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 180 of 180 funds
Information current as of:
July 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
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1496.62M 27.39 17.03 19.11 17.02 -- 4.58 0.6 0.73 19.21 Russell 1000® Growth Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3030M 27.33 21.72 18.58 14.65 15.04 5.39 0.62 0.71 15.13 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3030M 27.17 21.39 18.19 14.21 14.51 5.01 0.62 1.08 15.15 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3030M 26.57 20.49 17.3 13.36 13.66 4.29 0.62 1.84 15.13 S&P 500 Composite Total Return
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $91.39M 23.6 12.41 16.39 -- -- 0.76 0.27 0.22 20.23 Calvert U.S. Large Cap Growth Responsible Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $303.89M 22.02 10.49 16.08 13.49 15.18 0.38 0.3 0.44 18.43 MSCI U.S. Prime Market Growth Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $91.39M 23.41 12.04 16 -- -- 0.38 0.27 0.57 20.23 Calvert U.S. Large Cap Growth Responsible Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $303.89M 21.77 10.06 15.61 13.05 14.66 -0.05 0.3 0.86 18.42 MSCI U.S. Prime Market Growth Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $10.56M 23.94 12.53 15.3 -- -- -2.38 0.65 0.75 19.44 Russell 3000
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $86.49M 25.93 6 15.16 -- -- -8.38 2 -- 24.98 S&P 500 Composite Total Return
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $231.14M 21.43 11.48 14.09 11.29 13.02 -2.52 0.75 1 17.93 S&P 500 Composite Total Return
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $602.82M 24.81 7.14 14.01 11.61 13.81 -6.51 0.8 0.91 22.08 Russell 2000 Value
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17366.2M 22.47 13.71 13.88 11.17 13.64 -0.18 0.58 0.87 16.64 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1906.18M 21.88 9.87 13.77 11.62 14.21 -4.05 0.27 0.19 19.73 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $602.82M 24.65 6.85 13.6 11.16 13.16 -6.81 0.8 1.29 22.15 Russell 2000 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $90.74M 25.25 10.97 13.48 8.78 12.7 -3.26 0.8 0.99 22.64 Russell Mid Cap Growth
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1906.18M 21.68 9.59 13.41 11.21 13.69 -4.36 0.27 0.54 19.67 Calvert U.S. Large Cap Core Responsible Index
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $57.72M 20.24 6.67 13.25 10.55 -- -5.57 0.75 1 20.6 Russell 2500
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3995.02M 22.48 2.09 13.2 11.73 14.56 -13.42 0.66 0.92 27.29 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $302.75M 20.75 9.33 13.03 10.85 12.89 -3.98 0.23 1.25 18.58 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4634.1M 20.41 7.32 12.96 10 13.29 -5.5 0.15 0.17 19.2 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4634.1M 20.36 7.14 12.81 9.84 -- -5.69 0.15 0.33 19.18 Russell 3000
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $602.82M 24.09 6.03 12.76 10.33 12.22 -7.5 0.8 2.04 22.11 Russell 2000 Value
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4634.1M 20.25 7.04 12.68 9.74 13.01 -5.74 0.15 0.42 19.18 Russell 3000
PARNX Parnassus Fund All
Cap
12/1984 $971.95M 23.68 12.28 12.67 10.02 13.62 -9.68 0.61 0.84 19.92 S&P 500 Composite Total Return
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4634.1M 20.23 7.06 12.66 9.7 12.99 -5.76 0.15 0.45 19.11 Russell 3000
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $108.66M 21.48 7.5 12.58 -- -- -6.28 0.8 1.04 18.4 MSCI World
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $55.3M 20.62 9.74 12.58 11.06 -- -3.56 0.75 1 19.07 Russell Midcap
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1906.18M 21.16 8.78 12.56 10.38 12.73 -5.06 0.27 1.29 19.67 Calvert U.S. Large Cap Core Responsible Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $108.66M 21.21 7.21 12.29 -- -- -6.51 0.8 1.29 18.33 MSCI World
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $109.33M 23.2 6.68 12.29 10.09 12.38 -6.02 0.75 1 21.68 Russell 2000
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $227.27M 17.38 6.78 12.07 9.95 13.01 -4.14 0.65 0.65 17.45 Russell 1000
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $227.57M 24.65 10.76 11.95 8.29 13.76 -3.98 0.77 0.86 19.07 Russell Mid Cap Growth
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $227.27M 17.23 6.56 11.79 9.68 -- -4.41 0.65 0.9 17.41 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $227.27M 17.31 6.59 11.79 9.68 12.73 -4.41 0.65 0.9 17.49 Russell 1000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $227.57M 24.46 10.45 11.56 7.83 13.12 -4.34 0.77 1.21 19.06 Russell Mid Cap Growth
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $230.56M 19.97 6.94 11.52 8.49 12.05 -8.02 0.3 0.44 19.39 MSCI US Prime Market Value Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $6.37M 20.72 8.32 11.49 -- -- -5.73 0.65 0.99 16.88 S&P Global 1200
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $3975.28M 23.8 10.62 11.45 10.52 14.08 -6.6 0.72 0.99 17.73 Russell Midcap Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $364.82M 19.03 5.85 11.28 8.14 9.16 -7.47 0.55 0.56 17.07 Pax Global Women’s Leadership Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $560.03M 17.1 5.07 11.11 7.92 8.66 -7.13 0.9 1.33 16.69 MSCI ACWI
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $179.12M 17.82 10.24 11.09 8.18 9.56 -1 0.64 1 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $364.82M 18.85 5.57 11.02 7.88 8.9 -7.7 0.55 0.81 17.05 Pax Global Women’s Leadership Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $230.56M 19.73 6.58 11.01 8.01 11.42 -8.43 0.3 0.94 19.36 MSCI US Prime Market Value Index
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $179.12M 17.6 9.84 10.75 7.89 9.26 -1.3 0.64 1.26 13.41 Blend: 60% S&P 500 - 40% BC Aggregate
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $227.57M 23.96 9.64 10.74 7.01 12.24 -5.05 0.77 1.96 19.1 Russell Mid Cap Growth
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1891.14M 16.44 2.68 10.67 9.16 12.67 -5.6 0.47 0.67 19 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $773.93M 20.7 6.69 10.56 6.92 11.67 -8.67 0.24 0.79 18.82 S&P 500 Composite Total Return
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $396.6M 19.72 5.87 10.51 -- -- -10.01 0.27 0.22 20.4 Calvert U.S. Large Cap Value Responsible Index
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $1967.02M 11.36 2.27 10.5 5.05 -- -15.15 1 0.92 18.28 MSCI EM NR USD
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1891.14M 16.34 2.49 10.46 8.96 12.47 -5.8 0.47 0.85 19 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $773.93M 20.72 6.62 10.45 6.86 11.59 -8.9 0.24 0.83 18.88 S&P 500 Composite Total Return
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $164.45M 17.37 5.21 10.41 7.7 9.99 -7.7 0 1.26 17.05 Russell 3000
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1891.14M 16.21 2.31 10.29 8.78 12.28 -5.94 0.47 1.02 19 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1891.14M 16.19 2.3 10.27 8.76 12.26 -5.95 0.47 1.04 18.99 S&P 500 Composite Total Return
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $773.93M 20.5 6.31 10.17 6.55 11.23 -9.03 0.2 1.14 18.84 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $1967.02M 11.26 1.98 10.14 4.7 -- -15.48 0.87 1.27 18.29 MSCI EM NR USD
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $396.6M 19.5 5.5 10.14 -- -- -10.31 0.27 0.57 20.39 Calvert U.S. Large Cap Value Responsible Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $773.93M 20.44 6.28 10.14 6.51 11.24 -9.03 0.24 1.16 18.83 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2214.96M 19.85 -2.26 10.04 7.64 13.82 -13.6 0.58 1 26.11 Russell 2500 Value
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1891.14M 16.03 2.07 10 8.49 11.98 -6.19 0.47 1.28 18.99 S&P 500 Composite Total Return
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $179.12M 17.04 9.09 9.95 7.1 8.52 -1.94 0.64 1.99 13.37 Blend: 60% S&P 500 - 40% BC Aggregate
WSBFX Walden Asset Management Fund Balanced
6/1999 $147.86M 15.53 9.1 9.83 8.46 9.55 -1.89 0.75 1 12.72 Blend: 60% S&P 500 - 40% BC Aggregate
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $327.41M 10.85 -7.16 9.76 4.88 8.3 -14.51 0.87 1.07 17.25 MSCI EAFE SMID NR USD
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $164.45M 16.9 4.46 9.6 6.77 8.84 -8.43 0 1.18 17.09 Russell 3000
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1891.14M 15.69 1.55 9.44 7.95 11.42 -6.65 0.47 1.78 18.98 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $37.74M 17.42 4.54 9.42 8.26 -- -8.41 0.75 1 18.62 S&P 500 Composite Total Return
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $798.88M 17.66 10.16 9.32 7.31 9.54 -2.45 0.52 0.62 11.02 Russell 1000
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $1967.02M 10.81 1.19 9.32 3.87 -- -16.13 1 2.02 18.28 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $20.21M 18.5 -0.52 9.09 -- -- -13 0.75 1 25.11 S&P 1000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $798.88M 17.5 9.88 8.97 6.92 9.07 -2.73 0.52 0.94 11.01 Russell 1000
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.97M 18.62 1.73 8.91 5.17 9.49 -12.61 0.7 0.87 21.8 Morningstar US Large Value TR Index
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $832.46M 16.53 0.19 8.89 6.48 8.99 -14.1 0.8 1.04 20.61 MSCI AC World (Net) Index (ACWI)
GCBLX Green Century Balanced Balanced
3/1992 $278.03M 15.77 10.04 8.79 7 8.87 -2.13 0.65 1.48 11.4 Custom Balanced Index
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $832.46M 16.35 -0.07 8.65 6.21 8.71 -14.24 0.8 1.29 20.57 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $832.46M 16.29 -0.08 8.63 6.21 -- -14.26 0.8 1.3 20.57 MSCI AC World (Net) Index (ACWI)
ARFFX Ariel Focus Fund All
Cap
6/2005 $57.61M 18.02 -2.71 8.59 4.27 9.81 -13.21 0.65 1 24.08 Russell 1000 Value
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $327.41M 10.13 -8.07 8.59 3.65 6.96 -15.3 0.87 2.26 17.19 MSCI EAFE SMID NR USD
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $326.46M 14.16 5.95 8.44 6.5 8.48 -5.11 0 0.43 12.21 Custom
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $209.42M 21.31 15.52 8.42 6.21 6.82 -6.93 0.56 1.07 15.24 S&P 500 Composite Total Return
MGAFX Praxis Genesis Growth A Balanced
1/2010 $69.23M 13.98 2.74 8.18 6.21 -- -6.48 0.05 0.62 14.69 Russell 3000
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $209.42M 21.15 15.24 8.15 -- -- -7.15 0.56 1.32 15.27 S&P 500 Composite Total Return
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $798.88M 16.99 9.05 8.13 6.08 8.19 -3.46 0.52 1.69 11.02 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $231.27M 17.54 4.38 8.13 3.08 5.17 -11.05 0.87 0.97 16.23 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $231.27M 17.35 4 7.73 2.64 4.57 -11.42 0.87 1.34 16.3 MSCI EAFE Investable Market
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $326.46M 13.65 5.1 7.63 5.7 7.67 -5.86 0 1.93 12.18 Custom
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1817.96M 13.34 5.45 7.53 6.36 8.16 -3.83 0.05 0.66 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1379.63M 18.91 -1.24 7.47 5.76 12.76 -13.92 0.69 1.12 23.89 Russell Mid Cap Value
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1817.96M 13.13 5.13 7.26 6.09 7.88 -4.06 0.05 0.91 11.39 Blend: 60% S&P 500 - 40% BC Aggregate
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $231.27M 16.86 3.27 6.92 1.85 3.7 -12.09 0.87 2.09 16.24 MSCI EAFE Investable Market
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $408.63M 17.16 2.45 6.82 2.92 -- -13.25 0.85 0.93 18.26 S-Network Global Water TR USD
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $78.35M 12.06 4.27 6.75 5.29 -- -4.86 0.05 1.05 10.99 Russell 3000
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $156.33M 11.54 -5.05 6.75 3.74 5.74 -16.86 0.8 1.25 17.45 MSCI World ex USA
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $114.91M 14.02 -6.93 6.56 5.02 10.64 -7.79 0.3 1 24.88 Russell 2000
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $358.7M 10.08 6.58 6.55 3.2 6.2 -2.69 0.5 0.74 6.03 Merrill Lynch High Yield Master I
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $408.63M 17.02 2.22 6.48 2.53 7.91 -13.56 0.85 1.28 18.25 S-Network Global Water TR USD
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $358.7M 10.06 6.47 6.33 2.95 5.94 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $358.7M 10.05 6.47 6.33 2.98 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $270.56M 10.51 -4.06 6.14 1.81 -- -14.44 0.48 0.77 16.34 MSCI ACWI xUS
BCAIX Boston Common International Fund Int'l
Global
12/2010 $243.62M 10.69 -4.78 6.05 1.9 -- -13.38 0.9 1.12 16.77 MSCI EAFE Equity
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $209.01M 10.93 6.65 6.04 5.03 6.81 -2.95 0 0.44 7.27 Barclays Capital US Credit
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $79.31M 17.41 -0.65 6.04 -0.03 -2.4 -19.18 0.87 0.93 21.73 Ardour Gbl Alternative Energy
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $114.91M 13.71 -7.5 5.92 4.37 10 -8.52 0.3 1.67 24.99 Russell 2000
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $79.31M 17.34 -0.86 5.68 -0.4 -2.81 -19.57 0.87 1.28 21.65 Ardour Gbl Alternative Energy
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $408.63M 16.48 1.43 5.68 1.77 7.02 -14.14 0.85 2.03 18.32 S-Network Global Water TR USD
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $573.74M 10.99 -3.13 5.53 1.98 2.98 -12.84 0.55 0.55 15.3 MSCI EAFE ESG Index
MPLAX Praxis International Index A Int'l
Global
12/2010 $270.56M 9.93 -4.83 5.44 1.18 -- -15.05 0.48 1.32 16.23 MSCI ACWI xUS
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $440.11M 17.3 -2.92 5.43 5.46 11.68 -15.51 0.75 0.94 19.71 Russell 2000
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $573.74M 10.9 -3.34 5.27 1.74 3.01 -13.08 0.55 0.8 15.18 MSCI EAFE ESG Index
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $209.01M 10.45 5.86 5.25 4.16 5.79 -3.65 0 1.8 7.2 Barclays Capital US Credit
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $190.19M 9.18 6.88 5.18 3.52 7.72 -2.51 0.6 0.74 4.87 BofAML US HY Master II
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $440.11M 17.15 -3.19 5.17 5.19 11.4 -15.72 0.75 1.19 19.75 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $440.11M 17.12 -3.18 5.16 5.19 -- -15.74 0.75 1.19 19.74 Russell 2000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1220.12M 9.18 -6.49 5.02 3.04 -- -15.85 0.9 1.07 16.28 MSCI EAFE Equity
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $79.31M 16.82 -1.58 4.87 -1.24 -3.69 -20.18 0.87 2.03 21.71 Ardour Gbl Alternative Energy
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $190.19M 9.01 6.59 4.86 3.18 7.05 -2.83 0.6 1.07 4.82 BofAML US HY Master II
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1220.12M 9.05 -6.81 4.68 2.64 6.41 -16.26 0.9 1.46 16.25 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1220.12M 8.96 -6.83 4.59 2.61 6.41 -16.23 0.9 1.53 16.35 MSCI EAFE Equity
MCONX Praxis Genesis Conservative A Balanced
1/2010 $24.83M 9.08 6.25 4.39 3.96 -- -2.62 0.05 0.6 5.66 Barclays Capital US Aggregate Bond
CCMNX CCM Alternative Income Fund Balanced
5/2013 $54.4M 5.87 3.04 4.17 2.13 -- -0.32 0.75 1.85 4.81 Citigroup 3-Month T-Bill Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $190.19M 8.55 5.81 4.08 2.34 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $75.4M 15.31 13.89 3.87 4.65 2.77 -5.29 0.52 0.55 6.81 Barclays US Long Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $528.29M 10.78 9.47 3.84 4.02 5.14 -2.97 0.52 0.64 3.89 Barclays Capital US Credit
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $178.28M 5.17 4.64 3.78 -- -- 0.43 0 0.65 2.05 Barclays 1-3 Month U.S. Treaury Bill Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $528.29M 10.71 9.21 3.49 3.59 4.58 -3.34 0.52 0.99 3.92 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $75.4M 15.24 13.56 3.48 4.97 6.76 -5.7 0.52 0.92 6.86 Barclays US Long Credit
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $178.28M 5 4.36 3.42 -- -- 0.12 0.47 1.1 2.03 Barclays 1-3 Month U.S. Treasury Bill Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1607.63M 6.35 7.4 2.94 3.46 4.61 0.1 0.42 0.53 2.67 Barclays Capital US Aggregate Bond
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $157.62M 0.25 -2.81 2.89 1.74 -- -3.17 0.85 1.06 14.06 MSCI World
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $3956.61M 6.55 8.1 2.86 3.74 -- 0.33 0.35 0.39 2.91 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $296.59M 6.5 8.23 2.84 3.33 -- 0.67 0.37 0.5 2.4 Barclays Capital US Aggregate Bond
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $162.21M 5.89 7.02 2.74 -- -- 0.91 0.47 0.45 2.32 Barclays Municipal
APPLX Appleseed Fund Int'l
Global
12/2006 $157.62M 0.17 -2.97 2.73 1.53 6.15 -3.39 0.85 1.2 14.02 MSCI World
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $3956.61M 6.44 8.02 2.73 3.6 -- 0.16 0.35 0.54 2.99 Barclays Capital US Aggregate Bond
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $528.29M 10.21 8.38 2.7 2.81 3.82 -4.06 0.52 1.74 3.94 Barclays Capital US Credit
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $178.28M 4.61 3.66 2.65 -- -- -0.68 0 1.85 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1607.63M 6.26 7.24 2.63 3.07 4.1 -0.16 0.42 0.88 2.62 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $3956.61M 6.37 7.91 2.61 3.46 -- 0.06 0.35 0.65 3.03 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $3956.61M 6.4 7.84 2.61 3.46 -- 0.08 0.35 0.64 3.04 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $1545.48M 4.87 4.91 2.53 2.35 3.03 0.42 0.4 0.52 1.61 Barclays Credit 1-5 Yr
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $296.59M 6.38 8 2.5 2.95 -- 0.29 0.37 0.85 2.4 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $162.21M 5.74 6.77 2.4 3.08 3.35 0.54 0.47 0.8 2.27 Barclays Municipal
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $553.61M 6.23 8.02 2.32 2.97 3.86 0.08 0.4 0.54 3.07 Barclays Capital US Aggregate
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $225.87M 7.74 8.66 2.3 2.79 3.28 -1.11 0.49 0.68 3.32 Barclays Capital US Credit
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $157.81M 7.08 7.5 2.24 2.93 -- -1.1 0.32 0.62 2.89 Barclays U.S. Aggregate Index
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1545.48M 4.77 4.64 2.2 1.94 2.53 0.05 0.4 0.88 1.64 Barclays Credit 1-5 Yr
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $28.58M 5.97 2.93 2.12 -- -- -3.16 0.55 0.89 3.71 FTSE World BIG Bond Index
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $157.81M 6.95 7.62 2.09 2.76 2.84 -1.03 0.2 0.93 2.9 Barclays U.S. Aggregate Index
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $935.35M 2.53 2.86 2.04 1.66 -- 1.1 0.38 0.47 0.71 Barclays Short Treasury 9-12 Mon TR USD
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $143.69M 3.74 3.54 1.99 1.68 -- 0.09 1.19 1.36 1.8 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $553.61M 5.94 7.52 1.86 2.55 3.45 -0.36 0.4 0.98 2.89 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1607.63M 5.75 6.31 1.79 2.21 3.25 -0.95 0.42 1.63 2.64 Barclays Capital US Aggregate Bond
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $935.35M 2.28 2.49 1.74 1.32 1.56 0.89 0.38 0.77 0.71 Barclays Short Treasury 9-12 Mon
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2140M 4.41 6.28 1.71 2.55 3.05 0.56 0.3 0.46 2.4 Barclays Capital US Aggregate Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $558.9M 4.68 6.24 1.65 2.16 2.69 -0.2 0.5 0.65 2.44 Barclays Capital US Securitized Bond
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $162.21M 5.25 5.89 1.64 -- 1.14 -0.19 0.47 1.55 2.3 Barclays Capital US Aggregate
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1545.48M 4.29 3.85 1.43 1.18 1.78 -0.69 0.4 1.64 1.63 Barclays Credit 1-5 Yr
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2140M 4.2 6.01 1.42 2.26 2.71 0.3 0.3 0.81 2.4 Barclays Capital US Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $558.9M 4.35 5.78 1.27 1.99 2.54 -0.41 0.5 1.01 2.52 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2140M 4.24 5.9 1.26 2.11 2.6 0.1 0.3 0.91 2.38 Barclays Capital US Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
-- -- -- -- -- -- -- -- -- -- -- Blend: 60% S&P 500 - 40% BC Aggregate
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $41M 14.61 2.29 -- -- -- -2.72 0.75 -- 18.45 MSCI USA
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 -- -- -- -- -- -- -24.65 0.8 1.25 -- Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
ETHO Etho Climate Leadership US ETF All
Cap
-- -- -- -- -- -- -- -- -- -- -- --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $21.18M 19.63 8.36 -- -- -- -4 1 1.35 18.23 MSCI All World Country Index
SRIAX Gabelli ESG Fund Inc A All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIGX Gabelli ESG Fund Inc AAA All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $65.24M 13.21 -1.43 -- -- -- -14 0.28 0.98 15.75 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $65.24M 12.91 -1.82 -- -- -- -14.26 0.28 1.28 15.76 MSCI World ex USA
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $681.17M 5.82 7.33 -- -- -- -0.24 0.4 0.71 3.04 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $681.17M 6.07 7.7 -- -- -- 0.01 0.4 0.46 3.06 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $132.65M 16.79 6.75 -- -- -- -4.19 0.65 0.9 18.22 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $132.65M 16.97 7.06 -- -- -- -3.82 0.65 0.65 18.16 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $685.62M 20.91 5.54 -- -- -- -4.98 0.65 0.95 20.52 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $685.62M 21.14 5.89 -- -- -- -4.77 0.65 0.7 20.43 S&P 500 Composite Total Return
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $30.02M 16.26 6.11 -- -- -- -9.65 0.4 -- 15.49 S&P Global REIT Index

View funds by type:

Showing 180 of 180 funds
Information current as of:
July 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
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/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 U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria 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
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
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/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
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/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 Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Pax Global Environmental Markets Fund - Institutional ClassCCC