Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 180 of 180 funds
Information current as of:
April 30, 2019

Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $22.54M 14.81 9.62 -- -- -- -9.65 0.4 -- 15.51 S&P Global REIT Index
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $42.95M 13.39 7.71 -- -- -- -2.72 0.75 -- 17.73 MSCI USA
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $21.55M 17.19 11.37 -- -- -- -4 1 1.35 16.61 MSCI All World Country Index
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $659.04M 2.66 4.67 -- -- -- -0.24 0.4 0.71 2.8 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $659.04M 2.75 4.93 -- -- -- 0.01 0.4 0.46 2.8 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $135.98M 15.7 13.29 -- -- -- -4.19 0.65 0.9 15.51 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $135.98M 15.76 13.48 -- -- -- -3.82 0.65 0.65 15.46 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $674.15M 18.82 11.92 -- -- -- -4.98 0.65 0.95 18.11 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $674.15M 18.8 12.15 -- -- -- -4.77 0.65 0.7 18.06 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $61M 13.21 -1.81 -- -- -- -14 0.28 0.98 13.93 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $61M 13.1 -2.11 -- -- -- -14.26 0.28 1.28 13.9 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $101.41M 19.97 10.92 13.4 -- -- -6.51 0.8 1.29 16.21 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $101.41M 20.17 11.2 13.7 -- -- -6.28 0.8 1.04 16.32 MSCI World
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $114.24M 15.22 1.5 6.68 -- -- -13.26 0.75 1.14 15.92 Russell Midcap Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $114.24M 15.22 1.67 6.9 -- -- -13.04 0.75 0.89 15.92 Russell Midcap Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $85M 24.88 12.92 18.04 -- -- -8.38 0 -- 22.4 S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.21M 18.7 2.46 11.77 -- -- -13 0.75 1 22.07 S&P 1000
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $153.32M 2.81 4.36 1.28 -- 0.96 -0.19 0.47 1.55 2.21 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $153.32M 3.18 5.48 2.4 -- -- 0.91 0.47 0.45 2.25 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $84.27M 20.44 19.25 17.27 -- -- 0.38 0.24 0.57 17.77 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $84.27M 20.53 19.66 17.67 -- -- 0.76 0.27 0.22 17.75 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $358.55M 17.36 7.32 11.23 -- -- -10.31 0.24 0.57 18.27 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $358.55M 17.44 7.64 11.6 -- -- -10.01 0.27 0.22 18.26 Calvert U.S. Large Cap Value Responsible Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $10.06M 19.53 17.24 15.19 -- -- -2.38 0.65 0.75 17.56 Russell 3000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $30.18M 4.26 1.08 2.23 -- -- -3.16 0.55 0.89 3.78 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $6.05M 19.14 11.61 12.11 -- -- -5.73 0.65 0.99 14.72 S&P Global 1200
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $61.43M 8.07 7.4 3.94 3.59 2.83 -5.29 0.52 0.55 6.34 Barclays US Long Credit
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $204M 17.2 11.69 10.04 -- -- -7.15 0.56 1.32 13.89 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $156.56M 3.88 3.97 3.75 -- -- 0.12 0.47 1.1 2.06 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $156.56M 3.62 3.14 2.96 -- -- -0.68 0 1.85 2.12 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $156.56M 4 4.25 4.14 -- -- 0.43 0 0.65 2.09 Barclays 1-3 Month U.S. Treaury Bill Index
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $408.37M 15.8 3.48 7.87 2.5 -- -13.25 0.85 0.93 15.04 S-Network Global Water TR USD
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $986.39M 1.73 2.58 2.02 1.54 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $245.53M 3.02 5.05 2.28 2.47 -- 0.29 0.37 0.85 2.26 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $245.53M 3.09 5.36 2.66 2.86 -- 0.67 0.42 0.5 2.23 Barclays Capital US Aggregate Bond
CCMNX CCM Alternative Income Fund Balanced
5/2013 $53.78M 4.71 4.75 4.27 2.32 -- -0.32 0.75 1.85 4.86 Citigroup 3-Month T-Bill Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $225.45M 15.48 11.38 12.84 10.13 -- -4.41 0.65 0.9 15.07 Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $791.68M 18.4 6.12 10.95 6.58 -- -14.26 0.8 1.3 17.92 MSCI AC World (Net) Index (ACWI)
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $375.39M 8.21 5.69 7.02 2.74 -- -3.04 0.5 0.99 5.6 Merrill Lynch High Yield Master I
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $442.71M 16.94 1.93 6.72 5.27 -- -15.74 0.75 1.19 18.64 Russell 2000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1266.39M 12.45 -6.2 5.81 3.8 -- -15.85 0.9 1.07 14.05 MSCI EAFE Equity
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1832.56M 14.48 -1.98 12.91 6.74 -- -15.48 0.87 1.27 15.6 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1832.56M 14.25 -2.68 12.06 5.88 -- -16.13 1 2.02 15.58 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1832.56M 14.56 -1.6 13.29 7.1 -- -15.15 1 0.92 15.52 MSCI EM NR USD
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3390.62M 3.15 5.31 2.65 3.41 -- 0.33 0.35 0.4 2.69 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3390.62M 2.99 5.13 2.49 3.25 -- 0.16 0.35 0.55 2.78 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3390.62M 2.95 5.02 2.34 3.11 -- 0.06 0.35 0.68 2.82 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3390.62M 3.06 5.05 2.4 3.16 -- 0.08 0.35 0.65 2.83 Barclays Capital US Aggregate Bond
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1240.6M 23.59 22.13 20.64 16.8 -- 4.58 0.6 0.73 16.99 Russell 1000® Growth Index
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $56.41M 18.06 11.12 14.23 10.31 -- -5.57 0.75 1 17.72 Russell 2500
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $37.68M 16.86 9.68 11.1 8.78 -- -8.41 0.75 1 16.08 S&P 500 Composite Total Return
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $149.34M 3.54 4.55 2.06 2.37 -- -1.1 0.32 0.62 2.58 Barclays U.S. Aggregate Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $177.38M 6.66 4.13 4.62 1.97 -- -3.55 0.6 1.82 4.69 BofAML US HY Master II
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $52.18M 18.88 15.36 13.46 11.08 -- -3.56 0.75 1 16.72 Russell Midcap
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $172.77M 4.52 2.75 6.35 2.92 -- -3.17 0.85 0.95 9.59 MSCI World
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $21.96M 17.44 -10.25 4.29 -3.44 -- -24.65 0.8 1.25 23.25 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MPLAX Praxis International Index A Int'l
Global
12/2010 $277.73M 13 -3.93 7.29 2.14 -- -15.05 0.48 1.32 14.02 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $277.73M 13.37 -3.09 7.96 2.75 -- -14.44 0.48 0.77 14.07 MSCI ACWI xUS
BCAIX Boston Common International Fund Int'l
Global
12/2010 $245.33M 13.97 -1.93 7.24 2.38 -- -13.38 0.9 1.12 13.93 MSCI EAFE Equity
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $130.91M 2.47 3.3 1.88 1.55 -- 0.09 1.19 1.36 1.53 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $77.14M 10.62 6.03 7.61 5.36 -- -4.86 0.05 1.05 9.58 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $23.86M 6.73 5.46 4.6 3.8 -- -2.62 0.05 0.6 5.12 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $69.05M 13.16 6.06 9.43 6.43 -- -6.48 0.05 0.62 12.77 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4405.86M 17.76 11.13 13.98 10 -- -5.69 0.15 0.32 16.84 Russell 3000
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $177.38M 7.03 5.25 5.75 3.17 8.61 -2.51 0.6 0.74 4.71 BofAML US HY Master II
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2006.67M 15 7.34 11.49 8.75 -- -6.19 0.73 1.28 16.71 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2006.67M 15.09 7.59 11.78 9.01 -- -5.95 0.73 1.03 16.71 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2006.67M 14.8 6.8 10.95 8.2 -- -6.65 0.73 1.78 16.71 S&P 500 Composite Total Return
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $582.18M 1.98 3.66 0.74 1.7 2.51 -0.41 0.5 1.01 2.43 Barclays Capital US Securitized Bond
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $771.66M 17.97 8.64 10.92 7.07 12.68 -9.03 0.24 1.16 16.43 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $771.66M 18.1 9.04 11.35 7.47 13.12 -8.67 0.24 0.79 16.42 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $101.85M 18.1 11.24 12.92 9.33 13.38 -6.02 0.75 1 19.76 Russell 2000
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $408.37M 15.71 3.2 7.51 2.06 9.46 -13.56 0.85 1.28 15.02 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $408.37M 15.43 2.44 6.73 1.33 8.55 -14.14 0.85 2.03 15.06 S-Network Global Water TR USD
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $165.96M 14.56 12.51 11.5 8.05 10.51 -1 0.64 1 12.32 Blend: 60% S&P 500 - 40% BC Aggregate
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $791.68M 18.45 6.17 10.97 6.59 10.87 -14.24 0.8 1.29 17.95 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $791.68M 18.56 6.42 11.22 6.85 11.14 -14.1 0.8 1.04 18 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $590.76M 12.45 -2.54 6.21 1.95 5.39 -13.08 0.55 0.8 13.36 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $590.76M 12.56 -2.28 6.48 1.69 5.35 -12.84 0.55 0.55 13.41 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $442.71M 16.99 1.98 6.72 5.28 13.16 -15.72 0.75 1.19 18.62 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $442.71M 17 2.16 6.99 5.53 13.46 -15.51 0.75 0.94 18.57 Russell 2000
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2006.67M 15.25 7.99 12.19 9.42 13.71 -5.6 0.62 0.66 16.73 S&P 500 Composite Total Return
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $81.4M 18.43 -1.55 4.52 -1.16 -2.08 -20.18 0.87 2.03 19.6 Ardour Gbl Alternative Energy
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $330.33M 13.3 -6.45 8.94 4.03 9.09 -15.3 0.87 2.26 15.17 MSCI EAFE SMID NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $44.78M 17.44 5.52 6.07 5.59 10.7 -15.71 1 1.25 16.86 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $44.78M 17.51 5.59 6.08 5.6 10.7 -15.76 1 1.25 16.9 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $44.78M 17.24 4.79 5.3 4.79 9.87 -16.4 1 2 16.92 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $44.78M 17.64 5.81 6.36 5.85 10.97 -15.57 1 1 16.96 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $81.4M 18.69 -0.97 5.29 -0.33 -1.18 -19.57 0.87 1.28 19.48 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $81.4M 18.74 -0.62 5.66 0.06 -0.75 -19.18 0.87 0.93 19.55 Ardour Gbl Alternative Energy
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $302.91M 19.5 17.53 17.81 14.08 16.3 0.38 0.3 0.44 16.96 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $302.91M 19.37 17.07 17.34 13.62 15.78 -0.05 0.3 0.86 16.96 MSCI U.S. Prime Market Growth Index
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $111.31M 14.51 3.78 9.42 4.51 12.16 -7.79 0.3 1 23.14 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $111.31M 14.38 3.15 8.75 3.88 11.51 -8.52 0.3 1.67 23.27 Russell 2000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $225.45M 15.61 11.68 13.13 10.39 14.19 -4.14 0.65 0.65 15.11 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1817.79M 11.18 7.51 8.18 6.46 9.17 -3.83 0.05 0.66 10.11 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2048.11M 2.03 4.16 1.4 2.28 3 0.56 0.3 0.46 2.3 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2048.11M 1.91 3.89 1.14 1.99 2.68 0.3 0.3 0.81 2.36 Barclays Capital US Aggregate
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1266.39M 12.32 -6.6 5.35 3.35 8.96 -16.23 0.9 1.53 14.02 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1266.39M 12.38 -6.61 5.42 3.38 8.96 -16.26 0.88 1.46 14.08 MSCI EAFE Equity
APPLX Appleseed Fund Int'l
Global
12/2006 $172.77M 4.46 2.54 6.15 2.7 8.61 -3.39 0.85 1.2 9.57 MSCI World
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $986.39M 1.65 2.33 1.73 1.23 1.78 0.89 0.38 0.77 0.72 Barclays Short Treasury 9-12 Mon
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $528.08M 3.02 5.15 2.02 2.55 4.06 0.08 0.4 0.54 2.92 Barclays Capital US Aggregate
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $215.22M 17.41 10.02 12.09 8.56 13.39 -8.02 0.3 0.44 16.13 MSCI US Prime Market Value Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1466.54M 3.43 4.17 2.61 2.14 3.4 0.42 0.46 0.52 1.6 Barclays Credit 1-5 Yr
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $337.81M 17.31 8.38 11.78 8.11 10.38 -7.47 0.55 0.56 15.19 Pax Global Women’s Leadership Index
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4405.86M 17.65 10.97 13.84 9.87 14.27 -5.76 0.15 0.44 16.78 Russell 3000
ARFFX Ariel Focus Fund All
Cap
6/2005 $58.39M 18.56 2.29 10.1 5.37 11.32 -13.21 0.65 1 21 Russell 1000 Value
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $162.98M 16.23 7.45 11.25 7.86 11.28 -7.7 0 1.26 14.85 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $162.98M 15.96 6.63 10.43 6.92 10.1 -8.43 0 2.01 14.9 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $202.93M 8.69 6.23 6.12 4.9 7.43 -2.95 0 0.44 6.7 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $202.93M 8.4 5.43 5.31 4.02 6.38 -3.65 0 1.8 6.65 Barclays Capital US Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $320.37M 12.59 7.05 9.02 6.56 9.49 -5.11 0 1.18 10.91 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $320.37M 12.27 6.24 8.2 5.74 8.67 -5.86 0 1.93 10.91 Custom
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $515.94M 20.03 11.83 14.8 10.82 14.26 -6.51 0.8 0.91 20.98 Russell 2000 Value
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4337.21M 22.62 10.85 15.85 12.7 16.31 -13.42 0.66 0.92 23.6 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3529.45M 18.99 13.07 12.76 10.02 14.88 -6.6 0.72 0.99 15.94 Russell Midcap Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $515.94M 19.62 10.6 13.5 9.53 12.64 -7.5 0.8 2.04 20.99 Russell 2000 Value
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.04M 17.1 4.93 10.21 4.77 10.31 -12.61 0.7 0.87 18.98 Morningstar US Large Value TR Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $61.43M 8 7.02 3.53 4.07 6.9 -5.7 0.52 0.92 6.38 Barclays US Long Credit
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $515.94M 19.95 11.45 14.36 10.36 13.58 -6.81 0.8 1.29 21.02 Russell 2000 Value
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $375.39M 8.16 5.8 7.3 2.95 7.03 -2.69 0.5 0.74 5.57 Merrill Lynch High Yield Master I
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $771.66M 18.13 8.96 11.3 7.41 13.03 -8.9 0.24 0.83 16.46 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $268M 19.35 13.19 11.38 7.56 14.28 -3.98 0.77 0.86 17.45 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
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Avg %
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Benchmark Used
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1466.54M 3.11 3.11 1.5 0.96 2.13 -0.69 0.46 1.64 1.6 Barclays Credit 1-5 Yr
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4405.86M 17.7 11.01 13.86 9.9 14.29 -5.74 0.15 0.43 16.82 Russell 3000
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1466.54M 3.39 3.9 2.27 1.71 2.9 0.05 0.4 0.88 1.61 Barclays Credit 1-5 Yr
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $177.38M 6.9 4.89 5.4 2.82 7.77 -2.83 0.6 1.07 4.67 BofAML US HY Master II
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $215.22M 17.19 9.4 11.53 8.06 12.75 -8.43 0.3 0.94 16.13 MSCI US Prime Market Value Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $88.52M 22.03 16.45 14.91 8.38 14.15 -3.26 0.8 0.99 20.24 Russell Mid Cap Growth
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $492.94M 6.25 5.04 2.77 2.25 4.2 -4.06 0.52 1.74 3.8 Barclays Capital US Credit
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1753.6M 18.8 14.1 14.49 11.44 14.99 -4.36 0.27 0.54 17.24 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1753.6M 18.52 13.24 13.65 10.59 14.02 -5.06 0.27 1.29 17.23 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1753.6M 18.97 14.48 14.9 11.88 15.53 -4.05 0.24 0.19 17.29 Calvert U.S. Large Cap Core Responsible Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $149.34M 3.52 4.7 1.94 2.2 2.73 -1.03 0.2 0.93 2.65 Barclays U.S. Aggregate Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1423.51M 3.42 5.22 2.96 3.14 4.84 0.1 0.47 0.53 2.44 Barclays Capital US Aggregate Bond
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2747.06M 21.37 24.44 18.48 14.14 15.79 5.39 0.62 0.71 13.7 S&P 500 Composite Total Return
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $375.39M 8.22 5.69 7.02 2.71 6.76 -3.05 0.5 0.99 5.55 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
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Exp
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Std
Dev

Benchmark Used
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $542.79M 15.95 7.19 12.09 7.86 10.34 -7.13 0.9 1.33 14.61 MSCI ACWI
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2048.11M 1.87 3.68 0.94 1.82 2.54 0.1 0.3 0.91 2.32 Barclays Capital US Aggregate
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4405.86M 17.81 11.3 14.16 10.18 14.58 -5.5 0.15 0.18 16.84 Russell 3000
WSBFX Walden Asset Management Fund Balanced
6/1999 $144.88M 12.54 11.53 10.19 8.13 9.98 -1.89 0.75 1 11.2 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $226.77M 17.74 15.5 14.48 10.85 13.97 -2.52 0.75 1 15.79 S&P 500 Composite Total Return
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $528.08M 2.94 4.72 1.59 2.14 3.66 -0.36 0.4 0.98 2.74 Barclays Capital US Aggregate
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $492.94M 6.61 6.18 3.94 3.48 5.54 -2.97 0.52 0.64 3.76 Barclays Capital US Credit
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $211.28M 16.08 2.97 7.23 2.57 7 -11.05 0.87 0.97 13.97 MSCI EAFE Investable Market
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $765.2M 13.2 11.34 9.26 7.11 10.26 -2.45 0.52 0.62 10.42 Russell 1000
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $582.18M 2.21 3.99 1.07 1.84 2.65 -0.2 0.5 0.65 2.38 Barclays Capital US Securitized Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1423.51M 3.07 4.07 1.78 1.87 3.47 -0.95 0.47 1.63 2.39 Barclays Capital US Aggregate Bond
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $152.59M 15.09 -4.15 8.26 4.77 8.51 -16.86 0.8 1.25 15.74 MSCI World ex USA
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $225.45M 15.56 11.39 12.85 10.12 13.9 -4.41 0.65 0.9 15.14 Russell 1000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2006.67M 15.11 7.62 11.8 9.04 13.31 -5.94 0.87 1.01 16.73 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $268M 19.24 12.83 10.97 7.08 13.61 -4.34 0.77 1.21 17.44 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $268M 18.97 11.98 10.15 6.27 12.73 -5.05 0.77 1.96 17.47 Russell Mid Cap Growth
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2006.67M 15.14 7.76 11.97 9.21 13.49 -5.8 0.73 0.84 16.74 S&P 500 Composite Total Return
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $765.2M 12.83 10.18 8.04 5.87 8.88 -3.46 0.52 1.69 10.4 Russell 1000
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2747.06M 20.93 23.12 17.17 12.83 14.39 4.29 0.62 1.84 13.7 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $211.28M 15.72 1.86 6.05 1.33 5.5 -12.09 0.87 2.09 14.02 MSCI EAFE Investable Market
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $337.81M 17.21 8.14 11.5 7.85 10.1 -7.7 0.55 0.81 15.18 Pax Global Women’s Leadership Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $165.96M 14.17 11.39 10.39 6.97 9.47 -1.94 0.64 1.99 12.29 Blend: 60% S&P 500 - 40% BC Aggregate
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $165.96M 14.47 12.15 11.18 7.75 10.2 -1.3 0.64 1.26 12.36 Blend: 60% S&P 500 - 40% BC Aggregate
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17122.7M 17.76 16.68 14.18 10.62 14.57 -0.18 0.58 0.87 14.91 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $212.7M 4.13 5.36 1.91 2.23 3.29 -1.11 0.49 0.68 3.01 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $211.28M 16.05 2.61 6.85 2.13 6.38 -11.42 0.87 1.34 14.05 MSCI EAFE Investable Market
GCBLX Green Century Balanced Balanced
3/1992 $265.63M 12.53 10.71 9.11 6.79 9.67 -2.13 0.65 1.48 10.25 Custom Balanced Index
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $771.66M 18.01 8.66 10.96 7.1 12.67 -9.03 0.24 1.14 16.43 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
GCEQX Green Century Equity Equity
Large Cap
6/1991 $293.74M 18.32 14 14.4 11.1 14.14 -3.98 0.23 1.25 16.22 S&P 500 Composite Total Return
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1430.38M 21.47 5.25 8.96 7.12 14.71 -13.92 0.69 1.12 20.34 Russell Mid Cap Value
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1423.51M 3.38 4.99 2.66 2.73 4.32 -0.16 0.42 0.88 2.4 Barclays Capital US Aggregate Bond
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2747.06M 21.29 24.07 18.06 13.7 15.25 5.01 0.61 1.08 13.73 S&P 500 Composite Total Return
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $165.96M 14.15 11.27 10.16 6.82 9.22 -2.01 0.64 2.16 12.33 Blend: 60% S&P 500 - 40% BC Aggregate
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2335.65M 22.74 7.09 12.14 9.12 15.84 -13.6 0.58 1 22.42 Russell 2500 Value
PARNX Parnassus Fund All
Cap
12/1984 $963.43M 18.3 11.03 13.1 9.72 14.27 -9.68 0.61 0.84 18.15 S&P 500 Composite Total Return
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $153.32M 3.1 5.16 2.06 2.75 3.25 0.54 0.47 0.8 2.2 Barclays Municipal
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $765.2M 13.09 11.03 8.89 6.7 9.77 -2.73 0.52 0.94 10.4 Russell 1000
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $492.94M 6.6 5.92 3.59 3.02 4.96 -3.34 0.52 0.99 3.8 Barclays Capital US Credit
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $204M 17.29 11.96 10.31 6.48 8.63 -6.93 0.56 1.07 13.86 S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1817.79M 11.07 7.25 7.92 6.19 8.9 -4.06 0.05 0.91 10.12 Blend: 60% S&P 500 - 40% BC Aggregate

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Information current as of:
April 30, 2019

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Vert Global Sustainable Real Estate FundC *CCCCCCCCC------------ Shareholder engagement
Arabesque Systematic USA FundCCCCCCCCCCCCRRROther/qualitative criteria --
FundX Sustainable Impact Equity----------R----------------X-- --
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax Mid Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Mid Cap Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Saturna Sustainable Bond FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
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
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Calvert Unconstrained Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCXCRXX-- 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
Ariel Discovery Fund------PP----XP------X--X-- --
Praxis International Index A----PPPPP------XRXXX-- --
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Praxis Genesis Balanced APPPPPPP--PPX--XXX-- --
Praxis Genesis Conservative APPPPPPP--PPX--XXX-- --
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
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 -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R--