Sustainable, Responsible and Impact Mutual Fund and ETF Chart

The Mutual Fund and ETF Performance Chart displays all sustainable, responsible and impact mutual funds and ETFs offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.

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Showing 178 of 178 funds
Information current as of:
October 31, 2019

Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $308.22M 23.82 15.49 17.45 12.49 14.82 0.38 0.3 0.44 15.39 MSCI U.S. Prime Market Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3463.52M 29.6 24.46 20.5 13.74 14.47 5.39 0.62 0.71 13.88 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $308.22M 23.49 15.04 17.01 12.06 14.3 -0.05 0.3 0.86 15.39 MSCI U.S. Prime Market Growth Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3765.3M 25.04 13.3 12.29 11.45 14.21 -13.42 0.85 0.92 26.68 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3463.52M 29.36 24.13 20.12 13.32 13.95 5.01 0.62 1.08 13.89 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2005.01M 24.07 15.81 15.1 10.74 13.76 -4.05 0.27 0.19 17.54 Calvert U.S. Large Cap Core Responsible Index
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2005.01M 23.78 15.49 14.74 10.34 13.26 -4.36 0.27 0.54 17.48 Calvert U.S. Large Cap Core Responsible Index
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $725.18M 21.49 11.7 14.27 9.71 13.25 -6.51 0.8 0.91 19.12 Russell 2000 Value
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4173.98M 23.08 16.51 12.08 9.59 13.23 -6.6 0.72 0.99 16.18 Russell Midcap Index
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3463.52M 28.53 23.24 19.21 12.47 13.1 4.29 0.62 1.84 13.86 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17766.3M 23.37 17.82 14.69 10.09 13.06 -0.18 0.75 0.87 15.13 S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $938.3M 21.9 13.5 11.74 8.94 13.04 -9.68 0.61 0.84 18.42 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4694.6M 22.95 14.83 14.34 9.64 12.89 -5.5 0.15 0.17 17.1 Russell 3000
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $218.59M 23.57 15.77 12.61 6.97 12.78 -3.98 0.77 0.86 16.88 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $229.28M 19.97 12.98 13.86 9.36 12.73 -4.14 0.65 0.65 15.88 Russell 1000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4694.6M 22.85 14.62 14.17 9.47 12.71 -5.69 0.15 0.33 17.1 Russell 3000
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $233.9M 24.09 16 15.75 10.74 12.66 -2.52 0.75 1 16.55 S&P 500 Composite Total Return
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $725.18M 21.25 11.39 13.87 9.27 12.61 -6.81 0.8 1.29 19.19 Russell 2000 Value
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4694.6M 22.67 14.51 14.05 9.34 12.6 -5.76 0.15 0.45 17.03 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4694.6M 22.68 14.48 14.06 9.36 12.6 -5.74 0.15 0.42 17.11 Russell 3000
GCEQX Green Century Equity Equity
Large Cap
6/1991 $308.53M 22.79 16.89 14.67 10.15 12.48 -3.98 0.23 1.25 16.39 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1809.41M 18.44 10.49 11.95 8.57 12.48 -5.6 0.47 0.67 17.38 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $229.28M 19.8 12.69 13.58 9.09 12.44 -4.41 0.65 0.9 15.92 Russell 1000
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2070.78M 16.87 4.97 9.44 6.01 12.43 -13.6 0.58 1 25.53 Russell 2500 Value
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2005.01M 22.98 14.59 13.86 9.52 12.3 -5.06 0.27 1.29 17.48 Calvert U.S. Large Cap Core Responsible Index
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1809.41M 18.26 10.3 11.75 8.37 12.28 -5.8 0.47 0.85 17.37 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $115.63M 23.84 15.1 13.78 9.58 12.18 -6.02 0.75 1 19.12 Russell 2000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $218.59M 23.32 15.46 12.23 6.54 12.17 -4.34 0.77 1.21 16.88 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1809.41M 18.08 10.11 11.56 8.19 12.09 -5.94 0.47 1.02 17.37 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1809.41M 18.05 10.1 11.54 8.17 12.07 -5.95 0.47 1.04 17.36 S&P 500 Composite Total Return
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $89.29M 23.18 16.61 14.81 7.24 11.89 -3.26 0.8 0.99 19.72 Russell Mid Cap Growth
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $238.31M 23.98 15.66 13.06 8.56 11.8 -8.02 0.3 0.44 18.71 MSCI US Prime Market Value Index
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1809.41M 17.8 9.81 11.25 7.9 11.79 -6.19 0.47 1.28 17.36 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $725.18M 20.46 10.57 13.02 8.45 11.68 -7.5 0.8 2.04 19.15 Russell 2000 Value
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1303.93M 16.86 5.98 7.74 4.79 11.35 -13.92 0.69 1.12 23.78 Russell Mid Cap Value
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $218.59M 22.57 14.61 11.39 5.73 11.29 -5.05 0.77 1.96 16.91 Russell Mid Cap Growth
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $773.19M 23.95 16.06 11.67 6.65 11.24 -8.67 0.24 0.79 16.52 S&P 500 Composite Total Return
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $418.27M 16.14 8.4 5.63 4.6 11.24 -15.51 0.75 0.94 16.73 Russell 2000
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1809.41M 17.31 9.24 10.7 7.37 11.22 -6.65 0.47 1.78 17.37 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $773.19M 23.9 15.94 11.57 6.57 11.16 -8.9 0.24 0.83 16.6 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $238.31M 23.54 15.16 12.51 8.06 11.16 -8.43 0.3 0.94 18.69 MSCI US Prime Market Value Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $418.27M 15.89 8.12 5.36 4.33 10.97 -15.72 0.75 1.19 16.78 Russell 2000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $773.19M 23.59 15.64 11.29 6.25 10.82 -9.03 0.24 1.16 16.52 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $773.19M 23.62 15.63 11.28 6.27 10.81 -9.03 0.2 1.14 16.58 S&P 500 Composite Total Return
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $115.44M 15.38 2.83 9.11 4.62 10.67 -7.79 0.3 1 22.43 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $115.44M 14.92 2.24 8.46 3.99 10 -8.52 0.3 1.67 22.57 Russell 2000
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $167.38M 19.61 13.28 11.46 7.5 9.74 -7.7 0 1.26 15.13 Russell 3000
WSBFX Walden Asset Management Fund Balanced
6/1999 $150.34M 18.05 13.32 11.37 8.15 9.37 -1.89 0.75 1 11.46 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $197.54M 19.52 14.93 12.59 7.72 9.25 -1 0.64 1 11.09 Blend: 60% S&P 500 - 40% BC Aggregate
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $828.98M 19.44 15 10.43 6.92 9.23 -2.45 0.52 0.62 9.41 Russell 1000
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $873.54M 20.14 15.36 10.14 7.23 9.08 -14.1 0.8 1.04 17.57 MSCI AC World (Net) Index (ACWI)
ARFFX Ariel Focus Fund All
Cap
6/2005 $57.18M 18.65 4.57 9.3 4.53 9.05 -13.21 0.65 1 23 Russell 1000 Value
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $420.52M 19.4 11.81 12.45 8.01 8.99 -7.47 0.55 0.56 15.56 Pax Global Women’s Leadership Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $197.54M 19.22 14.57 12.26 7.42 8.96 -1.3 0.64 1.26 11.13 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $280.24M 17 13.91 9.73 6.5 8.8 -2.13 0.65 1.48 9.86 Custom Balanced Index
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $873.54M 19.83 15.1 9.86 6.96 8.8 -14.24 0.8 1.29 17.52 MSCI AC World (Net) Index (ACWI)
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $828.98M 19.2 14.7 10.09 6.54 8.76 -2.73 0.52 0.94 9.4 Russell 1000
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $420.52M 19.17 11.59 12.18 7.76 8.72 -7.7 0.55 0.81 15.56 Pax Global Women’s Leadership Index
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $167.38M 18.86 12.42 10.63 6.59 8.62 -8.43 0 1.18 15.15 Russell 3000
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.15M 18.2 7.81 9.19 4.49 8.59 -12.61 0.7 0.87 20.31 Morningstar US Large Value TR Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $574.24M 21.09 15.67 12.95 8.66 8.56 -7.13 0.9 1.33 14.52 MSCI ACWI
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $41.95M 20.45 9.99 5.83 5.27 8.3 -15.57 1 1 17.53 S&P 500 Composite Total Return
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $197.54M 18.41 13.72 11.44 6.64 8.21 -1.94 0.64 1.99 11.08 Blend: 60% S&P 500 - 40% BC Aggregate
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $332.27M 16.14 11.87 9.31 6.34 8.2 -5.11 0 0.43 10.62 Custom
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1848.69M 16.69 13.38 8.8 6.41 8.2 -3.83 0.05 0.66 9.35 Blend: 60% S&P 500 - 40% BC Aggregate
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $429.4M 23.53 19.43 8.98 3.7 8.16 -13.56 0.85 1.28 16.06 S-Network Global Water TR USD
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $41.95M 20.16 9.73 5.58 5.01 8.04 -15.71 1 1.25 17.47 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $41.95M 20.14 9.72 5.58 5.01 8.03 -15.76 1 1.25 17.5 S&P 500 Composite Total Return
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $360.61M 15.63 7.86 10.92 6.65 8.01 -14.51 0.87 1.07 14.19 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $360.61M 15.63 7.86 10.92 6.65 8.01 -14.51 0.87 1.07 14.19 MSCI EAFE SMID NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1848.69M 16.43 13.12 8.53 6.15 7.93 -4.06 0.05 0.91 9.39 Blend: 60% S&P 500 - 40% BC Aggregate
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $828.98M 18.45 13.83 9.24 5.71 7.89 -3.46 0.52 1.69 9.41 Russell 1000
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $332.27M 15.45 11.02 8.48 5.54 7.4 -5.86 0 1.93 10.6 Custom
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $219.45M 27.85 28.37 11.03 8.38 7.3 -6.93 0.56 1.07 12.37 S&P 500 Composite Total Return
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $429.4M 22.74 18.53 8.18 2.93 7.27 -14.14 0.85 2.03 16.1 S-Network Global Water TR USD
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $41.95M 19.42 8.87 4.77 4.23 7.22 -16.4 1 2 17.55 S&P 500 Composite Total Return
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $206.93M 10.99 8.76 4.93 4.17 7.14 -2.51 0.6 0.74 4.44 BofAML US HY Master II
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $360.61M 14.64 6.78 9.76 5.41 6.7 -15.3 0.87 2.26 14.13 MSCI EAFE SMID NR USD
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $86.45M 20.7 23.05 6.1 5.63 6.57 -5.7 0.52 0.92 6.97 Barclays US Long Credit
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $206.93M 10.74 8.47 4.61 3.84 6.56 -2.83 0.6 1.07 4.4 BofAML US HY Master II
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $222.34M 12.94 11.14 6.73 4.99 6.51 -2.95 0 0.44 5.92 Barclays Capital US Credit
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1199.88M 12.01 6.19 5.2 3.85 6.08 -16.26 0.9 1.46 14.64 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1199.88M 11.88 6.19 5.12 3.81 6.07 -16.23 0.9 1.53 14.75 MSCI EAFE Equity
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $366.47M 11.98 8.83 5.89 3.77 5.76 -2.69 0.5 0.74 5.6 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $185.49M 15.89 8.96 8.22 4.27 5.72 -16.86 0.8 1.25 15.53 MSCI World ex USA
APPLX Appleseed Fund Int'l
Global
12/2006 $149.46M 6.03 5.17 6.3 3.73 5.57 -3.39 0.85 1.2 14.25 MSCI World
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $222.34M 12.27 10.31 5.94 4.14 5.52 -3.65 0 1.8 5.87 Barclays Capital US Credit
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $366.47M 11.89 8.71 5.62 3.55 5.5 -3.05 0.5 0.99 5.6 Merrill Lynch High Yield Master I
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $262.72M 23.02 20 9.89 4.52 5.33 -11.05 0.87 0.97 13.02 MSCI EAFE Investable Market
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $562.02M 14.22 14.21 5.11 4.61 4.84 -2.97 0.52 0.64 3.7 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $262.72M 22.74 19.68 9.52 4.1 4.74 -11.42 0.87 1.34 13.05 MSCI EAFE Investable Market
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1730.71M 8.71 10.46 3.82 3.74 4.36 0.1 0.42 0.53 2.89 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $562.02M 14.01 13.89 4.74 4.18 4.29 -3.34 0.52 0.99 3.7 Barclays Capital US Credit
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $262.72M 22 18.79 8.7 3.32 3.87 -12.09 0.87 2.09 13.01 MSCI EAFE Investable Market
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1730.71M 8.58 10.22 3.52 3.38 3.86 -0.16 0.42 0.88 2.88 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $578.42M 8.52 11.03 3.29 3.16 3.77 0.08 0.4 0.54 3.05 Barclays Capital US Aggregate
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $562.02M 13.28 13.03 3.94 3.4 3.53 -4.06 0.52 1.74 3.72 Barclays Capital US Credit
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $177.24M 6.72 8.85 3.23 2.94 3.43 0.54 0.47 0.8 2.41 Barclays Municipal
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $578.42M 8.09 10.39 2.82 2.74 3.35 -0.36 0.4 0.98 3.02 Barclays Capital US Aggregate
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $238.34M 10.25 11.82 3.26 3.1 3.23 -1.11 0.5 0.68 3.68 Barclays Capital US Credit
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $605.92M 17.81 12.9 8.05 3.85 3.17 -13.08 0.55 0.8 13.07 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $605.92M 18.04 13.35 8.33 4.12 3.13 -12.84 0.55 0.55 13.2 MSCI EAFE ESG Index
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1730.71M 7.78 9.29 2.66 2.5 3.01 -0.95 0.42 1.63 2.86 Barclays Capital US Aggregate Bond
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2218.54M 5.95 8.35 2.4 2.6 2.99 0.56 0.3 0.46 2.01 Barclays Capital US Aggregate Bond
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $161.03M 9.35 11.12 3.15 3.01 2.9 -1.03 0.2 0.93 2.97 Barclays U.S. Aggregate Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1634.14M 6.1 5.94 2.8 2.64 2.88 0.42 0.4 0.52 1.5 Barclays Credit 1-5 Yr
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $86.45M 20.85 23.33 6.47 5.46 2.67 -5.29 0.52 0.55 6.94 Barclays US Long Credit
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2218.54M 5.64 8.08 2.11 2.31 2.67 0.3 0.3 0.81 1.99 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $564.6M 5.88 8.23 2 2.08 2.54 -0.2 0.5 0.65 1.85 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2218.54M 5.55 7.86 1.91 2.14 2.54 0.1 0.3 0.91 2.01 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $564.6M 5.58 7.99 1.65 1.92 2.4 -0.41 0.5 1.01 1.85 Barclays Capital US Securitized Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1634.14M 5.93 5.67 2.48 2.23 2.39 0.05 0.4 0.88 1.54 Barclays Credit 1-5 Yr
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1634.14M 5.25 4.86 1.71 1.47 1.64 -0.69 0.4 1.64 1.53 Barclays Credit 1-5 Yr
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $959.27M 2.95 2.67 1.8 1.45 1.42 0.89 0.38 0.77 0.7 Barclays Short Treasury 9-12 Mon
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $177.24M 6.02 8.01 2.45 -- 1.27 -0.19 0.47 1.55 2.41 Barclays Capital US Aggregate
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $82.32M 23.38 19.34 9.17 2.01 -1.45 -19.18 0.87 0.93 18.65 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $82.32M 23.06 18.76 8.82 1.62 -1.88 -19.57 0.87 1.28 18.57 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $82.32M 22.36 18.1 7.98 0.79 -2.76 -20.18 0.87 2.03 18.62 Ardour Gbl Alternative Energy
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $149.46M 6.16 5.29 6.47 3.93 -- -3.17 0.85 1.06 14.3 MSCI World
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $38.79M 10.39 2.72 -- -- -- -2.72 0.75 -- 13.1 MSCI USA
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $150.52M 4.51 4.43 2.35 1.7 -- 0.09 1.19 1.36 1.56 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $253.63M 16.69 12.18 7.62 4.06 -- -13.38 0.8 1.12 13.99 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $38.7M 20.12 11.6 11.23 8.03 -- -8.41 0.75 1 16.84 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1720.87M 26.82 20.36 19.16 15.55 -- 4.58 0.6 0.73 16.72 Russell 1000® Growth Index
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2332.28M 14.76 17.92 9.55 5.59 -- -15.48 0.87 1.27 16.39 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2332.28M 14.11 17.05 8.73 4.78 -- -16.13 1 2.02 16.4 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
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Mgmt
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Exp
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Std
Dev

Benchmark Used
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2332.28M 14.97 18.2 9.9 5.95 -- -15.15 1 0.92 16.41 MSCI EM NR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $429.4M 23.81 19.8 9.34 4.09 -- -13.25 0.85 0.93 16.06 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $362.05M 8.49 10.48 3.34 3.17 -- 0.29 0.37 0.85 2.75 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $362.05M 8.69 10.71 3.67 3.54 -- 0.67 0.37 0.5 2.78 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $206.93M 10.06 7.67 3.83 3 -- -3.55 0.6 1.82 4.42 BofAML US HY Master II
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $177.24M 7 9.24 3.58 -- -- 0.91 0.47 0.45 2.39 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $94.9M 25.56 17.64 17.99 -- -- 0.38 0.27 0.57 16.87 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $94.9M 25.82 17.98 18.36 -- -- 0.76 0.27 0.22 16.85 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $442.73M 21.23 11.91 10.71 -- -- -10.31 0.27 0.57 19.94 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $442.73M 21.49 12.2 11.06 -- -- -10.01 0.27 0.22 19.95 Calvert U.S. Large Cap Value Responsible Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $959.27M 3.16 2.92 2.07 1.77 -- 1.1 0.38 0.47 0.72 Barclays Short Treasury 9-12 Mon TR USD
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $191.37M 5.92 5.32 3.25 3.4 -- 0.12 0.47 1.1 1.86 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $191.37M 5.33 4.54 2.48 2.62 -- -0.68 0.47 1.85 1.92 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $191.37M 6.18 5.61 3.59 3.78 -- 0.43 0.47 0.65 1.88 Barclays 1-3 Month U.S. Treaury Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCMNX CCM Alternative Income Fund Balanced
5/2013 $57.68M 7.09 4.28 4.39 2.68 -- -0.32 0.75 1.85 4.27 Citigroup 3-Month T-Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $11.21M 28.6 22.26 17.43 -- -- -2.38 0.65 0.75 16.67 Russell 3000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1199.88M 12.3 6.73 5.55 4.26 -- -15.85 0.9 1.07 14.6 MSCI EAFE Equity
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $161.03M 9.58 11 3.28 3.19 -- -1.1 0.32 0.62 3.01 Barclays U.S. Aggregate Index
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $58.82M 27.39 19.83 17.01 -- -- -4.49 0.45 0.49 18.8 --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $20.43M 20.32 14.67 -- -- -- -4 1 1.35 13.7 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $70.59M 20.58 15.31 8.78 -- -- -14 0.28 0.98 13.53 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $70.59M 20.26 14.96 8.49 -- -- -14.26 0.28 1.28 13.56 MSCI World ex USA
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $122.72M 24.29 19.18 14.38 -- -- -6.51 0.8 1.29 15.19 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $122.72M 24.64 19.61 14.65 -- -- -6.28 0.8 1.04 15.2 MSCI World
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $219.45M 27.61 28.1 10.77 -- -- -7.15 0.56 1.32 12.39 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $704.95M 8.09 10.58 -- -- -- -0.24 0.4 0.71 3.23 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $704.95M 8.32 10.85 -- -- -- 0.01 0.4 0.46 3.18 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $124.87M 18.68 12.24 -- -- -- -4.19 0.65 0.9 16.49 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $124.87M 18.87 12.47 -- -- -- -3.82 0.65 0.65 16.41 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $229.28M 19.73 12.68 13.59 9.1 -- -4.41 0.65 0.9 15.85 Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $873.54M 19.85 15.11 9.89 6.97 -- -14.26 0.8 1.3 17.52 MSCI AC World (Net) Index (ACWI)
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $366.47M 11.88 8.7 5.62 3.55 -- -3.04 0.5 0.99 5.59 Merrill Lynch High Yield Master I
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $713.39M 25.69 17.08 -- -- -- -4.98 0.65 0.95 18.01 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $713.39M 25.93 17.33 -- -- -- -4.77 0.65 0.7 17.92 S&P 500 Composite Total Return
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $418.27M 15.94 8.17 5.38 4.33 -- -15.74 0.75 1.19 16.76 Russell 2000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $80.19M 14.55 11.13 8.05 5.41 -- -4.86 0.05 1.05 9.31 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.71M 11.42 11.11 5.46 4.13 -- -2.62 0.05 0.6 4.11 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $70.62M 16.54 10.93 9.56 6.32 -- -6.48 0.05 0.62 12.94 Russell 3000
MPLAX Praxis International Index A Int'l
Global
12/2010 $283.87M 13.72 9.22 6.43 2.77 -- -15.05 0.48 1.32 14.34 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $283.87M 14.39 10.05 7.09 3.4 -- -14.44 0.48 0.77 14.36 MSCI ACWI xUS
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.9M 7.17 5.31 2.29 -- -- -3.16 0.55 0.89 3.36 FTSE World BIG Bond Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $7.88M 23.05 18.22 12.14 -- -- -5.73 0.65 0.99 13.79 S&P Global 1200
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4427.91M 9.01 11.32 3.84 3.78 -- 0.33 0.35 0.37 3.18 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4427.91M 8.75 11.02 3.67 3.62 -- 0.16 0.35 0.55 3.18 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4427.91M 8.65 11.01 3.56 3.48 -- 0.06 0.35 0.65 3.17 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4427.91M 8.79 11.04 3.59 3.51 -- 0.08 0.35 0.62 3.24 Barclays Capital US Aggregate Bond
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $19.83M 19.08 8.87 9.92 -- -- -13 0.75 1 21.92 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $39.15M 24.99 21.2 -- -- -- -9.65 0.4 -- 13.91 S&P Global REIT Index
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $59.01M 21.77 14.75 14.41 9.91 -- -3.56 0.75 1 17.7 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $57.78M 19.51 12.22 13.56 9.66 -- -5.57 0.75 1 18.97 Russell 2500
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
4/2019 $6.3M -- -- -- -- -- -- 0.75 -- -- Barclays Capital US Aggregate Bond

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Showing 178 of 178 funds
Information current as of:
October 31, 2019

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--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
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index A----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
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Ariel Focus Fund----PPP----XP------X--X-- --
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio CCCC