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 182 of 182 funds
Information current as of:
December 31, 2018

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 $2226.46M 5.42 0.83 10.97 9.7 14.16 5.39 0.62 0.71 13.28 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2226.46M 5.04 0.82 10.56 9.25 13.61 5.01 0.62 1.08 13.28 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $742.2M 4.6 1.11 12.31 11.23 -- 4.58 0.6 0.73 15.97 Russell 1000® Growth Index
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2226.46M 4.31 0.83 9.73 8.43 12.77 4.29 0.62 1.84 13.28 S&P 500 Composite Total Return
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $887.31M 1.41 0 1.79 -- -- 1.4 0.38 0.47 0.44 Barclays Short Treasury 9-12 Mon TR USD
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $887.31M 1.15 0 1.48 1.04 1.82 1.14 0.38 0.77 0.44 Barclays Short Treasury 9-12 Mon
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $146.32M 0.91 -0.06 2.01 -- -- 0.91 0.47 0.45 2.43 Barclays Municipal
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $66.11M 0.76 1.08 10.26 -- -- 0.76 0.27 0.22 17.3 Calvert U.S. Large Cap Growth Responsible Index
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $177.45M 0.68 0.07 2.69 2.69 -- 0.67 0.42 0.5 2.17 Barclays Capital US Aggregate Bond
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1922.88M 0.56 0.24 1.42 2.28 2.98 0.56 0.3 0.46 2.54 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $146.32M 0.54 -0.06 1.68 3.06 3.58 0.54 0.47 0.8 2.39 Barclays Municipal
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $150.64M 0.43 0.07 3.55 -- -- 0.43 0 0.65 0.9 Barclays 1-3 Month U.S. Treaury Bill Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1397.84M 0.42 0.06 2.18 1.73 3.42 0.42 0.46 0.52 0.74 Barclays Credit 1-5 Yr
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $66.11M 0.38 1.04 9.85 -- -- 0.38 0.27 0.57 17.29 Calvert U.S. Large Cap Growth Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $248.79M 0.39 0.93 11.04 10.35 14.78 0.38 0.3 0.44 16.66 MSCI U.S. Prime Market Growth Index
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $2766.03M 0.33 0.11 2.66 3.56 -- 0.33 0.35 0.4 2.62 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1922.88M 0.3 0.21 1.17 1.99 2.65 0.3 0.3 0.81 2.62 Barclays Capital US Aggregate
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $177.45M 0.29 0.07 2.31 2.31 -- 0.29 0.42 0.85 2.24 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $2766.03M 0.16 0.11 2.53 3.42 -- 0.16 0.35 0.55 2.79 Barclays Capital US Aggregate Bond
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $150.64M 0.12 0.07 3.15 -- -- 0.12 0 1.1 0.89 Barclays 1-3 Month U.S. Treasury Bill Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1192.97M 0.1 0.13 2.88 3.16 4.61 0.1 0.47 0.53 2.22 Barclays Capital US Aggregate Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1922.88M 0.1 0.2 0.96 1.82 2.52 0.1 0.3 0.91 2.53 Barclays Capital US Aggregate
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $120.68M 0.09 0.1 1.38 1.36 -- 0.09 1.19 1.36 1.38 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $509.92M 0.08 0.25 2.02 2.48 4 0.08 0.4 0.54 2.99 Barclays Capital US Aggregate
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $2766.03M 0.08 0.11 2.37 3.3 -- 0.08 0.35 0.65 2.68 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $2766.03M 0.06 0.21 2.38 3.27 -- 0.06 0.35 0.68 2.84 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1397.84M 0.05 0.06 1.81 1.27 2.91 0.05 0.46 0.88 0.71 Barclays Credit 1-5 Yr
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $684.91M 0.01 0.21 -- -- -- 0.01 0.4 0.46 2.99 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $248.79M -0.05 0.89 10.58 9.88 14.28 -0.05 0.3 0.86 16.66 MSCI U.S. Prime Market Growth Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1192.97M -0.16 0.13 2.53 2.73 4.07 -0.16 0.47 0.88 2.2 Barclays Capital US Aggregate Bond
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $14716.2M -0.18 0.83 8.64 7.86 12.55 -0.18 0.58 0.87 14.44 S&P 500 Composite Total Return
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $146.32M -0.19 -0.06 0.91 -- 1.18 -0.19 0.47 1.55 2.4 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $571.91M -0.2 0.01 1.02 1.82 2.84 -0.2 0.5 0.65 2.66 Barclays Capital US Securitized Bond
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $684.91M -0.24 0.21 -- -- -- -0.24 0.4 0.71 2.99 Barclays Capital US Aggregate Bond
CCMNX CCM Alternative Income Fund Balanced
5/2013 $36.05M -0.32 -0.14 2.36 2.01 -- -0.32 0 2.76 4.28 Citigroup 3-Month T-Bill Index
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $509.92M -0.36 0.22 1.61 2.06 3.6 -0.36 0.4 0.98 2.82 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $571.91M -0.41 0.13 0.78 1.77 2.6 -0.41 0.5 1.01 2.78 Barclays Capital US Securitized Bond
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $150.64M -0.68 0 2.36 -- -- -0.68 0 1.85 0.88 Barclays 1-3 Month U.S. Treasury Bill Index
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1397.84M -0.69 0.06 1.06 0.52 2.15 -0.69 0.46 1.64 0.7 Barclays Credit 1-5 Yr
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1192.97M -0.95 0.13 1.67 1.87 3.23 -0.95 0.47 1.63 2.17 Barclays Capital US Aggregate Bond
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $132.46M -1 0.67 6.99 5.54 8.99 -1 0.64 1 11.19 Blend: 60% S&P 500 - 40% BC Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $130.73M -1.03 0.2 2.03 1.87 2.6 -1.03 0.32 0.93 2.67 Barclays U.S. Aggregate Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $130.73M -1.11 0.2 2.18 2.04 -- -1.1 0.32 0.62 2.45 Barclays U.S. Aggregate Index
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $215.51M -1.12 0.25 1.45 1.9 2.97 -1.11 0.49 0.68 2.43 Barclays Capital US Credit
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $132.46M -1.31 0.67 6.68 5.26 8.69 -1.3 0.64 1.26 11.22 Blend: 60% S&P 500 - 40% BC Aggregate
WSBFX Walden Asset Management Fund Balanced
6/1999 $123.8M -1.9 0.71 7.12 5.83 8.61 -1.89 0.75 1 10.96 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $132.46M -1.95 0.72 5.94 4.51 7.96 -1.94 0.64 1.99 11.19 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $132.46M -2.02 0.69 5.71 4.31 7.71 -2.01 0.64 2.16 11.21 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $232.59M -2.14 0.6 5.16 4.22 8.65 -2.13 0.65 1.48 9.22 Custom Balanced Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $8.79M -2.4 1.01 7.95 -- -- -2.38 0.65 0.75 15.7 Russell 3000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $665.78M -2.46 0.67 5.69 4.91 9.17 -2.45 0.52 0.62 9.1 Russell 1000
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $163.07M -2.53 0.2 5.04 2.4 9.08 -2.51 0.6 0.74 2.66 BofAML US HY Master II
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $192.51M -2.54 0.93 9.57 7.58 11.86 -2.52 0.75 1 15.37 S&P 500 Composite Total Return
MCONX Praxis Genesis Conservative A Balanced
1/2010 $21.94M -2.64 0.3 3.21 2.88 -- -2.62 0.05 0.6 4.28 Barclays Capital US Aggregate Bond
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $356.2M -2.7 0.18 5.73 2.02 7.77 -2.69 0.5 0.74 3.28 Merrill Lynch High Yield Master I
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $39.39M -2.73 0.66 -- -- -- -2.72 0 -- 17.09 MSCI USA
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $665.78M -2.74 0.69 5.33 4.5 8.68 -2.73 0.52 0.94 9.09 Russell 1000
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $163.07M -2.85 0.2 4.7 2.07 8.01 -2.83 0.6 1.07 2.63 BofAML US HY Master II
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $184.77M -2.96 0.38 3.77 3.52 6.59 -2.95 0 0.44 5.32 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $470.37M -2.99 0.13 3.22 2.9 5.03 -2.97 0.52 0.64 2.41 Barclays Capital US Credit
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $356.2M -3.05 0.17 5.46 1.77 -- -3.04 0.5 0.99 3.29 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $356.2M -3.07 0.17 5.47 1.74 7.5 -3.05 0.5 0.99 3.18 Merrill Lynch High Yield Master I
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $31.83M -3.17 0.26 1.46 -- -- -3.16 0.55 0.89 2.73 FTSE World BIG Bond Index
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $160.37M -3.19 -0.33 7.83 2.39 -- -3.17 0.85 0.95 8.81 MSCI World
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $75.01M -3.28 0.92 6.89 4.12 13.32 -3.26 0.8 0.99 17.52 Russell Mid Cap Growth
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $470.37M -3.36 0.13 2.84 2.42 4.45 -3.34 0.52 0.99 2.42 Barclays Capital US Credit
APPLX Appleseed Fund Int'l
Global
12/2006 $160.37M -3.41 -0.33 7.63 2.18 9.38 -3.39 0.85 1.2 8.75 MSCI World
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $665.78M -3.48 0.67 4.5 3.68 7.79 -3.46 0.52 1.69 9.09 Russell 1000
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $163.07M -3.57 0.19 3.91 1.2 -- -3.55 0.6 1.82 2.63 BofAML US HY Master II
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $45.79M -3.58 0.91 8.94 7.42 -- -3.56 0.75 1 15.13 Russell Midcap
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $184.77M -3.67 0.38 2.99 2.64 5.54 -3.65 0 1.8 5.28 Barclays Capital US Credit
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $117.21M -3.84 0.85 -- -- -- -3.82 0.65 0.65 15.02 Russell 1000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1689.58M -3.85 0.56 4.98 4.54 8.12 -3.83 0.05 0.66 9.27 Blend: 60% S&P 500 - 40% BC Aggregate
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $3.84M -3.91 0.82 -- -- -- -3.89 0.5 0.5 14.28 S&P 500 Composite Total Return
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $207.56M -4.01 1 4.77 3.77 12.44 -3.98 0.77 0.86 15.1 Russell Mid Cap Growth
GCEQX Green Century Equity Equity
Large Cap
6/1991 $236.5M -4 0.87 8.36 7.69 12.21 -3.98 0.24 1.25 15.54 S&P 500 Composite Total Return
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $9.99M -4.02 1.23 -- -- -- -4 1 1.35 16.06 MSCI All World Country Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1326.43M -4.07 0.96 8.76 8.29 13.76 -4.05 0.27 0.19 15.93 Calvert U.S. Large Cap Core Responsible Index
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $470.37M -4.08 0.13 2.05 1.66 3.69 -4.06 0.52 1.74 2.4 Barclays Capital US Credit
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1689.58M -4.08 0.57 4.72 4.29 7.85 -4.06 0.05 0.91 9.28 Blend: 60% S&P 500 - 40% BC Aggregate
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $194M -4.16 0.9 7.64 7.42 13.45 -4.14 0.65 0.65 14.19 Russell 1000
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $117.21M -4.21 0.85 -- -- -- -4.19 0.65 0.9 15.04 Russell 1000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $207.56M -4.36 1 4.36 3.28 11.75 -4.34 0.77 1.21 15.09 Russell Mid Cap Growth
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1326.43M -4.39 0.99 8.39 7.86 13.23 -4.36 0.27 0.54 15.91 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $194M -4.43 0.93 7.38 7.17 -- -4.41 0.65 0.9 14.16 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $194M -4.43 0.87 7.36 7.15 13.15 -4.41 0.65 0.9 14.24 Russell 1000
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $592.63M -4.79 0.88 -- -- -- -4.77 0.65 0.7 16.95 S&P 500 Composite Total Return
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $69.07M -4.89 0.43 4.71 3.52 -- -4.86 0.05 1.05 8.45 Russell 3000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $592.63M -5.01 0.89 -- -- -- -4.98 0.65 0.95 16.95 S&P 500 Composite Total Return
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $207.56M -5.08 0.99 3.57 2.5 10.88 -5.05 0.77 1.96 15.1 Russell Mid Cap Growth
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1326.43M -5.09 1 7.59 7.04 12.26 -5.06 0.27 1.29 15.89 Calvert U.S. Large Cap Core Responsible Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $277.64M -5.14 0.59 5.22 4.24 8.23 -5.11 0 1.18 9.34 Custom
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $57.9M -5.32 0.25 3.74 3.31 2.03 -5.29 0.52 0.55 5.16 Barclays US Long Credit
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $3443.47M -5.53 0.91 9.04 7.08 12.7 -5.5 0.15 0.18 15.4 Russell 3000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $48.7M -5.59 1.07 9.85 6.04 -- -5.57 0.75 1 16.08 Russell 2500
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1908.52M -5.63 0.62 7.32 6.42 12.64 -5.6 0.62 0.66 15.76 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $3443.47M -5.72 0.92 8.86 6.92 -- -5.69 0.15 0.32 15.39 Russell 3000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $57.9M -5.73 0.19 3.29 4.04 6.19 -5.7 0.52 0.92 5.11 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.23M -5.76 0.75 4.76 -- -- -5.73 0.65 0.99 12.89 S&P Global 1200
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $3443.47M -5.78 0.96 8.77 6.81 12.41 -5.74 0.15 0.43 15.38 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $3443.47M -5.79 0.96 8.75 6.79 12.41 -5.76 0.15 0.44 15.36 Russell 3000
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1908.52M -5.83 0.62 7.12 6.23 12.43 -5.8 0.73 0.84 15.76 S&P 500 Composite Total Return
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $277.64M -5.89 0.56 4.43 3.45 7.42 -5.86 0 1.93 9.36 Custom
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1908.52M -5.97 0.61 6.94 6.05 12.24 -5.94 0.87 1.01 15.75 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1908.52M -5.98 0.65 6.93 6.03 -- -5.95 0.73 1.03 15.72 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $83.09M -6.05 1.06 9.09 4.37 11.7 -6.02 0.75 1 17.84 Russell 2000
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1908.52M -6.22 0.64 6.67 5.77 -- -6.19 0.73 1.28 15.73 S&P 500 Composite Total Return
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $81.63M -6.32 0.7 -- -- -- -6.28 0.8 1.04 15.45 MSCI World
MGAFX Praxis Genesis Growth A Balanced
1/2010 $59.38M -6.52 0.58 5.56 4 -- -6.48 0.05 0.62 11.53 Russell 3000
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $374.2M -6.54 0.85 8.59 6.49 12.52 -6.51 0.8 0.91 17.65 Russell 2000 Value
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $81.63M -6.54 0.7 -- -- -- -6.51 0.8 1.29 15.33 MSCI World
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2825.91M -6.64 1.02 7.85 6.71 13.39 -6.6 0.72 0.99 13.17 Russell Midcap Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
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Benchmark Used
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1908.52M -6.68 0.62 6.14 5.25 -- -6.65 0.73 1.78 15.73 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $374.2M -6.85 0.82 8.15 6.02 11.85 -6.81 0.8 1.29 17.69 Russell 2000 Value
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $459.01M -6.93 0.69 7.44 4.82 9.06 -6.89 0.9 1.08 13.5 MSCI ACWI
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $165.18M -6.97 0.86 6.91 4.87 7.24 -6.93 0.56 1.07 12.48 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $459.01M -7.17 0.69 7.17 4.54 8.76 -7.13 0.9 1.33 13.51 MSCI ACWI
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $165.18M -7.18 0.86 6.05 -- -- -7.15 0.56 1.32 12.51 S&P 500 Composite Total Return
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $241.51M -7.51 0.91 7.15 5.31 8.86 -7.47 0.55 0.56 13.64 Pax Global Women’s Leadership Index
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $374.2M -7.54 0.85 7.34 5.22 10.93 -7.5 0.8 2.04 17.7 Russell 2000 Value
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $140.11M -7.74 0.75 6.06 4.73 9.65 -7.7 0 1.26 13.04 Russell 3000
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $241.51M -7.74 0.96 6.88 5.06 8.6 -7.7 0.55 0.81 13.64 Pax Global Women’s Leadership Index
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $89.49M -7.83 0.56 3.75 0.69 10.92 -7.79 0.3 1 20.42 Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $176.32M -8.06 0.81 7.86 5.92 10.91 -8.02 0.3 0.44 14.43 MSCI US Prime Market Value Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $67.52M -8.42 1 9.51 -- -- -8.38 2 -- 17.98 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $30.23M -8.45 0.84 6.01 5.7 -- -8.41 0.75 1 14.71 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
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Exp
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Dev

Benchmark Used
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $140.11M -8.47 0.75 5.25 3.79 8.45 -8.43 0 2.01 13.05 Russell 3000
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $176.32M -8.47 0.78 7.32 5.42 10.29 -8.43 0.3 0.94 14.48 MSCI US Prime Market Value Index
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $89.49M -8.56 0.54 3.07 0.05 10.28 -8.52 0.3 1.67 20.44 Russell 2000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $672.04M -8.72 0.92 5.67 4.66 11.42 -8.67 0.24 0.79 15.02 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $672.04M -8.94 0.86 5.57 4.59 11.34 -8.9 0.24 0.83 15 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $672.04M -9.07 0.92 5.29 4.27 10.97 -9.03 0.24 1.16 15.02 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $672.04M -9.08 0.86 5.29 4.29 10.97 -9.03 0.24 1.14 15.01 S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $16.1M -9.7 0.11 -- -- -- -9.65 0.4 -- 13.61 S&P Global REIT Index
PARNX Parnassus Fund All
Cap
12/1984 $840.16M -9.73 0.9 5.93 6.45 14.25 -9.68 0.62 0.84 15.85 S&P 500 Composite Total Return
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $264.68M -10.06 0.87 6.67 -- -- -10.01 0.27 0.22 15.24 Calvert U.S. Large Cap Value Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $264.68M -10.36 0.87 6.28 -- -- -10.31 0.27 0.57 15.26 Calvert U.S. Large Cap Value Responsible Index
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $179.4M -11.1 0.61 1.45 -0.47 4.94 -11.05 0.87 0.97 12.5 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $179.4M -11.48 0.59 1.06 -0.93 4.3 -11.42 0.87 1.34 12.56 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $179.4M -12.15 0.61 0.29 -1.72 3.43 -12.09 0.87 2.09 12.53 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
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Exp
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Std
Dev

Benchmark Used
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.5M -12.68 0.94 5.16 2.18 8.44 -12.61 0.7 0.87 16.09 Morningstar US Large Value TR Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $517.8M -12.9 0.39 1.85 -1.49 4.41 -12.84 0.55 0.55 12.96 MSCI EAFE ESG Index
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $15.91M -13.06 0.77 5.79 -- -- -13 0.75 1 18.81 S&P 1000
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $103.99M -13.11 1.03 -- -- -- -13.04 0.75 0.89 13.2 Russell Midcap Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $517.8M -13.15 0.38 1.6 -1.19 4.43 -13.08 0.55 0.8 12.92 MSCI EAFE ESG Index
ARFFX Ariel Focus Fund All
Cap
6/2005 $47.39M -13.28 0.36 6.48 2.34 9.38 -13.21 0.65 1 18.47 Russell 1000 Value
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $364.01M -13.32 0.74 5.77 -- -- -13.25 0.85 0.93 12.13 S-Network Global Water TR USD
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $103.99M -13.33 1.03 -- -- -- -13.26 0.75 1.14 13.19 Russell Midcap Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $215.38M -13.45 0.46 2.71 -0.26 -- -13.38 0.9 1.12 13.1 MSCI EAFE Equity
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3697.64M -13.49 0.91 7.96 9.01 16.07 -13.42 0.66 0.92 19.74 S&P 500 Composite Total Return
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $364.01M -13.63 0.75 5.38 -0.35 7.79 -13.56 0.85 1.28 12.13 S-Network Global Water TR USD
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1810.65M -13.67 0.47 4.95 4.23 14.59 -13.6 0.58 1 19.4 Russell 2500 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1229.4M -13.99 0.68 3.7 2.5 13.55 -13.92 0.69 1.12 16.83 Russell Mid Cap Value
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $47.64M -14.07 0.4 -- -- -- -14 0.28 0.98 12.52 MSCI World ex USA
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
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Exp
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Std
Dev

Benchmark Used
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $591.57M -14.17 0.91 6.46 3.05 9.77 -14.1 0.8 1.04 15.65 MSCI AC World (Net) Index (ACWI)
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $364.01M -14.21 0.75 4.6 -1.06 6.89 -14.14 0.85 2.03 12.16 S-Network Global Water TR USD
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $591.57M -14.31 0.91 6.21 2.8 9.49 -14.24 0.8 1.29 15.6 MSCI AC World (Net) Index (ACWI)
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $47.64M -14.33 0.4 -- -- -- -14.26 0.28 1.28 12.45 MSCI World ex USA
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $591.57M -14.33 0.91 6.21 2.81 -- -14.26 0.8 1.3 15.61 MSCI AC World (Net) Index (ACWI)
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $246.74M -14.52 0.14 4.25 0.33 -- -14.44 0.48 0.77 13.2 MSCI ACWI xUS
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $274.68M -14.58 0.57 6.09 3.19 9.05 -14.51 0.87 1.07 14.26 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $274.68M -14.58 0.57 6.09 3.19 9.05 -14.51 0.87 1.07 14.26 MSCI EAFE SMID NR USD
MPLAX Praxis International Index A Int'l
Global
12/2010 $246.74M -15.13 0.22 3.64 -0.21 -- -15.05 0.48 1.32 13.16 MSCI ACWI xUS
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1288.18M -15.23 0.68 9.42 3.73 -- -15.15 1 0.92 14.81 MSCI EM NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $274.68M -15.38 0.64 4.92 1.95 7.69 -15.3 0.87 2.26 14.23 MSCI EAFE SMID NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1288.18M -15.56 0.62 9.06 3.36 -- -15.48 1 1.27 14.84 MSCI EM NR USD
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $449.28M -15.59 1.08 2.86 2.39 12.3 -15.51 0.75 0.94 15.72 Russell 2000
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.76M -15.64 0.63 1.97 2.21 10.05 -15.57 1 1 15.24 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.76M -15.79 0.64 1.72 1.98 9.79 -15.71 1 1.25 15.23 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $449.28M -15.8 1.09 2.59 2.14 12.01 -15.72 0.75 1.19 15.79 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $449.28M -15.82 1.1 2.58 2.13 -- -15.74 0.75 1.19 15.79 Russell 2000
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.76M -15.83 0.64 1.72 1.97 9.78 -15.76 1 1.25 15.22 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1140.35M -15.93 0.43 2.82 1.52 -- -15.85 0.9 1.07 13.36 MSCI EAFE Equity
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1288.18M -16.22 0.56 8.23 2.51 -- -16.13 1 2.02 14.75 MSCI EM NR USD
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1140.35M -16.31 0.53 2.41 1.1 7.3 -16.23 0.9 1.53 13.28 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1140.35M -16.34 0.42 2.41 1.12 7.27 -16.26 0.9 1.46 13.24 MSCI EAFE Equity
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.76M -16.48 0.62 0.97 1.2 8.96 -16.4 1 2 15.23 S&P 500 Composite Total Return
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $96.31M -16.94 0.34 2.46 2.21 6.94 -16.86 0.8 1.25 13.54 MSCI World ex USA
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $68.02M -19.27 0.5 -0.98 -3.29 -2.02 -19.18 0.87 0.93 15.01 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $68.02M -19.67 0.51 -1.38 -3.69 -2.46 -19.57 0.87 1.28 14.89 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $68.02M -20.28 0.54 -2.14 -4.5 -3.36 -20.18 0.87 2.03 15.04 Ardour Gbl Alternative Energy
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $21.34M -24.77 0.37 0.04 -7.5 -- -24.65 0.8 1.25 18.17 Russell 2000 Value

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Showing 182 of 182 funds
Information current as of:
December 31, 2018

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
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
Calvert Tax-Free Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ICCCCCCC--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 U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Unconstrained Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Short Duration Income 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
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Calvert Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----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
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Fixed Income FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - BCRCCCCCRCC----R--R-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Praxis Genesis Conservative APPPPPPP--PPX--XXX-- --
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- 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
Arabesque Systematic USA FundCCCCCCCCCCCCRRROther/qualitative criteria --
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Calvert Conservative Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Saturna Sustainable Bond FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Appleseed Fund InstitutionalC *CCP--PPXCCXCRXX-- Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Appleseed FundC *CCP--PPXCCXCRXX-- Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund CCCCCC--C--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
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCC