	0.46	1.66	1.05	Barclays Credit 1-5 Yr
REDWX	Aspiration Redwood Fund	Equity Large Cap	11/2015	$32.78M	16.1	24.05	--	--	--	17.1	2	--	8.49	S&P 500 Composite Total Return
CBAYX	Calvert Balanced Portfolio Y	Balanced	4/2013	$686.48M	6.78	8.16	4.78	--	--	8	0.52	0.73	3.78	Russell 1000
CVMAX	Calvert Emerging Markets Equity Fund A	Int'l Global	10/2012	$271.45M	34.69	30.15	6.59	--	--	6.55	1	1.27	10.1	MSCI EM NR USD
CVMCX	Calvert Emerging Markets Equity Fund C	Int'l Global	10/2012	$271.45M	34.03	29.13	5.72	--	--	5.72	1	2.02	10.13	MSCI EM NR USD
CVMIX	Calvert Emerging Markets Equity Fund I	Int'l Global	10/2012	$271.45M	35.03	30.61	6.97	--	--	6.83	1	0.92	10.14	MSCI EM NR USD
CVMYX	Calvert Emerging Markets Equity Fund Y	Int'l Global	10/2012	$271.45M	34.88	30.45	6.84	--	--	6.82	1	1.02	10.08	MSCI EM NR USD
CFWIX	Calvert Global Water Fund I	Int'l Global	1/2014	$443.54M	10.33	10.58	0.63	--	--	14.43	0.99	1.29	6.2	S-Network Global Water TR USD
CGAFX	Calvert Green Bond Fund A	Bond (Fixed Inc)	10/2013	$94.93M	3.4	1.32	2.54	--	--	3.66	0.42	0.88	2.17	Barclays Capital US Aggregate Bond
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CGBIX	Calvert Green Bond Fund I	Bond (Fixed Inc)	10/2013	$94.93M	3.65	1.7	2.99	--	--	4.05	0.42	0.5	2.16	Barclays Capital US Aggregate Bond
CGYFX	Calvert Green Bond Fund Y	Bond (Fixed Inc)	10/2013	$94.93M	3.56	1.57	2.81	--	--	3.91	0.42	0.63	2.2	Barclays Capital US Aggregate Bond
CLDIX	Calvert Long-Term Income Fund I	Bond (Fixed Inc)	1/2015	$94.42M	8.37	1.12	--	--	--	7.3	0.52	--	6.58	Barclays US Long Credit
CSCYX	Calvert Small Cap Fund Y	Equity Mid-Sm Cap	10/2013	$280.78M	3.28	15.9	9.03	--	--	20.4	0.8	1.12	12.87	Russell 2000
CTTCX	Calvert Tax-Free Bond Fund C	Bond (Fixed Inc)	7/2015	$147.74M	3.91	-0.58	--	--	--	-1.25	0.35	0.8	4.97	Barclays Capital US Aggregate
CTTIX	Calvert Tax-Free Bond Fund I	Bond (Fixed Inc)	7/2015	$147.74M	4.66	0.55	--	--	--	-0.14	0.35	0.45	4.98	Barclays Municipal
CTTYX	Calvert Tax-Free Bond Fund Y	Bond (Fixed Inc)	7/2015	$147.74M	4.6	0.46	--	--	--	-0.17	0.35	0.55	4.97	Barclays Municipal
CGJAX	Calvert U.S. Large Cap Growth Responsible Index Fund A	Equity Large Cap	6/2015	$57.74M	17.95	17.42	--	--	--	4.03	0.27	0.57	6.38	Calvert U.S. Large Cap Growth Responsible Index
CGJCX	Calvert U.S. Large Cap Growth Responsible Index Fund C	Equity Large Cap	6/2015	$57.74M	17.39	16.63	--	--	--	3.3	0.27	1.32	6.34	Calvert U.S. Large Cap Growth Responsible Index
CGJIX	Calvert U.S. Large Cap Growth Responsible Index Fund I	Equity Large Cap	6/2015	$57.74M	18.22	17.86	--	--	--	4.44	0.27	0.22	6.34	Calvert U.S. Large Cap Growth Responsible Index
CGJYX	Calvert U.S. Large Cap Growth Responsible Index Fund Y	Equity Large Cap	6/2015	$57.74M	18.13	17.72	--	--	--	4.35	0.27	0.32	6.36	Calvert U.S. Large Cap Growth Responsible Index
CFJAX	Calvert U.S. Large Cap Value Responsible Index Fund A	Equity Large Cap	6/2015	$120.44M	5.33	13.38	--	--	--	16.78	0.27	0.57	7.63	Calvert U.S. Large Cap Value Responsible Index
CFJCX	Calvert U.S. Large Cap Value Responsible Index Fund C	Equity Large Cap	6/2015	$120.44M	4.88	12.63	--	--	--	15.93	0.27	1.32	7.58	Calvert U.S. Large Cap Value Responsible Index
CFJIX	Calvert U.S. Large Cap Value Responsible Index Fund I	Equity Large Cap	6/2015	$120.44M	5.6	13.76	--	--	--	17.2	0.27	0.22	7.59	Calvert U.S. Large Cap Value Responsible Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
CFJYX	Calvert U.S. Large Cap Value Responsible Index Fund Y	Equity Large Cap	6/2015	$120.44M	5.56	13.64	--	--	--	17.02	0.27	0.32	7.56	Calvert U.S. Large Cap Value Responsible Index
CULIX	Calvert Ultra-Short Income Fund I	Bond (Fixed Inc)	1/2014	$900.76M	1.25	1.81	1.36	--	--	2.22	0.38	0.5	0.18	Barclays Short Treasury 9-12 Mon TR USD
CUBAX	Calvert Unconstrained Bond Fund A	Bond (Fixed Inc)	9/2014	$106.88M	2.54	3.92	--	--	--	6.24	0.47	1.1	0.46	Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX	Calvert Unconstrained Bond Fund C	Bond (Fixed Inc)	9/2014	$106.88M	1.98	3.11	--	--	--	5.45	0.47	1.85	0.49	Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX	Calvert Unconstrained Bond Fund I	Bond (Fixed Inc)	9/2014	$106.88M	2.87	4.42	--	--	--	6.73	0.47	0.65	0.43	Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX	Calvert Unconstrained Bond Fund Y	Bond (Fixed Inc)	9/2014	$106.88M	2.78	4.27	--	--	--	6.51	0.47	0.85	0.45	Barclays 1-3 Month U.S. Treasury Bill Index
CCMNX	CCM Alternative Income Fund	Balanced	5/2013	$32.56M	3.86	4.59	1.38	--	--	2.47	0	2.76	2.5	Citigroup 3-Month T-Bill Index
LCILX	ClearBridge Sustainability Leaders Fund (IS shares)	All Cap	3/2015	$7.43M	11.49	14.04	--	--	--	6.06	0.65	0.75	6.52	Russell 3000
DOMOX	Domini International Social Equity Fund -- Institutional shares	Int'l Global	11/2012	$1091.09M	19.68	20.58	6.15	--	--	3.61	0.94	1.1	7.46	MSCI EAFE Equity
GCIFX	Green Century MSCI International Index Fund - Institution	Int'l Global	9/2016	$26.47M	17.91	--	--	--	--	--	0.28	--	--	MSCI World ex USA
GCINX	Green Century MSCI International Index Fund - Investor	Int'l Global	9/2016	$26.47M	17.75	--	--	--	--	--	0.28	--	--	MSCI World ex USA
ESGMX	Mirova Global Sustainable Equity Fund - Class A	Int'l Global	3/2016	$62.28M	21.31	16.1	--	--	--	--	0.8	--	8.72	MSCI World
ESGYX	Mirova Global Sustainable Equity Fund - Class Y	Int'l Global	3/2016	$62.28M	21.49	16.34	--	--	--	--	0.8	--	8.68	MSCI World
PAFSX	Parnassus Asia Fund	Int'l Global	4/2013	$15.36M	13.87	15.66	3.64	--	--	13.98	1.1	1.25	6.5	MSCI AC Asia Pacific Index
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ 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
PAXBX	Pax Core Bond fund Individual	Bond (Fixed Inc)	12/2016	$689.07M	3.12	--	--	--	--	--	0.4	0.72	--	Barclays Capital US Aggregate Bond
PXBIX	Pax Core Bond fund Institutional	Bond (Fixed Inc)	12/2016	$689.07M	3.28	--	--	--	--	--	0.4	0.47	--	Barclays Capital US Aggregate Bond
PAXDX	Pax ESG Beta Dividend Fund Individual	Equity Large Cap	12/2016	$139.89M	8	--	--	--	--	--	0.65	0.9	--	Russell 1000
PXDIX	Pax ESG Beta Dividend Fund Institutional	Equity Large Cap	12/2016	$139.89M	8.17	--	--	--	--	--	0.65	0.65	--	Russell 1000
PXGAX	Pax ESG Beta Quality Fund - Class A	Equity Large Cap	5/2013	$199.53M	11.47	14.3	7.81	--	--	6.24	0.65	1.06	5.44	Russell 1000
PXEAX	Pax Global Environmental Markets Fund A	Int'l Global	5/2013	$511.04M	17.52	16.93	7.1	--	--	10.62	0.8	1.3	7.11	MSCI AC World (Net) Index (ACWI)
PXHAX	Pax High Yield Bond Fund A	Bond (Fixed Inc)	5/2013	$413.08M	5.09	8.84	2.01	--	--	13.78	0.5	0.98	2.99	Merrill Lynch High Yield Master I
PAXLX	Pax Large Cap Fund Individual	Equity Large Cap	12/2016	$773.57M	11.35	--	--	--	--	--	0.65	0.95	--	S&P 500 Composite Total Return
PXLIX	Pax Large Cap Fund Intitutional	Equity Large Cap	12/2016	$773.57M	11.53	--	--	--	--	--	0.65	0.7	--	S&P 500 Composite Total Return
PWMDX	Pax Mid Cap Fund Individual	Equity Mid-Sm Cap	3/2016	$146.41M	7.66	10.25	--	--	--	--	0.75	1.15	5.73	Russell Midcap Index
PMIDX	Pax Mid Cap Fund Institutional	Equity Mid-Sm Cap	3/2016	$146.41M	7.96	10.58	--	--	--	--	0.75	0.9	5.69	Russell Midcap Index
PXSAX	Pax Small Cap Fund A	Equity Mid-Sm Cap	5/2013	$821.23M	-1.01	7.44	4.56	--	--	17.85	0.75	1.19	8.5	Russell 2000
SEBFX	Saturna Sustainable Bond Fund	Bond (Fixed Inc)	3/2015	$20.22M	6.38	3.95	--	--	--	1.85	0.55	0.89	3.54	Citigroup World BIG Bond Index
SEEFX	Saturna Sustainable Equity Fund	Int'l Global	3/2015	$4.65M	15.99	12.57	--	--	--	-1.43	0.65	0.99	5.73	S&P Global 1200
Ticker	Fund Name	Fund Type	Inception Month	AUM (US$ millions)	YTD %	1 yr Avg %	3 yr Avg %	5 yr Avg %	10 yr Avg %	Prev Yr Rtn %	Mgmt Fee %	Exp Ratio %	Std Dev	Benchmark Used
NEXTX	Shelton Green Alpha Fund	All Cap	3/2013	$40.32M	22.75	19.2	2.89	--	--	-4.27	1	1.31	9.17	S&P 500 Composite Total Return
TSBIX	TIAA-CREF Social Choice Bond Institutional	Bond (Fixed Inc)	9/2012	$1434.57M	4.32	1.63	3.48	--	--	3.19	0.35	0.4	3	Barclays Capital US Aggregate Bond
TSBPX	TIAA-CREF Social Choice Bond Premier	Bond (Fixed Inc)	9/2012	$1434.57M	4.22	1.48	3.32	--	--	3.03	0.35	0.55	2.97	Barclays Capital US Aggregate Bond
TSBRX	TIAA-CREF Social Choice Bond Retail	Bond (Fixed Inc)	9/2012	$1434.57M	4.14	1.35	3.16	--	--	2.81	0.35	0.68	2.9	Barclays Capital US Aggregate Bond
TSBBX	TIAA-CREF Social Choice Bond Retirement	Bond (Fixed Inc)	9/2012	$1434.57M	4.15	1.38	3.19	--	--	2.83	0.35	0.65	2.89	Barclays Capital US Aggregate Bond
TSMDX	Trillium Small/Mid Cap Mutual Fund	Equity Mid-Sm Cap	8/2015	$10.54M	5.83	11.39	--	--	--	14.48	0.75	1	8.73	S&P 1000

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August 31, 2017

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

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Parnassus Endeavor Fund

P *

Brown Advisory Sustainable Growth Fund

Ariel Fund

Parnassus Fund

Praxis Growth Index Fund - Institutional

Calvert U.S. Large Cap Core Responsible Index Fund I

Calvert Small Cap Fund I

Praxis Growth Index Fund A

Calvert U.S. Large Cap Core Responsible Index Fund Y

Calvert U.S. Large Cap Core Responsible Index Fund A

Neuberger Berman Socially Responsive I

Calvert Small Cap Fund A

Green Century Equity

C *

Mutual Fund - Click name for background on the company, along with contact information and fund profile

TIAA-CREF Social Choice Equity Institutional

Neuberger Berman Socially Resp Inv

TIAA-CREF Social Choice Equity Premier

Parnassus Core Equity Fund

TIAA-CREF Social Choice Equity Retirement

Neuberger Berman Socially Resp Tr

Ariel Appreciation Fund

TIAA-CREF Social Choice Equity Retail

Neuberger Berman Socially Responsive A

Pax Small Cap Fund - Institutional Class

Calvert Equity Portfolio I

Parnassus Mid Cap Fund

Neuberger Berman Socially Resp R3

Pax Global Environmental Markets Fund - Institutional Class

C *

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Calvert Equity Portfolio Y

Calvert U.S. Large Cap Core Responsible Index Fund C

Sentinel Sustainable Core Opportunities Fund (I Shares)

Pax Small Cap Fund - Individual Investor

Calvert Small Cap Fund C

Pax Global Environmental Markets Fund - Individual Investor

C *

Pax ESG Beta Quality Fund - Institutional Investor

Sentinel Sustainable Core Opportunities Fund (A Shares)

Calvert Equity Portfolio A

Praxis Value Index - Institutional

Neuberger Berman Socially Responsive C

Pax ESG Beta Quality Fund - Individual Investor

Boston Common Large Cap Core Equity Fund

Praxis Value Index A

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Calvert International Opportunities Fund A

Calvert International Opportunities Fund I

Calvert Equity Portfolio C

Calvert International Opportunities Fund Y

Walden Equity Fund

Walden Midcap Fund

Walden SMID Cap Innovations Fund

Ariel Focus Fund

Domini International Social Equity Fund -- Investor shares

Domini International Social Equity Fund -- A shares

Calvert Aggressive Allocation Fund A

Pax Ellevate Global Women's Index Fund - Institutional Class

Domini Social Equity Fund -- Institutional shares

Domini Social Equity Fund -- R shares

Mutual Fund - Click name for background on the company, along with contact information and fund profile

Pax Ellevate Global Women's Index Fund - Individual Investor

Domini Social Equity Fund -- Investor shares

Domini Social Equity Fund -- A shares

Calvert International Opportunities Fund C

Portfolio 21 Institutional

P *

Walden Small Cap Innovations Fund

Portfolio 21 Global Equity Fund

R *

Gabelli ESG Fund Inc I

C *

Calvert Aggressive Allocation Fund C

Gabelli ESG Fund Inc A

C *

Gabelli ESG Fund Inc AAA

C *

Azzad Ethical Fund

Calvert Capital Accumulation Fund I

UBS International Sustainable Equity Fund

Mutual Fund - Click name for background on the company, along with contact information and fund profile