Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 178 of 178 funds
Information current as of:
October 31, 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
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
4/2019 $6.3M -- -- -- -- -- -- 0.75 -- -- Barclays Capital US Aggregate Bond
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $39.15M 24.99 21.2 -- -- -- -9.65 0.4 -- 13.91 S&P Global REIT Index
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $38.79M 10.39 2.72 -- -- -- -2.72 0.75 -- 13.1 MSCI USA
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $20.43M 20.32 14.67 -- -- -- -4 1 1.35 13.7 MSCI All World Country Index
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $704.95M 8.09 10.58 -- -- -- -0.24 0.4 0.71 3.23 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $704.95M 8.32 10.85 -- -- -- 0.01 0.4 0.46 3.18 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $124.87M 18.68 12.24 -- -- -- -4.19 0.65 0.9 16.49 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $124.87M 18.87 12.47 -- -- -- -3.82 0.65 0.65 16.41 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $713.39M 25.69 17.08 -- -- -- -4.98 0.65 0.95 18.01 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $713.39M 25.93 17.33 -- -- -- -4.77 0.65 0.7 17.92 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $70.59M 20.58 15.31 8.78 -- -- -14 0.28 0.98 13.53 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $70.59M 20.26 14.96 8.49 -- -- -14.26 0.28 1.28 13.56 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $122.72M 24.29 19.18 14.38 -- -- -6.51 0.8 1.29 15.19 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $122.72M 24.64 19.61 14.65 -- -- -6.28 0.8 1.04 15.2 MSCI World
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $58.82M 27.39 19.83 17.01 -- -- -4.49 0.45 0.49 18.8 --
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $19.83M 19.08 8.87 9.92 -- -- -13 0.75 1 21.92 S&P 1000
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $177.24M 6.02 8.01 2.45 -- 1.27 -0.19 0.47 1.55 2.41 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $177.24M 7 9.24 3.58 -- -- 0.91 0.47 0.45 2.39 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $94.9M 25.56 17.64 17.99 -- -- 0.38 0.27 0.57 16.87 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $94.9M 25.82 17.98 18.36 -- -- 0.76 0.27 0.22 16.85 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $442.73M 21.23 11.91 10.71 -- -- -10.31 0.27 0.57 19.94 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $442.73M 21.49 12.2 11.06 -- -- -10.01 0.27 0.22 19.95 Calvert U.S. Large Cap Value Responsible Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $11.21M 28.6 22.26 17.43 -- -- -2.38 0.65 0.75 16.67 Russell 3000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.9M 7.17 5.31 2.29 -- -- -3.16 0.55 0.89 3.36 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $7.88M 23.05 18.22 12.14 -- -- -5.73 0.65 0.99 13.79 S&P Global 1200
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $86.45M 20.85 23.33 6.47 5.46 2.67 -5.29 0.52 0.55 6.94 Barclays US Long Credit
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $219.45M 27.61 28.1 10.77 -- -- -7.15 0.56 1.32 12.39 S&P 500 Composite Total Return
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $191.37M 5.92 5.32 3.25 3.4 -- 0.12 0.47 1.1 1.86 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $191.37M 5.33 4.54 2.48 2.62 -- -0.68 0.47 1.85 1.92 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $191.37M 6.18 5.61 3.59 3.78 -- 0.43 0.47 0.65 1.88 Barclays 1-3 Month U.S. Treaury Bill Index
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $429.4M 23.81 19.8 9.34 4.09 -- -13.25 0.85 0.93 16.06 S-Network Global Water TR USD
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $959.27M 3.16 2.92 2.07 1.77 -- 1.1 0.38 0.47 0.72 Barclays Short Treasury 9-12 Mon TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $362.05M 8.49 10.48 3.34 3.17 -- 0.29 0.37 0.85 2.75 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $362.05M 8.69 10.71 3.67 3.54 -- 0.67 0.37 0.5 2.78 Barclays Capital US Aggregate Bond
CCMNX CCM Alternative Income Fund Balanced
5/2013 $57.68M 7.09 4.28 4.39 2.68 -- -0.32 0.75 1.85 4.27 Citigroup 3-Month T-Bill Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $229.28M 19.73 12.68 13.59 9.1 -- -4.41 0.65 0.9 15.85 Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $873.54M 19.85 15.11 9.89 6.97 -- -14.26 0.8 1.3 17.52 MSCI AC World (Net) Index (ACWI)
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $366.47M 11.88 8.7 5.62 3.55 -- -3.04 0.5 0.99 5.59 Merrill Lynch High Yield Master I
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $418.27M 15.94 8.17 5.38 4.33 -- -15.74 0.75 1.19 16.76 Russell 2000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1199.88M 12.3 6.73 5.55 4.26 -- -15.85 0.9 1.07 14.6 MSCI EAFE Equity
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2332.28M 14.76 17.92 9.55 5.59 -- -15.48 0.87 1.27 16.39 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2332.28M 14.11 17.05 8.73 4.78 -- -16.13 1 2.02 16.4 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2332.28M 14.97 18.2 9.9 5.95 -- -15.15 1 0.92 16.41 MSCI EM NR USD
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4427.91M 9.01 11.32 3.84 3.78 -- 0.33 0.35 0.37 3.18 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4427.91M 8.75 11.02 3.67 3.62 -- 0.16 0.35 0.55 3.18 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4427.91M 8.65 11.01 3.56 3.48 -- 0.06 0.35 0.65 3.17 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4427.91M 8.79 11.04 3.59 3.51 -- 0.08 0.35 0.62 3.24 Barclays Capital US Aggregate Bond
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1720.87M 26.82 20.36 19.16 15.55 -- 4.58 0.6 0.73 16.72 Russell 1000® Growth Index
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $57.78M 19.51 12.22 13.56 9.66 -- -5.57 0.75 1 18.97 Russell 2500
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $38.7M 20.12 11.6 11.23 8.03 -- -8.41 0.75 1 16.84 S&P 500 Composite Total Return
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $161.03M 9.58 11 3.28 3.19 -- -1.1 0.32 0.62 3.01 Barclays U.S. Aggregate Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $206.93M 10.06 7.67 3.83 3 -- -3.55 0.6 1.82 4.42 BofAML US HY Master II
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $59.01M 21.77 14.75 14.41 9.91 -- -3.56 0.75 1 17.7 Russell Midcap
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $149.46M 6.16 5.29 6.47 3.93 -- -3.17 0.85 1.06 14.3 MSCI World
MPLAX Praxis International Index A Int'l
Global
12/2010 $283.87M 13.72 9.22 6.43 2.77 -- -15.05 0.48 1.32 14.34 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $283.87M 14.39 10.05 7.09 3.4 -- -14.44 0.48 0.77 14.36 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BCAIX Boston Common International Fund Int'l
Global
12/2010 $253.63M 16.69 12.18 7.62 4.06 -- -13.38 0.8 1.12 13.99 MSCI EAFE Equity
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $150.52M 4.51 4.43 2.35 1.7 -- 0.09 1.19 1.36 1.56 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $80.19M 14.55 11.13 8.05 5.41 -- -4.86 0.05 1.05 9.31 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.71M 11.42 11.11 5.46 4.13 -- -2.62 0.05 0.6 4.11 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $70.62M 16.54 10.93 9.56 6.32 -- -6.48 0.05 0.62 12.94 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4694.6M 22.85 14.62 14.17 9.47 12.71 -5.69 0.15 0.33 17.1 Russell 3000
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $206.93M 10.99 8.76 4.93 4.17 7.14 -2.51 0.6 0.74 4.44 BofAML US HY Master II
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1809.41M 17.8 9.81 11.25 7.9 11.79 -6.19 0.47 1.28 17.36 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1809.41M 18.05 10.1 11.54 8.17 12.07 -5.95 0.47 1.04 17.36 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1809.41M 17.31 9.24 10.7 7.37 11.22 -6.65 0.47 1.78 17.37 S&P 500 Composite Total Return
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $564.6M 5.58 7.99 1.65 1.92 2.4 -0.41 0.5 1.01 1.85 Barclays Capital US Securitized Bond
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $773.19M 23.59 15.64 11.29 6.25 10.82 -9.03 0.24 1.16 16.52 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $773.19M 23.95 16.06 11.67 6.65 11.24 -8.67 0.24 0.79 16.52 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $115.63M 23.84 15.1 13.78 9.58 12.18 -6.02 0.75 1 19.12 Russell 2000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $429.4M 23.53 19.43 8.98 3.7 8.16 -13.56 0.85 1.28 16.06 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $429.4M 22.74 18.53 8.18 2.93 7.27 -14.14 0.85 2.03 16.1 S-Network Global Water TR USD
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $197.54M 19.52 14.93 12.59 7.72 9.25 -1 0.64 1 11.09 Blend: 60% S&P 500 - 40% BC Aggregate
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $873.54M 19.83 15.1 9.86 6.96 8.8 -14.24 0.8 1.29 17.52 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $873.54M 20.14 15.36 10.14 7.23 9.08 -14.1 0.8 1.04 17.57 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $605.92M 17.81 12.9 8.05 3.85 3.17 -13.08 0.55 0.8 13.07 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $605.92M 18.04 13.35 8.33 4.12 3.13 -12.84 0.55 0.55 13.2 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $418.27M 15.89 8.12 5.36 4.33 10.97 -15.72 0.75 1.19 16.78 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $418.27M 16.14 8.4 5.63 4.6 11.24 -15.51 0.75 0.94 16.73 Russell 2000
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1809.41M 18.44 10.49 11.95 8.57 12.48 -5.6 0.47 0.67 17.38 S&P 500 Composite Total Return
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $82.32M 22.36 18.1 7.98 0.79 -2.76 -20.18 0.87 2.03 18.62 Ardour Gbl Alternative Energy
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $360.61M 14.64 6.78 9.76 5.41 6.7 -15.3 0.87 2.26 14.13 MSCI EAFE SMID NR USD
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.95M 20.16 9.73 5.58 5.01 8.04 -15.71 1 1.25 17.47 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.95M 20.14 9.72 5.58 5.01 8.03 -15.76 1 1.25 17.5 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.95M 19.42 8.87 4.77 4.23 7.22 -16.4 1 2 17.55 S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.95M 20.45 9.99 5.83 5.27 8.3 -15.57 1 1 17.53 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $82.32M 23.06 18.76 8.82 1.62 -1.88 -19.57 0.87 1.28 18.57 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $82.32M 23.38 19.34 9.17 2.01 -1.45 -19.18 0.87 0.93 18.65 Ardour Gbl Alternative Energy
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $360.61M 15.63 7.86 10.92 6.65 8.01 -14.51 0.87 1.07 14.19 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $360.61M 15.63 7.86 10.92 6.65 8.01 -14.51 0.87 1.07 14.19 MSCI EAFE SMID NR USD
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $308.22M 23.82 15.49 17.45 12.49 14.82 0.38 0.3 0.44 15.39 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $308.22M 23.49 15.04 17.01 12.06 14.3 -0.05 0.3 0.86 15.39 MSCI U.S. Prime Market Growth Index
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $115.44M 15.38 2.83 9.11 4.62 10.67 -7.79 0.3 1 22.43 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $115.44M 14.92 2.24 8.46 3.99 10 -8.52 0.3 1.67 22.57 Russell 2000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $229.28M 19.97 12.98 13.86 9.36 12.73 -4.14 0.65 0.65 15.88 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1848.69M 16.69 13.38 8.8 6.41 8.2 -3.83 0.05 0.66 9.35 Blend: 60% S&P 500 - 40% BC Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2218.54M 5.95 8.35 2.4 2.6 2.99 0.56 0.3 0.46 2.01 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2218.54M 5.64 8.08 2.11 2.31 2.67 0.3 0.3 0.81 1.99 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1199.88M 11.88 6.19 5.12 3.81 6.07 -16.23 0.9 1.53 14.75 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1199.88M 12.01 6.19 5.2 3.85 6.08 -16.26 0.9 1.46 14.64 MSCI EAFE Equity
APPLX Appleseed Fund Int'l
Global
12/2006 $149.46M 6.03 5.17 6.3 3.73 5.57 -3.39 0.85 1.2 14.25 MSCI World
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $959.27M 2.95 2.67 1.8 1.45 1.42 0.89 0.38 0.77 0.7 Barclays Short Treasury 9-12 Mon
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $578.42M 8.52 11.03 3.29 3.16 3.77 0.08 0.4 0.54 3.05 Barclays Capital US Aggregate
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $238.31M 23.98 15.66 13.06 8.56 11.8 -8.02 0.3 0.44 18.71 MSCI US Prime Market Value Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1634.14M 6.1 5.94 2.8 2.64 2.88 0.42 0.4 0.52 1.5 Barclays Credit 1-5 Yr
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $420.52M 19.4 11.81 12.45 8.01 8.99 -7.47 0.55 0.56 15.56 Pax Global Women’s Leadership Index
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4694.6M 22.67 14.51 14.05 9.34 12.6 -5.76 0.15 0.45 17.03 Russell 3000
ARFFX Ariel Focus Fund All
Cap
6/2005 $57.18M 18.65 4.57 9.3 4.53 9.05 -13.21 0.65 1 23 Russell 1000 Value
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $167.38M 19.61 13.28 11.46 7.5 9.74 -7.7 0 1.26 15.13 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $167.38M 18.86 12.42 10.63 6.59 8.62 -8.43 0 1.18 15.15 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $222.34M 12.94 11.14 6.73 4.99 6.51 -2.95 0 0.44 5.92 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $222.34M 12.27 10.31 5.94 4.14 5.52 -3.65 0 1.8 5.87 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $332.27M 16.14 11.87 9.31 6.34 8.2 -5.11 0 0.43 10.62 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $332.27M 15.45 11.02 8.48 5.54 7.4 -5.86 0 1.93 10.6 Custom
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $725.18M 21.49 11.7 14.27 9.71 13.25 -6.51 0.8 0.91 19.12 Russell 2000 Value
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3765.3M 25.04 13.3 12.29 11.45 14.21 -13.42 0.85 0.92 26.68 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4173.98M 23.08 16.51 12.08 9.59 13.23 -6.6 0.72 0.99 16.18 Russell Midcap Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $725.18M 20.46 10.57 13.02 8.45 11.68 -7.5 0.8 2.04 19.15 Russell 2000 Value
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.15M 18.2 7.81 9.19 4.49 8.59 -12.61 0.7 0.87 20.31 Morningstar US Large Value TR Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $86.45M 20.7 23.05 6.1 5.63 6.57 -5.7 0.52 0.92 6.97 Barclays US Long Credit
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $725.18M 21.25 11.39 13.87 9.27 12.61 -6.81 0.8 1.29 19.19 Russell 2000 Value
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $366.47M 11.98 8.83 5.89 3.77 5.76 -2.69 0.5 0.74 5.6 Merrill Lynch High Yield Master I
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $773.19M 23.9 15.94 11.57 6.57 11.16 -8.9 0.24 0.83 16.6 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $218.59M 23.57 15.77 12.61 6.97 12.78 -3.98 0.77 0.86 16.88 Russell Mid Cap Growth
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1634.14M 5.25 4.86 1.71 1.47 1.64 -0.69 0.4 1.64 1.53 Barclays Credit 1-5 Yr
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4694.6M 22.68 14.48 14.06 9.36 12.6 -5.74 0.15 0.42 17.11 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1634.14M 5.93 5.67 2.48 2.23 2.39 0.05 0.4 0.88 1.54 Barclays Credit 1-5 Yr
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $206.93M 10.74 8.47 4.61 3.84 6.56 -2.83 0.6 1.07 4.4 BofAML US HY Master II
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $238.31M 23.54 15.16 12.51 8.06 11.16 -8.43 0.3 0.94 18.69 MSCI US Prime Market Value Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $89.29M 23.18 16.61 14.81 7.24 11.89 -3.26 0.8 0.99 19.72 Russell Mid Cap Growth
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $562.02M 13.28 13.03 3.94 3.4 3.53 -4.06 0.52 1.74 3.72 Barclays Capital US Credit
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2005.01M 23.78 15.49 14.74 10.34 13.26 -4.36 0.27 0.54 17.48 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2005.01M 22.98 14.59 13.86 9.52 12.3 -5.06 0.27 1.29 17.48 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2005.01M 24.07 15.81 15.1 10.74 13.76 -4.05 0.27 0.19 17.54 Calvert U.S. Large Cap Core Responsible Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $161.03M 9.35 11.12 3.15 3.01 2.9 -1.03 0.2 0.93 2.97 Barclays U.S. Aggregate Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1730.71M 8.71 10.46 3.82 3.74 4.36 0.1 0.42 0.53 2.89 Barclays Capital US Aggregate Bond
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3463.52M 29.6 24.46 20.5 13.74 14.47 5.39 0.62 0.71 13.88 S&P 500 Composite Total Return
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $366.47M 11.89 8.71 5.62 3.55 5.5 -3.05 0.5 0.99 5.6 Merrill Lynch High Yield Master I
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $574.24M 21.09 15.67 12.95 8.66 8.56 -7.13 0.9 1.33 14.52 MSCI ACWI
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2218.54M 5.55 7.86 1.91 2.14 2.54 0.1 0.3 0.91 2.01 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4694.6M 22.95 14.83 14.34 9.64 12.89 -5.5 0.15 0.17 17.1 Russell 3000
WSBFX Walden Asset Management Fund Balanced
6/1999 $150.34M 18.05 13.32 11.37 8.15 9.37 -1.89 0.75 1 11.46 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $233.9M 24.09 16 15.75 10.74 12.66 -2.52 0.75 1 16.55 S&P 500 Composite Total Return
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $578.42M 8.09 10.39 2.82 2.74 3.35 -0.36 0.4 0.98 3.02 Barclays Capital US Aggregate
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $562.02M 14.22 14.21 5.11 4.61 4.84 -2.97 0.52 0.64 3.7 Barclays Capital US Credit
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $262.72M 23.02 20 9.89 4.52 5.33 -11.05 0.87 0.97 13.02 MSCI EAFE Investable Market
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $828.98M 19.44 15 10.43 6.92 9.23 -2.45 0.52 0.62 9.41 Russell 1000
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $564.6M 5.88 8.23 2 2.08 2.54 -0.2 0.5 0.65 1.85 Barclays Capital US Securitized Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1730.71M 7.78 9.29 2.66 2.5 3.01 -0.95 0.42 1.63 2.86 Barclays Capital US Aggregate Bond
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $185.49M 15.89 8.96 8.22 4.27 5.72 -16.86 0.8 1.25 15.53 MSCI World ex USA
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $229.28M 19.8 12.69 13.58 9.09 12.44 -4.41 0.65 0.9 15.92 Russell 1000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1809.41M 18.08 10.11 11.56 8.19 12.09 -5.94 0.47 1.02 17.37 S&P 500 Composite Total Return
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $218.59M 23.32 15.46 12.23 6.54 12.17 -4.34 0.77 1.21 16.88 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $218.59M 22.57 14.61 11.39 5.73 11.29 -5.05 0.77 1.96 16.91 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1809.41M 18.26 10.3 11.75 8.37 12.28 -5.8 0.47 0.85 17.37 S&P 500 Composite Total Return
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $828.98M 18.45 13.83 9.24 5.71 7.89 -3.46 0.52 1.69 9.41 Russell 1000
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3463.52M 28.53 23.24 19.21 12.47 13.1 4.29 0.62 1.84 13.86 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $262.72M 22 18.79 8.7 3.32 3.87 -12.09 0.87 2.09 13.01 MSCI EAFE Investable Market
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $420.52M 19.17 11.59 12.18 7.76 8.72 -7.7 0.55 0.81 15.56 Pax Global Women’s Leadership Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $197.54M 18.41 13.72 11.44 6.64 8.21 -1.94 0.64 1.99 11.08 Blend: 60% S&P 500 - 40% BC Aggregate
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $197.54M 19.22 14.57 12.26 7.42 8.96 -1.3 0.64 1.26 11.13 Blend: 60% S&P 500 - 40% BC Aggregate
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17766.3M 23.37 17.82 14.69 10.09 13.06 -0.18 0.75 0.87 15.13 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $238.34M 10.25 11.82 3.26 3.1 3.23 -1.11 0.5 0.68 3.68 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $262.72M 22.74 19.68 9.52 4.1 4.74 -11.42 0.87 1.34 13.05 MSCI EAFE Investable Market
GCBLX Green Century Balanced Balanced
3/1992 $280.24M 17 13.91 9.73 6.5 8.8 -2.13 0.65 1.48 9.86 Custom Balanced Index
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $773.19M 23.62 15.63 11.28 6.27 10.81 -9.03 0.2 1.14 16.58 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $308.53M 22.79 16.89 14.67 10.15 12.48 -3.98 0.23 1.25 16.39 S&P 500 Composite Total Return
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1303.93M 16.86 5.98 7.74 4.79 11.35 -13.92 0.69 1.12 23.78 Russell Mid Cap Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1730.71M 8.58 10.22 3.52 3.38 3.86 -0.16 0.42 0.88 2.88 Barclays Capital US Aggregate Bond
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3463.52M 29.36 24.13 20.12 13.32 13.95 5.01 0.62 1.08 13.89 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2070.78M 16.87 4.97 9.44 6.01 12.43 -13.6 0.58 1 25.53 Russell 2500 Value
PARNX Parnassus Fund All
Cap
12/1984 $938.3M 21.9 13.5 11.74 8.94 13.04 -9.68 0.61 0.84 18.42 S&P 500 Composite Total Return
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $177.24M 6.72 8.85 3.23 2.94 3.43 0.54 0.47 0.8 2.41 Barclays Municipal
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $828.98M 19.2 14.7 10.09 6.54 8.76 -2.73 0.52 0.94 9.4 Russell 1000
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $562.02M 14.01 13.89 4.74 4.18 4.29 -3.34 0.52 0.99 3.7 Barclays Capital US Credit
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $219.45M 27.85 28.37 11.03 8.38 7.3 -6.93 0.56 1.07 12.37 S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1848.69M 16.43 13.12 8.53 6.15 7.93 -4.06 0.05 0.91 9.39 Blend: 60% S&P 500 - 40% BC Aggregate
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index

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Information current as of:
October 31, 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
Zeo Sustainable Credit FundCCCCCCCCCCRCRRR-- Shareholder engagement
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------------ --
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
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Etho Climate Leadership US ETF-------------------------------- --
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-- --
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- 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 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
Calvert Emerging Markets Equity Fund ACCCCCCC--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
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
Praxis International Index A----PPPPP------XRXXX-- --
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
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 --
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini 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
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-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXC