Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment 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.
Quick facts about sustainable investment performance >
US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.
 |
Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. As the premier financial information provider for banks, corporations, governments and others, Bloomberg leverages its distribution platform to provide ESG data to improve transparency, liquidity and asset valuations. |
Loading mutual fund performance data, please wait a moment ...
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFGEX | Parnassus Growth Equity Fund |
Equity Large Cap |
12/2022 | $30.54M | 44.92 | 44.92 | -- | -- | -- | -- | 0.75 | 0.84 | 17.24 | Russell 1000 Growth Index |
| CHGX | AXS Change Finance ESG ETF |
Equity Large Cap |
3/2022 | $132.1M | 23.7 | 23.7 | 5.92 | 14.35 | -- | -21.72 | 0.49 | 0.49 | 16.6 | S&P 500 Composite Total Return |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
| JSTC | Adasina Social Justice All Cap Global ETF |
All Cap |
12/2020 | $152.4M | 15.22 | 15.22 | 4.27 | -- | -- | -17.23 | 0.89 | 0.89 | 16.26 | Adasina Social Justice Index, FTSE Global All Cap |
| PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
| EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
| PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | -- | 6.15 | 6.15 | 1.28 | 3.09 | -- | -26.25 | 0.4 | 0.5 | -- | S&P Global REIT Index |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $93.91M | 9.33 | 9.33 | 2.53 | 9.16 | -- | -13.47 | 0.65 | 0.8 | 16.6 | Russell 1000 |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $93.91M | 9.55 | 9.55 | 2.76 | 9.42 | -- | -13.29 | 0.65 | 0.55 | 16.63 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $1443.36M | 19.9 | 19.9 | 7.81 | 15.9 | -- | -20.04 | 0.65 | 0.97 | 17.76 | S&P 500 Composite Total Return |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $195.93M | 16.98 | 16.98 | 1.38 | 8.02 | -- | -21.16 | 0.28 | 0.98 | 17.73 | MSCI World ex USA |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $195.93M | 16.63 | 16.63 | 1.07 | 7.68 | -- | -21.4 | 0.28 | 1.28 | 17.68 | MSCI World ex USA |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $1033.57M | 18.63 | 18.63 | 2.85 | 13.89 | -- | -22.38 | 0.8 | 0.95 | 16.45 | MSCI World |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $183.83M | 14.8 | 14.8 | 2.79 | 12.87 | -- | -22.05 | 0.45 | 0.49 | 20.77 | -- |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $147.01M | 23.24 | 23.24 | 7.65 | 14.7 | -- | -20.35 | 2 | 0.5 | 17.08 | S&P 500 Composite Total Return |
| CMJIX | Calvert US Mid-Cap Core Responsible Index Fund I |
Equity Mid-Sm Cap |
10/2015 | $462M | 15.23 | 15.23 | 4.18 | 12.94 | -- | -19.12 | 0.24 | 0.24 | 21.03 | S&P 400 Midcap Total Return |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $439M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Bloomberg Municipal Bond Index |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $439M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Bloomberg Municipal Bond Index |
| CGJAX | Calvert US Large-Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $643M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Russell 1000 |
| CGJIX | Calvert US Large-Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $643M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Russell 1000 |
| CFJAX | Calvert US Large-Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1900M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFJIX | Calvert US Large-Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1900M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Russell 1000 |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $116.53M | 16.66 | 16.66 | 4.84 | 16.63 | -- | -20.9 | 0.65 | 0.75 | 16.53 | Russell 3000 |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $900M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays Capital US Aggregate Bond |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $326.54M | -2.74 | -2.74 | -8.17 | 11.31 | -- | -16.18 | 0.53 | 1.1 | 23.61 | S&P 500 Composite Total Return |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $371M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $371M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $371M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CFWIX | Calvert Global Water Fund I |
Equity Specialty |
1/2014 | $587M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water Index |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $730M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Bloomberg 9-12 Months Short Treasury Index |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $732M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $732M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| AMIDX | Amana Developing World Fund (Institutional) |
Int'l Global |
9/2013 | $107.51M | 13.39 | 13.39 | 0.22 | 7.76 | 2.45 | -17.48 | 0.8 | 1.01 | 15.19 | MSCI Emerging Markets |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| AMIGX | Amana Growth Fund (Institutional) |
Equity Large Cap |
9/2013 | $4578.33M | 25.98 | 25.98 | 10.31 | 18.98 | 14.56 | -19.27 | 0.64 | 0.67 | 14.93 | S&P 500 Composite Total Return |
| AMINX | Amana Income Fund (Institutional) |
Equity Large Cap |
9/2013 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $289.95M | 24.39 | 24.39 | 9.77 | 13.75 | 10.41 | -18.28 | 0.63 | 0.7 | 15.63 | Russell 1000 |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $2446.84M | 16.58 | 16.58 | 3.24 | 12.06 | 7.33 | -22.64 | 0.75 | 1.16 | 19.73 | MSCI AC World (Net) Index (ACWI) |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $677.24M | 13.56 | 13.56 | 4.44 | 9.43 | 5.71 | -23.05 | 0.75 | 1.16 | 21.57 | Russell 2000 |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $805.25M | 21.8 | 21.8 | 2.54 | 6.05 | 3.76 | -20.55 | 0.84 | 0.91 | 19.2 | MSCI EAFE Equity |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1780M | 4.48 | 4.48 | -9.35 | 2.59 | 2.98 | -22.81 | 0.87 | 1.27 | 20.19 | MSCI Emerging Markets Index |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1780M | 3.66 | 3.66 | -10.05 | 1.81 | 2.16 | -23.4 | 0.87 | 2.02 | 20.2 | MSCI Emerging Markets Index |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1780M | 4.73 | 4.73 | -9.14 | 2.83 | 3.28 | -22.64 | 0.87 | 1.02 | 20.24 | MSCI Emerging Markets Index |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $212.74M | 16.4 | 16.4 | 8.96 | 12.23 | 9.09 | -14.63 | 0.75 | 1 | 18.77 | Russell 2500 |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $435M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | Merrill Lynch High Yield Master I |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $123.93M | 13.88 | 13.88 | 8.23 | 12.1 | 9.73 | -10.93 | 0.75 | 1 | 17.08 | Russell Midcap |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $396.1M | 14.51 | 14.51 | 0.75 | 6.56 | 3.12 | -16.76 | 0.44 | 1.24 | 16.65 | MSCI ACWI xUS |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| AMDWX | Amana Developing World Fund (Investor) |
Int'l Global |
9/2009 | $107.51M | 13.24 | 13.24 | 0.05 | 7.59 | 2.23 | -17.64 | 0.8 | 1.22 | 15.2 | MSCI Emerging Markets |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $435M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | Merrill Lynch High Yield Master I |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1373.01M | 26.2 | 26.2 | 7.92 | 13.36 | 9.5 | -19.02 | 0.76 | 1.32 | 13.22 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1373.01M | 26.53 | 26.53 | 8.2 | 13.65 | 9.77 | -18.81 | 0.76 | 1.06 | 13.23 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1373.01M | 25.59 | 25.59 | 7.4 | 12.81 | 8.96 | -19.41 | 0.76 | 1.82 | 13.23 | S&P 500 Composite Total Return |
| ACASX | RBC BlueBay Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $661.05M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Bloomberg US Securitized Index |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $990.12M | 28.28 | 28.28 | 4.94 | 14.72 | 9.37 | -25.83 | 0.2 | 1.09 | 16.24 | S&P 500 Composite Total Return |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $990.12M | 28.77 | 28.77 | 5.33 | 15.14 | 9.77 | -25.54 | 0.2 | 0.74 | 16.24 | S&P 500 Composite Total Return |
| CFWAX | Calvert Global Water Fund A |
Equity Specialty |
9/2008 | $587M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water Index |
| CFWCX | Calvert Global Water Fund C |
Equity Specialty |
9/2008 | $587M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water Index |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $2446.84M | 16.55 | 16.55 | 3.23 | 12.06 | 7.33 | -22.67 | 0.75 | 1.16 | 19.74 | MSCI AC World (Net) Index (ACWI) |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $2446.84M | 16.85 | 16.85 | 3.5 | 12.36 | 7.6 | -22.44 | 0.75 | 0.91 | 19.72 | MSCI AC World (Net) Index (ACWI) |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $1135.47M | 18.92 | 18.92 | 2.64 | 7.97 | 3.29 | -18.04 | 0.47 | 0.72 | 16.93 | MSCI EAFE ESG Index |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $1135.47M | 19.28 | 19.28 | 2.93 | 8.24 | 3.26 | -17.84 | 0.47 | 0.47 | 16.94 | MSCI EAFE ESG Index |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.51 | 13.51 | 4.42 | 9.43 | 5.72 | -23.03 | 0.75 | 1.16 | 21.54 | Russell 2000 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.79 | 13.79 | 4.68 | 9.69 | 5.98 | -22.86 | 0.75 | 0.91 | 21.52 | Russell 2000 |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1373.01M | 26.99 | 26.99 | 8.6 | 14.07 | 10.18 | -18.51 | 0.65 | 0.7 | 13.22 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CGACX | Calvert Global Energy Solutions Fund C |
Equity Specialty |
7/2007 | $160M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | MSCI World |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $369M | 11.8 | 11.8 | -2.92 | 5.21 | 3.57 | -27.45 | 0.87 | 2.05 | 19.74 | MSCI EAFE Equity |
| CGAEX | Calvert Global Energy Solutions Fund A |
Equity Specialty |
5/2007 | $160M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | MSCI World |
| CAEIX | Calvert Global Energy Solutions Fund I |
Equity Specialty |
5/2007 | $160M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | MSCI World |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $369M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE Equity |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $540.73M | 29.82 | 29.82 | 7.17 | 16.68 | 13.47 | -28.25 | 0.24 | 0.36 | 14.58 | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 16.67 | 16.67 | 6.12 | 10.13 | 5.3 | -19.65 | 0.3 | 0.43 | 23.55 | Russell 2000 |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 15.87 | 15.87 | 5.43 | 9.44 | 4.64 | -20.13 | 0.3 | 1.12 | 23.55 | Russell 2000 |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $289.95M | 24.65 | 24.65 | 10.05 | 14.04 | 10.68 | -18.05 | 0.63 | 0.45 | 15.61 | Russell 1000 |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $805.25M | 21.28 | 21.28 | 2.02 | 5.57 | 3.31 | -20.96 | 0.84 | 1.38 | 19.26 | MSCI EAFE Equity |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $805.25M | 21.39 | 21.39 | 2.08 | 5.63 | 3.35 | -20.9 | 0.84 | 1.37 | 19.27 | MSCI EAFE Equity |
| CULAX | Calvert Ultra-Short Duration Income Fund A |
Bond (Fixed Inc) |
10/2006 | $730M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $499.91M | 20.42 | 20.42 | 11.69 | 13.99 | 9.88 | -7.57 | 0.25 | 0.38 | 15.95 | MSCI US Prime Market Value Index |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2400M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Bloomberg 1-5 Year U.S. Credit Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| CAAAX | Calvert Growth Allocation Fund A |
All Cap |
6/2005 | $352M | 15.14 | 15.14 | 3.08 | 10.58 | 7.62 | -18.34 | 0 | 0.43 | 15.5 | Russell 3000 |
| CAACX | Calvert Growth Allocation Fund C |
All Cap |
6/2005 | $352M | 14.27 | 14.27 | 2.29 | 9.75 | 6.73 | -18.96 | 0 | 1.18 | 15.49 | Russell 3000 |
| CCLAX | Calvert Conservative Allocation Fund A |
Balanced |
4/2005 | $249M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Aggregate Bond |
| CALCX | Calvert Conservative Allocation Fund C |
Balanced |
4/2005 | $249M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Aggregate Bond |
| CMAAX | Calvert Moderate Allocation Fund A |
Balanced |
4/2005 | $392M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Russell 3000 |
| CMACX | Calvert Moderate Allocation Fund C |
Balanced |
4/2005 | $392M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Russell 3000 |
| CSVIX | Calvert Small-Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $3200M | 11.73 | 11.73 | 4.08 | 10.36 | 8.41 | -15.95 | 0.8 | 0.94 | 20.92 | Russell 2000 |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5398.8M | 12.67 | 12.67 | 0.95 | 8.81 | 7.75 | -21.61 | 0.71 | 0.96 | 19.55 | Russell Midcap Index |
| PARWX | Parnassus Value Equity Fund |
Equity Large Cap |
4/2005 | $4920.38M | 13.7 | 13.7 | 8.73 | 16.9 | 12.89 | -13.85 | 0.66 | 0.88 | 17.96 | Russell 1000 Value Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSCCX | Calvert Small-Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $3200M | 10.59 | 10.59 | 3.03 | 9.25 | 7.21 | -16.79 | 0.8 | 1.94 | 20.91 | Russell 2000 |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $900M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays Capital US Aggregate Bond |
| CCVAX | Calvert Small-Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $3200M | 11.44 | 11.44 | 3.82 | 10.08 | 8.03 | -16.15 | 0.8 | 1.19 | 20.9 | Russell 2000 |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $990.12M | 28.63 | 28.63 | 5.25 | 15.06 | 9.7 | -25.59 | 0.2 | 1.05 | 16.22 | S&P 500 Composite Total Return |
| CCPIX | Calvert Mid Cap Fund I |
Equity Mid-Sm Cap |
6/2003 | $249M | 11.72 | 11.72 | 1.13 | 8.68 | 6.2 | -19.53 | 0.77 | 0.97 | 17.99 | Russell Mid Cap Growth |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2400M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Bloomberg 1-5 Year U.S. Credit Index |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2400M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Bloomberg 1-5 Year U.S. Credit Index |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $435M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | Merrill Lynch High Yield Master I |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $832M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CISIX | Calvert U. Large-Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $5300M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Russell 1000 |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $5300M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSXAX | Calvert US Large-Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $5300M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Russell 1000 |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
| CBDIX | Calvert Bond Fund I |
Bond (Fixed Inc) |
3/2000 | $3100M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7200M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | Russell 1000 |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $832M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $1000M | 15.56 | 15.56 | 1.69 | 10.2 | 4.73 | -19.02 | 0.79 | 0.95 | 19.01 | MSCI EAFE Investable Market |
| CBAIX | Calvert Balanced Fund I |
Balanced |
2/1999 | $1200M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| ACCSX | RBC BlueBay Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $661.05M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Bloomberg US Securitized Index |
| CSBCX | Calvert Bond Fund C |
Bond (Fixed Inc) |
5/1998 | $3100M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $289.95M | 24.39 | 24.39 | 9.77 | 13.77 | 10.41 | -18.29 | 0.63 | 0.7 | 15.67 | Russell 1000 |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1373.01M | 26.54 | 26.54 | 8.21 | 13.67 | 9.79 | -18.79 | 0.9 | 1.05 | 13.21 | S&P 500 Composite Total Return |
| PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
| CCAFX | Calvert Mid-Cap Fund A |
Equity Mid-Sm Cap |
10/1994 | $249M | 11.42 | 11.42 | 0.88 | 8.41 | 5.81 | -19.69 | 0.77 | 1.22 | 17.98 | Russell Mid Cap Growth |
| CCACX | Calvert Mid-Cap Fund C |
Equity Mid-Sm Cap |
10/1994 | $249M | 10.63 | 10.63 | 0.13 | 7.61 | 5.02 | -20.32 | 0.77 | 1.98 | 17.99 | Russell Mid Cap Growth |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1373.01M | 26.76 | 26.76 | 8.41 | 13.87 | 9.98 | -18.66 | 0.76 | 0.87 | 13.25 | S&P 500 Composite Total Return |
| CSGCX | Calvert Balanced Fund C |
Balanced |
2/1994 | $1200M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7200M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | Russell 1000 |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $1000M | 14.41 | 14.41 | 0.67 | 9.1 | 3.55 | -19.83 | 0.79 | 1.95 | 18.98 | MSCI EAFE Equity |
| AMAGX | Amana Growth Fund (Investor) |
Equity Large Cap |
2/1994 | $4578.33M | 25.66 | 25.66 | 10.04 | 18.69 | 14.29 | -19.46 | 0.64 | 0.91 | 14.92 | S&P 500 Composite Total Return |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $27798.3M | 24.93 | 24.93 | 9.07 | 15.49 | 11.61 | -18.66 | 0.57 | 0.82 | 14.43 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $1000M | 15.34 | 15.34 | 1.45 | 9.93 | 4.36 | -19.24 | 0.79 | 1.2 | 19.05 | MSCI EAFE Equity |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $990.12M | 28.42 | 28.42 | 5 | 14.77 | 9.4 | -25.76 | 0.2 | 1.09 | 16.26 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $581.53M | 27.7 | 27.7 | 8.44 | 15.3 | 11.43 | -23.09 | 0.23 | 1.25 | 15.93 | S&P 500 Composite Total Return |
| PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
| CSIBX | Calvert Bond Fund A |
Bond (Fixed Inc) |
8/1987 | $3100M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7200M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | Russell 1000 |
| AMANX | Amana Income Fund (Investor) |
Equity Large Cap |
6/1986 | $1719.31M | 13.55 | 13.55 | 8.3 | 12.64 | 9.25 | -8.75 | 0.75 | 1.02 | 12.55 | S&P 500 Composite Total Return |
| PARNX | Parnassus Mid Cap Growth Fund |
Equity Mid-Sm Cap |
12/1984 | $828.28M | 35.6 | 35.6 | -0.47 | 10.49 | 8.45 | -33.6 | 0.62 | 0.8 | 20.92 | Russell Mid Cap Growth |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $439M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Bloomberg Municipal Bond Index |
| CSIFX | Calvert Balanced Fund A |
Balanced |
10/1982 | $1200M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $832M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $326.54M | -2.49 | -2.49 | -7.94 | 11.59 | 8.17 | -15.97 | 0.54 | 0.85 | 23.63 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| Parnassus Growth Equity Fund | Available online » | Available online » |
| AXS Change Finance ESG ETF | NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings | Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f |
| VegTech™ Plant-based Innovation & Climate ETF | Available online » | Available online » |
| Sphere 500 Fossil-Free Fund | Available online » | We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values) |
| Adasina Social Justice All Cap Global ETF | -- | Refer to page 14, https://www.adasinaetf.com/wp-content/uploads/dlm_uploads/2020/11/Adasina-JSTC-SAI-December-29-2021-1.pdf |
| PIMCO ESG Income Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| PIMCO Climate Bond Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| FundX Sustainable Impact Equity | -- | -- |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Etho Climate Leadership US ETF | -- | -- |
| Aspiration Redwood Fund | -- | Available online » |
| Calvert US Mid-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund C | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund I | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund A | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund I | Available online » | Available online » |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| Calvert Core Bond Fund I | Available online » | Available online » |
| New Alternatives Fund Investor Shares | Available online » | -- |
| Calvert Flexible Bond Fund A | Available online » | Available online » |
| Calvert Flexible Bond Fund C | Available online » | Available online » |
| Calvert Flexible Bond Fund I | Available online » | Available online » |
| Calvert Global Water Fund I | Available online » | Available online » |
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Amana Developing World Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Amana Growth Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Amana Income Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Praxis International Index A | Available online » | Available online » |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Praxis Genesis Growth A | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| Amana Developing World Fund (Investor) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Calvert Global Water Fund A | Available online » | Available online » |
| Calvert Global Water Fund C | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| Calvert International Opportunities Fund C | Available online » | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| Praxis Small Cap Fund A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Calvert Ultra-Short Duration Income Fund A | Available online » | Available online » |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| Praxis Value Index - Institutional | Available online » | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| Calvert Growth Allocation Fund A | Available online » | Available online » |
| Calvert Growth Allocation Fund C | Available online » | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Calvert Small-Cap Fund I | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Parnassus Value Equity Fund | Available online » | Available online » |
| Calvert Small-Cap Fund C | Available online » | Available online » |
| Calvert Core Bond Fund A | Available online » | Available online » |
| Calvert Small-Cap Fund A | Available online » | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Calvert Mid Cap Fund I | Available online » | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Calvert Income Fund C | Available online » | Available online » |
| Calvert U. Large-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Calvert US Large-Cap Core Responsible Index Fund A | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Calvert Bond Fund I | Available online » | Available online » |
| Calvert Equity Fund I | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Calvert Balanced Fund I | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund I | N/A | N/A |
| Calvert Bond Fund C | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| PIMCO Low Duration ESG Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Mid-Cap Fund A | Available online » | Available online » |
| Calvert Mid-Cap Fund C | Available online » | Available online » |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| Calvert Balanced Fund C | Available online » | Available online » |
| Calvert Equity Fund C | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Amana Growth Fund (Investor) | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Green Century Equity | Available online » | Available online » |
| PIMCO Total Return ESG Fund | • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S | Available online » |
| Calvert Bond Fund A | Available online » | Available online » |
| Calvert Equity Fund A | Available online » | Available online » |
| Amana Income Fund (Investor) | Available online » | Available online » |
| Parnassus Mid Cap Growth Fund | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund A | Available online » | Available online » |
| Calvert Balanced Fund A | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| Parnassus Growth Equity Fund | $2,000 | $500 |
| AXS Change Finance ESG ETF | N/A | N/A |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |
| Sphere 500 Fossil-Free Fund | None | None |
| Adasina Social Justice All Cap Global ETF | $0 | $0 |
| PIMCO ESG Income Fund | $1mm for institutional share class | N/A |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | 1 share | N/A |
| PIMCO Climate Bond Fund | $1mm institutional share class; $75mm separate account | N/A |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Etho Climate Leadership US ETF | -- | -- |
| Aspiration Redwood Fund | $100 | $100 |
| Calvert US Mid-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund C | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Growth Responsible Index Fund A | $1,000 | $1,000 |
| Calvert US Large-Cap Growth Responsible Index Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund A | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund I | $1,000 | $1,000 |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| Saturna Sustainable Bond Fund | 1000.00 | 0 |
| Saturna Sustainable Equity Fund | 1000.00 | 0 |
| Calvert Core Bond Fund I | $1,000 | $1,000 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| Calvert Flexible Bond Fund A | $1,000 | $1,000 |
| Calvert Flexible Bond Fund C | $1,000 | $1,000 |
| Calvert Flexible Bond Fund I | $1,000 | $1,000 |
| Calvert Global Water Fund I | $1,000 | $1,000 |
| Calvert Ultra-Short Income Fund I | $1,000 | $1,000 |
| Calvert Green Bond Fund A | $1,000 | $1,000 |
| Calvert Green Bond Fund I | $1,000 | $1,000 |
| Amana Developing World Fund (Institutional) | $100,000.00 | $0.00 |
| Amana Growth Fund (Institutional) | $100,000.00 | $0.00 |
| Amana Income Fund (Institutional) | $100,000.00 | $0.00 |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax High Yield Bond Fund A | $1000 | -- |
| Pax Small Cap Fund A | -- | -- |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Calvert Emerging Markets Equity Fund A | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund C | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund I | $1,000 | $1,000 |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| Calvert High Yield Bond Fund C | $1,000 | $1,000 |
| Walden Midcap Fund | $100,000 | -- |
| Praxis International Index A | $2,500 | -- |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| Amana Developing World Fund (Investor) | $100.00 | $0.00 |
| Calvert High Yield Bond Fund I | $1,000 | $1,000 |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| RBC BlueBay Access Capital Community Investment Fund A | $1,000 | $250 |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Calvert Global Water Fund A | $1,000 | $1,000 |
| Calvert Global Water Fund C | $1,000 | $1,000 |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund C | $1,000 | $1,000 |
| Calvert International Opportunities Fund C | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| Calvert Global Energy Solutions Fund I | $1,000 | $1,000 |
| Calvert International Opportunities Fund I | $1,000 | $1,000 |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| Praxis Growth Index Fund A | $2,500 | -- |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| Praxis Small Cap Fund A | $2,500 | -- |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Calvert Ultra-Short Duration Income Fund A | $1,000 | $1,000 |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| Praxis Value Index - Institutional | $100,000 | -- |
| Calvert Short Duration Income Fund I | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| Calvert Growth Allocation Fund A | $1,000 | $1,000 |
| Calvert Growth Allocation Fund C | $1,000 | $1,000 |
| Calvert Conservative Allocation Fund A | $1,000 | $1,000 |
| Calvert Conservative Allocation Fund C | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund A | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund C | $1,000 | $1,000 |
| Calvert Small-Cap Fund I | $1,000 | $1,000 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Parnassus Value Equity Fund | $2,000 | $500 |
| Calvert Small-Cap Fund C | $1,000 | $1,000 |
| Calvert Core Bond Fund A | $1,000 | $1,000 |
| Calvert Small-Cap Fund A | $1,000 | $1,000 |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Calvert Mid Cap Fund I | $1,000 | $1,000 |
| Calvert Short Duration Income Fund C | $1,000 | $1,000 |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| Calvert Short Duration Income Fund A | $1,000 | $1,000 |
| Calvert High Yield Bond Fund A | $1,000 | $1,000 |
| Praxis Value Index A | $2,500 | -- |
| Calvert Income Fund C | $1,000 | $1,000 |
| Calvert U. Large-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $1,000 | $1,000 |
| Calvert US Large-Cap Core Responsible Index Fund A | $1,000 | $1,000 |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Calvert Bond Fund I | $1000 | $1000 |
| Calvert Equity Fund I | $1,000 | $1,000 |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| Walden Asset Management Fund | $100,000 | -- |
| Walden Equity Fund | $100,000 | -- |
| Praxis Intermediate Income A | $2,500 | -- |
| Calvert Income Fund I | $1,000 | $1,000 |
| Calvert International Equity Fund I | $1,000 | $1,000 |
| Calvert Balanced Fund I | $1000 | $1000 |
| RBC BlueBay Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| Calvert Bond Fund C | $1000 | $1000 |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| PIMCO Low Duration ESG Fund | $100mm for separate account; $1mm for fund | N/A |
| Calvert Mid-Cap Fund A | $1,000 | $1,000 |
| Calvert Mid-Cap Fund C | $1,000 | $1,000 |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| Calvert Balanced Fund C | $1000 | $1000 |
| Calvert Equity Fund C | $1,000 | $1,000 |
| Calvert International Equity Fund C | $1,000 | $1,000 |
| Amana Growth Fund (Investor) | $100.00 | $0.00 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| Calvert International Equity Fund A | $1,000 | $1,000 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| PIMCO Total Return ESG Fund | $75mm for separate account; $1mm for fund | N/A |
| Calvert Bond Fund A | $1000 | $1000 |
| Calvert Equity Fund A | $1,000 | $1,000 |
| Amana Income Fund (Investor) | $100.00 | $0.00 |
| Parnassus Mid Cap Growth Fund | $2,000 | $500 |
| Calvert Responsible Municipal Income Fund A | $1,000 | $1,000 |
| Calvert Balanced Fund A | $1000 | $1000 |
| Calvert Income Fund A | $1,000 | $1,000 |
| New Alternatives Fund A Shares | $2500 | $2500 |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |