Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 180 of 180 funds
Information current as of:
January 31, 2020

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
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
KESGX Kennedy Capital ESG SMID Cap Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI World
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- 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
NALFX New Alternatives Fund A Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Credit
PARNX Parnassus Fund All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Midcap Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
-- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
-- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Pax Global Women’s Leadership Index
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- 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
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI AC World (Net) Index (ACWI)
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Merrill Lynch High Yield Master I
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE ESG 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
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI ACWI
MBAPX Praxis Genesis Balanced A Balanced
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
MCONX Praxis Genesis Conservative A Balanced
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- MSCI U.S. Prime Market Growth Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate
MPLAX Praxis International Index A Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- MSCI ACWI xUS
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- 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
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- MSCI US Prime Market Value Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P Global 1200
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
-- -- -- -- -- -- -- -- -- -- -- Russell 3000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 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
BNIEX UBS International Sustainable Equity Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI World ex USA
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P Global REIT Index
WSBFX Walden Asset Management Fund Balanced
-- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2500
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $92.04M -11.63 5.83 7.87 -- -- -- 0 2.51 28.95 S&P 500 Composite Total Return
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $167M -8.16 5.4 7.51 5.96 8.96 27.33 0 1.26 19.39 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $167M -8.21 4.65 6.72 5.1 7.86 26.38 0 1.18 19.34 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $229.23M -1.08 8.29 5.98 4.5 6.3 15.61 0 0.44 9.45 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $229.23M -1.21 7.46 5.2 3.67 5.32 14.74 0 1.8 9.43 Barclays Capital US Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $333.47M -4.62 6.52 6.87 5.31 7.7 21.19 0 0.43 13.9 Custom
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $333.47M -4.72 5.71 6.05 4.53 6.9 20.27 0 1.93 13.85 Custom
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2078.43M -7.44 9.19 10.35 9.19 12.76 32.82 0.15 0.19 19.47 Calvert U.S. Large Cap Core Responsible Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $177.68M 3.46 11.24 4.75 3.46 3.11 9.12 0.2 0.93 4 Barclays U.S. Aggregate Index
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $745.78M -5.57 11.59 7.33 5.56 10.13 31.66 0.2 1.14 18.09 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $310.95M -6.49 9.51 10.45 8.98 11.56 30.72 0.23 1.25 18.41 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $745.78M -5.57 11.56 7.33 5.53 10.14 31.64 0.24 1.16 18.07 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $745.78M -5.51 11.97 7.71 5.93 10.55 32.08 0.24 0.79 18.07 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $745.78M -5.51 11.9 7.59 5.87 10.48 32.06 0.24 0.83 18.11 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2078.43M -7.48 8.96 10 8.82 12.26 32.43 0.27 0.54 19.44 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2078.43M -7.6 8.1 9.18 8.01 11.33 31.44 0.27 1.29 19.44 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $99.96M -4.22 14.73 15.28 -- -- -- 0.27 0.57 17.87 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $99.96M -4.17 15.04 15.64 -- -- -- 0.27 0.22 17.88 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $497.72M -12.19 1.72 4.05 -- -- -- 0.27 0.57 23.86 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $497.72M -12.17 0.58 3.91 -- -- -- 0.27 0.22 23.59 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $71.22M -8.49 5.68 5.53 -- -- -- 0.28 0.98 18.25 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $71.22M -8.41 5.47 5.24 -- -- -- 0.28 1.28 18.32 MSCI World ex USA
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2449.24M 2.52 7.46 3.25 2.34 2.64 5.44 0.3 0.91 2.24 Barclays Capital US Aggregate
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2449.24M 2.54 7.58 3.43 2.47 2.76 5.45 0.3 0.81 2.21 Barclays Capital US Aggregate
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $177.68M 3.53 11.64 4.92 3.66 -- -- 0.32 0.62 4.04 Barclays U.S. Aggregate Index
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $587.17M 1.93 7 2.68 2.03 2.44 5.63 0.35 1.01 1.63 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $587.17M 1.99 7.5 3.07 2.27 2.59 6.12 0.35 0.65 1.62 Barclays Capital US Securitized Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $478.71M 3.43 10.53 4.54 3.31 -- -- 0.37 0.85 7.09 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $478.71M 3.4 10.72 4.86 3.68 -- -- 0.37 0.5 7.06 Barclays Capital US Aggregate Bond
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $1041.57M 0.43 2.72 1.9 1.58 1.41 3.31 0.38 0.77 4.97 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $1041.57M 0.47 2.98 2.15 1.88 -- -- 0.38 0.47 4.98 Barclays Short Treasury 9-12 Mon TR USD
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1823.08M 1.45 5.62 3.06 2.49 2.43 6.25 0.4 0.88 6.19 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1823.08M 1.32 4.84 2.28 1.71 1.67 5.43 0.4 1.64 6.15 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1823.08M 1.48 5.87 3.37 2.86 2.91 6.46 0.4 0.52 6.15 Barclays Credit 1-5 Yr
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $1906.71M 3.31 10.41 4.86 3.51 3.98 8.48 0.42 0.88 6.51 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1906.71M 3.13 9.52 3.99 2.62 3.13 7.6 0.42 1.63 6.45 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1906.71M 3.34 10.61 5.12 3.84 4.46 8.65 0.42 0.53 6.5 Barclays Capital US Aggregate Bond
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $72.78M -8.04 7.38 11.31 -- -- -- 0.45 0.49 22.52 --
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $202.48M 3.43 9.46 5.13 3.62 3.6 7.13 0.47 0.8 4.98 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $202.48M 3.3 8.64 4.33 -- -- 6.29 0.47 1.55 4.98 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $202.48M 3.47 9.74 5.43 -- -- -- 0.47 0.45 4.97 Barclays Municipal
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $217.83M 0.35 4.39 3.13 3.26 -- -- 0.47 1.1 9.93 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $217.83M 0.22 3.61 2.36 2.49 -- -- 0.47 1.85 9.91 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $217.83M 0.39 4.6 3.45 3.63 -- -- 0.47 0.65 9.96 Barclays 1-3 Month U.S. Treaury Bill Index
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $881.89M -3.28 11.13 7.95 5.88 8.25 23.73 0.52 0.94 12.72 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $881.89M -3.4 10.32 7.12 5.06 7.38 22.82 0.52 1.69 12.71 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $881.89M -3.25 11.38 8.28 6.24 8.7 24.05 0.52 0.62 12.73 Russell 1000
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $621.92M 3.46 14.63 6.37 4.63 4.48 14.8 0.52 0.99 11.87 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $621.92M 3.39 13.79 5.56 3.84 3.73 13.85 0.52 1.74 11.89 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $621.92M 3.55 14.95 6.7 5.03 5.02 14.99 0.52 0.64 11.92 Barclays Capital US Credit
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $93.34M 6.79 24.9 9.25 5.89 7.01 20.77 0.52 0.92 11.95 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $93.34M 6.83 25.1 9.58 6.33 3.75 20.96 0.52 0.55 11.94 Barclays US Long Credit
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $2023.57M -3.8 13.89 17.53 14.37 -- -- 0.6 0.73 16.06 Russell 1000® Growth Index
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $225.96M -0.92 6.28 4.03 4.16 6.15 12.56 0.6 1.07 10.19 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $225.96M -1.02 5.51 3.26 3.34 -- -- 0.6 1.82 10.19 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $225.96M -0.83 6.56 4.35 4.49 6.72 12.83 0.6 0.74 10.16 BofAML US HY Master II
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3816.58M -4.68 15.27 17.59 11.85 13.38 36.5 0.62 1.08 15.01 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3816.58M -4.8 14.39 16.71 11 12.54 35.45 0.62 1.84 14.99 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3816.58M -4.63 15.55 17.96 12.25 13.88 36.83 0.62 0.71 15.03 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $233.13M -3.36 10.57 9.96 6.96 8.38 24.69 0.65 1.25 12.25 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $233.13M -3.43 9.87 9.18 6.19 7.65 23.78 0.65 1.97 12.27 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $233.13M -3.31 10.98 10.3 7.27 8.68 25.1 0.65 0.96 12.26 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
ARFFX Ariel Focus Fund All
Cap
6/2005 $53.24M -12.83 -3.45 0.7 2.21 7.24 25.62 0.65 1 29.83 Russell 1000 Value
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $15.58M -5.1 15.38 13.71 -- -- -- 0.65 0.75 17.98 Russell 3000
GCBLX Green Century Balanced Balanced
3/1992 $283.26M -4.73 6.86 6.93 4.96 7.97 20.91 0.65 1.48 11.96 Custom Balanced Index
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.97M -12.75 -2.05 2.91 2.96 7.18 26.56 0.7 0.87 26.84 Morningstar US Large Value TR Index
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $35.62M -5.87 -1.26 -- -- -- -- 0.75 0.95 14.68 MSCI USA
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $39.56M -6.49 8.09 7.75 7.01 -- -- 0.75 1 19.31 S&P 500 Composite Total Return
CCMNX CCM Alternative Income Fund Balanced
5/2013 $57.56M -3.77 1.74 2.54 1.98 -- -- 0.75 1.85 24.86 Citigroup 3-Month T-Bill Index
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2449.24M 2.5 7.96 3.69 2.78 3.09 5.92 0.75 0.46 2.17 Barclays Capital US Aggregate Bond
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $213.09M -8.05 5.55 7.48 4.21 10.7 30.57 0.77 1.21 22.1 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $213.09M -8.17 4.76 6.68 3.42 9.85 29.62 0.77 1.96 22.13 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $213.09M -8.01 5.83 7.83 4.62 11.29 30.91 0.77 0.86 22.11 Russell Mid Cap Growth
BCAIX Boston Common International Fund Int'l
Global
12/2010 $255.47M -7.89 5.85 5.92 2.64 -- -- 0.8 1.12 19.2 MSCI EAFE Equity
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $872.62M -8.86 -1.1 5.97 6.79 10.95 26.01 0.8 1.29 21.61 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $872.62M -9.01 -1.85 5.17 5.98 10.04 25.05 0.8 2.04 21.58 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $872.62M -8.82 -0.87 6.33 7.19 11.56 26.3 0.8 0.91 21.56 Russell 2000 Value
APPLX Appleseed Fund Int'l
Global
12/2006 $133.77M -13.51 -7.65 2.41 1.73 4.42 15.68 0.85 1.2 28.89 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $133.77M -13.45 -7.48 2.58 1.93 -- -- 0.85 1.06 28.96 MSCI World
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $411.58M -8.32 5.01 4.9 3.5 6.93 28.02 0.85 1.28 22.5 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $411.58M -8.45 4.21 4.12 2.73 6.06 27.09 0.85 2.03 22.5 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $411.58M -8.28 5.29 5.22 3.87 -- -- 0.85 0.93 22.52 S-Network Global Water TR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2560.87M -9.07 2.06 8.07 5.04 -- -- 0.87 1.27 23.12 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2560.87M -9.19 1.29 7.27 4.23 -- -- 0.87 2.02 23.12 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2560.87M -9.05 2.3 8.41 5.37 -- -- 0.87 0.92 23.18 MSCI EM NR USD
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $86.83M -4.98 10.04 7.53 2.27 -0.5 33.16 0.87 1.28 25.1 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $86.83M -5.29 9.12 6.74 1.43 -1.39 32.32 0.87 2.03 25.1 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $86.83M -5.03 10.3 7.87 2.62 -0.08 33.48 0.87 0.93 25.17 Ardour Gbl Alternative Energy
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $312.44M -6.33 12.15 8.63 3.36 4.84 30.69 0.87 1.34 18.51 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $312.44M -6.43 11.27 7.82 2.58 3.98 29.7 0.87 2.09 18.48 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $312.44M -6.34 12.41 9 3.74 5.4 31.06 0.87 0.97 18.54 MSCI EAFE Investable Market
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $353.46M -10.31 3.21 8.35 5.38 7.41 26.1 0.87 1.07 23 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $353.46M -10.47 2.2 7.24 4.2 6.1 24.84 0.87 2.26 22.99 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $353.46M -10.31 3.21 8.35 5.38 7.41 26.1 0.87 1.07 23 MSCI EAFE SMID NR USD
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1093.34M -10.88 -4.61 0.69 1.04 5.52 16.82 0.9 1.53 21.51 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1093.34M -10.74 -4.14 1.1 1.5 -- -- 0.9 1.07 21.38 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1093.34M -10.88 -4.5 0.75 1.1 5.53 16.95 0.9 1.46 21.36 MSCI EAFE Equity
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $18.13M -6.45 6.4 -- -- -- -- 1 1.35 16.39 MSCI All World Country Index
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $35.48M -9.12 2.41 1.69 2.87 6.89 25.86 1 1.25 21.02 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $35.48M -9.12 2.33 1.69 2.86 6.87 25.83 1 1.25 21.03 S&P 500 Composite Total Return
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $35.48M -9.07 1.85 1.01 2.14 6.1 25.04 1 2 21.02 S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $35.48M -9.08 2.67 1.93 3.11 7.14 26.23 1 1 21.11 S&P 500 Composite Total Return

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Showing 180 of 180 funds
Information current as of:
January 31, 2020

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
Ariel Appreciation Fund----PPP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Kennedy Capital ESG SMID Cap FundC *CCPCCCRCC--------R-- Shareholder engagement
Matthews Asia ESG FundPCCPPCCCCCCCRCCOther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/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
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Fixed Income FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----X--R-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----X--R-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Praxis Genesis Balanced APPPPPPP--PPX--XXX-- --
Praxis Genesis Conservative APPPPPPP--PPX--XXX-- --
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Praxis International Index A----PPPPP------XRXXX-- --
Praxis International Index Fund - Institutional----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 Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
Saturna Sustainable Bond FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
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
TIAA-CREF Social Choice Equity InstitutionalPPPPP