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:
November 30, 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
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1250.38M -13.15 -14.25 10.19 4.13 -- 44.86 1 0.92 15.58 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1250.38M -13.42 -14.54 9.81 3.77 -- 44.34 1 1.27 15.61 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1250.38M -14.04 -15.2 8.98 2.9 -- 43.31 1 2.02 15.54 MSCI EM NR USD
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $279.79M -8.81 -4.37 8.09 5.02 10.54 38.63 0.87 1.07 13.35 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $279.79M -8.81 -4.37 8.09 5.02 10.54 38.63 0.87 1.07 13.35 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $279.79M -9.6 -5.27 6.85 3.75 9.16 37 0.87 2.26 13.33 MSCI EAFE SMID NR USD
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $106.29M -11.01 -7.92 4.06 3.86 8.36 31.02 0.8 1.25 12.74 MSCI World ex USA
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $89.06M 0.69 -0.08 -- -- -- 30.84 0.8 1.04 13.73 MSCI World
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $89.06M 0.46 -0.27 -- -- -- 30.54 0.8 1.29 13.61 MSCI World
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $74.1M -13.39 -15.37 2.72 -1.77 -0.31 29.73 0.87 0.93 14.29 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $74.1M -13.83 -15.65 2.31 -2.17 -0.76 29.5 0.87 1.28 14.18 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $74.1M -14.43 -16.35 1.55 -3.03 -1.68 28.41 0.87 2.03 14.35 Ardour Gbl Alternative Energy
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $497.75M 0.09 0.5 9.56 6.79 10.6 28.31 0.9 1.08 11.55 MSCI ACWI
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $780.73M 13.38 12.67 14.74 13.65 -- 28.19 0.6 0.73 13.35 Russell 1000® Growth Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $497.75M -0.14 0.23 9.29 6.51 10.29 27.95 0.9 1.33 11.55 MSCI ACWI
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $71.38M 9.7 10.85 12.65 -- -- 27.48 0.27 0.22 14.73 Calvert U.S. Large Cap Growth Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $71.38M 9.33 10.43 12.27 -- -- 27.07 0.27 0.57 14.72 Calvert U.S. Large Cap Growth Responsible Index
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $697.5M -7.44 -9.23 8.19 5.28 11.36 26.87 0.8 1.04 14.22 MSCI AC World (Net) Index (ACWI)
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $273.72M 9.65 11.19 13.71 12.91 15.95 26.86 0.3 0.44 13.78 MSCI U.S. Prime Market Growth Index
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $697.5M -7.67 -9.48 7.92 5.01 -- 26.54 0.8 1.3 14.21 MSCI AC World (Net) Index (ACWI)
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $697.5M -7.67 -9.47 7.91 5 11.05 26.5 0.8 1.29 14.21 MSCI AC World (Net) Index (ACWI)
BCAIX Boston Common International Fund Int'l
Global
12/2010 $232.21M -8.7 -9.05 3.98 1.14 -- 26.47 0.9 1.12 12.41 MSCI EAFE Equity
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $273.72M 9.24 10.77 13.25 12.43 15.43 26.36 0.3 0.86 13.76 MSCI U.S. Prime Market Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2373.45M 13.24 13.87 13.18 11.88 14.97 26.32 0.62 0.71 10.56 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2373.45M 12.89 13.51 12.77 11.42 14.41 25.87 0.62 1.08 10.55 S&P 500 Composite Total Return
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $264.61M -9.87 -8.85 5.31 1.69 -- 25.75 0.48 0.77 12.7 MSCI ACWI xUS
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $261M 0.5 2.87 9.74 7.56 10.01 25.22 0.55 0.56 11.14 Pax Global Women’s Leadership Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $264.61M -10.44 -9.45 4.74 1.13 -- 25.05 0.48 1.32 12.67 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $261M 0.27 2.59 9.47 7.29 9.74 24.94 0.55 0.81 11.15 Pax Global Women’s Leadership Index
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2373.45M 12.15 12.61 11.91 10.59 13.55 24.91 0.62 1.84 10.57 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1307.67M -11.43 -10.43 3.91 2.86 -- 24.86 0.9 1.07 12.95 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1307.67M -11.76 -10.64 3.56 2.48 8.38 24.68 0.9 1.46 12.82 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1307.67M -11.72 -10.73 3.52 2.45 8.4 24.53 0.9 1.53 12.84 MSCI EAFE Equity
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $49.77M -8.78 -8.79 -- -- -- 24.21 0.28 0.98 11.57 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $49.77M -9.1 -9.04 -- -- -- 23.92 0.28 1.28 11.53 MSCI World ex USA
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.66M -0.09 0.33 6.23 -- -- 23.84 0.65 0.99 11.64 S&P Global 1200
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $588.34M -8.08 -7.82 3.22 -0.23 5.69 23.41 0.55 0.55 12.22 MSCI EAFE ESG Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $82.36M 5.86 5.58 9.18 6.72 14.65 23.29 0.8 0.99 14.91 Russell Mid Cap Growth
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $588.34M -8.28 -7.94 2.98 0.08 5.71 23.08 0.55 0.8 12.16 MSCI EAFE ESG Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $77.45M 4.32 0.79 12.04 -- -- 22.57 2 -- 12.76 S&P 500 Composite Total Return
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $215M 4.85 6.33 10.3 10.03 14.86 22.28 0.65 0.65 10.91 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $215M 4.57 6.15 10.03 9.68 -- 22.03 0.65 0.9 10.88 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
GCEQX Green Century Equity Equity
Large Cap
6/1991 $259.75M 4.66 4.13 11.13 10.16 13.25 22.02 0.24 1.25 12.84 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $215M 4.61 6.14 10.03 9.75 14.58 21.96 0.65 0.9 10.96 Russell 1000
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $186.73M -6.41 -6.12 2.49 0.93 6.35 21.77 0.87 0.97 11.88 MSCI EAFE Investable Market
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $9.52M 6.38 6.08 10.68 -- -- 21.6 0.65 0.75 12.94 Russell 3000
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $186.73M -6.77 -6.55 2.09 0.46 5.7 21.31 0.87 1.34 11.95 MSCI EAFE Investable Market
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $187.35M -1.84 -8.21 11.2 6.48 8.96 21.29 0.56 1.07 11.55 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1440.97M 5.53 6.81 11.38 10.87 14.98 21.24 0.27 0.19 12.68 Calvert U.S. Large Cap Core Responsible Index
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $668.27M 4.65 7.1 -- -- -- 21.02 0.65 0.7 14.06 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $3792.51M 3.81 5.17 11.63 9.68 13.91 20.99 0.15 0.18 12.22 Russell 3000
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $187.35M -2.04 -8.45 10.93 -- -- 20.97 0.56 1.32 11.57 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $3792.51M 3.66 5.07 11.46 9.52 -- 20.86 0.15 0.32 12.17 Russell 3000
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $214.63M 7.54 9.55 12.52 10.04 12.99 20.83 0.75 1 11.6 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1440.97M 5.19 6.41 10.99 10.42 14.44 20.8 0.27 0.54 12.67 Calvert U.S. Large Cap Core Responsible Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $34.07M 0.91 1.3 9.18 8.29 -- 20.71 0.75 1 11.3 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $668.27M 4.45 6.79 -- -- -- 20.71 0.65 0.95 14.05 S&P 500 Composite Total Return
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $3792.51M 3.59 4.96 11.36 9.42 13.64 20.7 0.15 0.43 12.17 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $3792.51M 3.54 4.93 11.33 9.39 13.63 20.64 0.15 0.44 12.18 Russell 3000
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $186.73M -7.4 -7.19 1.33 -0.33 4.82 20.5 0.87 2.09 11.91 MSCI EAFE Investable Market
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $152.04M -0.4 0.54 7.91 6.72 10.88 20.32 0 1.26 10.79 Russell 3000
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1440.97M 4.46 5.62 10.15 9.57 13.44 19.87 0.27 1.29 12.66 Calvert U.S. Large Cap Core Responsible Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4613.55M -8.23 0 9.65 11.04 16.86 19.87 0.66 0.92 14.72 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $50.94M 6.26 7.85 11.33 9.95 -- 19.68 0.75 1 11.47 Russell Midcap
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $128.47M 5.14 6.47 -- -- -- 19.5 0.65 0.65 12.01 Russell 1000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $152.04M -1.1 -0.25 7.08 5.77 9.67 19.47 0 2.01 10.79 Russell 3000
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $394.37M -8.33 -8.07 5.59 -- -- 19.36 0.85 0.93 11.22 S-Network Global Water TR USD
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $128.47M 4.8 6.18 -- -- -- 19.3 0.65 0.9 12.02 Russell 1000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $18.34M -1.35 -0.42 8.92 -- -- 19.03 0.75 1 14.62 S&P 1000
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $394.37M -8.62 -8.4 5.21 1.46 9.06 18.94 0.85 1.28 11.21 S-Network Global Water TR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2173.96M 4.68 5.69 10.56 9.22 13.75 18.82 0.62 0.66 11.95 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2173.96M 4.48 5.48 10.36 9.02 13.54 18.62 0.73 0.84 11.95 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2173.96M 4.32 5.33 10.17 8.84 13.35 18.45 0.87 1.01 11.96 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2173.96M 4.29 5.27 10.14 8.82 -- 18.41 0.73 1.03 11.94 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2173.96M 4.05 5.05 9.88 8.55 -- 18.13 0.73 1.28 11.94 S&P 500 Composite Total Return
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $394.37M -9.15 -9.03 4.46 0.73 8.16 17.97 0.85 2.03 11.23 S-Network Global Water TR USD
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $170.46M -0.51 1.83 7.87 2.87 -- 17.62 0.85 0.95 8.39 MSCI World
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2173.96M 3.6 4.53 9.33 8.01 -- 17.49 0.73 1.78 11.93 S&P 500 Composite Total Return
APPLX Appleseed Fund Int'l
Global
12/2006 $170.46M -0.73 1.56 7.68 2.65 10.35 17.48 0.85 1.2 8.34 MSCI World
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $55.54M 4.61 5.77 11.84 8.59 -- 16.99 0.75 1 12.41 Russell 2500
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $195.47M 1.31 3.43 10.26 8.45 12.21 16.96 0.3 0.44 11 MSCI US Prime Market Value Index
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.08M -2.19 0.8 7.9 4.97 9.9 16.78 0.7 0.87 12.27 Morningstar US Large Value TR Index
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $139.41M 4.97 5.67 8.67 7.09 9.91 16.76 0.64 1 9.35 Blend: 60% S&P 500 - 40% BC Aggregate
MGAFX Praxis Genesis Growth A Balanced
1/2010 $64.11M -0.2 0.91 6.93 5.65 -- 16.76 0.05 0.62 9.64 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $16144.5M 0.69 8.05 8.14 8.61 12.96 16.43 0.58 0.87 11.35 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $139.41M 4.71 5.32 8.38 6.81 9.61 16.41 0.64 1.26 9.37 Blend: 60% S&P 500 - 40% BC Aggregate
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $195.47M 0.94 2.96 9.75 7.94 11.58 16.36 0.3 0.94 11.02 MSCI US Prime Market Value Index
PARNX Parnassus Fund All
Cap
12/1984 $949.07M 1.21 0.7 8.89 9.85 16.14 16.13 0.62 0.84 11.44 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2105.93M -0.68 3.15 8.42 7.99 16.85 15.93 0.58 1 14.31 Russell 2500 Value
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $760.88M -0.33 0.09 7.39 6.84 12.62 15.89 0.24 0.83 12.24 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $760.88M -0.16 0.07 7.46 6.91 12.69 15.84 0.24 0.79 12.3 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3035.82M 2.38 1.7 10.26 9.47 14.95 15.84 0.72 0.99 9.58 Russell Midcap Index
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $139.41M 4.03 4.6 7.58 6.04 8.88 15.52 0.64 1.99 9.37 Blend: 60% S&P 500 - 40% BC Aggregate
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $760.88M -0.51 -0.21 7.06 6.5 12.24 15.49 0.24 1.16 12.29 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $760.88M -0.49 -0.25 7.08 6.53 12.25 15.47 0.24 1.14 12.28 S&P 500 Composite Total Return
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $139.41M 4 4.6 7.43 5.85 8.63 15.37 0.64 2.16 9.36 Blend: 60% S&P 500 - 40% BC Aggregate
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $296.73M 0.69 2.05 9.71 -- -- 15.2 0.27 0.22 10.81 Calvert U.S. Large Cap Value Responsible Index
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1454.07M -2.55 0.51 6.24 6.01 15.77 15.14 0.69 1.12 12.28 Russell Mid Cap Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $295.1M 0.06 0.87 6.42 5.6 9.09 15.12 0 1.18 7.78 Custom
ARFFX Ariel Focus Fund All
Cap
6/2005 $58.59M -0.86 2.83 9.51 5.58 11.09 15 0.65 1 13.68 Russell 1000 Value
WSBFX Walden Asset Management Fund Balanced
6/1999 $129.42M 4.79 5.9 8.96 7.46 9.53 14.92 0.75 1 8.57 Blend: 60% S&P 500 - 40% BC Aggregate
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $296.73M 0.37 1.71 9.32 -- -- 14.75 0.27 0.57 10.86 Calvert U.S. Large Cap Value Responsible Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $295.1M -0.66 0.13 5.62 4.82 8.27 14.29 0 1.93 7.81 Custom
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $117.75M -4.29 -4.3 -- -- -- 13.95 0.75 0.89 9.82 Russell Midcap Index
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $410.38M 4.2 5.82 10.73 9.11 14.48 13.73 0.8 0.91 13.99 Russell 2000 Value
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $117.75M -4.49 -4.52 -- -- -- 13.61 0.75 1.14 9.79 Russell Midcap Index
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $48.64M -5.9 -4.02 4.78 4.93 11.57 13.56 1 1 11.72 S&P 500 Composite Total Return
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1791.03M 0.6 1.43 6.05 5.76 8.83 13.46 0.05 0.66 8.14 Blend: 60% S&P 500 - 40% BC Aggregate
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $73.41M -0.67 0.23 5.54 4.62 -- 13.42 0.05 1.05 7.36 Russell 3000
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $48.64M -6.15 -4.3 4.49 4.67 11.28 13.33 1 1.25 11.75 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $48.64M -6.09 -4.24 4.52 4.67 11.3 13.27 1 1.25 11.76 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $410.38M 3.93 5.47 10.3 8.63 13.79 13.24 0.8 1.29 14.01 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1791.03M 0.39 1.14 5.79 5.5 8.55 13.2 0.05 0.91 8.15 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $247.32M 3.03 2.38 6.29 5.68 9.43 12.82 0.65 1.48 7.54 Custom Balanced Index
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $48.64M -6.77 -4.95 3.73 3.88 10.46 12.47 1 2 11.73 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $410.38M 3.23 4.69 9.47 7.81 12.85 12.37 0.8 2.04 14.02 Russell 2000 Value
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $239.52M 6.03 5.76 6.38 5.92 13.92 12.18 0.77 0.86 11.27 Russell Mid Cap Growth
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $706.24M 2.94 4.04 6.93 6.31 9.78 11.98 0.52 0.62 7.27 Russell 1000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $239.52M 5.68 5.35 5.98 5.43 13.21 11.74 0.77 1.21 11.25 Russell Mid Cap Growth
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $706.24M 2.65 3.73 6.55 5.88 9.27 11.56 0.52 0.94 7.27 Russell 1000
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $94.37M 4.84 4.76 10.99 6.97 13.15 11.53 0.75 1 14.19 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $57.64M 5.45 6.49 6.02 3.69 13.05 11.26 0.3 1 15.63 Russell 2000
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $239.52M 4.95 4.55 5.17 4.62 12.33 10.9 0.77 1.96 11.28 Russell Mid Cap Growth
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $57.64M 4.75 5.79 5.34 3.05 12.42 10.73 0.3 1.67 15.61 Russell 2000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $706.24M 1.95 2.94 5.72 5.06 8.38 10.69 0.52 1.69 7.26 Russell 1000
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $58.11M -7.35 -5.61 2.83 2.46 1.86 9.95 0.52 0.55 4.83 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
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Exp
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Benchmark Used
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $190.91M -0.39 0.06 4.29 4.18 7.03 9.67 0 0.44 4.73 Barclays Capital US Credit
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $58.11M -7.68 -5.97 2.38 3.7 6.41 9.5 0.52 0.92 4.8 Barclays US Long Credit
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $626.96M -6.29 -6.64 5.04 4.85 14.5 9.13 0.75 0.94 12.71 Russell 2000
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $190.91M -1.07 -0.62 3.5 3.3 5.96 8.84 0 1.8 4.68 Barclays Capital US Credit
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $626.96M -6.47 -6.87 4.79 4.59 -- 8.82 0.75 1.19 12.75 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $626.96M -6.46 -6.92 4.78 4.59 14.21 8.8 0.75 1.19 12.74 Russell 2000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.54M -1.48 -1.16 3.21 3.15 -- 8.38 0.05 0.6 4.21 Barclays Capital US Aggregate Bond
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $28.33M -13.03 -10.4 3.06 -4.61 -- 8.27 0.8 1.25 13.36 Russell 2000 Value
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $479.36M -3.28 -2.28 2.93 2.85 5.13 7.03 0.52 0.64 2.55 Barclays Capital US Credit
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $366.7M -0.83 -0.05 5.32 2.51 8.24 6.66 0.5 0.74 2.74 Merrill Lynch High Yield Master I
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $479.36M -3.57 -2.6 2.55 2.36 4.54 6.59 0.52 0.99 2.58 Barclays Capital US Credit
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $366.7M -1.19 -0.43 5.01 2.24 7.97 6.38 0.5 0.99 2.63 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $366.7M -1.18 -0.42 5.01 2.27 -- 6.38 0.5 0.99 2.75 Merrill Lynch High Yield Master I
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $174.83M -1.01 -0.21 5.39 2.86 9.97 6.1 0.6 0.74 2.25 BofAML US HY Master II
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
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Benchmark Used
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $31.61M -2.7 -0.9 1.41 -- -- 5.91 0.55 0.89 2.81 FTSE World BIG Bond Index
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $174.83M -1.34 -0.54 5.03 2.52 8.8 5.8 0.6 1.07 2.25 BofAML US HY Master II
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $479.36M -4.25 -3.34 1.76 1.61 3.78 5.75 0.52 1.74 2.55 Barclays Capital US Credit
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $144.22M -0.09 -0.38 2.03 -- -- 5.36 0.47 0.45 2.46 Barclays Municipal
CCMNX CCM Alternative Income Fund Balanced
5/2013 $36.16M 1.68 3.05 3.58 2.4 -- 5.03 0 2.76 3.73 Citigroup 3-Month T-Bill Index
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $144.22M -0.45 -0.64 1.67 2.92 3.53 5.01 0.47 0.8 2.42 Barclays Municipal
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $174.83M -2.01 -1.29 4.23 1.64 -- 4.97 0.6 1.82 2.24 BofAML US HY Master II
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1157.86M -1.12 -1.04 2.34 2.84 4.55 4.57 0.47 0.53 1.87 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $2694.05M -1.31 -1.33 1.97 3.08 -- 4.52 0.35 0.4 1.99 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $2694.05M -1.56 -1.49 1.81 2.92 -- 4.47 0.35 0.55 2.13 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $2694.05M -1.66 -1.69 1.66 2.77 -- 4.35 0.35 0.68 2.21 Barclays Capital US Aggregate Bond
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $144.22M -1.13 -1.43 0.9 -- 1.1 4.26 0.47 1.55 2.44 Barclays Capital US Aggregate
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $2694.05M -1.53 -1.57 1.72 2.82 -- 4.26 0.35 0.65 2.07 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1157.86M -1.31 -1.25 2 2.41 4.02 4.21 0.47 0.88 1.86 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
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Std
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Benchmark Used
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $146.42M -1.94 -1.92 1.71 1.74 -- 4.09 0.32 0.62 2.32 Barclays U.S. Aggregate Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $146.42M -2.21 -2.2 1.47 1.5 2.82 3.79 0.32 0.93 2.36 Barclays U.S. Aggregate Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $159.46M 0.93 1.25 3.65 -- -- 3.6 0 0.65 0.7 Barclays 1-3 Month U.S. Treaury Bill Index
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $518.55M -1.65 -1.87 1.31 2.01 4.26 3.59 0.4 0.54 2.37 Barclays Capital US Aggregate
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $167.1M -0.63 -0.96 2.18 2.34 -- 3.38 0.42 0.5 1.71 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1157.86M -2.04 -2.05 1.13 1.54 3.17 3.3 0.47 1.63 1.81 Barclays Capital US Aggregate Bond
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $159.46M 0.63 0.93 3.24 -- -- 3.22 0 1.1 0.71 Barclays 1-3 Month U.S. Treasury Bill Index
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $518.55M -1.95 -2.28 0.94 1.62 3.87 3.12 0.4 0.98 2.24 Barclays Capital US Aggregate
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $219.32M -2.23 -2.57 0.99 1.52 3.22 3.11 0.49 0.68 2.05 Barclays Capital US Credit
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $167.1M -0.99 -1.35 1.77 1.95 -- 3.02 0.42 0.85 1.78 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $672.91M -1.65 -2.13 -- -- -- 2.82 0.4 0.46 2.41 Barclays Capital US Aggregate Bond
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $1977.59M -0.95 -1.52 0.82 1.79 2.97 2.74 0.3 0.46 1.99 Barclays Capital US Aggregate Bond
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $121.38M 0.59 0.68 1.47 1.44 -- 2.69 1.19 1.36 1.27 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $672.91M -1.87 -2.37 -- -- -- 2.57 0.4 0.71 2.41 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1400.59M 0.46 0.52 2.07 1.73 3.55 2.53 0.46 0.52 0.74 Barclays Credit 1-5 Yr
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $1977.59M -1.27 -1.96 0.54 1.48 2.63 2.49 0.3 0.81 2 Barclays Capital US Aggregate
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $159.46M -0.12 0.18 2.45 -- -- 2.42 0 1.85 0.72 Barclays 1-3 Month U.S. Treasury Bill Index
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $1977.59M -1.36 -1.97 0.37 1.33 2.51 2.19 0.3 0.91 1.98 Barclays Capital US Aggregate
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1400.59M 0.16 0.26 1.72 1.26 3.04 2.17 0.46 0.88 0.7 Barclays Credit 1-5 Yr
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $943.15M 1.57 1.84 1.84 -- -- 1.76 0.38 0.47 0.32 Barclays Short Treasury 9-12 Mon TR USD
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $573.15M -1.57 -2.37 0.5 1.42 2.74 1.75 0.5 0.65 2.21 Barclays Capital US Securitized Bond
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1400.59M -0.53 -0.5 0.94 0.51 2.28 1.41 0.46 1.64 0.7 Barclays Credit 1-5 Yr
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $943.15M 1.33 1.58 1.51 1.08 1.9 1.39 0.38 0.77 0.32 Barclays Short Treasury 9-12 Mon
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $573.15M -1.86 -2.8 0.23 1.35 -- 1.27 0.5 1.01 2.25 Barclays Capital US Securitized Bond
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $43.19M 4.89 6.94 -- -- -- -- 0 -- 15.22 MSCI USA
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $17.47M 3.11 3.88 -- -- -- -- 1 1.35 14.32 MSCI All World Country Index
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $4.29M 6.66 7.59 -- -- -- -- 0.5 0.5 9.32 S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $16.59M -3.39 -3.44 -- -- -- -- 0.4 -- 12.15 S&P Global REIT Index

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Information current as of:
November 30, 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 Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Portfolio 21 InstitutionalP *PPPRRRCPRRRRRROther/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
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- 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
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Praxis International Index A----PPPPP------XRXXX-- --
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----X--R-- Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----X--R-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Pax ESG Beta Quality 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
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/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
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- 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 International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- 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 Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive A