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:
March 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
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2656.83M 17.2 20.14 16.87 13.23 16.76 5.39 0.62 0.71 13.7 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2656.83M 17.13 19.77 16.45 12.78 16.21 5.01 0.62 1.08 13.72 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2656.83M 16.89 18.92 15.58 11.93 15.34 4.29 0.62 1.84 13.7 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1097.34M 18.02 18.29 19.06 15.23 -- 4.58 0.6 0.73 16.68 Russell 1000® Growth Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $79.22M 16.01 14.87 15.99 -- -- 0.76 0.27 0.22 17.65 Calvert U.S. Large Cap Growth Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $79.22M 15.94 14.48 15.58 -- -- 0.38 0.27 0.57 17.67 Calvert U.S. Large Cap Growth Responsible Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $289.22M 14.81 13.59 15.99 13.26 16.8 0.38 0.3 0.44 16.73 MSCI U.S. Prime Market Growth Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $16564.9M 13.32 13.41 12.34 10.43 15.31 -0.18 0.58 0.87 14.65 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $289.22M 14.74 13.16 15.52 12.8 16.29 -0.05 0.3 0.86 16.73 MSCI U.S. Prime Market Growth Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $89.33M 18.23 11.76 13.02 7.46 15.49 -3.26 0.8 0.99 20.27 Russell Mid Cap Growth
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $20.67M 15.36 11.75 -- -- -- -9.65 0.4 -- 15.45 S&P Global REIT Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $9.48M 13.63 11.54 12.91 -- -- -2.38 0.65 0.75 17.11 Russell 3000
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $218.58M 13.48 11.42 13.29 10.1 14.53 -2.52 0.75 1 15.59 S&P 500 Composite Total Return
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $196.71M 13.57 10.79 10.33 5.66 9.83 -6.93 0.56 1.07 13.71 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $196.71M 13.52 10.53 10.05 -- -- -7.15 0.56 1.32 13.74 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $49.7M 14.13 10.42 12.24 9.95 -- -3.56 0.75 1 16.48 Russell Midcap
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3403.49M 16.04 10.37 12.12 9.93 16.05 -6.6 0.72 0.99 15.89 Russell Midcap Index
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $132.03M 12.48 9.87 -- -- -- -3.82 0.65 0.65 15.4 Russell 1000
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $243.07M 14.78 9.79 8.72 6.45 14.92 -3.98 0.77 0.86 17.18 Russell Mid Cap Growth
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1585.29M 14.2 9.7 13.56 10.83 16.37 -4.05 0.27 0.19 17.03 Calvert U.S. Large Cap Core Responsible Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $98.72M 14.91 9.65 11.98 7.65 14.78 -6.02 0.75 1 19.68 Russell 2000
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $132.03M 12.41 9.58 -- -- -- -4.19 0.65 0.9 15.45 Russell 1000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $243.07M 14.7 9.42 8.32 5.96 14.24 -4.34 0.77 1.21 17.17 Russell Mid Cap Growth
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1585.29M 14.11 9.35 13.17 10.41 15.83 -4.36 0.27 0.54 16.99 Calvert U.S. Large Cap Core Responsible Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $148.49M 10.86 9.31 10.5 7.33 11.04 -1 0.64 1 12.08 Blend: 60% S&P 500 - 40% BC Aggregate
GCEQX Green Century Equity Equity
Large Cap
6/1991 $278.05M 13.54 9.27 12.5 10.1 14.81 -3.98 0.24 1.25 15.92 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $148.49M 10.85 9.03 10.2 7.04 10.74 -1.3 0.64 1.26 12.12 Blend: 60% S&P 500 - 40% BC Aggregate
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $243.07M 14.5 8.59 7.51 5.16 13.35 -5.05 0.77 1.96 17.19 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $219.69M 12.15 8.56 11.82 9.65 15.03 -4.14 0.65 0.65 14.96 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $741.96M 10.34 8.53 8.62 6.61 10.61 -2.45 0.52 0.62 10.29 Russell 1000
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1585.29M 13.9 8.52 12.32 9.57 14.84 -5.06 0.27 1.29 16.98 Calvert U.S. Large Cap Core Responsible Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $141.49M 9.67 8.5 9.4 7.62 10.18 -1.89 0.75 1 11.1 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $257.09M 9.82 8.38 8.44 5.91 10.22 -2.13 0.65 1.48 10.12 Custom Balanced Index
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $219.69M 12.08 8.33 11.55 9.38 -- -4.41 0.65 0.9 14.92 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $219.69M 12.11 8.3 11.54 9.38 14.75 -4.41 0.65 0.9 14.98 Russell 1000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $148.49M 10.58 8.24 9.4 6.28 9.99 -1.94 0.64 1.99 12.05 Blend: 60% S&P 500 - 40% BC Aggregate
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $741.96M 10.25 8.21 8.24 6.2 10.12 -2.73 0.52 0.94 10.27 Russell 1000
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $148.49M 10.55 8.13 9.16 6.1 9.74 -2.01 0.64 2.16 12.08 Blend: 60% S&P 500 - 40% BC Aggregate
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $18.6M 13.41 8.05 -- -- -- -4 1 1.35 16.42 MSCI All World Country Index
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4279.06M 13.95 7.87 13.29 9.53 15.43 -5.5 0.15 0.18 16.65 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4279.06M 13.94 7.7 13.13 9.36 -- -5.69 0.15 0.32 16.65 Russell 3000
PARNX Parnassus Fund All
Cap
12/1984 $944.95M 15.17 7.65 11.49 8.83 16.03 -9.68 0.62 0.84 18.09 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4279.06M 13.9 7.59 13.03 9.26 15.13 -5.74 0.15 0.43 16.63 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4279.06M 13.85 7.57 12.98 9.24 15.12 -5.76 0.15 0.44 16.59 Russell 3000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $741.96M 10.07 7.42 7.4 5.37 9.22 -3.46 0.52 1.69 10.27 Russell 1000
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $662.55M 13.16 7.33 -- -- -- -4.77 0.65 0.7 17.55 S&P 500 Composite Total Return
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $54M 13.96 7.26 13.04 8.66 -- -5.57 0.75 1 17.51 Russell 2500
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $662.55M 13.05 6.98 -- -- -- -4.98 0.65 0.95 17.57 S&P 500 Composite Total Return
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $42.09M 11.24 6.87 -- -- -- -2.72 0.75 -- 17.69 MSCI USA
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $477.6M 14.75 6.62 13.23 9.2 15.5 -6.51 0.8 0.91 20.66 Russell 2000 Value
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $93.43M 15.14 6.54 11.9 -- -- -6.28 0.8 1.04 15.92 MSCI World
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $208.6M 12.29 6.41 11.4 7.82 14.22 -8.02 0.3 0.44 15.63 MSCI US Prime Market Value Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $93.43M 15.02 6.25 11.63 -- -- -6.51 0.8 1.29 15.82 MSCI World
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $477.6M 14.68 6.24 12.77 8.73 14.82 -6.81 0.8 1.29 20.69 Russell 2000 Value
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $208.6M 12.19 5.99 10.89 7.32 13.58 -8.43 0.3 0.94 15.65 MSCI US Prime Market Value Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $36.7M 12.78 5.88 9.97 7.97 -- -8.41 0.75 1 15.81 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $317.95M 12.66 5.76 10.69 7.54 10.99 -7.47 0.55 0.56 14.78 Pax Global Women’s Leadership Index
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $317.95M 12.58 5.51 10.42 7.27 10.71 -7.7 0.55 0.81 14.77 Pax Global Women’s Leadership Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $477.6M 14.42 5.44 11.93 7.91 13.87 -7.5 0.8 2.04 20.66 Russell 2000 Value
CCMNX CCM Alternative Income Fund Balanced
5/2013 $51M 4.01 5.42 4.82 2.45 -- -0.32 0 2.76 4.94 Citigroup 3-Month T-Bill Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.66M 13.01 5.32 9.87 -- -- -5.73 0.65 0.99 13.95 S&P Global 1200
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $60.49M 7.55 5.1 4.19 3.86 2.79 -5.29 0.52 0.55 6.74 Barclays US Long Credit
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4231M 18.43 5.06 13.97 12.16 18.11 -13.42 0.66 0.92 23.6 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1966.7M 11.87 5.05 11.2 8.71 14.61 -5.6 0.62 0.66 16.55 S&P 500 Composite Total Return
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1790.77M 8.43 4.99 7.56 6 9.42 -3.83 0.05 0.66 9.9 Blend: 60% S&P 500 - 40% BC Aggregate
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1966.7M 11.81 4.85 10.99 8.5 14.4 -5.8 0.73 0.84 16.56 S&P 500 Composite Total Return
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $79.85M 17.13 4.83 16.75 -- -- -8.38 0 -- 21.68 S&P 500 Composite Total Return
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $152.22M 2.75 4.81 2.56 -- -- 0.91 0.47 0.45 2.35 Barclays Municipal
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $212.34M 4.21 4.79 2.06 2.37 3.42 -1.11 0.49 0.68 3.16 Barclays Capital US Credit
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1790.77M 8.33 4.74 7.29 5.74 9.14 -4.06 0.05 0.91 9.91 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $60.49M 7.5 4.72 3.76 4.4 6.88 -5.7 0.52 0.92 6.78 Barclays US Long Credit
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1966.7M 11.76 4.67 10.81 8.33 14.2 -5.94 0.87 1.01 16.55 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1966.7M 11.73 4.64 10.79 8.3 -- -5.95 0.73 1.03 16.53 S&P 500 Composite Total Return
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $229.06M 2.87 4.61 2.74 2.96 -- 0.67 0.42 0.5 2.41 Barclays Capital US Aggregate Bond
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $396.26M 6.54 4.51 7.94 2.75 7.54 -2.69 0.5 0.74 5.46 Merrill Lynch High Yield Master I
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3183.84M 2.99 4.47 2.78 3.61 -- 0.33 0.35 0.4 2.9 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1274.65M 3.22 4.46 3.2 3.31 4.95 0.1 0.47 0.53 2.62 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $152.22M 2.7 4.43 2.22 2.95 3.4 0.54 0.47 0.8 2.32 Barclays Municipal
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $749.97M 13.69 4.43 9.77 6.77 14.06 -8.67 0.24 0.79 16.12 S&P 500 Composite Total Return
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $396.26M 6.63 4.41 7.72 2.54 7.27 -3.05 0.5 0.99 5.44 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $396.26M 6.62 4.41 7.72 2.54 -- -3.04 0.5 0.99 5.49 Merrill Lynch High Yield Master I
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1966.7M 11.67 4.4 10.52 8.03 -- -6.19 0.73 1.28 16.53 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $527.91M 12.27 4.4 11.04 6.87 11.17 -7.13 0.9 1.33 14.33 MSCI ACWI
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $749.97M 13.72 4.36 9.68 6.71 13.97 -8.9 0.24 0.83 16.16 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $494.45M 5.77 4.34 4.1 3.54 5.7 -2.97 0.52 0.64 4.01 Barclays Capital US Credit
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3183.84M 3.03 4.31 2.56 3.37 -- 0.08 0.35 0.65 3.01 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $524.8M 2.98 4.3 2.18 2.71 4.19 0.08 0.4 0.54 3.14 Barclays Capital US Aggregate
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3183.84M 2.95 4.28 2.68 3.47 -- 0.16 0.35 0.55 3.01 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $229.06M 2.76 4.24 2.35 2.56 -- 0.29 0.42 0.85 2.45 Barclays Capital US Aggregate Bond
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $198.03M 6.99 4.2 5.8 4.63 7.7 -2.95 0 0.44 6.64 Barclays Capital US Credit
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3183.84M 2.92 4.18 2.54 3.34 -- 0.06 0.35 0.68 3.05 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1274.65M 3.2 4.16 2.88 2.9 4.43 -0.16 0.47 0.88 2.6 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $684.19M 2.7 4.16 -- -- -- 0.01 0.4 0.46 2.99 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $494.45M 5.78 4.08 3.75 3.09 5.12 -3.34 0.52 0.99 4.05 Barclays Capital US Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $309.96M 9.72 4.06 8.32 5.98 10.05 -5.11 0 1.18 10.71 Custom
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $749.97M 13.61 4.03 9.38 6.39 13.6 -9.03 0.24 1.14 16.12 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $749.97M 13.58 4.01 9.35 6.36 13.61 -9.03 0.24 1.16 16.12 S&P 500 Composite Total Return
MCONX Praxis Genesis Conservative A Balanced
1/2010 $23.74M 5.61 4 4.5 3.72 -- -2.62 0.05 0.6 5.13 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $178.53M 5.78 3.98 6.12 3.07 9.06 -2.51 0.6 0.74 4.66 BofAML US HY Master II
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $178.23M 5.34 3.94 7.07 3.04 -- -3.17 0.85 0.95 9.53 MSCI World
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $684.19M 2.64 3.9 -- -- -- -0.24 0.4 0.71 2.99 Barclays Capital US Aggregate Bond
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1966.7M 11.53 3.86 9.95 7.49 -- -6.65 0.73 1.78 16.53 S&P 500 Composite Total Return
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $75.24M 8.22 3.85 7.18 4.97 -- -4.86 0.05 1.05 9.4 Russell 3000
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $524.8M 2.84 3.79 1.73 2.29 3.78 -0.36 0.4 0.98 2.98 Barclays Capital US Aggregate
APPLX Appleseed Fund Int'l
Global
12/2006 $178.23M 5.28 3.73 6.9 2.83 10.03 -3.39 0.85 1.2 9.5 MSCI World
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $136.92M 3.3 3.67 2.22 2.43 -- -1.1 0.32 0.62 2.76 Barclays U.S. Aggregate Index
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $152.22M 2.48 3.64 1.44 -- 1.1 -0.19 0.47 1.55 2.33 Barclays Capital US Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $136.92M 3.21 3.64 2.06 2.24 2.74 -1.03 0.32 0.93 2.87 Barclays U.S. Aggregate Index
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $178.53M 5.68 3.63 5.76 2.73 8.17 -2.83 0.6 1.07 4.62 BofAML US HY Master II
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1463.29M 2.89 3.6 2.71 2.12 3.51 0.42 0.46 0.52 1.62 Barclays Credit 1-5 Yr
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $152.5M 3.33 3.57 4.44 -- -- 0.43 0 0.65 2.09 Barclays 1-3 Month U.S. Treaury Bill Index
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2027.31M 1.88 3.44 1.36 2.42 2.96 0.56 0.3 0.46 2.46 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MGAFX Praxis Genesis Growth A Balanced
1/2010 $66.67M 9.92 3.44 8.82 5.82 -- -6.48 0.05 0.62 12.5 Russell 3000
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $198.03M 6.8 3.39 5 3.76 6.65 -3.65 0 1.8 6.61 Barclays Capital US Credit
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $157.47M 12.1 3.32 10.1 6.99 12.04 -7.7 0 1.26 14.5 Russell 3000
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1463.29M 2.88 3.32 2.36 1.68 3 0.05 0.46 0.88 1.64 Barclays Credit 1-5 Yr
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1274.65M 2.96 3.31 1.99 2.03 3.58 -0.95 0.47 1.63 2.57 Barclays Capital US Aggregate Bond
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $152.5M 3.25 3.31 4.05 -- -- 0.12 0 1.1 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $309.96M 9.51 3.28 7.5 5.19 9.23 -5.86 0 1.93 10.72 Custom
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $582.73M 2.08 3.27 1.11 1.98 2.71 -0.2 0.35 0.65 2.54 Barclays Capital US Securitized Bond
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $494.45M 5.55 3.27 2.94 2.31 4.36 -4.06 0.52 1.74 4.05 Barclays Capital US Credit
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2027.31M 1.79 3.07 1.11 2.12 2.63 0.3 0.3 0.81 2.56 Barclays Capital US Aggregate
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2027.31M 1.86 3.06 0.94 1.97 2.5 0.1 0.3 0.91 2.47 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $582.73M 1.88 2.94 0.79 1.86 2.56 -0.41 0.5 1.01 2.59 Barclays Capital US Securitized Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $178.53M 5.48 2.85 4.97 1.87 -- -3.55 0.6 1.82 4.63 BofAML US HY Master II
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $122.16M 2.27 2.78 1.84 1.54 -- 0.09 1.19 1.36 1.64 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $334.22M 12.01 2.62 10.43 -- -- -10.01 0.27 0.22 17.71 Calvert U.S. Large Cap Value Responsible Index
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $157.47M 11.92 2.55 9.27 6.06 10.84 -8.43 0 2.01 14.56 Russell 3000
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $152.5M 3.13 2.55 3.28 -- -- -0.68 0 1.85 2.13 Barclays 1-3 Month U.S. Treasury Bill Index
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1463.29M 2.65 2.53 1.59 0.92 2.24 -0.69 0.46 1.64 1.63 Barclays Credit 1-5 Yr
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $996.51M 1.39 2.41 2.07 1.5 -- 1.1 0.38 0.47 0.7 Barclays Short Treasury 9-12 Mon TR USD
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $334.22M 11.91 2.29 10.04 -- -- -10.31 0.27 0.57 17.7 Calvert U.S. Large Cap Value Responsible Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $996.51M 1.32 2.17 1.77 1.19 1.83 0.89 0.38 0.77 0.7 Barclays Short Treasury 9-12 Mon
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $107.35M 10.58 1.38 8.62 2.97 13.01 -7.79 0.3 1 22.92 Russell 2000
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $748.32M 14.75 1.23 10.66 5.86 12.46 -14.1 0.8 1.04 17.88 MSCI AC World (Net) Index (ACWI)
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.86M 12 1.22 9.61 3.92 11.48 -12.61 0.7 0.87 18.49 Morningstar US Large Value TR Index
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $748.32M 14.61 0.96 10.38 5.6 12.16 -14.24 0.8 1.29 17.83 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $748.32M 14.56 0.96 10.36 5.6 -- -14.26 0.8 1.3 17.78 MSCI AC World (Net) Index (ACWI)
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $107.35M 10.48 0.79 7.96 2.33 12.36 -8.52 0.3 1.67 23.05 Russell 2000
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2231.14M 17.59 0.71 10.92 7.88 18.54 -13.6 0.58 1 22.19 Russell 2500 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $18.86M 14 0.54 10.73 -- -- -13 0.75 1 21.79 S&P 1000
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $115.68M 12.74 0.21 6.57 -- -- -13.04 0.75 0.89 15.79 Russell Midcap Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $29.57M 3.68 0.07 2.24 -- -- -3.16 0.55 0.89 3.78 FTSE World BIG Bond Index
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $115.68M 12.74 -0.05 6.35 -- -- -13.26 0.75 1.14 15.79 Russell Midcap Index
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1368.68M 15.59 -0.12 8.46 5.72 16.67 -13.92 0.69 1.12 19.74 Russell Mid Cap Value
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $396.32M 11.7 -0.13 8 1.61 -- -13.25 0.85 0.93 14.6 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $396.32M 11.65 -0.41 7.63 1.18 10.52 -13.56 0.85 1.28 14.59 S-Network Global Water TR USD
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $205.86M 11.81 -0.71 6.55 1.92 7.89 -11.05 0.87 0.97 13.44 MSCI EAFE Investable Market
ARFFX Ariel Focus Fund All
Cap
6/2005 $55.88M 13.51 -0.76 10.51 4.54 12.63 -13.21 0.65 1 20.57 Russell 1000 Value
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $205.86M 11.76 -1.07 6.14 1.48 7.26 -11.42 0.87 1.34 13.51 MSCI EAFE Investable Market
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $396.32M 11.46 -1.13 6.85 0.45 9.6 -14.14 0.85 2.03 14.63 S-Network Global Water TR USD
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $43.26M 12.26 -1.68 5.13 4.76 11.8 -15.57 1 1 16.56 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $205.86M 11.56 -1.79 5.36 0.68 6.37 -12.09 0.87 2.09 13.49 MSCI EAFE Investable Market
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $43.26M 12.16 -1.85 4.86 4.5 11.53 -15.71 1 1.25 16.48 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $43.26M 12.15 -1.92 4.85 4.5 11.53 -15.76 1 1.25 16.52 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $459.59M 12.62 -2.21 5.81 4.42 13.92 -15.51 0.75 0.94 18.16 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $459.59M 12.57 -2.48 5.56 4.16 13.63 -15.72 0.75 1.19 18.21 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $459.59M 12.52 -2.48 5.53 4.15 -- -15.74 0.75 1.19 18.23 Russell 2000
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $43.26M 11.99 -2.65 4.08 3.73 10.7 -16.4 1 2 16.54 S&P 500 Composite Total Return
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $572.54M 8.97 -4.15 6.08 1.26 6.24 -12.84 0.55 0.55 13 MSCI EAFE ESG Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $58.02M 9.07 -4.25 -- -- -- -14 0.28 0.98 13.37 MSCI World ex USA
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $572.54M 9.06 -4.26 5.86 1.56 6.29 -13.08 0.55 0.8 12.99 MSCI EAFE ESG Index
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $58.02M 8.97 -4.55 -- -- -- -14.26 0.28 1.28 13.34 MSCI World ex USA
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $78.42M 13.76 -5.56 4.18 -1.29 0.3 -19.18 0.87 0.93 18.99 Ardour Gbl Alternative Energy
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $269.21M 10.1 -5.56 7.86 2.36 -- -14.44 0.48 0.77 13.67 MSCI ACWI xUS
BCAIX Boston Common International Fund Int'l
Global
12/2010 $234.09M 9.51 -5.59 6.57 1.74 -- -13.38 0.9 1.12 13.18 MSCI EAFE Equity
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $78.42M 13.8 -5.82 3.84 -1.64 -0.13 -19.57 0.87 1.28 18.93 Ardour Gbl Alternative Energy
MPLAX Praxis International Index A Int'l
Global
12/2010 $269.21M 9.83 -6.31 7.18 1.77 -- -15.05 0.48 1.32 13.62 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $78.42M 13.6 -6.53 3.08 -2.47 -1.04 -20.18 0.87 2.03 19.06 Ardour Gbl Alternative Energy
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1240.33M 10.18 -6.84 5.73 3.43 -- -15.85 0.9 1.07 13.93 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1240.33M 10.27 -7.12 5.38 3.05 10.11 -16.26 0.9 1.46 13.99 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1240.33M 10.07 -7.3 5.29 2.98 10.12 -16.23 0.9 1.53 13.89 MSCI EAFE Equity
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $320.29M 10.35 -7.77 9.5 4.65 11.49 -14.51 0.87 1.07 14.81 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $320.29M 10.35 -7.77 9.5 4.65 11.49 -14.51 0.87 1.07 14.81 MSCI EAFE SMID NR USD
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $145.37M 10.29 -7.8 7.8 3.94 9.44 -16.86 0.8 1.25 14.95 MSCI World ex USA
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1715.76M 11.16 -7.82 11.94 6.45 -- -15.15 1 0.92 15.46 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1715.76M 11.19 -8.07 11.56 6.09 -- -15.48 1 1.27 15.55 MSCI EM NR USD
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $22.27M 14.63 -8.47 3.95 -4.82 -- -24.65 0.8 1.25 23.64 Russell 2000 Value
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $320.29M 10.06 -8.63 8.32 3.41 10.12 -15.3 0.87 2.26 14.77 MSCI EAFE SMID NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1715.76M 10.95 -8.81 10.72 5.22 -- -16.13 1 2.02 15.51 MSCI EM NR USD

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Showing 180 of 180 funds
Information current as of:
March 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
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Vert Global Sustainable Real Estate FundC *CCCCCCCCC------------ Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- 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
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----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
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
FundX Sustainable Impact Equity----------R----------------X-- --
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/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
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Arabesque Systematic USA FundCCCCCCCCCCCCRRROther/qualitative criteria --
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Value 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
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Parnassus Fixed Income FundPPPPPPPRPPRPRRROther/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
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Neuberger Berman Socially Resp TrCCCPPPPXP