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.
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View funds by type: Showing 43 of 172 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 |
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 |
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 |
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 |
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 |
CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $580.4M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Calvert U.S. Large Cap Growth Responsible Index |
CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $580.4M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Calvert U.S. Large Cap Growth Responsible Index |
CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1778.93M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Calvert U.S. Large Cap Value Responsible Index |
CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1778.93M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Calvert U.S. Large Cap Value Responsible Index |
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 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 U.S. Large Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $4822.55M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Calvert U.S. Large Cap Core Responsible Index |
CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $4822.55M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 Growth |
CISIX | Calvert U.S. Large Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $4822.55M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Calvert U.S. Large Cap Core Responsible Index |
CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7053.69M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | S&P 500 Composite Total Return |
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 |
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 |
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 |
CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7053.69M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | S&P 500 Composite Total Return |
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 |
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 |
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 |
CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7053.69M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | S&P 500 Composite Total Return |
Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
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 |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |
Mutual Fund - Click name for background on the company, along with contact information and fund profile
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All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy. | ||||||||||||||||||||||||||||||
Environment | Social | Governance | Products | ||||||||||||||||||||||||||||
Parnassus Growth Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
AXS Change Finance ESG ETF | C * | C | C | -- | C | C | C | -- | C | C | -- | C | R | -- | R | ||||||||||||||||
Sphere 500 Fossil-Free Fund | R * | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | X | -- | X | -- | -- | ||||||||||||||
Pax ESG Beta Dividend Fund Individual | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Pax ESG Beta Dividend Fund Institutional | -- | -- | C | -- | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Pax Large Cap Fund Individual | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Pax Large Cap Fund Intitutional | -- | -- | C | C | C | C | C | R | C | C | C | C | X | -- | X | -- | |||||||||||||||
Aspiration Redwood Fund | P | P | P | P | P | P | P | X | P | P | X | X | X | X | X | -- | |||||||||||||||
Calvert U.S. Large Cap Growth Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Growth Responsible Index Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Value Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Value Responsible Index Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Amana Growth Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Amana Income Fund (Institutional) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Pax ESG Beta Quality Fund - Class A | C * | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Neuberger Berman Socially Resp R3 | C | C | P | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Responsive A | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Responsive C | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- A shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Domini Social Equity Fund -- Institutional shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Responsive I | C | C | C | P | P | P | P | P | P | P | X | R | X | X | X | ||||||||||||||||
Praxis Growth Index Fund - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Praxis Growth Index Fund A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Pax ESG Beta Quality Fund - Institutional Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Praxis Value Index - Institutional | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Parnassus Value Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
Domini Social Equity Fund -- R shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Praxis Value Index A | -- | -- | P | P | P | P | P | -- | -- | -- | X | R | X | X | X | -- | -- | ||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | ||||||||||||||||
Calvert U.S. Large Cap Core Responsible Index Fund I | C | C | C | C | C | C | C | C | C | C | R | R | R | R | R | ||||||||||||||||
Calvert Equity Fund I | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Walden Equity Fund | C | C | C | C | C | R | C | -- | -- | -- | R | R | R | R | R | -- | |||||||||||||||
Pax ESG Beta Quality Fund - Individual Investor | C | C | C | C | C | C | C | R | C | C | C | C | X | C | X | -- | |||||||||||||||
Neuberger Berman Socially Resp Tr | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Neuberger Berman Socially Resp Inv | C | C | C | P | P | P | P | X | P | P | X | R | X | X | X | ||||||||||||||||
Calvert Equity Fund C | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Amana Growth Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- | ||||||||||||||
Parnassus Core Equity Fund | C * | R | C | R | C | C | C | R | C | C | X | C | X | X | X | -- | |||||||||||||||
Domini Social Equity Fund -- Investor shares | C | C | C | C | C | C | C | R | C | C | X | R | X | X | X | ||||||||||||||||
Green Century Equity | C * | R | C | -- | C | C | C | -- | C | P | X | R | X | X | X | ||||||||||||||||
Mutual Fund - Click name for background on the company, along with contact information and fund profile | |||||||||||||||||||||||||||||||
Calvert Equity Fund A | C | C | C | C | C | C | C | -- | C | C | R | R | R | R | R | -- | |||||||||||||||
Amana Income Fund (Investor) | C * | P | P | P | P | P | P | P | P | P | R | P | C | R | R | -- | -- |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |
View funds by type: Showing 43 of 172 funds |
Information current as of: December 31, 2023 |