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 206 of 206 funds
Information current as of:
March 3, 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
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $36.5M -3.21 7.98 -1.24 1.87 -- 8.27 0.8 1.25 13.44 Russell 2000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2312.53M 3.07 13.66 7.95 13.9 10.27 15.93 0.59 1 11.56 Russell 2500 Value
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $52M -1.82 9.1 3.39 7.3 7.26 11.26 0.3 1 10.91 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $52M -1.97 8.52 2.78 6.63 6.69 10.73 0.3 1.67 10.84 Russell 2000
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $5411.23M 1.02 16.04 13.6 17.62 14.58 19.87 0.69 0.95 10.82 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $93.05M -2.68 6.55 8.12 9.89 -- 11.53 0.75 1 10.54 Russell 2000
ARFFX Ariel Focus Fund All
Cap
6/2005 $60.85M 1.39 9.04 5.99 10.84 6.96 15 0.65 1 10.39 Russell 1000 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1701.48M 2.17 10.7 6.02 12 10.54 15.14 0.69 1.12 10.15 Russell Mid Cap Value
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $855.76M 2.45 38.04 12.04 9.53 -- 44.86 1 0.92 10.15 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $855.76M 2.42 37.54 11.69 9.15 -- 44.34 1 1.27 10.08 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $855.76M 2.28 36.59 10.82 8.21 -- 43.31 1 2.02 10.04 MSCI EM NR USD
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $48.67M 0.18 12.09 9.75 11.77 -- 16.99 0.75 1 9.56 Russell 2500
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $15.03M -1.11 13.35 -- -- -- 19.03 0.75 1 9.5 S&P 1000
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $246.71M 1.87 34.14 11.06 11.23 6.03 38.63 0.87 1.16 9.49 MSCI EAFE SMID NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $246.71M 1.87 34.14 11.06 11.23 6.03 38.63 0.87 1.16 9.49 MSCI EAFE SMID NR USD
MPLAX Praxis International Index A Int'l
Global
12/2010 $285.12M 0.51 19.8 5.5 5.6 -- 25.05 0.6 1.32 9.47 MSCI ACWI xUS
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $246.71M 1.71 32.64 9.71 9.83 4.7 37 0.87 2.26 9.44 MSCI EAFE SMID NR USD
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $285.12M 0.6 20.35 6.05 6.17 -- 25.75 0.6 0.77 9.42 MSCI ACWI xUS
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1356.93M 0.9 18.32 6.9 8.7 3.64 24.68 0.94 1.46 9.38 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1356.93M 0.85 18.18 6.81 8.69 3.76 24.53 0.94 1.53 9.37 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1356.93M 1.01 18.62 7.33 9.14 -- 24.86 0.94 1.07 9.36 MSCI EAFE Equity
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $77.85M 2.42 25.55 -- -- -- 30.84 0.8 1.04 9.22 MSCI World
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $77.85M 2.35 25.16 -- -- -- 30.54 0.8 1.29 9.18 MSCI World
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $47.8M -0.09 25.5 6.29 8.63 3.65 31.02 0.8 1.25 9.13 MSCI World ex USA
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $188.43M -1.3 9.43 7.5 11.4 6.63 16.36 0.3 0.94 9.1 MSCI US Prime Market Value Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $547.39M 5.23 25.69 14.86 16.69 -- 28.19 0.6 0.74 9.09 Russell 1000® Growth Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $188.43M -1.24 9.95 8.02 11.96 7.23 16.96 0.3 0.44 9.08 MSCI US Prime Market Value Index
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $88.22M -1.99 19.9 2.56 4.81 -6.82 29.5 0.87 1.85 9.02 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $88.22M -2.12 19.15 1.69 3.89 -7.69 28.41 0.87 2.85 8.98 Ardour Gbl Alternative Energy
BCAIX Boston Common International Fund Int'l
Global
12/2010 $242.48M 0.94 21.59 5.23 6.19 -- 26.47 0.9 1.12 8.95 MSCI EAFE Equity
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $88.22M -1.84 20.39 2.97 5.25 -6.38 29.73 0.87 1.4 8.91 Ardour Gbl Alternative Energy
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $694.19M -0.53 17.38 4.16 4.24 1.03 23.08 0.55 0.8 8.77 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $694.19M -0.54 17.6 4.42 3.89 1 23.41 0.55 0.55 8.76 MSCI EAFE ESG Index
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $61.22M -2.39 6.57 5.29 8.19 8.31 13.27 1 1.68 8.73 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $61.22M -2.38 6.64 5.31 8.2 8.31 13.33 1 1.68 8.71 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $61.22M -2.5 5.8 4.5 7.39 7.5 12.47 1 2.43 8.7 S&P 500 Composite Total Return
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $46.16M 0.06 13.73 9.28 12.13 -- 19.68 0.75 1 8.68 Russell Midcap
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $61.22M -2.34 6.84 5.55 8.46 8.57 13.56 1 1.43 8.65 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $11.75M -0.11 14.08 5.18 -- -- 20.45 1.1 1.25 8.51 MSCI AC Asia Pacific Index
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $645.32M -1.8 17.55 9.46 -- -- 26.54 0.8 1.3 8.51 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $645.32M -1.73 17.92 9.74 10.89 6.44 26.87 0.8 1.04 8.47 MSCI AC World (Net) Index (ACWI)
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $645.32M -1.74 17.61 9.47 10.59 6.17 26.5 0.8 1.29 8.46 MSCI AC World (Net) Index (ACWI)
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $447.77M -3.7 9.64 4.1 5.76 -- 18.94 0.85 1.28 8.34 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $447.77M -3.59 10.07 4.54 -- -- 19.36 0.85 1.29 8.32 S-Network Global Water TR USD
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $42.34M -1.44 17.38 -- -- -- 24.21 0.28 0.98 8.32 MSCI World ex USA
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $447.77M -3.75 8.82 3.33 4.97 -- 17.97 0.85 2.03 8.31 S-Network Global Water TR USD
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $42.34M -1.52 17.01 -- -- -- 23.92 0.28 1.28 8.28 MSCI World ex USA
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2327.77M 3.98 24.07 10.44 14.3 10.08 26.32 0.62 0.66 8.19 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2327.77M 3.92 23.63 10.01 13.79 9.53 25.87 0.62 1.07 8.15 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2327.77M 3.8 22.69 9.16 12.95 8.71 24.91 0.62 1.81 8.15 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $203.51M 1.67 16.58 10.49 12.88 8.91 20.83 0.75 1 8.15 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $333.55M -0.44 10.07 8.15 12.22 8.14 12.37 0.8 2.12 7.95 Russell 2000 Value
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $333.55M -0.3 10.91 8.98 13.08 9.05 13.24 0.8 1.37 7.92 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $333.55M -0.27 11.37 9.45 13.66 9.75 13.73 0.8 0.91 7.89 Russell 2000 Value
GCEQX Green Century Equity Equity
Large Cap
6/1991 $253.28M 2.35 17.54 10.27 13.99 9.22 22.02 0.25 1.25 7.81 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2320.4M 2.2 13.74 9.11 12.83 8.68 18.62 0.73 0.84 7.8 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2320.4M 2.23 13.93 9.3 13.04 8.88 18.82 0.62 0.66 7.8 S&P 500 Composite Total Return
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $216.51M -0.34 17.87 2.76 4.93 0.15 21.31 0.86 1.34 7.79 MSCI EAFE Investable Market
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2320.4M 2.17 13.57 8.92 12.64 8.49 18.45 0.87 1.01 7.79 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $216.51M -0.46 17.02 1.98 4.08 -0.7 20.5 0.86 2.09 7.78 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $216.51M -0.27 18.36 3.17 5.46 0.78 21.77 0.86 0.96 7.78 MSCI EAFE Investable Market
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2320.4M 2.04 12.68 8.09 11.78 -- 17.49 0.73 1.78 7.78 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $795.42M -4.05 3.61 4.82 11.52 9.46 9.13 0.75 0.94 7.78 Russell 2000
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2320.4M 2.12 13.26 8.62 12.34 -- 18.13 0.73 1.28 7.77 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2320.4M 2.17 13.51 8.89 12.61 -- 18.41 0.73 1.03 7.77 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $795.42M -4.08 3.32 4.55 11.24 9.18 8.8 0.75 1.19 7.77 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $795.42M -4.09 3.33 4.56 -- -- 8.82 0.75 1.19 7.77 Russell 2000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $3258.95M 1.3 16.5 10 13.4 9.47 20.99 0.15 0.18 7.7 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $3258.95M 1.25 16.3 9.83 13.22 -- 20.86 0.15 0.32 7.7 Russell 3000
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $8.44M 0.4 15.61 -- -- -- 21.6 0.65 0.75 7.69 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $3258.95M 1.28 16.19 9.72 13.08 9.21 20.64 0.15 0.44 7.69 Russell 3000
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $863.92M 1.06 10.54 5.39 11.65 8.15 15.49 0.24 1.16 7.68 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $863.92M 1.15 10.95 5.8 12.08 8.54 15.84 0.24 0.79 7.68 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $863.92M 1.07 10.53 5.43 11.66 8.12 15.47 0.24 1.14 7.68 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $266.53M 4.44 23.9 12.65 16.46 11.15 26.86 0.3 0.44 7.68 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $266.53M 4.38 23.42 12.21 15.94 10.67 26.36 0.3 0.86 7.67 MSCI U.S. Prime Market Growth Index
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $3258.95M 1.28 16.22 9.74 13.12 9.19 20.7 0.15 0.43 7.67 Russell 3000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $742.14M 3.03 18.56 -- -- -- 20.71 0.65 0.95 7.64 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $863.92M 0.96 10.68 5.73 12 8.48 15.89 0.24 0.83 7.62 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $742.14M 3.03 18.87 -- -- -- 21.02 0.65 0.7 7.61 S&P 500 Composite Total Return
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $61.18M 4.44 23.61 -- -- -- 27.48 0.27 0.22 7.56 Calvert U.S. Large Cap Growth Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $61.18M 4.38 23.18 -- -- -- 27.07 0.27 0.57 7.53 Calvert U.S. Large Cap Growth Responsible Index
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15775.3M 0.45 12.46 8.46 12.7 10.44 16.43 0.6 0.88 7.51 S&P 500 Composite Total Return
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $203.12M 0.04 9.44 -- -- -- 14.75 0.27 0.57 7.49 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $203.12M 0.09 9.88 -- -- -- 15.2 0.27 0.22 7.44 Calvert U.S. Large Cap Value Responsible Index
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $186.15M 0.43 11.69 4.41 5.24 -- 17.62 0.85 0.95 7.4 MSCI World
APPLX Appleseed Fund Int'l
Global
12/2006 $186.15M 0.36 11.54 4.2 5.02 7.96 17.48 0.85 1.2 7.38 MSCI World
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $192.05M 0.16 18 8.19 10.71 4.99 24.94 0.65 0.98 7.33 Pax Global Women’s Leadership Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $503.89M 0.65 21.43 9.04 9.4 5.76 27.95 0.9 1.33 7.33 MSCI ACWI
PARNX Parnassus Fund All
Cap
12/1984 $1067.13M -0.35 10.51 8.12 14.43 11.29 16.13 0.62 0.84 7.32 S&P 500 Composite Total Return
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $503.89M 0.68 21.75 9.32 9.7 6.06 28.31 0.9 1.08 7.32 MSCI ACWI
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $77.37M 2.55 16.6 5.3 10.71 8.62 23.29 0.8 0.99 7.31 Russell Mid Cap Growth
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $192.05M 0.24 18.34 8.45 10.99 5.26 25.22 0.65 0.74 7.3 Pax Global Women’s Leadership Index
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $151.16M 1.04 14.97 -- -- -- 19.5 0.65 0.65 7.24 Russell 1000
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $151.16M 0.96 14.68 -- -- -- 19.3 0.65 0.9 7.23 Russell 1000
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1075.74M 2.2 16.45 10.39 15.02 10.05 21.24 0.27 0.2 7.08 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1075.74M 2.11 16.01 9.98 14.5 9.5 20.8 0.27 0.54 7.05 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1075.74M 2 15.16 9.16 13.62 8.54 19.87 0.27 1.44 7.02 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $212.78M 0.96 16.72 8.86 12.98 8.78 21.96 0.65 1.07 6.94 Russell 1000
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $35.42M -0.28 13.7 8.43 12.42 -- 20.71 0.75 1 6.88 S&P 500 Composite Total Return
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $212.78M 0.92 16.78 8.86 -- -- 22.03 0.65 1.06 6.87 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $212.78M 1.04 17.07 9.14 13.27 9.05 22.28 0.65 0.84 6.86 Russell 1000
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $136.4M -2.33 5.96 -- -- -- 13.95 0.75 0.9 6.76 Russell Midcap Index
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $136.4M -2.42 5.65 -- -- -- 13.61 0.75 1.15 6.75 Russell Midcap Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.36M 2.08 19.71 6.05 -- -- 23.84 0.65 0.99 6.58 S&P Global 1200
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $245.65M -0.41 8.02 2.59 8.92 8.54 12.18 0.77 0.85 6.49 Russell Mid Cap Growth
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $245.65M -0.51 7.58 2.12 8.37 7.82 11.74 0.77 1.21 6.47 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $245.65M -0.58 6.84 1.35 7.55 6.98 10.9 0.77 1.96 6.45 Russell Mid Cap Growth
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $149.08M 1.19 16.54 7.81 10.71 6.6 20.32 0 1.26 6.34 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $149.08M 1.04 15.68 6.87 9.65 5.38 19.47 0 2.01 6.29 Russell 3000
MGAFX Praxis Genesis Growth A Balanced
1/2010 $63.93M 0.07 12.53 6.43 8.76 -- 16.76 0.05 0.62 6.29 Russell 3000
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $58.57M 2 15.24 -- -- -- 22.57 2 -- 6.03 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $122.75M 0.68 11.34 7.6 9.45 6.65 14.92 0.75 1 5.92 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $129.35M 1.21 12.4 5.26 7.8 5.62 15.52 0.64 1.98 5.83 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $129.35M 1.34 13.55 6.32 8.87 -- 16.76 0.64 1 5.81 Blend: 60% S&P 500 - 40% BC Aggregate
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $129.35M 1.34 13.28 6.06 8.58 6.32 16.41 0.64 1.27 5.79 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $129.35M 1.2 12.37 5.12 7.54 5.34 15.37 0.64 2.39 5.79 Blend: 60% S&P 500 - 40% BC Aggregate
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2708.14M -1.31 9.53 8.63 12.09 10.65 15.84 0.74 0.99 5.78 Russell Midcap Index
GCBLX Green Century Balanced Balanced
3/1992 $242.48M 0.04 8.51 4.17 8.33 6.39 12.82 0.65 1.48 4.91 Custom Balanced Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $283.98M 0.55 11.2 5.17 7.42 5.08 14.29 0 1.93 4.72 Custom
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $283.98M 0.73 12.12 5.97 8.24 5.89 15.12 0 1.18 4.66 Custom
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $73.53M -0.42 9.48 4.95 6.88 -- 13.42 0.05 0.54 4.64 Russell 3000
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $2003M 0.26 9.97 5.82 8.09 5.26 13.46 0.75 0.52 4.59 Blended Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $2003M 0.18 9.68 5.55 7.81 5 13.2 0.75 0.7 4.58 Blended Index
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $86.6M -3.81 3.46 2.25 -- -- 9.95 0.52 -- 4.57 Barclays US Long Credit
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $86.6M -3.85 3.13 1.74 3.51 6.78 9.5 0.52 1.25 4.54 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $701.68M 0 7.35 3.78 6.96 5 10.69 0.52 1.76 4.08 Russell 1000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $701.68M 0.13 8.21 4.62 7.81 5.87 11.56 0.52 0.97 4.06 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $701.68M 0.16 8.6 5.01 8.27 6.38 11.98 0.52 0.62 4.06 Russell 1000
CCMNX CCM Alternative Income Fund Balanced
5/2013 $33.09M -1.86 1.35 1.21 -- -- 5.03 0 2.76 2.83 Citigroup 3-Month T-Bill Index
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $197.12M -0.23 7.01 3.87 5.46 5.24 9.67 0 0.44 2.75 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $197.12M -0.3 6.3 3.03 4.54 4.14 8.84 0 1.8 2.71 Barclays Capital US Credit
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.37M -1.15 4.82 2.93 4.16 -- 8.38 0.05 0.6 2.71 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $142.74M -1.46 2.79 1.86 1.64 3.27 5.01 0.47 0.8 2.58 Barclays Municipal
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $142.74M -1.42 3.05 -- -- -- 5.36 0.35 0.45 2.58 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $142.74M -1.59 1.99 -- -- -- 4.26 0.35 1.55 2.53 Barclays Capital US Aggregate
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $25.79M 0.2 3.78 1.96 -- -- 5.91 0.55 0.89 2.53 Citigroup World BIG Bond Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $489.04M -1.98 2.8 2.32 2.47 3.27 6.59 0.52 1.24 2.46 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $489.04M -1.88 3.21 2.79 3.01 3.85 7.03 0.52 0.64 2.44 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $489.04M -2.05 2.06 1.56 1.73 2.54 5.75 0.52 1.93 2.41 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $152.75M -2 0.82 1.31 1.27 2.8 3.79 0.32 0.93 2.3 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $152.75M -1.96 1.11 1.57 1.51 -- 4.09 0.32 0.62 2.29 Barclays U.S. Aggregate Index
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $685M -2.05 -0.36 -- -- -- 2.57 0.4 0.72 2.24 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $685M -2.01 -0.11 -- -- -- 2.82 0.4 0.47 2.24 Barclays Capital US Aggregate Bond
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $406.92M -0.33 2.85 3.94 3.55 5.74 6.66 0.5 0.74 2.18 Merrill Lynch High Yield Master I
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $516.8M -1.88 0.6 1.25 1.79 3.97 3.59 0.4 0.54 2.18 Barclays Capital US Aggregate
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $226.62M -1.95 -0.02 1.06 1.27 3.03 3.11 0.5 0.68 2.13 Barclays Capital US Credit
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1884.52M -1.74 1.34 1.54 2.59 -- 4.35 0.35 0.68 2.09 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1884.52M -1.6 1.6 1.85 2.91 -- 4.52 0.35 0.4 2.08 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1884.52M -1.72 1.45 1.69 2.75 -- 4.47 0.35 0.55 2.07 Barclays Capital US Aggregate Bond
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $516.8M -1.84 0.25 0.9 1.4 3.6 3.12 0.4 0.94 2.05 Barclays Capital US Aggregate
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1884.52M -1.64 1.35 1.59 2.65 -- 4.26 0.35 0.65 2.04 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $406.92M -0.37 2.75 3.69 3.3 5.49 6.38 0.5 0.99 2.02 Merrill Lynch High Yield Master I
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2098.58M -1.43 0.55 0.88 0.92 2.77 2.49 0.3 0.81 2 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $406.92M -0.36 2.76 3.69 -- -- 6.38 0.5 0.98 2 Merrill Lynch High Yield Master I
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $612.73M -1.81 -0.47 0.56 1.09 2.91 1.75 0.5 0.65 1.98 Barclays Capital US Securitized Bond
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2098.58M -1.47 0.61 1.17 1.23 3.1 2.74 0.3 0.46 1.96 Barclays Capital US Aggregate Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $612.73M -1.87 -0.93 0.39 1.06 -- 1.27 0.5 1.01 1.92 Barclays Capital US Securitized Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $977.97M -1.44 1.88 1.93 2.43 3.87 4.57 0.47 0.51 1.91 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $977.97M -1.47 1.54 1.53 1.94 3.31 4.21 0.47 0.89 1.9 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $977.97M -1.62 0.65 0.63 1.09 2.47 3.3 0.47 1.73 1.89 Barclays Capital US Aggregate Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2098.58M -1.45 0.26 0.75 0.8 2.65 2.19 0.3 0.91 1.85 Barclays Capital US Aggregate
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $118.6M -1.42 0.52 1.17 -- -- 3.02 0.42 0.88 1.69 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $118.6M -1.31 0.91 1.61 -- -- 3.38 0.42 0.5 1.68 Barclays Capital US Aggregate Bond
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $194.07M -0.31 3.87 4.43 4.21 -- 6.1 0.6 0.74 1.65 BofAML US HY Master II
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $194.07M -0.39 3.54 4.09 3.87 -- 5.8 0.6 1.07 1.63 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $194.07M -0.48 2.79 3.24 2.94 -- 4.97 0.6 2.07 1.58 BofAML US HY Master II
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $109.38M -0.41 1.32 0.93 1.43 -- 2.69 1.19 1.36 0.81 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1340.36M -0.35 1.45 1.89 1.72 3.13 2.53 0.46 0.52 0.76 Barclays Credit 1-5 Yr
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1340.36M -0.4 1.12 1.47 1.22 2.63 2.17 0.46 0.88 0.72 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1340.36M -0.52 0.35 0.69 0.48 1.86 1.41 0.46 1.66 0.72 Barclays Credit 1-5 Yr
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $122.22M -0.04 2.23 3.05 -- -- 3.22 0 1.1 0.57 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $122.22M -0.09 1.53 2.3 -- -- 2.42 0 1.85 0.57 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $122.22M 0.07 2.66 3.49 -- -- 3.6 0 0.65 0.56 Barclays 1-3 Month U.S. Treaury Bill Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $982.2M 0.15 1.49 1.48 -- -- 1.76 0.38 0.38 0.18 Barclays Short Treasury 9-12 Mon TR USD
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $982.2M 0.17 1.26 1.16 0.96 1.95 1.39 0.38 0.38 0.14 Barclays Short Treasury 9-12 Mon
CBAYX Calvert Balanced Portfolio Y Balanced
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EM NR USD
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CFWYX Calvert Global Water Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S-Network Global Water TR USD
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- BofAML US HY Master II
CICRX Calvert Income Fund R Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Credit
CWEYX Calvert International Equity Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE Investable Market
CWVYX Calvert International Opportunities Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE SMID NR USD
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Credit 1-5 Yr
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Municipal
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Core Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value 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
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value Responsible Index
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Short Treasury 9-12 Mon
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays 1-3 Month U.S. Treasury Bill Index
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $13.94M 2.51 -- -- -- -- -- 1 1.35 -- MSCI All World Country Index
NALFX New Alternatives Fund A Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $4.08M 0.49 -- -- -- -- -- 0.5 0.5 -- S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $4.38M -9.5 -- -- -- -- -- 0.4 -- -- S&P Global REIT Index

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Information current as of:
March 3, 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
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- 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 International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc CC *CC----------C--R--RRR-- --
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Parnassus Asia FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- 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 Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/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 Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCC