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:
July 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
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $179.12M 17.6 9.84 10.75 7.89 9.26 -1.3 0.64 1.26 13.41 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
-- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $179.12M 17.04 9.09 9.95 7.1 8.52 -1.94 0.64 1.99 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $179.12M 17.82 10.24 11.09 8.18 9.56 -1 0.64 1 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $558.9M 4.35 5.78 1.27 1.99 2.54 -0.41 0.5 1.01 2.52 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $558.9M 4.68 6.24 1.65 2.16 2.69 -0.2 0.5 0.65 2.44 Barclays Capital US Securitized Bond
APPLX Appleseed Fund Int'l
Global
12/2006 $157.62M 0.17 -2.97 2.73 1.53 6.15 -3.39 0.85 1.2 14.02 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $157.62M 0.25 -2.81 2.89 1.74 -- -3.17 0.85 1.06 14.06 MSCI World
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $41M 14.61 2.29 -- -- -- -2.72 0.75 -- 18.45 MSCI USA
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1379.63M 18.91 -1.24 7.47 5.76 12.76 -13.92 0.69 1.12 23.89 Russell Mid Cap Value
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 -- -- -- -- -- -- -24.65 0.8 1.25 -- Russell 2000 Value
ARFFX Ariel Focus Fund All
Cap
6/2005 $57.61M 18.02 -2.71 8.59 4.27 9.81 -13.21 0.65 1 24.08 Russell 1000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2214.96M 19.85 -2.26 10.04 7.64 13.82 -13.6 0.58 1 26.11 Russell 2500 Value
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $86.49M 25.93 6 15.16 -- -- -8.38 2 -- 24.98 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $90.74M 25.25 10.97 13.48 8.78 12.7 -3.26 0.8 0.99 22.64 Russell Mid Cap Growth
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $143.69M 3.74 3.54 1.99 1.68 -- 0.09 1.19 1.36 1.8 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.97M 18.62 1.73 8.91 5.17 9.49 -12.61 0.7 0.87 21.8 Morningstar US Large Value TR Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $243.62M 10.69 -4.78 6.05 1.9 -- -13.38 0.9 1.12 16.77 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $37.74M 17.42 4.54 9.42 8.26 -- -8.41 0.75 1 18.62 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1496.62M 27.39 17.03 19.11 17.02 -- 4.58 0.6 0.73 19.21 Russell 1000® Growth Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $164.45M 17.37 5.21 10.41 7.7 9.99 -7.7 0 1.26 17.05 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $164.45M 16.9 4.46 9.6 6.77 8.84 -8.43 0 1.18 17.09 Russell 3000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $798.88M 17.5 9.88 8.97 6.92 9.07 -2.73 0.52 0.94 11.01 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $798.88M 16.99 9.05 8.13 6.08 8.19 -3.46 0.52 1.69 11.02 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $798.88M 17.66 10.16 9.32 7.31 9.54 -2.45 0.52 0.62 11.02 Russell 1000
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1607.63M 6.26 7.24 2.63 3.07 4.1 -0.16 0.42 0.88 2.62 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1607.63M 5.75 6.31 1.79 2.21 3.25 -0.95 0.42 1.63 2.64 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1607.63M 6.35 7.4 2.94 3.46 4.61 0.1 0.42 0.53 2.67 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $227.57M 24.46 10.45 11.56 7.83 13.12 -4.34 0.77 1.21 19.06 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $227.57M 23.96 9.64 10.74 7.01 12.24 -5.05 0.77 1.96 19.1 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $227.57M 24.65 10.76 11.95 8.29 13.76 -3.98 0.77 0.86 19.07 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $209.01M 10.93 6.65 6.04 5.03 6.81 -2.95 0 0.44 7.27 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $209.01M 10.45 5.86 5.25 4.16 5.79 -3.65 0 1.8 7.2 Barclays Capital US Credit
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1967.02M 11.26 1.98 10.14 4.7 -- -15.48 0.87 1.27 18.29 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1967.02M 10.81 1.19 9.32 3.87 -- -16.13 1 2.02 18.28 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1967.02M 11.36 2.27 10.5 5.05 -- -15.15 1 0.92 18.28 MSCI EM NR USD
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3030M 27.17 21.39 18.19 14.21 14.51 5.01 0.62 1.08 15.15 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3030M 26.57 20.49 17.3 13.36 13.66 4.29 0.62 1.84 15.13 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3030M 27.33 21.72 18.58 14.65 15.04 5.39 0.62 0.71 15.13 S&P 500 Composite Total Return
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $79.31M 17.34 -0.86 5.68 -0.4 -2.81 -19.57 0.87 1.28 21.65 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $79.31M 16.82 -1.58 4.87 -1.24 -3.69 -20.18 0.87 2.03 21.71 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $79.31M 17.41 -0.65 6.04 -0.03 -2.4 -19.18 0.87 0.93 21.73 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $408.63M 17.02 2.22 6.48 2.53 7.91 -13.56 0.85 1.28 18.25 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $408.63M 16.48 1.43 5.68 1.77 7.02 -14.14 0.85 2.03 18.32 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $408.63M 17.16 2.45 6.82 2.92 -- -13.25 0.85 0.93 18.26 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $296.59M 6.38 8 2.5 2.95 -- 0.29 0.37 0.85 2.4 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $296.59M 6.5 8.23 2.84 3.33 -- 0.67 0.37 0.5 2.4 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $190.19M 9.01 6.59 4.86 3.18 7.05 -2.83 0.6 1.07 4.82 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $190.19M 8.55 5.81 4.08 2.34 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $190.19M 9.18 6.88 5.18 3.52 7.72 -2.51 0.6 0.74 4.87 BofAML US HY Master II
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $528.29M 10.71 9.21 3.49 3.59 4.58 -3.34 0.52 0.99 3.92 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $528.29M 10.21 8.38 2.7 2.81 3.82 -4.06 0.52 1.74 3.94 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $528.29M 10.78 9.47 3.84 4.02 5.14 -2.97 0.52 0.64 3.89 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $231.27M 17.35 4 7.73 2.64 4.57 -11.42 0.87 1.34 16.3 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $231.27M 16.86 3.27 6.92 1.85 3.7 -12.09 0.87 2.09 16.24 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $231.27M 17.54 4.38 8.13 3.08 5.17 -11.05 0.87 0.97 16.23 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $327.41M 10.13 -8.07 8.59 3.65 6.96 -15.3 0.87 2.26 17.19 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $75.4M 15.24 13.56 3.48 4.97 6.76 -5.7 0.52 0.92 6.86 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $75.4M 15.31 13.89 3.87 4.65 2.77 -5.29 0.52 0.55 6.81 Barclays US Long Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $326.46M 14.16 5.95 8.44 6.5 8.48 -5.11 0 0.43 12.21 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $326.46M 13.65 5.1 7.63 5.7 7.67 -5.86 0 1.93 12.18 Custom
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1545.48M 4.77 4.64 2.2 1.94 2.53 0.05 0.4 0.88 1.64 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1545.48M 4.29 3.85 1.43 1.18 1.78 -0.69 0.4 1.64 1.63 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1545.48M 4.87 4.91 2.53 2.35 3.03 0.42 0.4 0.52 1.61 Barclays Credit 1-5 Yr
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $602.82M 24.65 6.85 13.6 11.16 13.16 -6.81 0.8 1.29 22.15 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $602.82M 24.09 6.03 12.76 10.33 12.22 -7.5 0.8 2.04 22.11 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $602.82M 24.81 7.14 14.01 11.61 13.81 -6.51 0.8 0.91 22.08 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $162.21M 5.74 6.77 2.4 3.08 3.35 0.54 0.47 0.8 2.27 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $162.21M 5.25 5.89 1.64 -- 1.14 -0.19 0.47 1.55 2.3 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $162.21M 5.89 7.02 2.74 -- -- 0.91 0.47 0.45 2.32 Barclays Municipal
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1906.18M 21.68 9.59 13.41 11.21 13.69 -4.36 0.27 0.54 19.67 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1906.18M 21.16 8.78 12.56 10.38 12.73 -5.06 0.27 1.29 19.67 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1906.18M 21.88 9.87 13.77 11.62 14.21 -4.05 0.27 0.19 19.73 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $91.39M 23.41 12.04 16 -- -- 0.38 0.27 0.57 20.23 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $91.39M 23.6 12.41 16.39 -- -- 0.76 0.27 0.22 20.23 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $396.6M 19.5 5.5 10.14 -- -- -10.31 0.27 0.57 20.39 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $396.6M 19.72 5.87 10.51 -- -- -10.01 0.27 0.22 20.4 Calvert U.S. Large Cap Value Responsible Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $935.35M 2.28 2.49 1.74 1.32 1.56 0.89 0.38 0.77 0.71 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $935.35M 2.53 2.86 2.04 1.66 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $178.28M 5 4.36 3.42 -- -- 0.12 0.47 1.1 2.03 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $178.28M 4.61 3.66 2.65 -- -- -0.68 0 1.85 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $178.28M 5.17 4.64 3.78 -- -- 0.43 0 0.65 2.05 Barclays 1-3 Month U.S. Treaury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $54.4M 5.87 3.04 4.17 2.13 -- -0.32 0.75 1.85 4.81 Citigroup 3-Month T-Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $10.56M 23.94 12.53 15.3 -- -- -2.38 0.65 0.75 19.44 Russell 3000
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2140M 4.24 5.9 1.26 2.11 2.6 0.1 0.3 0.91 2.38 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2140M 4.41 6.28 1.71 2.55 3.05 0.56 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2140M 4.2 6.01 1.42 2.26 2.71 0.3 0.3 0.81 2.4 Barclays Capital US Aggregate
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1220.12M 8.96 -6.83 4.59 2.61 6.41 -16.23 0.9 1.53 16.35 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1220.12M 9.18 -6.49 5.02 3.04 -- -15.85 0.9 1.07 16.28 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1220.12M 9.05 -6.81 4.68 2.64 6.41 -16.26 0.9 1.46 16.25 MSCI EAFE Equity
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $157.81M 6.95 7.62 2.09 2.76 2.84 -1.03 0.2 0.93 2.9 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $157.81M 7.08 7.5 2.24 2.93 -- -1.1 0.32 0.62 2.89 Barclays U.S. Aggregate Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $773.93M 20.44 6.28 10.14 6.51 11.24 -9.03 0.24 1.16 18.83 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $773.93M 20.7 6.69 10.56 6.92 11.67 -8.67 0.24 0.79 18.82 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $773.93M 20.5 6.31 10.17 6.55 11.23 -9.03 0.2 1.14 18.84 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $773.93M 20.72 6.62 10.45 6.86 11.59 -8.9 0.24 0.83 18.88 S&P 500 Composite Total Return
ETHO Etho Climate Leadership US ETF All
Cap
-- -- -- -- -- -- -- -- -- -- -- --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $21.18M 19.63 8.36 -- -- -- -4 1 1.35 18.23 MSCI All World Country Index
SRIAX Gabelli ESG Fund Inc A All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
GCBLX Green Century Balanced Balanced
3/1992 $278.03M 15.77 10.04 8.79 7 8.87 -2.13 0.65 1.48 11.4 Custom Balanced Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $302.75M 20.75 9.33 13.03 10.85 12.89 -3.98 0.23 1.25 18.58 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $65.24M 13.21 -1.43 -- -- -- -14 0.28 0.98 15.75 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $65.24M 12.91 -1.82 -- -- -- -14.26 0.28 1.28 15.76 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $108.66M 21.21 7.21 12.29 -- -- -6.51 0.8 1.29 18.33 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $108.66M 21.48 7.5 12.58 -- -- -6.28 0.8 1.04 18.4 MSCI World
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1891.14M 16.34 2.49 10.46 8.96 12.47 -5.8 0.47 0.85 19 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1891.14M 16.03 2.07 10 8.49 11.98 -6.19 0.47 1.28 18.99 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1891.14M 16.21 2.31 10.29 8.78 12.28 -5.94 0.47 1.02 19 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1891.14M 16.19 2.3 10.27 8.76 12.26 -5.95 0.47 1.04 18.99 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1891.14M 15.69 1.55 9.44 7.95 11.42 -6.65 0.47 1.78 18.98 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1891.14M 16.44 2.68 10.67 9.16 12.67 -5.6 0.47 0.67 19 S&P 500 Composite Total Return
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $209.42M 21.31 15.52 8.42 6.21 6.82 -6.93 0.56 1.07 15.24 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $209.42M 21.15 15.24 8.15 -- -- -7.15 0.56 1.32 15.27 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17366.2M 22.47 13.71 13.88 11.17 13.64 -0.18 0.58 0.87 16.64 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3995.02M 22.48 2.09 13.2 11.73 14.56 -13.42 0.66 0.92 27.29 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $225.87M 7.74 8.66 2.3 2.79 3.28 -1.11 0.49 0.68 3.32 Barclays Capital US Credit
PARNX Parnassus Fund All
Cap
12/1984 $971.95M 23.68 12.28 12.67 10.02 13.62 -9.68 0.61 0.84 19.92 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3975.28M 23.8 10.62 11.45 10.52 14.08 -6.6 0.72 0.99 17.73 Russell Midcap Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1817.96M 13.13 5.13 7.26 6.09 7.88 -4.06 0.05 0.91 11.39 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1817.96M 13.34 5.45 7.53 6.36 8.16 -3.83 0.05 0.66 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $681.17M 5.82 7.33 -- -- -- -0.24 0.4 0.71 3.04 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $681.17M 6.07 7.7 -- -- -- 0.01 0.4 0.46 3.06 Barclays Capital US Aggregate Bond
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $364.82M 18.85 5.57 11.02 7.88 8.9 -7.7 0.55 0.81 17.05 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $364.82M 19.03 5.85 11.28 8.14 9.16 -7.47 0.55 0.56 17.07 Pax Global Women’s Leadership Index
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $132.65M 16.79 6.75 -- -- -- -4.19 0.65 0.9 18.22 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $132.65M 16.97 7.06 -- -- -- -3.82 0.65 0.65 18.16 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $227.27M 17.23 6.56 11.79 9.68 -- -4.41 0.65 0.9 17.41 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $227.27M 17.31 6.59 11.79 9.68 12.73 -4.41 0.65 0.9 17.49 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $227.27M 17.38 6.78 12.07 9.95 13.01 -4.14 0.65 0.65 17.45 Russell 1000
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $832.46M 16.35 -0.07 8.65 6.21 8.71 -14.24 0.8 1.29 20.57 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $832.46M 16.53 0.19 8.89 6.48 8.99 -14.1 0.8 1.04 20.61 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $832.46M 16.29 -0.08 8.63 6.21 -- -14.26 0.8 1.3 20.57 MSCI AC World (Net) Index (ACWI)
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $358.7M 10.06 6.47 6.33 2.95 5.94 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $358.7M 10.08 6.58 6.55 3.2 6.2 -2.69 0.5 0.74 6.03 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $358.7M 10.05 6.47 6.33 2.98 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $685.62M 20.91 5.54 -- -- -- -4.98 0.65 0.95 20.52 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $685.62M 21.14 5.89 -- -- -- -4.77 0.65 0.7 20.43 S&P 500 Composite Total Return
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $573.74M 10.9 -3.34 5.27 1.74 3.01 -13.08 0.55 0.8 15.18 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $573.74M 10.99 -3.13 5.53 1.98 2.98 -12.84 0.55 0.55 15.3 MSCI EAFE ESG Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $440.11M 17.15 -3.19 5.17 5.19 11.4 -15.72 0.75 1.19 19.75 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $440.11M 17.3 -2.92 5.43 5.46 11.68 -15.51 0.75 0.94 19.71 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $440.11M 17.12 -3.18 5.16 5.19 -- -15.74 0.75 1.19 19.74 Russell 2000
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $560.03M 17.1 5.07 11.11 7.92 8.66 -7.13 0.9 1.33 16.69 MSCI ACWI
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $78.35M 12.06 4.27 6.75 5.29 -- -4.86 0.05 1.05 10.99 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $24.83M 9.08 6.25 4.39 3.96 -- -2.62 0.05 0.6 5.66 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $69.23M 13.98 2.74 8.18 6.21 -- -6.48 0.05 0.62 14.69 Russell 3000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $303.89M 22.02 10.49 16.08 13.49 15.18 0.38 0.3 0.44 18.43 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $303.89M 21.77 10.06 15.61 13.05 14.66 -0.05 0.3 0.86 18.42 MSCI U.S. Prime Market Growth Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $553.61M 6.23 8.02 2.32 2.97 3.86 0.08 0.4 0.54 3.07 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $553.61M 5.94 7.52 1.86 2.55 3.45 -0.36 0.4 0.98 2.89 Barclays Capital US Aggregate
MPLAX Praxis International Index A Int'l
Global
12/2010 $270.56M 9.93 -4.83 5.44 1.18 -- -15.05 0.48 1.32 16.23 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $270.56M 10.51 -4.06 6.14 1.81 -- -14.44 0.48 0.77 16.34 MSCI ACWI xUS
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $114.91M 14.02 -6.93 6.56 5.02 10.64 -7.79 0.3 1 24.88 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $114.91M 13.71 -7.5 5.92 4.37 10 -8.52 0.3 1.67 24.99 Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $230.56M 19.97 6.94 11.52 8.49 12.05 -8.02 0.3 0.44 19.39 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $230.56M 19.73 6.58 11.01 8.01 11.42 -8.43 0.3 0.94 19.36 MSCI US Prime Market Value Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $28.58M 5.97 2.93 2.12 -- -- -3.16 0.55 0.89 3.71 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $6.37M 20.72 8.32 11.49 -- -- -5.73 0.65 0.99 16.88 S&P Global 1200
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3956.61M 6.55 8.1 2.86 3.74 -- 0.33 0.35 0.39 2.91 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3956.61M 6.44 8.02 2.73 3.6 -- 0.16 0.35 0.54 2.99 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3956.61M 6.37 7.91 2.61 3.46 -- 0.06 0.35 0.65 3.03 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3956.61M 6.4 7.84 2.61 3.46 -- 0.08 0.35 0.64 3.04 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4634.1M 20.41 7.32 12.96 10 13.29 -5.5 0.15 0.17 19.2 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4634.1M 20.36 7.14 12.81 9.84 -- -5.69 0.15 0.33 19.18 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4634.1M 20.23 7.06 12.66 9.7 12.99 -5.76 0.15 0.45 19.11 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4634.1M 20.25 7.04 12.68 9.74 13.01 -5.74 0.15 0.42 19.18 Russell 3000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.21M 18.5 -0.52 9.09 -- -- -13 0.75 1 25.11 S&P 1000
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $156.33M 11.54 -5.05 6.75 3.74 5.74 -16.86 0.8 1.25 17.45 MSCI World ex USA
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $30.02M 16.26 6.11 -- -- -- -9.65 0.4 -- 15.49 S&P Global REIT Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $147.86M 15.53 9.1 9.83 8.46 9.55 -1.89 0.75 1 12.72 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $231.14M 21.43 11.48 14.09 11.29 13.02 -2.52 0.75 1 17.93 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $55.3M 20.62 9.74 12.58 11.06 -- -3.56 0.75 1 19.07 Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $109.33M 23.2 6.68 12.29 10.09 12.38 -6.02 0.75 1 21.68 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $57.72M 20.24 6.67 13.25 10.55 -- -5.57 0.75 1 20.6 Russell 2500

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Showing 180 of 180 funds
Information current as of:
July 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
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Appleseed FundC *CCP--PPXCCXCRXX-- Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCXCRXX-- Shareholder engagement
Arabesque Systematic USA FundCCCCCCCCCCCCRRROther/qualitative criteria --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
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
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- 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 Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- 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 International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- 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 Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Tax-Free Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
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
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond 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 Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ICCCCCCC--CCRRRRR-- --
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRR