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 180 of 180 funds
Information current as of:
April 30, 2019

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

Benchmark Used
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4337.21M 22.62 10.85 15.85 12.7 16.31 -13.42 0.66 0.92 23.6 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $302.91M 19.5 17.53 17.81 14.08 16.3 0.38 0.3 0.44 16.96 MSCI U.S. Prime Market Growth Index
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2335.65M 22.74 7.09 12.14 9.12 15.84 -13.6 0.58 1 22.42 Russell 2500 Value
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2747.06M 21.37 24.44 18.48 14.14 15.79 5.39 0.62 0.71 13.7 S&P 500 Composite Total Return
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $302.91M 19.37 17.07 17.34 13.62 15.78 -0.05 0.3 0.86 16.96 MSCI U.S. Prime Market Growth Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1753.6M 18.97 14.48 14.9 11.88 15.53 -4.05 0.24 0.19 17.29 Calvert U.S. Large Cap Core Responsible Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2747.06M 21.29 24.07 18.06 13.7 15.25 5.01 0.61 1.08 13.73 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1753.6M 18.8 14.1 14.49 11.44 14.99 -4.36 0.27 0.54 17.24 Calvert U.S. Large Cap Core Responsible Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3529.45M 18.99 13.07 12.76 10.02 14.88 -6.6 0.72 0.99 15.94 Russell Midcap Index
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1430.38M 21.47 5.25 8.96 7.12 14.71 -13.92 0.69 1.12 20.34 Russell Mid Cap Value
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4405.86M 17.81 11.3 14.16 10.18 14.58 -5.5 0.15 0.18 16.84 Russell 3000
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17122.7M 17.76 16.68 14.18 10.62 14.57 -0.18 0.58 0.87 14.91 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2747.06M 20.93 23.12 17.17 12.83 14.39 4.29 0.62 1.84 13.7 S&P 500 Composite Total Return
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4405.86M 17.7 11.01 13.86 9.9 14.29 -5.74 0.15 0.43 16.82 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $268M 19.35 13.19 11.38 7.56 14.28 -3.98 0.77 0.86 17.45 Russell Mid Cap Growth
PARNX Parnassus Fund All
Cap
12/1984 $963.43M 18.3 11.03 13.1 9.72 14.27 -9.68 0.61 0.84 18.15 S&P 500 Composite Total Return
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4405.86M 17.65 10.97 13.84 9.87 14.27 -5.76 0.15 0.44 16.78 Russell 3000
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $515.94M 20.03 11.83 14.8 10.82 14.26 -6.51 0.8 0.91 20.98 Russell 2000 Value
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $225.45M 15.61 11.68 13.13 10.39 14.19 -4.14 0.65 0.65 15.11 Russell 1000
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $88.52M 22.03 16.45 14.91 8.38 14.15 -3.26 0.8 0.99 20.24 Russell Mid Cap Growth
GCEQX Green Century Equity Equity
Large Cap
6/1991 $293.74M 18.32 14 14.4 11.1 14.14 -3.98 0.23 1.25 16.22 S&P 500 Composite Total Return
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1753.6M 18.52 13.24 13.65 10.59 14.02 -5.06 0.27 1.29 17.23 Calvert U.S. Large Cap Core Responsible Index
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $226.77M 17.74 15.5 14.48 10.85 13.97 -2.52 0.75 1 15.79 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $225.45M 15.56 11.39 12.85 10.12 13.9 -4.41 0.65 0.9 15.14 Russell 1000
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2006.67M 15.25 7.99 12.19 9.42 13.71 -5.6 0.62 0.66 16.73 S&P 500 Composite Total Return
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $268M 19.24 12.83 10.97 7.08 13.61 -4.34 0.77 1.21 17.44 Russell Mid Cap Growth
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $515.94M 19.95 11.45 14.36 10.36 13.58 -6.81 0.8 1.29 21.02 Russell 2000 Value
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2006.67M 15.14 7.76 11.97 9.21 13.49 -5.8 0.73 0.84 16.74 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $442.71M 17 2.16 6.99 5.53 13.46 -15.51 0.75 0.94 18.57 Russell 2000
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $215.22M 17.41 10.02 12.09 8.56 13.39 -8.02 0.3 0.44 16.13 MSCI US Prime Market Value Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $101.85M 18.1 11.24 12.92 9.33 13.38 -6.02 0.75 1 19.76 Russell 2000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2006.67M 15.11 7.62 11.8 9.04 13.31 -5.94 0.87 1.01 16.73 S&P 500 Composite Total Return
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $442.71M 16.99 1.98 6.72 5.28 13.16 -15.72 0.75 1.19 18.62 Russell 2000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $771.66M 18.1 9.04 11.35 7.47 13.12 -8.67 0.24 0.79 16.42 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $771.66M 18.13 8.96 11.3 7.41 13.03 -8.9 0.24 0.83 16.46 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $215.22M 17.19 9.4 11.53 8.06 12.75 -8.43 0.3 0.94 16.13 MSCI US Prime Market Value Index
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $268M 18.97 11.98 10.15 6.27 12.73 -5.05 0.77 1.96 17.47 Russell Mid Cap Growth
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $771.66M 17.97 8.64 10.92 7.07 12.68 -9.03 0.24 1.16 16.43 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $771.66M 18.01 8.66 10.96 7.1 12.67 -9.03 0.24 1.14 16.43 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $515.94M 19.62 10.6 13.5 9.53 12.64 -7.5 0.8 2.04 20.99 Russell 2000 Value
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $111.31M 14.51 3.78 9.42 4.51 12.16 -7.79 0.3 1 23.14 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $111.31M 14.38 3.15 8.75 3.88 11.51 -8.52 0.3 1.67 23.27 Russell 2000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ARFFX Ariel Focus Fund All
Cap
6/2005 $58.39M 18.56 2.29 10.1 5.37 11.32 -13.21 0.65 1 21 Russell 1000 Value
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $162.98M 16.23 7.45 11.25 7.86 11.28 -7.7 0 1.26 14.85 Russell 3000
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $791.68M 18.56 6.42 11.22 6.85 11.14 -14.1 0.8 1.04 18 MSCI AC World (Net) Index (ACWI)
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $44.78M 17.64 5.81 6.36 5.85 10.97 -15.57 1 1 16.96 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $791.68M 18.45 6.17 10.97 6.59 10.87 -14.24 0.8 1.29 17.95 MSCI AC World (Net) Index (ACWI)
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $44.78M 17.44 5.52 6.07 5.59 10.7 -15.71 1 1.25 16.86 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $44.78M 17.51 5.59 6.08 5.6 10.7 -15.76 1 1.25 16.9 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $165.96M 14.56 12.51 11.5 8.05 10.51 -1 0.64 1 12.32 Blend: 60% S&P 500 - 40% BC Aggregate
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $330.33M 13.73 -5.51 10.12 5.28 10.46 -14.51 0.87 1.07 15.22 MSCI EAFE SMID NR USD
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $337.81M 17.31 8.38 11.78 8.11 10.38 -7.47 0.55 0.56 15.19 Pax Global Women’s Leadership Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $542.79M 15.95 7.19 12.09 7.86 10.34 -7.13 0.9 1.33 14.61 MSCI ACWI
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $4.04M 17.1 4.93 10.21 4.77 10.31 -12.61 0.7 0.87 18.98 Morningstar US Large Value TR Index
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $765.2M 13.2 11.34 9.26 7.11 10.26 -2.45 0.52 0.62 10.42 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $165.96M 14.47 12.15 11.18 7.75 10.2 -1.3 0.64 1.26 12.36 Blend: 60% S&P 500 - 40% BC Aggregate
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $162.98M 15.96 6.63 10.43 6.92 10.1 -8.43 0 2.01 14.9 Russell 3000
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $337.81M 17.21 8.14 11.5 7.85 10.1 -7.7 0.55 0.81 15.18 Pax Global Women’s Leadership Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $144.88M 12.54 11.53 10.19 8.13 9.98 -1.89 0.75 1 11.2 Blend: 60% S&P 500 - 40% BC Aggregate
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $44.78M 17.24 4.79 5.3 4.79 9.87 -16.4 1 2 16.92 S&P 500 Composite Total Return
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $765.2M 13.09 11.03 8.89 6.7 9.77 -2.73 0.52 0.94 10.4 Russell 1000
GCBLX Green Century Balanced Balanced
3/1992 $265.63M 12.53 10.71 9.11 6.79 9.67 -2.13 0.65 1.48 10.25 Custom Balanced Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $320.37M 12.59 7.05 9.02 6.56 9.49 -5.11 0 1.18 10.91 Custom
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $165.96M 14.17 11.39 10.39 6.97 9.47 -1.94 0.64 1.99 12.29 Blend: 60% S&P 500 - 40% BC Aggregate
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $408.37M 15.71 3.2 7.51 2.06 9.46 -13.56 0.85 1.28 15.02 S-Network Global Water TR USD
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $165.96M 14.15 11.27 10.16 6.82 9.22 -2.01 0.64 2.16 12.33 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1817.79M 11.18 7.51 8.18 6.46 9.17 -3.83 0.05 0.66 10.11 Blend: 60% S&P 500 - 40% BC Aggregate
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $330.33M 13.3 -6.45 8.94 4.03 9.09 -15.3 0.87 2.26 15.17 MSCI EAFE SMID NR USD
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1266.39M 12.32 -6.6 5.35 3.35 8.96 -16.23 0.9 1.53 14.02 MSCI EAFE Equity
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1266.39M 12.38 -6.61 5.42 3.38 8.96 -16.26 0.88 1.46 14.08 MSCI EAFE Equity
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1817.79M 11.07 7.25 7.92 6.19 8.9 -4.06 0.05 0.91 10.12 Blend: 60% S&P 500 - 40% BC Aggregate
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $765.2M 12.83 10.18 8.04 5.87 8.88 -3.46 0.52 1.69 10.4 Russell 1000
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $320.37M 12.27 6.24 8.2 5.74 8.67 -5.86 0 1.93 10.91 Custom
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $204M 17.29 11.96 10.31 6.48 8.63 -6.93 0.56 1.07 13.86 S&P 500 Composite Total Return
APPLX Appleseed Fund Int'l
Global
12/2006 $172.77M 4.46 2.54 6.15 2.7 8.61 -3.39 0.85 1.2 9.57 MSCI World
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $177.38M 7.03 5.25 5.75 3.17 8.61 -2.51 0.6 0.74 4.71 BofAML US HY Master II
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $408.37M 15.43 2.44 6.73 1.33 8.55 -14.14 0.85 2.03 15.06 S-Network Global Water TR USD
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $152.59M 15.09 -4.15 8.26 4.77 8.51 -16.86 0.8 1.25 15.74 MSCI World ex USA
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $177.38M 6.9 4.89 5.4 2.82 7.77 -2.83 0.6 1.07 4.67 BofAML US HY Master II
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $202.93M 8.69 6.23 6.12 4.9 7.43 -2.95 0 0.44 6.7 Barclays Capital US Credit
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $375.39M 8.16 5.8 7.3 2.95 7.03 -2.69 0.5 0.74 5.57 Merrill Lynch High Yield Master I
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $211.28M 16.08 2.97 7.23 2.57 7 -11.05 0.87 0.97 13.97 MSCI EAFE Investable Market
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $61.43M 8 7.02 3.53 4.07 6.9 -5.7 0.52 0.92 6.38 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $375.39M 8.22 5.69 7.02 2.71 6.76 -3.05 0.5 0.99 5.55 Merrill Lynch High Yield Master I
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $202.93M 8.4 5.43 5.31 4.02 6.38 -3.65 0 1.8 6.65 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $211.28M 16.05 2.61 6.85 2.13 6.38 -11.42 0.87 1.34 14.05 MSCI EAFE Investable Market
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $492.94M 6.61 6.18 3.94 3.48 5.54 -2.97 0.52 0.64 3.76 Barclays Capital US Credit
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $211.28M 15.72 1.86 6.05 1.33 5.5 -12.09 0.87 2.09 14.02 MSCI EAFE Investable Market
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $590.76M 12.45 -2.54 6.21 1.95 5.39 -13.08 0.55 0.8 13.36 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $590.76M 12.56 -2.28 6.48 1.69 5.35 -12.84 0.55 0.55 13.41 MSCI EAFE ESG Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $492.94M 6.6 5.92 3.59 3.02 4.96 -3.34 0.52 0.99 3.8 Barclays Capital US Credit
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1423.51M 3.42 5.22 2.96 3.14 4.84 0.1 0.47 0.53 2.44 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1423.51M 3.38 4.99 2.66 2.73 4.32 -0.16 0.42 0.88 2.4 Barclays Capital US Aggregate Bond
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $492.94M 6.25 5.04 2.77 2.25 4.2 -4.06 0.52 1.74 3.8 Barclays Capital US Credit
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $528.08M 3.02 5.15 2.02 2.55 4.06 0.08 0.4 0.54 2.92 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $528.08M 2.94 4.72 1.59 2.14 3.66 -0.36 0.4 0.98 2.74 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1423.51M 3.07 4.07 1.78 1.87 3.47 -0.95 0.47 1.63 2.39 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1466.54M 3.43 4.17 2.61 2.14 3.4 0.42 0.46 0.52 1.6 Barclays Credit 1-5 Yr
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $212.7M 4.13 5.36 1.91 2.23 3.29 -1.11 0.49 0.68 3.01 Barclays Capital US Credit
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $153.32M 3.1 5.16 2.06 2.75 3.25 0.54 0.47 0.8 2.2 Barclays Municipal
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2048.11M 2.03 4.16 1.4 2.28 3 0.56 0.3 0.46 2.3 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1466.54M 3.39 3.9 2.27 1.71 2.9 0.05 0.4 0.88 1.61 Barclays Credit 1-5 Yr
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $61.43M 8.07 7.4 3.94 3.59 2.83 -5.29 0.52 0.55 6.34 Barclays US Long Credit
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $149.34M 3.52 4.7 1.94 2.2 2.73 -1.03 0.2 0.93 2.65 Barclays U.S. Aggregate Index
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2048.11M 1.91 3.89 1.14 1.99 2.68 0.3 0.3 0.81 2.36 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $582.18M 2.21 3.99 1.07 1.84 2.65 -0.2 0.5 0.65 2.38 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2048.11M 1.87 3.68 0.94 1.82 2.54 0.1 0.3 0.91 2.32 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $582.18M 1.98 3.66 0.74 1.7 2.51 -0.41 0.5 1.01 2.43 Barclays Capital US Securitized Bond
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1466.54M 3.11 3.11 1.5 0.96 2.13 -0.69 0.46 1.64 1.6 Barclays Credit 1-5 Yr
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $986.39M 1.65 2.33 1.73 1.23 1.78 0.89 0.38 0.77 0.72 Barclays Short Treasury 9-12 Mon
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $153.32M 2.81 4.36 1.28 -- 0.96 -0.19 0.47 1.55 2.21 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $81.4M 18.74 -0.62 5.66 0.06 -0.75 -19.18 0.87 0.93 19.55 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $81.4M 18.69 -0.97 5.29 -0.33 -1.18 -19.57 0.87 1.28 19.48 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $81.4M 18.43 -1.55 4.52 -1.16 -2.08 -20.18 0.87 2.03 19.6 Ardour Gbl Alternative Energy
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $172.77M 4.52 2.75 6.35 2.92 -- -3.17 0.85 0.95 9.59 MSCI World
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $42.95M 13.39 7.71 -- -- -- -2.72 0.75 -- 17.73 MSCI USA
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $21.96M 17.44 -10.25 4.29 -3.44 -- -24.65 0.8 1.25 23.25 Russell 2000 Value
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $85M 24.88 12.92 18.04 -- -- -8.38 0 -- 22.4 S&P 500 Composite Total Return
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $130.91M 2.47 3.3 1.88 1.55 -- 0.09 1.19 1.36 1.53 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $245.33M 13.97 -1.93 7.24 2.38 -- -13.38 0.9 1.12 13.93 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $37.68M 16.86 9.68 11.1 8.78 -- -8.41 0.75 1 16.08 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1240.6M 23.59 22.13 20.64 16.8 -- 4.58 0.6 0.73 16.99 Russell 1000® Growth Index
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1832.56M 14.48 -1.98 12.91 6.74 -- -15.48 0.87 1.27 15.6 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1832.56M 14.25 -2.68 12.06 5.88 -- -16.13 1 2.02 15.58 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1832.56M 14.56 -1.6 13.29 7.1 -- -15.15 1 0.92 15.52 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $408.37M 15.8 3.48 7.87 2.5 -- -13.25 0.85 0.93 15.04 S-Network Global Water TR USD
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $245.53M 3.02 5.05 2.28 2.47 -- 0.29 0.37 0.85 2.26 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $245.53M 3.09 5.36 2.66 2.86 -- 0.67 0.42 0.5 2.23 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $177.38M 6.66 4.13 4.62 1.97 -- -3.55 0.6 1.82 4.69 BofAML US HY Master II
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $153.32M 3.18 5.48 2.4 -- -- 0.91 0.47 0.45 2.25 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $84.27M 20.44 19.25 17.27 -- -- 0.38 0.24 0.57 17.77 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $84.27M 20.53 19.66 17.67 -- -- 0.76 0.27 0.22 17.75 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $358.55M 17.36 7.32 11.23 -- -- -10.31 0.24 0.57 18.27 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $358.55M 17.44 7.64 11.6 -- -- -10.01 0.27 0.22 18.26 Calvert U.S. Large Cap Value Responsible Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $986.39M 1.73 2.58 2.02 1.54 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $156.56M 3.88 3.97 3.75 -- -- 0.12 0.47 1.1 2.06 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $156.56M 3.62 3.14 2.96 -- -- -0.68 0 1.85 2.12 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $156.56M 4 4.25 4.14 -- -- 0.43 0 0.65 2.09 Barclays 1-3 Month U.S. Treaury Bill Index
CCMNX CCM Alternative Income Fund Balanced
5/2013 $53.78M 4.71 4.75 4.27 2.32 -- -0.32 0.75 1.85 4.86 Citigroup 3-Month T-Bill Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $10.06M 19.53 17.24 15.19 -- -- -2.38 0.65 0.75 17.56 Russell 3000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1266.39M 12.45 -6.2 5.81 3.8 -- -15.85 0.9 1.07 14.05 MSCI EAFE Equity
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $149.34M 3.54 4.55 2.06 2.37 -- -1.1 0.32 0.62 2.58 Barclays U.S. Aggregate Index
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $21.55M 17.19 11.37 -- -- -- -4 1 1.35 16.61 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $61M 13.21 -1.81 -- -- -- -14 0.28 0.98 13.93 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $61M 13.1 -2.11 -- -- -- -14.26 0.28 1.28 13.9 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $101.41M 19.97 10.92 13.4 -- -- -6.51 0.8 1.29 16.21 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $101.41M 20.17 11.2 13.7 -- -- -6.28 0.8 1.04 16.32 MSCI World
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2006.67M 15 7.34 11.49 8.75 -- -6.19 0.73 1.28 16.71 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2006.67M 15.09 7.59 11.78 9.01 -- -5.95 0.73 1.03 16.71 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2006.67M 14.8 6.8 10.95 8.2 -- -6.65 0.73 1.78 16.71 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $204M 17.2 11.69 10.04 -- -- -7.15 0.56 1.32 13.89 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $659.04M 2.66 4.67 -- -- -- -0.24 0.4 0.71 2.8 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $659.04M 2.75 4.93 -- -- -- 0.01 0.4 0.46 2.8 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $135.98M 15.7 13.29 -- -- -- -4.19 0.65 0.9 15.51 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $135.98M 15.76 13.48 -- -- -- -3.82 0.65 0.65 15.46 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $225.45M 15.48 11.38 12.84 10.13 -- -4.41 0.65 0.9 15.07 Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $791.68M 18.4 6.12 10.95 6.58 -- -14.26 0.8 1.3 17.92 MSCI AC World (Net) Index (ACWI)
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $375.39M 8.21 5.69 7.02 2.74 -- -3.04 0.5 0.99 5.6 Merrill Lynch High Yield Master I
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $674.15M 18.82 11.92 -- -- -- -4.98 0.65 0.95 18.11 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $674.15M 18.8 12.15 -- -- -- -4.77 0.65 0.7 18.06 S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $114.24M 15.22 1.5 6.68 -- -- -13.26 0.75 1.14 15.92 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $114.24M 15.22 1.67 6.9 -- -- -13.04 0.75 0.89 15.92 Russell Midcap Index
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $442.71M 16.94 1.93 6.72 5.27 -- -15.74 0.75 1.19 18.64 Russell 2000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $77.14M 10.62 6.03 7.61 5.36 -- -4.86 0.05 1.05 9.58 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $23.86M 6.73 5.46 4.6 3.8 -- -2.62 0.05 0.6 5.12 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $69.05M 13.16 6.06 9.43 6.43 -- -6.48 0.05 0.62 12.77 Russell 3000
MPLAX Praxis International Index A Int'l
Global
12/2010 $277.73M 13 -3.93 7.29 2.14 -- -15.05 0.48 1.32 14.02 MSCI ACWI xUS
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $277.73M 13.37 -3.09 7.96 2.75 -- -14.44 0.48 0.77 14.07 MSCI ACWI xUS
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $30.18M 4.26 1.08 2.23 -- -- -3.16 0.55 0.89 3.78 FTSE World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $6.05M 19.14 11.61 12.11 -- -- -5.73 0.65 0.99 14.72 S&P Global 1200
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3390.62M 3.15 5.31 2.65 3.41 -- 0.33 0.35 0.4 2.69 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3390.62M 2.99 5.13 2.49 3.25 -- 0.16 0.35 0.55 2.78 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3390.62M 2.95 5.02 2.34 3.11 -- 0.06 0.35 0.68 2.82 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3390.62M 3.06 5.05 2.4 3.16 -- 0.08 0.35 0.65 2.83 Barclays Capital US Aggregate Bond
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4405.86M 17.76 11.13 13.98 10 -- -5.69 0.15 0.32 16.84 Russell 3000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.21M 18.7 2.46 11.77 -- -- -13 0.75 1 22.07 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $22.54M 14.81 9.62 -- -- -- -9.65 0.4 -- 15.51 S&P Global REIT Index
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $52.18M 18.88 15.36 13.46 11.08 -- -3.56 0.75 1 16.72 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $56.41M 18.06 11.12 14.23 10.31 -- -5.57 0.75 1 17.72 Russell 2500

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Showing 180 of 180 funds
Information current as of:
April 30, 2019

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