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 178 of 178 funds
Information current as of:
November 30, 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
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3816.26M 29.3 11.4 11.01 11.06 13.94 -13.42 0.85 0.92 26.46 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2125.21M 21.09 5.25 7.39 6.32 12.04 -13.6 0.58 1 25.56 Russell 2500 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1305.44M 22.02 7.7 6.78 5.18 11.04 -13.92 0.69 1.12 23.99 Russell Mid Cap Value
ARFFX Ariel Focus Fund All
Cap
6/2005 $59.11M 23.06 7.65 7.77 5 8.65 -13.21 0.65 1 23.22 Russell 1000 Value
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $118M 17.88 2.89 6.46 4.55 9.97 -8.52 0.3 1.11 22.63 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $118M 18.45 3.54 7.13 5.2 10.65 -7.79 0.3 0.46 22.5 Russell 2000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.88M 24.54 9.75 9.24 -- -- -13 0.75 1 22.05 S&P 1000
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.51M 22.91 9.73 8.28 5.11 8.68 -12.61 0.7 0.87 20.52 Morningstar US Large Value TR Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $495.53M 26.36 12.86 10.26 -- -- -10.01 0.27 0.22 20.03 Calvert U.S. Large Cap Value Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $495.53M 26.02 12.55 9.89 -- -- -10.31 0.27 0.57 20.02 Calvert U.S. Large Cap Value Responsible Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $93.92M 29.04 17.91 15.2 7.88 11.75 -3.26 0.8 0.99 19.89 Russell Mid Cap Growth
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $816.08M 24.84 11.89 10.95 9.63 12.91 -6.81 0.8 1.29 19.24 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $816.08M 23.92 11 10.1 8.8 11.99 -7.5 0.8 2.04 19.19 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $816.08M 25.12 12.22 11.34 10.06 13.55 -6.51 0.8 0.91 19.17 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $122.06M 26.91 13.73 11.23 10.04 12.09 -6.02 0.75 1 18.99 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $60.4M 24.01 11.91 12.09 10.16 -- -5.57 0.75 1 18.92 Russell 2500
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $69.16M 31.61 19.42 16.16 -- -- -4.49 0.45 0.49 18.86 --
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $248M 28.5 16.61 12.21 8.8 11.6 -8.02 0.3 0.42 18.8 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $248M 28.03 16.09 11.7 8.3 10.96 -8.43 0.3 0.89 18.78 MSCI US Prime Market Value Index
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $85.22M 26.53 17.93 10.66 2.82 -1.48 -19.18 0.87 0.93 18.54 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $85.22M 25.4 16.83 9.47 1.59 -2.79 -20.18 0.87 2.03 18.52 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $85.22M 26.26 17.71 10.32 2.43 -1.9 -19.57 0.87 1.28 18.48 Ardour Gbl Alternative Energy
PARNX Parnassus Fund All
Cap
12/1984 $970.33M 27.05 13.31 11.05 8.87 13.03 -9.68 0.61 0.84 18.39 S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $740.97M 30.48 18.66 14.05 -- -- -4.98 0.65 0.95 18.14 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $740.97M 30.71 18.92 14.3 -- -- -4.77 0.65 0.7 18.05 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2102.73M 29.17 17.42 15.16 10.87 13.62 -4.05 0.27 0.19 17.72 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2102.73M 28.86 17.13 14.81 10.49 13.12 -4.36 0.27 0.54 17.66 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2102.73M 27.96 16.26 13.94 9.65 12.17 -5.06 0.27 1.29 17.66 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $61.53M 25.75 14.1 13.85 10.21 -- -3.56 0.75 1 17.62 Russell Midcap
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.19M 21.64 8.96 4.74 3.67 6.66 -16.4 1 2 17.56 S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.19M 22.68 9.97 5.78 4.69 7.73 -15.57 1 1 17.53 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.19M 22.38 9.75 5.52 4.43 7.46 -15.76 1 1.25 17.5 S&P 500 Composite Total Return
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $910.61M 23.53 14.55 10.72 7.79 9.02 -14.1 0.8 1.04 17.49 MSCI AC World (Net) Index (ACWI)
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.19M 22.31 9.68 5.5 4.42 7.46 -15.71 1 1.25 17.46 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $910.61M 23.24 14.37 10.44 7.54 8.74 -14.24 0.8 1.29 17.44 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $910.61M 23.19 14.3 10.43 7.54 -- -14.26 0.8 1.3 17.44 MSCI AC World (Net) Index (ACWI)
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1864.75M 21.89 9.87 11.35 8.26 12.04 -5.94 0.47 1.02 17.34 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1864.75M 21.04 9.03 10.5 7.44 11.18 -6.65 0.47 1.78 17.34 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1864.75M 22.3 10.26 11.74 8.65 12.44 -5.6 0.47 0.67 17.34 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1864.75M 22.09 10.04 11.53 8.44 12.23 -5.8 0.47 0.85 17.33 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1864.75M 21.58 9.58 11.05 7.97 11.75 -6.19 0.47 1.28 17.33 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1864.75M 21.84 9.84 11.32 8.24 12.02 -5.95 0.47 1.04 17.32 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $4836.19M 26.96 15.48 13.69 9.69 12.36 -5.74 0.15 0.42 17.21 Russell 3000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4836.19M 27.23 15.79 13.98 9.96 12.64 -5.5 0.15 0.17 17.2 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4836.19M 27.15 15.64 13.83 9.8 12.46 -5.69 0.15 0.33 17.2 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4836.19M 26.95 15.51 13.68 9.67 12.34 -5.76 0.15 0.45 17.13 Russell 3000
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $97.68M 31.05 20.32 19.01 -- -- 0.38 0.27 0.57 17.11 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $97.68M 31.36 20.66 19.39 -- -- 0.76 0.27 0.22 17.1 Calvert U.S. Large Cap Growth Responsible Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $39.81M 24.23 12.7 11.86 8.47 -- -8.41 0.75 1 16.96 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $432.66M 21.02 8.94 4.48 5.22 11.43 -15.72 0.75 1.19 16.95 Russell 2000
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $227.13M 27.04 14.9 10.78 6.17 11.3 -5.05 0.77 1.96 16.94 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $227.13M 28.21 16.07 11.99 7.41 12.79 -3.98 0.77 0.86 16.92 Russell Mid Cap Growth
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $227.13M 27.9 15.75 11.61 6.99 12.17 -4.34 0.77 1.21 16.91 Russell Mid Cap Growth
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $432.66M 20.99 8.91 4.48 5.22 -- -15.74 0.75 1.19 16.91 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $432.66M 21.22 9.2 4.73 5.48 11.7 -15.51 0.75 0.94 16.89 Russell 2000
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $12.35M 34.66 23.56 17.68 -- -- -2.38 0.65 0.75 16.84 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1822.4M 31.72 21.52 20.52 15.87 -- 4.58 0.6 0.73 16.83 Russell 1000® Growth Index
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $795M 28.33 17.24 11.11 6.89 11.04 -8.9 0.24 0.83 16.72 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $795M 27.96 16.92 10.81 6.58 10.68 -9.03 0.2 1.14 16.69 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $795M 27.94 16.93 10.79 6.56 10.69 -9.03 0.24 1.16 16.64 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $795M 28.32 17.31 11.19 6.95 11.11 -8.67 0.24 0.79 16.64 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $242.74M 28.21 16.19 15.36 10.95 12.39 -2.52 0.75 1 16.57 S&P 500 Composite Total Return
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $128.92M 22.29 11.78 11.46 -- -- -4.19 0.65 0.9 16.43 Russell 1000
GCEQX Green Century Equity Equity
Large Cap
6/1991 $320.59M 27.37 16.83 14.79 10.25 12.28 -3.98 0.23 1.25 16.38 S&P 500 Composite Total Return
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $128.92M 22.57 12.09 11.75 -- -- -3.82 0.65 0.65 16.36 Russell 1000
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $430.05M 22.8 15.96 7.53 3.55 6.83 -14.14 0.85 2.03 16.15 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $430.05M 23.64 16.86 8.33 4.32 7.71 -13.56 0.85 1.28 16.11 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $430.05M 23.92 17.18 8.67 4.72 -- -13.25 0.85 0.93 16.11 S-Network Global Water TR USD
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4890.62M 26.34 15.22 11.42 9.66 12.94 -6.6 0.72 0.99 16.03 Russell Midcap Index
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $235.96M 23.79 13.09 13.66 9.14 12.32 -4.41 0.65 0.9 15.97 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $235.96M 24.07 13.4 13.95 9.42 12.59 -4.14 0.65 0.65 15.93 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $235.96M 23.73 13.07 13.65 9.13 -- -4.41 0.65 0.9 15.9 Russell 1000
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2436.04M 14.32 11.42 10.58 4.85 -- -16.13 1 2.02 15.89 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2436.04M 15.31 12.55 11.76 6.01 -- -15.15 1 0.92 15.89 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2436.04M 15.1 12.25 11.42 5.67 -- -15.48 0.87 1.27 15.85 MSCI EM NR USD
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $445.68M 22.8 12.99 12.91 7.82 8.65 -7.7 0.55 0.81 15.68 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $445.68M 23.1 13.29 13.19 8.09 8.92 -7.47 0.55 0.56 15.68 Pax Global Women’s Leadership Index
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $194.1M 18.17 10.29 9.68 4.3 5.47 -16.86 0.8 1.25 15.57 MSCI World ex USA
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $317.7M 27.92 17.11 18.25 12.53 14.59 0.38 0.3 0.43 15.51 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $317.7M 27.53 16.68 17.78 12.09 14.06 -0.05 0.3 0.82 15.51 MSCI U.S. Prime Market Growth Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $133.15M 28.87 19.89 16.84 -- -- -6.51 0.8 1.29 15.27 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $133.15M 29.21 20.22 17.11 -- -- -6.28 0.8 1.04 15.27 MSCI World
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $172.9M 22.56 13.42 10.86 6.87 8.59 -8.43 0 1.18 15.25 Russell 3000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $172.9M 23.34 14.25 11.69 7.76 9.7 -7.7 0 1.26 15.22 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $18241.6M 28.07 17.43 14.92 10.37 12.86 -0.18 0.75 0.87 15.07 S&P 500 Composite Total Return
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1190.95M 13.34 7.44 6.73 3.73 5.96 -16.23 0.9 1.53 14.76 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1190.95M 13.41 7.52 6.8 3.77 5.95 -16.26 0.9 1.46 14.64 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1190.95M 13.72 7.94 7.16 4.16 -- -15.85 0.9 1.07 14.6 MSCI EAFE Equity
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $374.95M 20.56 12.93 13.28 7.65 8.11 -14.51 0.87 1.07 14.55 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $374.95M 20.56 12.93 13.28 7.65 8.11 -14.51 0.87 1.07 14.55 MSCI EAFE SMID NR USD
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $590.27M 24.42 15.66 14.22 8.81 8.39 -7.13 0.9 1.33 14.52 MSCI ACWI
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $374.95M 19.35 11.73 12.08 6.4 6.78 -15.3 0.87 2.26 14.48 MSCI EAFE SMID NR USD
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $152.34M 9.12 6.18 7.81 4.53 -- -3.17 0.85 1.06 14.42 MSCI World
APPLX Appleseed Fund Int'l
Global
12/2006 $152.34M 8.92 5.98 7.62 4.33 5.26 -3.39 0.85 1.2 14.36 MSCI World
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $284.8M 15.71 9.75 8.14 3.63 -- -14.44 0.48 0.65 14.35 MSCI ACWI xUS
MPLAX Praxis International Index A Int'l
Global
12/2010 $284.8M 14.84 8.82 7.42 2.99 -- -15.05 0.48 1.31 14.33 MSCI ACWI xUS
BCAIX Boston Common International Fund Int'l
Global
12/2010 $263.81M 19.47 13.26 9.98 4.2 -- -13.38 0.8 1.12 14.06 MSCI EAFE Equity
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $39.47M 23.98 15.88 -- -- -- -9.65 0.4 -- 13.92 S&P Global REIT Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3676.24M 33.57 24.28 20.94 13.38 13.81 5.01 0.62 1.08 13.9 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3676.24M 33.86 24.62 21.33 13.8 14.33 5.39 0.62 0.71 13.89 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3676.24M 32.61 23.34 20.04 12.52 12.97 4.29 0.62 1.84 13.87 S&P 500 Composite Total Return
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $8.18M 26.21 19.04 13.78 -- -- -5.73 0.65 0.99 13.83 S&P Global 1200
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.42M 23.45 14.92 -- -- -- -4 1 1.35 13.72 MSCI All World Country Index
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $73.24M 21.89 14.88 9.71 -- -- -14.26 0.28 1.28 13.56 MSCI World ex USA
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $73.24M 22.31 15.21 10 -- -- -14 0.28 0.98 13.53 MSCI World ex USA
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $39.11M 13.58 5.32 -- -- -- -2.72 0.75 -- 13.35 MSCI USA
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $620.87M 19.48 13.21 9.54 4.24 2.85 -12.84 0.55 0.55 13.2 MSCI EAFE ESG Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $620.87M 19.22 12.9 9.24 3.98 2.89 -13.08 0.55 0.8 13.07 MSCI EAFE ESG Index
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $283.62M 25.54 19.19 11.39 4.53 4.75 -11.42 0.87 1.34 13.02 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $283.62M 25.76 19.45 11.76 4.92 5.32 -11.05 0.87 0.97 12.98 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $283.62M 24.64 18.25 10.55 3.71 3.88 -12.09 0.87 2.09 12.97 MSCI EAFE Investable Market
MGAFX Praxis Genesis Growth A Balanced
1/2010 $72.4M 18.95 11.42 9.59 6.46 -- -6.48 0.05 0.58 12.97 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $227.14M 31.97 25.04 14.79 -- -- -7.15 0.56 1.32 11.79 S&P 500 Composite Total Return
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $227.14M 32.24 25.33 15.06 9.26 7.25 -6.93 0.56 1.07 11.77 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
6/1999 $154.19M 20.87 13.15 11.34 8.21 9.26 -1.89 0.75 1 11.44 Blend: 60% S&P 500 - 40% BC Aggregate
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $215.77M 22.49 15.45 12.67 7.71 8.78 -1.3 0.64 1.25 11.22 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $215.77M 22.8 15.81 12.98 8 9.07 -1 0.64 0.96 11.17 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $215.77M 21.58 14.59 11.83 6.92 8.04 -1.94 0.64 1.97 11.16 Blend: 60% S&P 500 - 40% BC Aggregate
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $341.18M 18.66 12.5 9.51 6.47 8.13 -5.11 0 0.43 10.67 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $341.18M 17.84 11.64 8.68 5.66 7.32 -5.86 0 1.93 10.65 Custom
GCBLX Green Century Balanced Balanced
3/1992 $287.99M 19.63 13.63 9.95 6.53 8.69 -2.13 0.65 1.48 9.82 Custom Balanced Index
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $851.47M 20.61 14.18 9.23 5.65 7.75 -3.46 0.52 1.69 9.43 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $851.47M 21.74 15.35 10.42 6.85 9.08 -2.45 0.52 0.62 9.43 Russell 1000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $851.47M 21.44 15.07 10.08 6.48 8.61 -2.73 0.52 0.94 9.42 Russell 1000
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1885.89M 18.68 13.4 9.22 6.11 7.76 -4.06 0.05 0.91 9.41 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1885.89M 18.96 13.7 9.49 6.37 8.03 -3.83 0.05 0.66 9.38 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $81M 16.29 11.35 8.24 5.49 -- -4.86 0.05 0.52 9.32 Russell 3000
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $84.88M 21.13 23.69 7.94 5.44 6.5 -5.7 0.52 0.92 6.83 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $84.88M 21.3 23.96 8.32 5.33 2.62 -5.29 0.52 0.55 6.8 Barclays US Long Credit
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $222.7M 14.28 11.33 6.98 5 6.45 -2.95 0 0.44 5.92 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $222.7M 13.48 10.5 6.2 4.15 5.46 -3.65 0 1.8 5.87 Barclays Capital US Credit
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $368.89M 12.33 10.19 5.87 3.87 5.44 -3.05 0.5 0.99 5.31 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $368.89M 12.61 10.49 6.14 4.12 5.73 -2.69 0.5 0.74 5.31 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $368.89M 12.32 10.19 5.87 3.87 -- -3.04 0.5 0.99 5.3 Merrill Lynch High Yield Master I
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $217.07M 11.31 9.6 5.14 4.41 7.08 -2.51 0.6 0.74 4.28 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $217.07M 10.3 8.54 4.04 3.25 -- -3.55 0.6 1.82 4.25 BofAML US HY Master II
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $217.07M 11.08 9.38 4.84 4.09 6.51 -2.83 0.6 1.07 4.22 BofAML US HY Master II
CCMNX CCM Alternative Income Fund Balanced
5/2013 $57.98M 7.88 5.76 4.4 2.68 -- -0.32 0.75 1.85 4.14 Citigroup 3-Month T-Bill Index
MCONX Praxis Genesis Conservative A Balanced
1/2010 $26.2M 12.16 10.85 5.95 4.06 -- -2.62 0.05 0.6 4.11 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $232.47M 9.94 11.19 3.94 2.94 3.05 -1.11 0.5 0.68 3.84 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
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Std
Dev

Benchmark Used
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $570.14M 13.54 13.74 4.96 3.34 3.51 -4.06 0.52 1.74 3.5 Barclays Capital US Credit
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $570.14M 14.35 14.6 5.77 4.12 4.27 -3.34 0.52 0.99 3.49 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $570.14M 14.58 14.93 6.11 4.54 4.81 -2.97 0.52 0.64 3.49 Barclays Capital US Credit
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $706.5M 7.98 9.78 3.68 -- -- -0.24 0.4 0.71 3.36 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4571.07M 8.71 10.49 4.31 3.36 -- 0.08 0.35 0.62 3.36 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4571.07M 8.85 10.66 4.57 3.59 -- 0.33 0.35 0.37 3.33 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $706.5M 8.33 10.16 3.97 -- -- 0.01 0.4 0.46 3.29 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4571.07M 8.68 10.58 4.43 3.45 -- 0.16 0.35 0.55 3.28 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4571.07M 8.57 10.46 4.28 3.33 -- 0.06 0.35 0.65 3.28 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $580.4M 8.43 10.34 3.99 3.02 3.65 0.08 0.4 0.53 3.18 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $580.4M 7.97 9.72 3.51 2.6 3.23 -0.36 0.4 0.97 3.16 Barclays Capital US Aggregate
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $160.54M 9.5 10.44 4.09 3.06 -- -1.1 0.32 0.62 3.13 Barclays U.S. Aggregate Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $160.54M 9.25 10.56 3.95 2.9 2.77 -1.03 0.2 0.93 3.1 Barclays U.S. Aggregate Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.77M 6.6 6.09 2.96 -- -- -3.16 0.55 0.89 3.02 FTSE World BIG Bond Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1722.04M 8.6 9.86 4.17 3.28 3.79 -0.16 0.42 0.88 2.95 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1722.04M 8.82 10.17 4.49 3.64 4.29 0.1 0.42 0.53 2.95 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1722.04M 7.79 9 3.31 2.41 2.94 -0.95 0.42 1.63 2.92 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $383.67M 8.64 10.07 4.18 3.39 -- 0.67 0.37 0.5 2.91 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $383.67M 8.42 9.83 3.85 3.02 -- 0.29 0.37 0.85 2.88 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $180.59M 6.84 7.9 4.65 3.04 3.38 0.54 0.47 0.8 2.46 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $180.59M 6.07 7.07 3.85 -- 1.24 -0.19 0.47 1.55 2.46 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $180.59M 7.07 8.15 4.96 -- -- 0.91 0.47 0.45 2.45 Barclays Municipal
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2260.88M 5.88 7.49 3.02 2.46 2.87 0.56 0.3 0.46 2.14 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2260.88M 5.54 7.22 2.72 2.14 2.54 0.3 0.3 0.81 2.12 Barclays Capital US Aggregate
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2260.88M 5.54 7.1 2.58 2 2.42 0.1 0.3 0.91 2.11 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $564.76M 5.55 7.11 2.09 1.8 2.27 -0.41 0.5 1.01 1.96 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $564.76M 6 7.47 2.47 1.99 2.42 -0.2 0.5 0.65 1.92 Barclays Capital US Securitized Bond
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $194.13M 5.58 4.99 2.52 2.7 -- -0.68 0.47 1.85 1.82 Barclays 1-3 Month U.S. Treasury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $194.13M 6.52 5.99 3.63 3.86 -- 0.43 0.47 0.65 1.81 Barclays 1-3 Month U.S. Treaury Bill Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $194.13M 6.24 5.7 3.3 3.48 -- 0.12 0.47 1.1 1.79 Barclays 1-3 Month U.S. Treasury Bill Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $153.72M 4.96 4.45 2.63 1.72 -- 0.09 1.19 1.36 1.56 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1649.07M 5.97 5.85 2.74 2.22 2.36 0.05 0.4 0.88 1.48 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1649.07M 5.22 5.04 1.96 1.46 1.61 -0.69 0.4 1.64 1.46 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1649.07M 6.16 6.12 3.06 2.62 2.85 0.42 0.4 0.52 1.44 Barclays Credit 1-5 Yr
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $977.32M 3.37 3.2 2.12 1.81 -- 1.1 0.38 0.47 0.64 Barclays Short Treasury 9-12 Mon TR USD
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $977.32M 3.13 2.95 1.85 1.49 1.44 0.89 0.38 0.77 0.62 Barclays Short Treasury 9-12 Mon
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
4/2019 $7.81M -- -- -- -- -- -- 0.75 -- -- Barclays Capital US Aggregate Bond

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Showing 178 of 178 funds
Information current as of:
November 30, 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
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Etho Climate Leadership US ETF-------------------------------- --
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria 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
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Gabelli ESG Fund Inc CC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- 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
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Mid Cap 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 ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Emerging Markets Equity Fund CC