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 205 of 205 funds
Information current as of:
December 31, 2017

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 $37.71M 8.24 8.24 -0.86 3.66 -- 22.95 0.8 1.25 13.4 Russell 2000 Value
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $52.9M 11.22 11.22 5.17 8.76 6.52 8.93 0.3 1 9.61 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $52.9M 10.7 10.7 4.57 8.1 5.96 8.18 0.3 1.67 9.54 Russell 2000
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2249.25M 15.88 15.88 8.7 15.58 8.88 15.56 0.59 1 9.14 Russell 2500 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1693.67M 15.1 15.1 6.74 13.98 9.4 12.66 0.69 1.12 8.26 Russell Mid Cap Value
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $98.14M 11.5 11.5 9.95 11.65 -- 23.96 0.75 1 7.84 Russell 2000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $14.52M 18.97 18.97 -- -- -- 14.48 0.75 1 7.51 S&P 1000
ARFFX Ariel Focus Fund All
Cap
6/2005 $57.09M 14.96 14.96 5.61 12.54 6.26 21.11 0.65 1 7.28 Russell 1000 Value
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $45.63M 16.94 16.94 11.07 13.09 -- 20.11 0.75 1 7.09 Russell 2500
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $5217.38M 19.81 19.81 14.52 18.49 13.65 21.42 0.69 0.95 6.75 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $319.14M 12.33 12.33 9.51 14.28 7.18 19.09 0.8 2.12 6.38 Russell 2000 Value
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $319.14M 13.2 13.2 10.35 15.17 8.1 20 0.8 1.37 6.36 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $319.14M 13.69 13.69 10.84 15.78 8.81 20.54 0.8 0.91 6.32 Russell 2000 Value
BCAIX Boston Common International Fund Int'l
Global
12/2010 $232.57M 26.39 26.39 7.06 6.66 -- -0.96 0.9 1.12 6.13 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $46.57M 19.62 19.62 10.13 13.96 -- 12.13 0.75 1 6.07 Russell Midcap
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $188.25M 16.91 16.91 8.66 13.92 6.29 16.75 0.3 0.44 6.02 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $188.25M 16.31 16.31 8.12 13.33 5.7 16.13 0.3 0.94 6 MSCI US Prime Market Value Index
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $186.56M 17.57 17.57 5.68 6.78 -- 10.16 0.85 0.95 5.7 MSCI World
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $831.52M 9.1 9.1 7.51 13.89 -- 18.17 0.75 0.94 5.69 Russell 2000
APPLX Appleseed Fund Int'l
Global
12/2006 $186.56M 17.42 17.42 5.47 6.56 7.6 9.94 0.85 1.2 5.66 MSCI World
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $831.52M 8.77 8.77 7.23 13.59 -- 17.9 0.75 1.19 5.66 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $831.52M 8.8 8.8 7.22 -- -- 17.85 0.75 1.19 5.66 Russell 2000
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $517.77M 44.71 44.71 12.71 9.56 -- 6.83 1 0.92 5.59 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $517.77M 43.17 43.17 11.45 8.24 -- 5.72 1 2.02 5.56 MSCI EM NR USD
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $145.5M 14.71 14.71 -- -- -- 16.78 0.27 0.57 5.56 Calvert U.S. Large Cap Value Responsible Index
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $497.52M 28.1 28.1 15.25 16.82 -- 5.75 0.6 0.74 5.55 Russell 1000® Growth Index
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $517.77M 44.2 44.2 12.32 9.17 -- 6.55 1 1.27 5.53 MSCI EM NR USD
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $145.5M 15.16 15.16 -- -- -- 17.2 0.27 0.22 5.52 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $231.19M 38.51 38.51 12.67 11.92 4.63 0.95 0.87 1.16 5.51 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $231.19M 38.51 38.51 12.67 11.92 4.63 0.95 0.87 1.16 5.51 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $231.19M 36.89 36.89 11.25 10.5 3.3 -0.29 0.87 2.26 5.47 MSCI EAFE SMID NR USD
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1258.62M 24.6 24.6 9.33 9.72 2.56 3.05 0.94 1.46 5.29 MSCI EAFE Equity
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $75.69M 23.22 23.22 5.94 11.53 7.42 2.48 0.8 0.99 5.21 Russell Mid Cap Growth
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2357.06M 18.57 18.57 9.14 14.71 7.7 10.1 0.73 0.84 5.17 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2357.06M 18.36 18.36 8.93 14.48 -- 9.89 0.73 1.03 5.16 S&P 500 Composite Total Return
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1258.62M 24.46 24.46 9.3 9.73 2.7 3.12 0.94 1.53 5.15 MSCI EAFE Equity
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2357.06M 18.07 18.07 8.67 14.21 -- 9.62 0.73 1.28 5.14 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2357.06M 18.39 18.39 8.96 14.51 7.51 9.88 0.87 1.01 5.14 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2357.06M 18.76 18.76 9.33 14.92 7.89 10.31 0.62 0.66 5.13 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2357.06M 17.44 17.44 8.12 13.63 -- 9.11 0.73 1.78 5.11 S&P 500 Composite Total Return
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $49.59M 22.5 22.5 -- -- -- 17.1 2 -- 5.07 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1258.62M 24.78 24.78 9.76 10.14 -- 3.61 0.94 1.07 5.04 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $41.48M 30.92 30.92 8.51 9.21 2.76 -1.07 0.8 1.25 5.04 MSCI World ex USA
PARNX Parnassus Fund All
Cap
12/1984 $1085.68M 16.08 16.08 9.71 15.25 10.71 13.46 0.62 0.84 4.95 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $197.42M 20.77 20.77 10.35 13.98 8.01 11.8 0.75 1 4.89 S&P 500 Composite Total Return
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $471.13M 17.92 17.92 4.96 7.12 -- 13.15 0.84 2.03 4.81 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $471.13M 19.3 19.3 6.19 -- -- 14.43 0.99 1.29 4.81 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $471.13M 18.88 18.88 5.74 7.93 -- 13.99 0.84 1.28 4.79 S-Network Global Water TR USD
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $89.36M 29.41 29.41 4.98 6.63 -8.62 -7.73 0.87 1.85 4.63 Ardour Gbl Alternative Energy
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $874.67M 15.85 15.85 6.36 12.88 7.18 11.55 0.24 0.83 4.58 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $874.67M 15.44 15.44 5.94 12.5 6.86 11.21 0.24 1.16 4.56 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $16.39M 20.4 20.4 6.55 -- -- 13.98 1.1 1.25 4.56 MSCI AC Asia Pacific Index
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $874.67M 15.8 15.8 6.35 12.93 7.24 11.66 0.24 0.79 4.54 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $874.67M 15.42 15.42 5.99 12.51 6.83 11.24 0.24 1.14 4.54 S&P 500 Composite Total Return
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $67.76M 30.75 30.75 -- -- -- -- 0.8 -- 4.5 MSCI World
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $89.36M 28.32 28.32 4.07 5.7 -9.49 -8.4 0.87 2.85 4.48 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $218.62M 21.71 21.71 5.59 6.25 -0.16 -3.5 0.86 0.96 4.48 MSCI EAFE Investable Market
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $67.76M 30.44 30.44 -- -- -- -- 0.8 -- 4.47 MSCI World
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $89.36M 29.64 29.64 5.37 7.07 -8.21 -7.24 0.87 1.4 4.45 Ardour Gbl Alternative Energy
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $218.62M 21.25 21.25 5.16 5.71 -0.79 -3.85 0.86 1.34 4.45 MSCI EAFE Investable Market
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $609.33M 26.42 26.42 11.29 12.09 -- 10.62 0.8 1.29 4.45 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $609.33M 26.45 26.45 11.3 -- -- 10.62 0.8 1.3 4.45 MSCI AC World (Net) Index (ACWI)
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2207.51M 26.24 26.24 10.54 14.61 8.75 2.71 0.62 0.66 4.44 S&P 500 Composite Total Return
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $218.62M 20.44 20.44 4.36 4.85 -1.63 -4.66 0.86 2.09 4.44 MSCI EAFE Investable Market
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $8.35M 21.54 21.54 -- -- -- 6.06 0.65 0.75 4.44 Russell 3000
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2207.51M 25.79 25.79 10.09 14.09 8.2 2.32 0.62 1.07 4.42 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2207.51M 24.84 24.84 9.25 13.24 7.39 1.49 0.62 1.81 4.42 S&P 500 Composite Total Return
MPLAX Praxis International Index A Int'l
Global
12/2010 $281.62M 24.97 24.97 7.32 5.83 -- 4.97 0.6 1.32 4.42 MSCI ACWI xUS
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $609.33M 26.79 26.79 11.58 12.39 -- 10.91 0.8 1.04 4.41 MSCI AC World (Net) Index (ACWI)
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $257.99M 26.28 26.28 11.95 16.14 9.08 7.15 0.3 0.86 4.32 MSCI U.S. Prime Market Growth Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $257.99M 26.78 26.78 12.41 16.62 9.54 7.62 0.3 0.44 4.31 MSCI U.S. Prime Market Growth Index
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $281.62M 25.67 25.67 7.92 6.41 -- 5.48 0.6 0.77 4.27 MSCI ACWI xUS
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $149.53M 19.24 19.24 -- -- -- -- 0.65 0.9 4.24 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $212.6M 21.89 21.89 9.8 13.89 7.74 6.26 0.65 1.07 4.21 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $212.6M 21.96 21.96 9.83 -- -- 6.24 0.65 1.06 4.19 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $149.53M 19.44 19.44 -- -- -- -- 0.65 0.65 4.18 Russell 1000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $212.6M 22.22 22.22 10.09 14.18 8 6.49 0.65 0.84 4.16 Russell 1000
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $56.6M 26.99 26.99 -- -- -- 4.03 0.27 0.57 4.13 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $56.6M 27.39 27.39 -- -- -- 4.44 0.27 0.22 4.11 Calvert U.S. Large Cap Growth Responsible Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $683.75M 23.01 23.01 6.8 4.79 -- -1.85 0.55 0.8 4.03 MSCI EAFE ESG Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1039.35M 21.18 21.18 10.71 15.96 8.6 10.7 0.27 0.2 4.01 Calvert U.S. Large Cap Core Responsible Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $683.75M 23.34 23.34 7.07 4.43 -- -1.63 0.55 0.55 3.99 MSCI EAFE ESG Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1039.35M 20.74 20.74 10.31 15.46 8.07 10.34 0.27 0.54 3.98 Calvert U.S. Large Cap Core Responsible Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $253.78M 11.7 11.7 4.6 9.64 7.2 6.39 0.77 1.21 3.96 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2801.65M 15.71 15.71 10.01 13.7 10.27 16.07 0.74 0.99 3.96 Russell Midcap Index
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $253.78M 12.14 12.14 5.07 10.21 7.92 6.83 0.77 0.85 3.95 Russell Mid Cap Growth
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $39.48M 23.85 23.85 -- -- -- -- 0.28 1.28 3.93 MSCI World ex USA
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $39.48M 24.13 24.13 -- -- -- -- 0.28 0.98 3.92 MSCI World ex USA
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $139.66M 13.57 13.57 -- -- -- -- 0.75 1.15 3.92 Russell Midcap Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1039.35M 19.82 19.82 9.48 14.54 7.12 9.53 0.27 1.44 3.91 Calvert U.S. Large Cap Core Responsible Index
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $253.78M 10.87 10.87 3.79 8.8 6.36 5.59 0.77 1.96 3.89 Russell Mid Cap Growth
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $139.66M 13.91 13.91 -- -- -- -- 0.75 0.9 3.89 Russell Midcap Index
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2978.66M 20.57 20.57 9.94 14.58 8.11 13.26 0.15 0.44 3.83 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2978.66M 20.8 20.8 10.08 14.72 -- 13.32 0.15 0.32 3.82 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2978.66M 20.64 20.64 9.96 14.6 8.1 13.24 0.15 0.43 3.8 Russell 3000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2978.66M 20.93 20.93 10.24 14.9 8.38 13.51 0.15 0.18 3.79 Russell 3000
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $128.21M 15.47 15.47 5.63 8.37 4.83 5.02 0.64 1.98 3.78 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $128.21M 16.71 16.71 6.68 9.45 -- 6.02 0.64 1 3.77 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $128.21M 16.36 16.36 6.41 9.16 5.52 5.76 0.64 1.27 3.75 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $128.21M 15.33 15.33 5.47 8.1 4.55 4.55 0.64 2.39 3.75 Blend: 60% S&P 500 - 40% BC Aggregate
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $65.05M 13.23 13.23 6.53 9.95 7.89 10.4 1 1.68 3.75 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $65.05M 12.43 12.43 5.74 9.13 7.07 9.63 1 2.43 3.75 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $65.05M 13.29 13.29 6.55 9.96 7.87 10.39 1 1.68 3.72 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $244.15M 21.95 21.95 10.19 15.2 7.84 8.7 0.25 1.25 3.69 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $65.05M 13.52 13.52 6.82 10.23 8.14 10.72 1 1.43 3.67 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $35.46M 20.65 20.65 9.89 13.7 -- 7.88 0.75 1 3.58 S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $719.39M 20.65 20.65 -- -- -- -- 0.65 0.95 3.52 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
6/1999 $121.44M 14.88 14.88 7.75 10.34 6.14 9.08 0.75 1 3.49 Blend: 60% S&P 500 - 40% BC Aggregate
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $719.39M 20.96 20.96 -- -- -- -- 0.65 0.7 3.47 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $16115.2M 16.38 16.38 8.51 14.42 9.68 10.4 0.6 0.88 3.43 S&P 500 Composite Total Return
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.25M 23.76 23.76 -- -- -- -1.43 0.65 0.99 3.36 S&P Global 1200
GCBLX Green Century Balanced Balanced
3/1992 $241.2M 12.78 12.78 5.45 9.23 5.66 5.39 0.65 1.48 3.12 Custom Balanced Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $182.01M 24.86 24.86 9.4 11.57 4.08 6.01 0.65 0.98 3.07 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $182.01M 25.14 25.14 9.67 11.84 4.34 6.3 0.65 0.74 3.07 Pax Global Women’s Leadership Index
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $87.35M 9.92 9.92 -- -- -- 7.3 0.52 -- 2.98 Barclays US Long Credit
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $87.35M 9.47 9.47 3.95 4.1 7.4 6.79 0.52 1.25 2.94 Barclays US Long Credit
MGAFX Praxis Genesis Growth A Balanced
1/2010 $63.5M 16.71 16.71 7.39 9.57 -- 7.82 0.05 0.62 2.63 Russell 3000
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $412.21M 6.64 6.64 4.7 4.01 5.63 13.94 0.5 0.74 2.54 Merrill Lynch High Yield Master I
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $412.21M 6.37 6.37 4.49 3.76 5.37 13.8 0.5 0.99 2.4 Merrill Lynch High Yield Master I
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $501.04M 27.86 27.86 10.56 10.45 4.87 3.72 0.9 1.33 2.4 MSCI ACWI
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $145.22M 20.26 20.26 8.88 11.69 5.49 7.55 0 1.26 2.39 Russell 3000
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $501.04M 28.22 28.22 10.85 10.76 5.17 3.96 0.9 1.08 2.39 MSCI ACWI
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $412.21M 6.36 6.36 4.49 -- -- 13.78 0.5 0.98 2.37 Merrill Lynch High Yield Master I
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $145.22M 19.42 19.42 7.94 10.61 4.28 6.69 0 2.01 2.36 Russell 3000
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $23.28M 5.9 5.9 -- -- -- 1.85 0.55 0.89 2.34 Citigroup World BIG Bond Index
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $704.15M 11.52 11.52 5.31 8.49 5.32 7.74 0.52 0.97 2.22 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $704.15M 10.66 10.66 4.46 7.63 4.44 6.87 0.52 1.76 2.22 Russell 1000
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.93M 5.01 5.01 1.97 -- -- 2.47 0 2.76 2.2 Citigroup 3-Month T-Bill Index
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $704.15M 11.94 11.94 5.71 8.96 5.82 8.16 0.52 0.62 2.19 Russell 1000
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $144.52M 5 5 2.48 2.08 2.97 -0.42 0.47 0.8 1.96 Barclays Municipal
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $144.52M 5.35 5.35 -- -- -- -0.14 0.35 0.45 1.96 Barclays Municipal
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $2001.91M 13.42 13.42 6.27 8.68 4.66 6.1 0.75 0.52 1.96 Blended Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $2001.91M 13.16 13.16 6 8.4 4.4 5.81 0.75 0.7 1.89 Blended Index
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $144.52M 4.25 4.25 -- -- -- -1.25 0.35 0.8 1.88 Barclays Capital US Aggregate
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $71.99M 13.38 13.38 5.89 7.59 -- 6.49 0.05 0.54 1.82 Russell 3000
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $279.99M 14.25 14.25 6.18 8.16 4.35 5.93 0 1.93 1.76 Custom
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $279.99M 15.07 15.07 6.97 8.97 5.14 6.73 0 1.18 1.73 Custom
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $698.69M 2.56 2.56 -- -- -- -- 0.4 0.72 1.57 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $698.69M 2.82 2.82 -- -- -- -- 0.4 0.47 1.57 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2131.92M 2.48 2.48 1.62 1.2 3.06 0.73 0.3 0.81 1.55 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $153.09M 3.77 3.77 2.23 1.68 3.24 3.43 0.32 0.93 1.54 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $153.09M 4.08 4.08 2.5 1.9 -- 3.65 0.32 0.62 1.52 Barclays U.S. Aggregate Index
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $505.3M 7.01 7.01 4.08 3.53 4.06 5.94 0.52 0.64 1.5 Barclays Capital US Credit
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $522.74M 3.58 3.58 2.24 2.2 4.33 2.44 0.4 0.54 1.5 Barclays Capital US Aggregate
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1628.46M 4.51 4.51 2.95 3.23 -- 3.19 0.35 0.4 1.5 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $229.53M 3.1 3.1 2.07 1.57 3.39 2.42 0.5 0.68 1.49 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $505.3M 5.73 5.73 2.82 2.23 2.73 4.79 0.52 1.93 1.48 Barclays Capital US Credit
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $505.3M 6.57 6.57 3.6 2.97 3.47 5.6 0.52 1.24 1.47 Barclays Capital US Credit
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2131.92M 2.73 2.73 1.91 1.51 3.4 0.98 0.3 0.46 1.45 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1628.46M 4.25 4.25 2.69 2.97 -- 2.83 0.35 0.65 1.45 Barclays Capital US Aggregate Bond
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $522.74M 3.11 3.11 1.85 1.8 3.95 2.12 0.4 0.94 1.43 Barclays Capital US Aggregate
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1628.46M 4.34 4.34 2.67 2.93 -- 2.81 0.35 0.68 1.43 Barclays Capital US Aggregate Bond
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $188.13M 6.09 6.09 5.19 4.63 -- 12.1 0.6 0.74 1.41 BofAML US HY Master II
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1628.46M 4.45 4.45 2.83 3.09 -- 3.03 0.35 0.55 1.39 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $989.61M 4.19 4.19 2.6 2.22 3.55 3.63 0.47 0.89 1.36 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $989.61M 4.56 4.56 3.04 2.74 4.12 4.06 0.47 0.51 1.36 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $188.13M 5.78 5.78 4.85 4.3 -- 11.69 0.6 1.07 1.36 BofAML US HY Master II
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $989.61M 3.29 3.29 1.71 1.36 2.71 2.73 0.47 1.73 1.35 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $188.13M 4.96 4.96 3.98 3.36 -- 10.87 0.6 2.07 1.35 BofAML US HY Master II
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $652.11M 1.74 1.74 1.41 1.49 3.13 1.54 0.5 0.65 1.33 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2131.92M 2.18 2.18 1.45 1.06 2.94 0.62 0.3 0.91 1.33 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $652.11M 1.27 1.27 1.27 1.47 -- 1.49 0.5 1.01 1.29 Barclays Capital US Securitized Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $105.99M 3.01 3.01 2.12 -- -- 3.66 0.42 0.88 1.25 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $105.99M 3.37 3.37 2.55 -- -- 4.05 0.42 0.5 1.25 Barclays Capital US Aggregate Bond
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.72M 8.36 8.36 3.86 4.7 -- 4.22 0.05 0.6 1.16 Barclays Capital US Aggregate Bond
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $197.48M 9.65 9.65 4.89 6 5.05 5.05 0 0.44 1.07 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $197.48M 8.81 8.81 4.01 5.06 3.93 4.24 0 1.8 1.02 Barclays Capital US Credit
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1339.32M 2.52 2.52 2.31 1.91 3.32 3.63 0.46 0.52 0.62 Barclays Credit 1-5 Yr
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1339.32M 2.17 2.17 1.88 1.39 2.81 3.25 0.46 0.88 0.59 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1339.32M 1.4 1.4 1.1 0.66 2.05 2.49 0.46 1.66 0.59 Barclays Credit 1-5 Yr
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $109.7M 2.41 2.41 2.88 -- -- 5.45 0.47 1.85 0.57 Barclays 1-3 Month U.S. Treasury Bill Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $109.7M 3.21 3.21 3.65 -- -- 6.24 0.47 1.1 0.55 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $109.7M 3.59 3.59 4.07 -- -- 6.73 0.47 0.65 0.53 Barclays 1-3 Month U.S. Treaury Bill Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $106.02M 2.68 2.68 1.31 1.7 -- 1.4 1.19 1.36 0.49 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $971.98M 1.76 1.76 1.53 -- -- 2.22 0.38 0.5 0.17 Barclays Short Treasury 9-12 Mon TR USD
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $971.98M 1.39 1.39 1.16 0.99 2 1.9 0.38 0.77 0.16 Barclays Short Treasury 9-12 Mon
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 -- -- -- -- -- -- 8 0.52 0.73 -- Russell 1000
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 -- -- -- -- -- -- 3.94 0.47 0.62 -- Barclays Capital US Aggregate Bond
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 -- -- -- -- -- -- 6.7 0.77 0.96 -- Russell Mid Cap Growth
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 -- -- -- -- -- -- 6.82 1 1.02 -- MSCI EM NR USD
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 -- -- -- -- -- -- 2.62 0.62 0.77 -- S&P 500 Composite Total Return
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 -- -- -- -- -- -- -7.53 0.87 1.6 -- Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
9/2008 -- -- -- -- -- -- 14.29 0.84 1.03 -- S-Network Global Water TR USD
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 -- -- -- -- -- -- 3.91 0.42 0.63 -- Barclays Capital US Aggregate Bond
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 -- -- -- -- -- -- 11.97 0.6 0.82 -- BofAML US HY Master II
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 -- -- -- -- -- -- 5.08 0.52 1.47 -- Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 -- -- -- -- -- -- 5.84 0.52 0.91 -- Barclays Capital US Credit
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 -- -- -- -- -- -- -3.66 0.86 1.09 -- MSCI EAFE Investable Market
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 -- -- -- -- -- -- 0.88 0.87 1.15 -- MSCI EAFE SMID NR USD
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 -- -- -- -- -- -- 3.6 0.46 0.61 -- Barclays Credit 1-5 Yr
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 -- -- -- -- -- -- 20.4 0.8 1.12 -- Russell 2000
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 -- -- -- -- -- -- -0.17 0.35 0.55 -- Barclays Municipal
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 -- -- -- -- -- -- 10.6 0.27 0.46 -- Calvert U.S. Large Cap Core Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 -- -- -- -- -- -- 3.3 0.27 1.32 -- Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 -- -- -- -- -- -- 4.35 0.27 0.32 -- Calvert U.S. Large Cap Growth Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 -- -- -- -- -- -- 15.93 0.27 1.32 -- 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
6/2015 -- -- -- -- -- -- 17.02 0.27 0.32 -- Calvert U.S. Large Cap Value Responsible Index
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 -- -- -- -- -- -- 2.15 0.38 0.52 -- Barclays Short Treasury 9-12 Mon
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 -- -- -- -- -- -- 6.51 0.47 0.85 -- Barclays 1-3 Month U.S. Treasury Bill 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
6/1996 -- -- -- -- -- -- 9.66 0.7 0.17 -- S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 -- -- -- -- -- -- 10.02 0.7 0.91 -- S&P 500 Composite Total Return
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $4.06M -- -- -- -- -- -- 0.5 0.5 -- S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $4.18M -- -- -- -- -- -- 0.4 -- -- S&P Global REIT Index

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Information current as of:
December 31, 2017

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-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Ariel Fund----PPP----XP------X--X-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria 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
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 International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
Appleseed Fund InstitutionalC *CCP--PPXCCXCRXX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Appleseed FundC *CCP--PPXCCXCRXX-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Asia FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- 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 Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
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
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCR--X-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCC