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.

Quick facts about SRI performance >

US SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.

Bloomberg Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. As the premier financial information provider for banks, corporations, governments and others, Bloomberg leverages its distribution platform to provide ESG data to improve transparency, liquidity and asset valuations.


Loading mutual fund performance data, please wait a moment ...

View funds by type:

Showing 202 of 202 funds
Information current as of:
August 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 $38.59M -0.99 9.44 -3.99 2.64 -- 22.95 0.8 1.25 17.48 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $280.78M 2.51 14.63 7.9 13 6.1 19.09 0.8 2.12 12.9 Russell 2000 Value
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $280.78M 3.05 15.54 8.71 13.88 7.01 20 0.8 1.37 12.87 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $280.78M 3.28 15.9 9.03 -- -- 20.4 0.8 1.12 12.87 Russell 2000
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $280.78M 3.37 16.11 9.22 14.52 7.73 20.54 0.8 0.91 12.85 Russell 2000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2087.05M 3.58 11.32 5.91 15.15 6.78 15.56 0.59 1 12.16 Russell 2500 Value
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $84.09M 0.43 9.3 7.13 10.47 -- 23.96 0.75 1 11.74 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $47.92M -0.52 2.73 1.22 6.09 4.51 8.18 0.3 1.67 11.57 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $47.92M -0.19 3.45 1.81 6.76 5.04 8.93 0.3 1 11.5 Russell 2000
ARFFX Ariel Focus Fund All
Cap
6/2005 $53.62M 5.47 12.92 2.43 11.41 4.8 21.11 0.65 1 10.89 Russell 1000 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1679.04M 4.63 8.28 4.38 13.46 7.82 12.66 0.69 1.12 10.71 Russell Mid Cap Value
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $271.45M 35.03 30.61 6.97 -- -- 6.83 1 0.92 10.14 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $271.45M 34.03 29.13 5.72 -- -- 5.72 1 2.02 10.13 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $271.45M 34.69 30.15 6.59 -- -- 6.55 1 1.27 10.1 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $271.45M 34.88 30.45 6.84 -- -- 6.82 1 1.02 10.08 MSCI EM NR USD
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $42.87M 4.38 12.22 7.87 11.51 -- 20.11 0.75 1 9.79 Russell 2500
BCAIX Boston Common International Fund Int'l
Global
12/2010 $211M 20.23 16.9 2.68 7.11 -- -0.96 0.9 1.12 9.23 MSCI EAFE Equity
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $40.32M 22.75 19.2 2.89 -- -- -4.27 1 1.31 9.17 S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $10.54M 5.83 11.39 -- -- -- 14.48 0.75 1 8.73 S&P 1000
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $62.28M 21.31 16.1 -- -- -- -- 0.8 -- 8.72 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $62.28M 21.49 16.34 -- -- -- -- 0.8 -- 8.68 MSCI World
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $821.23M -1.01 7.44 4.56 -- -- 17.85 0.75 1.19 8.5 Russell 2000
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $32.78M 16.1 24.05 -- -- -- 17.1 2 -- 8.49 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $821.23M -1.01 7.42 4.55 13.06 -- 17.9 0.75 1.19 8.48 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $821.23M -0.81 7.71 4.82 13.35 -- 18.17 0.75 0.94 8.48 Russell 2000
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $84.47M 18.54 15.09 -2.9 7.22 -7.16 -7.73 0.87 1.85 8.44 Ardour Gbl Alternative Energy
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $84.47M 18.85 15.43 -2.62 7.49 -- -7.53 0.87 1.6 8.33 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $84.47M 18.79 15.49 -2.45 7.73 -6.73 -7.24 0.87 1.4 8.31 Ardour Gbl Alternative Energy
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PARNX Parnassus Fund All
Cap
12/1984 $1029.39M 8.01 14.63 8.54 15.13 9.44 13.46 0.62 0.84 8.27 S&P 500 Composite Total Return
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $209.65M 26.37 25.66 6.43 11.91 -- 0.88 0.87 1.15 8.25 MSCI EAFE SMID NR USD
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $84.47M 17.87 14.19 -3.71 6.26 -8.04 -8.4 0.87 2.85 8.21 Ardour Gbl Alternative Energy
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $209.65M 26.44 25.78 6.6 12.11 4.32 0.95 0.87 1.16 8.21 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $209.65M 26.44 25.78 6.6 12.11 4.32 0.95 0.87 1.16 8.21 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $209.65M 25.39 24.33 5.22 10.64 2.99 -0.29 0.87 2.26 8.2 MSCI EAFE SMID NR USD
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $177.74M 5.81 12.85 6 12.76 4.58 16.75 0.3 0.44 7.82 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $177.74M 5.46 12.22 5.5 12.18 4.02 16.13 0.3 0.94 7.73 MSCI US Prime Market Value Index
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1091.09M 19.64 20.25 5.75 11.33 2.05 3.05 0.94 1.52 7.65 MSCI EAFE Equity
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $120.44M 5.33 13.38 -- -- -- 16.78 0.27 0.57 7.63 Calvert U.S. Large Cap Value Responsible Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4588.2M 11.19 20.76 14.05 17.9 12.67 21.42 0.69 0.95 7.61 S&P 500 Composite Total Return
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $120.44M 5.6 13.76 -- -- -- 17.2 0.27 0.22 7.59 Calvert U.S. Large Cap Value Responsible Index
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $69.47M 14.01 12.75 2.99 9.92 7.07 2.48 0.8 0.99 7.58 Russell Mid Cap Growth
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $120.44M 4.88 12.63 -- -- -- 15.93 0.27 1.32 7.58 Calvert U.S. Large Cap Value Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $120.44M 5.56 13.64 -- -- -- 17.02 0.27 0.32 7.56 Calvert U.S. Large Cap Value Responsible Index
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $31.55M 19.81 18.52 4.75 9.35 2.05 -1.07 0.8 1.25 7.55 MSCI World ex USA
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $41.74M 6.71 8.82 7.4 11.66 -- 12.13 0.75 1 7.52 Russell Midcap
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1091.09M 19.56 20.1 5.71 11.31 2.21 3.12 0.94 1.53 7.51 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1091.09M 19.68 20.58 6.15 -- -- 3.61 0.94 1.1 7.46 MSCI EAFE Equity
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $231.28M 14.38 13.56 1.27 6.87 -1.08 -3.5 0.86 0.96 7.24 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $231.28M 14.06 13.13 0.8 6.3 -1.72 -3.85 0.86 1.34 7.22 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $231.28M 13.54 12.3 0.02 5.41 -2.55 -4.66 0.86 2.09 7.2 MSCI EAFE Investable Market
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $231.28M 14.31 13.48 1.09 6.62 -- -3.66 0.86 1.09 7.19 MSCI EAFE Investable Market
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $511.04M 17.56 16.99 7.14 12.93 -- 10.62 0.8 1.29 7.13 MSCI AC World (Net) Index (ACWI)
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $609.39M 17.24 15.14 2.7 4.77 -- -1.63 0.55 0.55 7.12 MSCI EAFE ESG Index
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $511.04M 17.52 16.93 7.1 -- -- 10.62 0.8 1.3 7.11 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $511.04M 17.73 17.24 7.39 13.19 -- 10.91 0.8 1.04 7.09 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $609.39M 17.06 14.84 2.45 5.13 -- -1.85 0.55 0.8 7.07 MSCI EAFE ESG Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $255.46M 4.69 9.05 2.75 8.82 6.79 6.39 0.77 1.21 6.85 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $255.46M 4.88 9.33 3 9.06 -- 6.7 0.77 0.96 6.85 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $255.46M 4.98 9.44 3.25 9.4 7.52 6.83 0.77 0.85 6.84 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $255.46M 4.22 8.3 1.98 7.99 5.96 5.59 0.77 1.96 6.8 Russell Mid Cap Growth
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2393.16M 9.97 13.54 7.93 13.67 7.06 10.1 0.73 0.86 6.71 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2393.16M 9.87 13.36 7.74 13.45 -- 9.89 0.73 1.05 6.7 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $857.85M 8.08 13.51 3.74 10.71 5.59 11.21 0.24 1.18 6.67 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2393.16M 9.9 13.41 7.77 13.49 6.87 9.88 0.87 1.03 6.67 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2393.16M 10.12 13.78 8.14 13.89 -- 10.31 0.62 0.68 6.66 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2393.16M 9.66 13.04 7.47 13.19 -- 9.62 0.73 1.29 6.64 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2393.16M 9.28 12.53 6.93 12.61 -- 9.11 0.73 1.79 6.62 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $857.85M 8.24 13.86 4.09 11.07 6.42 11.55 0.24 0.82 6.61 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $857.85M 8.08 13.6 3.77 10.72 6.07 11.24 0.24 1.14 6.6 S&P 500 Composite Total Return
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $94.42M 8.37 1.12 -- -- -- 7.3 0.52 -- 6.58 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $857.85M 8.3 13.98 4.14 11.14 6.48 11.66 0.24 0.8 6.58 S&P 500 Composite Total Return
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $94.42M 7.98 0.63 4.07 4.23 7.78 6.79 0.52 1.25 6.56 Barclays US Long Credit
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $7.43M 11.49 14.04 -- -- -- 6.06 0.65 0.75 6.52 Russell 3000
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $15.36M 13.87 15.66 3.64 -- -- 13.98 1.1 1.25 6.5 MSCI AC Asia Pacific Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $271.46M 18.27 18.08 2.09 6.79 -- 4.97 0.6 1.32 6.49 MSCI ACWI xUS
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2564.98M 8.94 11.37 9.37 13.26 9.17 16.07 0.74 0.99 6.48 Russell Midcap Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $57.74M 17.95 17.42 -- -- -- 4.03 0.27 0.57 6.38 Calvert U.S. Large Cap Growth Responsible Index
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $271.46M 18.82 18.87 2.66 7.43 -- 5.48 0.6 0.77 6.38 MSCI ACWI xUS
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $190.6M 9.25 13.11 8.13 11.89 7.47 11.8 0.75 1 6.38 S&P 500 Composite Total Return
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $57.74M 18.13 17.72 -- -- -- 4.35 0.27 0.32 6.36 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $57.74M 17.39 16.63 -- -- -- 3.3 0.27 1.32 6.34 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $57.74M 18.22 17.86 -- -- -- 4.44 0.27 0.22 6.34 Calvert U.S. Large Cap Growth Responsible Index
APPLX Appleseed Fund Int'l
Global
12/2006 $178.31M 9.97 5.62 1.17 5.8 6.18 9.94 0.85 1.2 6.24 MSCI World
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $178.31M 10.09 5.86 1.41 6.01 -- 10.16 0.85 0.95 6.23 MSCI World
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $443.54M 10.24 10.42 0.49 8.73 -- 14.29 0.84 1.03 6.22 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $443.54M 10.33 10.58 0.63 -- -- 14.43 0.99 1.29 6.2 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $443.54M 9.51 9.37 -0.53 7.57 -- 13.15 0.84 2.03 6.19 S-Network Global Water TR USD
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $443.54M 10.03 10.16 0.19 8.4 -- 13.99 0.84 1.28 6.16 S-Network Global Water TR USD
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2656.43M 10.6 15.05 7.34 13.46 7.2 13.26 0.15 0.44 6.15 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2656.43M 10.69 15.11 7.35 13.5 7.18 13.24 0.15 0.43 6.13 Russell 3000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2656.43M 10.85 15.34 7.61 13.77 7.45 13.51 0.15 0.18 6.1 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2656.43M 10.76 15.17 7.46 13.61 -- 13.32 0.15 0.32 6.09 Russell 3000
GCEQX Green Century Equity Equity
Large Cap
6/1991 $209.57M 12.98 14.9 8.86 13.86 6.94 8.7 0.25 1.25 6.05 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $454.22M 18.25 16.61 13.31 15.89 -- 5.75 0.6 0.74 5.96 Russell 1000® Growth Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2122.29M 15.55 13.83 8.84 12.76 7.76 2.32 0.62 1.07 5.94 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2122.29M 15.86 14.28 9.32 13.29 8.31 2.71 0 0.66 5.94 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2122.29M 15.79 14.17 9.17 13.13 -- 2.62 0.62 0.77 5.94 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2122.29M 14.99 12.97 8.03 11.93 6.95 1.49 0.62 1.81 5.92 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $922.6M 11.54 15.47 9.05 14.03 7.1 10.34 0.27 0.68 5.89 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $922.6M 11.81 15.81 9.46 14.55 7.63 10.7 0.27 0.2 5.86 Calvert U.S. Large Cap Core Responsible Index
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $385.76M 12.29 14.98 7.54 12.79 5.67 9.66 0.7 0.17 5.85 S&P 500 Composite Total Return
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $922.6M 11.76 15.73 9.29 14.19 -- 10.6 0.27 0.46 5.84 Calvert U.S. Large Cap Core Responsible Index
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $385.76M 12.49 15.36 7.84 13.11 6.05 10.02 0.7 0.91 5.83 S&P 500 Composite Total Return
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $922.6M 11.01 14.58 8.23 13.13 6.15 9.53 0.27 1.44 5.82 Calvert U.S. Large Cap Core Responsible Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $244.09M 17 17.84 10.48 14.34 8.53 7.15 0.3 0.86 5.79 MSCI U.S. Prime Market Growth Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $244.09M 17.33 18.34 10.93 14.84 9 7.62 0.3 0.44 5.75 MSCI U.S. Prime Market Growth Index
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $146.41M 7.66 10.25 -- -- -- -- 0.75 1.15 5.73 Russell Midcap Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.65M 15.99 12.57 -- -- -- -1.43 0.65 0.99 5.73 S&P Global 1200
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $146.41M 7.96 10.58 -- -- -- -- 0.75 0.9 5.69 Russell Midcap Index
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $32.92M 12.67 13.41 7.56 12.33 -- 7.88 0.75 1 5.59 S&P 500 Composite Total Return
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $199.53M 11.47 14.3 7.81 -- -- 6.24 0.65 1.06 5.44 Russell 1000
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $156.09M 15.31 15.19 6.45 11.15 -- 6.3 0.65 0.74 5.43 Pax Global Women’s Leadership Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $199.53M 11.48 14.29 7.82 12.59 7.02 6.26 0.65 1.07 5.42 Russell 1000
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $156.09M 15.16 14.93 6.22 10.89 -- 6.01 0.65 0.98 5.41 Pax Global Women’s Leadership Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $471.51M 18.43 16.66 7 10.32 4.14 3.72 0.9 1.33 5.41 MSCI ACWI
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $471.51M 18.65 16.99 7.27 10.63 4.44 3.96 0.9 1.08 5.4 MSCI ACWI
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $199.53M 11.67 14.57 8.08 12.88 7.36 6.49 0.65 0.84 5.38 Russell 1000
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15612.1M 8.52 10.72 7.68 13.59 9.46 10.4 0.6 0.88 5.28 S&P 500 Composite Total Return
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $147.74M 4.41 0.19 2.48 2.32 3.14 -0.42 0.47 0.8 5.05 Barclays Municipal
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $147.74M 4.66 0.55 -- -- -- -0.14 0.35 0.45 4.98 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $147.74M 3.91 -0.58 -- -- -- -1.25 0.35 0.8 4.97 Barclays Capital US Aggregate
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $147.74M 4.6 0.46 -- -- -- -0.17 0.35 0.55 4.97 Barclays Municipal
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $67.02M 8.02 8.09 6.22 10 6.8 10.39 1 1.68 4.54 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $67.02M 8.03 8.09 6.22 10.01 6.82 10.4 1 1.68 4.53 S&P 500 Composite Total Return
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $121.37M 8.35 9.02 3.59 6.77 4.31 4.55 0.64 2.39 4.5 Blend: 60% S&P 500 - 40% BC Aggregate
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $67.02M 7.5 7.27 5.42 9.18 6.01 9.63 1 2.43 4.49 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $114.66M 7.18 8.99 6.35 8.93 5.88 9.08 0.75 1 4.49 Blend: 60% S&P 500 - 40% BC Aggregate
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $67.02M 8.2 8.41 6.5 10.27 7.06 10.72 1 1.43 4.47 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $121.37M 9.05 10.26 4.52 7.84 5.29 5.76 0.64 1.27 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $121.37M 8.48 9.5 3.76 7.07 4.61 5.02 0.64 1.98 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $121.37M 9.28 10.62 4.8 8.13 -- 6.02 0.64 1 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $135.17M 11.99 15.02 5.84 10.08 3.69 6.69 0 2.01 4.25 Russell 3000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $135.17M 12.51 15.84 6.81 11.21 4.92 7.55 0 1.26 4.23 Russell 3000
GCBLX Green Century Balanced Balanced
3/1992 $226.42M 7.94 8.04 4.79 9 5.34 5.39 0.65 1.48 4.18 Custom Balanced Index
MGAFX Praxis Genesis Growth A Balanced
1/2010 $60.16M 9.43 11.11 5.04 8.91 -- 7.82 0.05 0.62 4.06 Russell 3000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $686.48M 6.57 7.88 4.55 7.65 4.94 7.74 0.52 0.97 3.79 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $686.48M 6.03 7.01 3.71 6.79 4.07 6.87 0.52 1.76 3.78 Russell 1000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $686.48M 6.78 8.16 4.78 -- -- 8 0.52 0.73 3.78 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $686.48M 6.86 8.3 4.97 8.12 5.45 8.16 0.52 0.62 3.75 Russell 1000
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $521.79M 5.8 2.67 3.27 3.5 -- 5.84 0.52 0.91 3.62 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $521.79M 5.58 2.39 2.96 3.18 3.68 5.6 0.52 1.24 3.58 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $521.79M 5.01 1.57 2.2 2.43 2.94 4.79 0.52 1.93 3.58 Barclays Capital US Credit
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $521.79M 5.24 1.93 2.58 2.87 3.35 5.08 0.52 1.47 3.58 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $521.79M 5.91 2.78 3.48 3.73 4.23 5.94 0.52 0.64 3.56 Barclays Capital US Credit
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $20.22M 6.38 3.95 -- -- -- 1.85 0.55 0.89 3.54 Citigroup World BIG Bond Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $151.51M 3.78 0.43 2.42 1.7 3.57 3.43 0.32 0.93 3.23 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $151.51M 3.99 0.72 2.66 1.92 -- 3.65 0.32 0.63 3.19 Barclays U.S. Aggregate Index
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $69.12M 8.02 8.57 4.22 7.14 -- 6.49 0.05 0.54 3.17 Russell 3000
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $264.7M 9.54 11.71 5.59 8.64 4.8 6.73 0 1.18 3.13 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $264.7M 8.95 10.82 4.8 7.83 4.01 5.93 0 1.93 3.1 Custom
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1955.9M 8.39 8.59 5.17 8.4 4.54 6.1 0.75 0.52 3.06 Blended Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1955.9M 8.22 8.31 4.91 8.13 4.28 5.81 0.75 0.77 3.02 Blended Index
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $413.08M 5.27 8.97 2.21 4.63 5.76 13.94 0.5 0.74 3 Merrill Lynch High Yield Master I
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1434.57M 4.32 1.63 3.48 -- -- 3.19 0.35 0.4 3 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $413.08M 4.94 8.69 1.92 4.37 5.51 13.8 0.5 0.99 2.99 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $413.08M 5.09 8.84 2.01 -- -- 13.78 0.5 0.98 2.99 Merrill Lynch High Yield Master I
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1434.57M 4.22 1.48 3.32 -- -- 3.03 0.35 0.55 2.97 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $243.2M 3.61 0.93 2.37 1.53 3.74 2.42 0.5 0.68 2.9 Barclays Capital US Credit
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1434.57M 4.14 1.35 3.16 -- -- 2.81 0.35 0.68 2.9 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1434.57M 4.15 1.38 3.19 -- -- 2.83 0.35 0.65 2.89 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $500.34M 3.72 0.97 2.61 2.4 4.7 2.44 0.4 0.54 2.8 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $500.34M 3.36 0.48 2.2 1.98 4.32 2.12 0.4 0.94 2.77 Barclays Capital US Aggregate
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $937.61M 4.26 1.95 3 2.75 -- 3.94 0.47 0.62 2.64 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $937.61M 4.14 1.67 2.71 2.47 3.9 3.63 0.47 0.89 2.62 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $937.61M 4.35 2.06 3.17 2.98 4.48 4.06 0.47 0.51 2.62 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $937.61M 3.5 0.78 1.83 1.61 3.06 2.73 0.47 1.73 2.59 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2053.43M 3.14 0.56 2.17 1.39 3.45 0.73 0.3 0.81 2.59 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2053.43M 3.17 0.71 2.45 1.68 3.78 0.98 0.3 0.46 2.54 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2053.43M 2.76 0.16 1.99 1.22 3.32 0.62 0.3 0.91 2.53 Barclays Capital US Aggregate
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.56M 3.86 4.59 1.38 -- -- 2.47 0 2.76 2.5 Citigroup 3-Month T-Bill Index
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.25M 5.94 4.63 3.25 4.59 -- 4.22 0.05 0.6 2.46 Barclays Capital US Aggregate Bond
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $94.93M 3.56 1.57 2.81 -- -- 3.91 0.42 0.63 2.2 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $94.93M 3.4 1.32 2.54 -- -- 3.66 0.42 0.88 2.17 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $94.93M 3.65 1.7 2.99 -- -- 4.05 0.42 0.5 2.16 Barclays Capital US Aggregate Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $660.42M 1.86 0.56 1.94 1.59 -- 1.49 0.5 1.01 1.93 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $660.42M 2.22 0.91 2.02 1.58 3.5 1.54 0.5 0.65 1.93 Barclays Capital US Securitized Bond
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $184.14M 6.7 7.43 4.32 5.96 5 5.05 0 0.44 1.85 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $184.14M 6.18 6.69 3.42 4.99 3.86 4.24 0 1.8 1.82 Barclays Capital US Credit
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $184.48M 4.65 6.23 2.87 5.24 -- 11.97 0.6 0.82 1.61 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $184.48M 4.69 6.33 2.95 5.33 -- 12.1 0.6 0.74 1.6 BofAML US HY Master II
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $184.48M 4.5 6 2.61 4.99 -- 11.69 0.6 1.07 1.55 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $184.48M 3.96 5.2 1.73 4.02 -- 10.87 0.6 2.07 1.55 BofAML US HY Master II
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1373.05M 2.36 2.04 1.88 2.02 -- 3.6 0.46 0.61 1.06 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1373.05M 1.66 0.91 0.82 0.96 2.31 2.49 0.46 1.66 1.05 Barclays Credit 1-5 Yr
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1373.05M 2.17 1.68 1.58 1.7 3.07 3.25 0.46 0.88 1.04 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1373.05M 2.42 2.07 2.06 2.22 3.59 3.63 0.46 0.52 1.04 Barclays Credit 1-5 Yr
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $105.09M 1.69 0.9 1.05 1.86 -- 1.4 1.19 1.36 1.01 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $106.88M 1.98 3.11 -- -- -- 5.45 0.47 1.85 0.49 Barclays 1-3 Month U.S. Treasury Bill Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $106.88M 2.54 3.92 -- -- -- 6.24 0.47 1.1 0.46 Barclays 1-3 Month U.S. Treasury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $106.88M 2.78 4.27 -- -- -- 6.51 0.47 0.85 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $106.88M 2.87 4.42 -- -- -- 6.73 0.47 0.65 0.43 Barclays 1-3 Month U.S. Treaury Bill Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $900.76M 0.97 1.47 0.98 1.04 2.25 1.9 0.38 0.77 0.18 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $900.76M 1.25 1.81 1.36 -- -- 2.22 0.38 0.5 0.18 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $900.76M 1.22 1.77 1.24 1.28 -- 2.15 0.38 0.52 0.14 Barclays Short Treasury 9-12 Mon
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $26.47M 17.91 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $26.47M 17.75 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $689.07M 3.12 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $689.07M 3.28 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $139.89M 8 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $139.89M 8.17 -- -- -- -- -- 0.65 0.65 -- Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $773.57M 11.35 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $773.57M 11.53 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return

View funds by type:

Showing 202 of 202 funds
Information current as of:
August 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 Sudan Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Ariel Discovery Fund------PP----XP------X--X-- --
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
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 CCCCCCCC--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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Shelton Green Alpha FundC *CCCCCCXCCCCCXXOther/qualitative criteria --
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- 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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- 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
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert U.S. Large Cap Value Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Equity Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----R--R-- 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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/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 Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Parnassus Asia FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis International Index A----PPPPP------XRXXX-- --
Parnassus Mid Cap FundPPPPPPPRPPRP