Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment 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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| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $499.91M | 20.42 | 20.42 | 11.69 | 13.99 | 9.88 | -7.57 | 0.25 | 0.38 | 15.95 | MSCI US Prime Market Value Index |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| AMIGX | Amana Growth Fund (Institutional) |
Equity Large Cap |
9/2013 | $4578.33M | 25.98 | 25.98 | 10.31 | 18.98 | 14.56 | -19.27 | 0.64 | 0.67 | 14.93 | S&P 500 Composite Total Return |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $289.95M | 24.65 | 24.65 | 10.05 | 14.04 | 10.68 | -18.05 | 0.63 | 0.45 | 15.61 | Russell 1000 |
| AMAGX | Amana Growth Fund (Investor) |
Equity Large Cap |
2/1994 | $4578.33M | 25.66 | 25.66 | 10.04 | 18.69 | 14.29 | -19.46 | 0.64 | 0.91 | 14.92 | S&P 500 Composite Total Return |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $289.95M | 24.39 | 24.39 | 9.77 | 13.75 | 10.41 | -18.28 | 0.63 | 0.7 | 15.63 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $289.95M | 24.39 | 24.39 | 9.77 | 13.77 | 10.41 | -18.29 | 0.63 | 0.7 | 15.67 | Russell 1000 |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $27798.3M | 24.93 | 24.93 | 9.07 | 15.49 | 11.61 | -18.66 | 0.57 | 0.82 | 14.43 | S&P 500 Composite Total Return |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $212.74M | 16.4 | 16.4 | 8.96 | 12.23 | 9.09 | -14.63 | 0.75 | 1 | 18.77 | Russell 2500 |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| PARWX | Parnassus Value Equity Fund |
Equity Large Cap |
4/2005 | $4920.38M | 13.7 | 13.7 | 8.73 | 16.9 | 12.89 | -13.85 | 0.66 | 0.88 | 17.96 | Russell 1000 Value Index |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1373.01M | 26.99 | 26.99 | 8.6 | 14.07 | 10.18 | -18.51 | 0.65 | 0.7 | 13.22 | S&P 500 Composite Total Return |
| AMINX | Amana Income Fund (Institutional) |
Equity Large Cap |
9/2013 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $581.53M | 27.7 | 27.7 | 8.44 | 15.3 | 11.43 | -23.09 | 0.23 | 1.25 | 15.93 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1373.01M | 26.76 | 26.76 | 8.41 | 13.87 | 9.98 | -18.66 | 0.76 | 0.87 | 13.25 | S&P 500 Composite Total Return |
| AMANX | Amana Income Fund (Investor) |
Equity Large Cap |
6/1986 | $1719.31M | 13.55 | 13.55 | 8.3 | 12.64 | 9.25 | -8.75 | 0.75 | 1.02 | 12.55 | S&P 500 Composite Total Return |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $123.93M | 13.88 | 13.88 | 8.23 | 12.1 | 9.73 | -10.93 | 0.75 | 1 | 17.08 | Russell Midcap |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1373.01M | 26.54 | 26.54 | 8.21 | 13.67 | 9.79 | -18.79 | 0.9 | 1.05 | 13.21 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1373.01M | 26.53 | 26.53 | 8.2 | 13.65 | 9.77 | -18.81 | 0.76 | 1.06 | 13.23 | S&P 500 Composite Total Return |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7200M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | Russell 1000 |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| CGJIX | Calvert US Large-Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $643M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Russell 1000 |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1373.01M | 26.2 | 26.2 | 7.92 | 13.36 | 9.5 | -19.02 | 0.76 | 1.32 | 13.22 | S&P 500 Composite Total Return |
| CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7200M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CISIX | Calvert U. Large-Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $5300M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Russell 1000 |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $1443.36M | 19.9 | 19.9 | 7.81 | 15.9 | -- | -20.04 | 0.65 | 0.97 | 17.76 | S&P 500 Composite Total Return |
| CGJAX | Calvert US Large-Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $643M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Russell 1000 |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $147.01M | 23.24 | 23.24 | 7.65 | 14.7 | -- | -20.35 | 2 | 0.5 | 17.08 | S&P 500 Composite Total Return |
| CSXAX | Calvert US Large-Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $5300M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Russell 1000 |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1373.01M | 25.59 | 25.59 | 7.4 | 12.81 | 8.96 | -19.41 | 0.76 | 1.82 | 13.23 | S&P 500 Composite Total Return |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $540.73M | 29.82 | 29.82 | 7.17 | 16.68 | 13.47 | -28.25 | 0.24 | 0.36 | 14.58 | MSCI U.S. Prime Market Growth Index |
| CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7200M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | Russell 1000 |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $5300M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 |
| CFJIX | Calvert US Large-Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1900M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Russell 1000 |
| CFJAX | Calvert US Large-Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1900M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Russell 1000 |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 16.67 | 16.67 | 6.12 | 10.13 | 5.3 | -19.65 | 0.3 | 0.43 | 23.55 | Russell 2000 |
| CHGX | AXS Change Finance ESG ETF |
Equity Large Cap |
3/2022 | $132.1M | 23.7 | 23.7 | 5.92 | 14.35 | -- | -21.72 | 0.49 | 0.49 | 16.6 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFWIX | Calvert Global Water Fund I |
Equity Specialty |
1/2014 | $587M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water Index |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 15.87 | 15.87 | 5.43 | 9.44 | 4.64 | -20.13 | 0.3 | 1.12 | 23.55 | Russell 2000 |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $990.12M | 28.77 | 28.77 | 5.33 | 15.14 | 9.77 | -25.54 | 0.2 | 0.74 | 16.24 | S&P 500 Composite Total Return |
| CFWAX | Calvert Global Water Fund A |
Equity Specialty |
9/2008 | $587M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water Index |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $990.12M | 28.63 | 28.63 | 5.25 | 15.06 | 9.7 | -25.59 | 0.2 | 1.05 | 16.22 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $990.12M | 28.42 | 28.42 | 5 | 14.77 | 9.4 | -25.76 | 0.2 | 1.09 | 16.26 | S&P 500 Composite Total Return |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $990.12M | 28.28 | 28.28 | 4.94 | 14.72 | 9.37 | -25.83 | 0.2 | 1.09 | 16.24 | S&P 500 Composite Total Return |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $116.53M | 16.66 | 16.66 | 4.84 | 16.63 | -- | -20.9 | 0.65 | 0.75 | 16.53 | Russell 3000 |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.79 | 13.79 | 4.68 | 9.69 | 5.98 | -22.86 | 0.75 | 0.91 | 21.52 | Russell 2000 |
| CFWCX | Calvert Global Water Fund C |
Equity Specialty |
9/2008 | $587M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water Index |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $677.24M | 13.56 | 13.56 | 4.44 | 9.43 | 5.71 | -23.05 | 0.75 | 1.16 | 21.57 | Russell 2000 |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.51 | 13.51 | 4.42 | 9.43 | 5.72 | -23.03 | 0.75 | 1.16 | 21.54 | Russell 2000 |
| CBAIX | Calvert Balanced Fund I |
Balanced |
2/1999 | $1200M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| JSTC | Adasina Social Justice All Cap Global ETF |
All Cap |
12/2020 | $152.4M | 15.22 | 15.22 | 4.27 | -- | -- | -17.23 | 0.89 | 0.89 | 16.26 | Adasina Social Justice Index, FTSE Global All Cap |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| CMJIX | Calvert US Mid-Cap Core Responsible Index Fund I |
Equity Mid-Sm Cap |
10/2015 | $462M | 15.23 | 15.23 | 4.18 | 12.94 | -- | -19.12 | 0.24 | 0.24 | 21.03 | S&P 400 Midcap Total Return |
| CSVIX | Calvert Small-Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $3200M | 11.73 | 11.73 | 4.08 | 10.36 | 8.41 | -15.95 | 0.8 | 0.94 | 20.92 | Russell 2000 |
| CSIFX | Calvert Balanced Fund A |
Balanced |
10/1982 | $1200M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CCVAX | Calvert Small-Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $3200M | 11.44 | 11.44 | 3.82 | 10.08 | 8.03 | -16.15 | 0.8 | 1.19 | 20.9 | Russell 2000 |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $2446.84M | 16.85 | 16.85 | 3.5 | 12.36 | 7.6 | -22.44 | 0.75 | 0.91 | 19.72 | MSCI AC World (Net) Index (ACWI) |
| CSGCX | Calvert Balanced Fund C |
Balanced |
2/1994 | $1200M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $2446.84M | 16.58 | 16.58 | 3.24 | 12.06 | 7.33 | -22.64 | 0.75 | 1.16 | 19.73 | MSCI AC World (Net) Index (ACWI) |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $2446.84M | 16.55 | 16.55 | 3.23 | 12.06 | 7.33 | -22.67 | 0.75 | 1.16 | 19.74 | MSCI AC World (Net) Index (ACWI) |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CAAAX | Calvert Growth Allocation Fund A |
All Cap |
6/2005 | $352M | 15.14 | 15.14 | 3.08 | 10.58 | 7.62 | -18.34 | 0 | 0.43 | 15.5 | Russell 3000 |
| CSCCX | Calvert Small-Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $3200M | 10.59 | 10.59 | 3.03 | 9.25 | 7.21 | -16.79 | 0.8 | 1.94 | 20.91 | Russell 2000 |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $1135.47M | 19.28 | 19.28 | 2.93 | 8.24 | 3.26 | -17.84 | 0.47 | 0.47 | 16.94 | MSCI EAFE ESG Index |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $371M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $1033.57M | 18.63 | 18.63 | 2.85 | 13.89 | -- | -22.38 | 0.8 | 0.95 | 16.45 | MSCI World |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $183.83M | 14.8 | 14.8 | 2.79 | 12.87 | -- | -22.05 | 0.45 | 0.49 | 20.77 | -- |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $93.91M | 9.55 | 9.55 | 2.76 | 9.42 | -- | -13.29 | 0.65 | 0.55 | 16.63 | Russell 1000 |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $1135.47M | 18.92 | 18.92 | 2.64 | 7.97 | 3.29 | -18.04 | 0.47 | 0.72 | 16.93 | MSCI EAFE ESG Index |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $371M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $805.25M | 21.8 | 21.8 | 2.54 | 6.05 | 3.76 | -20.55 | 0.84 | 0.91 | 19.2 | MSCI EAFE Equity |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $93.91M | 9.33 | 9.33 | 2.53 | 9.16 | -- | -13.47 | 0.65 | 0.8 | 16.6 | Russell 1000 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| CAACX | Calvert Growth Allocation Fund C |
All Cap |
6/2005 | $352M | 14.27 | 14.27 | 2.29 | 9.75 | 6.73 | -18.96 | 0 | 1.18 | 15.49 | Russell 3000 |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $730M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Bloomberg 9-12 Months Short Treasury Index |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $805.25M | 21.39 | 21.39 | 2.08 | 5.63 | 3.35 | -20.9 | 0.84 | 1.37 | 19.27 | MSCI EAFE Equity |
| CULAX | Calvert Ultra-Short Duration Income Fund A |
Bond (Fixed Inc) |
10/2006 | $730M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $805.25M | 21.28 | 21.28 | 2.02 | 5.57 | 3.31 | -20.96 | 0.84 | 1.38 | 19.26 | MSCI EAFE Equity |
| CMAAX | Calvert Moderate Allocation Fund A |
Balanced |
4/2005 | $392M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Russell 3000 |
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $371M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $1000M | 15.56 | 15.56 | 1.69 | 10.2 | 4.73 | -19.02 | 0.79 | 0.95 | 19.01 | MSCI EAFE Investable Market |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $1000M | 15.34 | 15.34 | 1.45 | 9.93 | 4.36 | -19.24 | 0.79 | 1.2 | 19.05 | MSCI EAFE Equity |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $195.93M | 16.98 | 16.98 | 1.38 | 8.02 | -- | -21.16 | 0.28 | 0.98 | 17.73 | MSCI World ex USA |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | -- | 6.15 | 6.15 | 1.28 | 3.09 | -- | -26.25 | 0.4 | 0.5 | -- | S&P Global REIT Index |
| CMACX | Calvert Moderate Allocation Fund C |
Balanced |
4/2005 | $392M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Russell 3000 |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2400M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Bloomberg 1-5 Year U.S. Credit Index |
| CCPIX | Calvert Mid Cap Fund I |
Equity Mid-Sm Cap |
6/2003 | $249M | 11.72 | 11.72 | 1.13 | 8.68 | 6.2 | -19.53 | 0.77 | 0.97 | 17.99 | Russell Mid Cap Growth |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $195.93M | 16.63 | 16.63 | 1.07 | 7.68 | -- | -21.4 | 0.28 | 1.28 | 17.68 | MSCI World ex USA |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2400M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Bloomberg 1-5 Year U.S. Credit Index |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5398.8M | 12.67 | 12.67 | 0.95 | 8.81 | 7.75 | -21.61 | 0.71 | 0.96 | 19.55 | Russell Midcap Index |
| CCAFX | Calvert Mid-Cap Fund A |
Equity Mid-Sm Cap |
10/1994 | $249M | 11.42 | 11.42 | 0.88 | 8.41 | 5.81 | -19.69 | 0.77 | 1.22 | 17.98 | Russell Mid Cap Growth |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $435M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | Merrill Lynch High Yield Master I |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $396.1M | 14.51 | 14.51 | 0.75 | 6.56 | 3.12 | -16.76 | 0.44 | 1.24 | 16.65 | MSCI ACWI xUS |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $1000M | 14.41 | 14.41 | 0.67 | 9.1 | 3.55 | -19.83 | 0.79 | 1.95 | 18.98 | MSCI EAFE Equity |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $435M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | Merrill Lynch High Yield Master I |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
| AMIDX | Amana Developing World Fund (Institutional) |
Int'l Global |
9/2013 | $107.51M | 13.39 | 13.39 | 0.22 | 7.76 | 2.45 | -17.48 | 0.8 | 1.01 | 15.19 | MSCI Emerging Markets |
| CCLAX | Calvert Conservative Allocation Fund A |
Balanced |
4/2005 | $249M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Aggregate Bond |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2400M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Bloomberg 1-5 Year U.S. Credit Index |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
| CCACX | Calvert Mid-Cap Fund C |
Equity Mid-Sm Cap |
10/1994 | $249M | 10.63 | 10.63 | 0.13 | 7.61 | 5.02 | -20.32 | 0.77 | 1.98 | 17.99 | Russell Mid Cap Growth |
| AMDWX | Amana Developing World Fund (Investor) |
Int'l Global |
9/2009 | $107.51M | 13.24 | 13.24 | 0.05 | 7.59 | 2.23 | -17.64 | 0.8 | 1.22 | 15.2 | MSCI Emerging Markets |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $435M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
| PARNX | Parnassus Mid Cap Growth Fund |
Equity Mid-Sm Cap |
12/1984 | $828.28M | 35.6 | 35.6 | -0.47 | 10.49 | 8.45 | -33.6 | 0.62 | 0.8 | 20.92 | Russell Mid Cap Growth |
| PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
| CALCX | Calvert Conservative Allocation Fund C |
Balanced |
4/2005 | $249M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Aggregate Bond |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $439M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Bloomberg Municipal Bond Index |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $439M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Bloomberg Municipal Bond Index |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
| PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $439M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Bloomberg Municipal Bond Index |
| CBDIX | Calvert Bond Fund I |
Bond (Fixed Inc) |
3/2000 | $3100M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $369M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE Equity |
| CSIBX | Calvert Bond Fund A |
Bond (Fixed Inc) |
8/1987 | $3100M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $832M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $832M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| CAEIX | Calvert Global Energy Solutions Fund I |
Equity Specialty |
5/2007 | $160M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | MSCI World |
| CGAEX | Calvert Global Energy Solutions Fund A |
Equity Specialty |
5/2007 | $160M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | MSCI World |
| CSBCX | Calvert Bond Fund C |
Bond (Fixed Inc) |
5/1998 | $3100M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $732M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $369M | 11.8 | 11.8 | -2.92 | 5.21 | 3.57 | -27.45 | 0.87 | 2.05 | 19.74 | MSCI EAFE Equity |
| ACCSX | RBC BlueBay Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $661.05M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Bloomberg US Securitized Index |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $832M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $732M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
| ACASX | RBC BlueBay Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $661.05M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Bloomberg US Securitized Index |
| CGACX | Calvert Global Energy Solutions Fund C |
Equity Specialty |
7/2007 | $160M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | MSCI World |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $900M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays Capital US Aggregate Bond |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $900M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays Capital US Aggregate Bond |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
| PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $326.54M | -2.49 | -2.49 | -7.94 | 11.59 | 8.17 | -15.97 | 0.54 | 0.85 | 23.63 | S&P 500 Composite Total Return |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $326.54M | -2.74 | -2.74 | -8.17 | 11.31 | -- | -16.18 | 0.53 | 1.1 | 23.61 | S&P 500 Composite Total Return |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1780M | 4.73 | 4.73 | -9.14 | 2.83 | 3.28 | -22.64 | 0.87 | 1.02 | 20.24 | MSCI Emerging Markets Index |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1780M | 4.48 | 4.48 | -9.35 | 2.59 | 2.98 | -22.81 | 0.87 | 1.27 | 20.19 | MSCI Emerging Markets Index |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1780M | 3.66 | 3.66 | -10.05 | 1.81 | 2.16 | -23.4 | 0.87 | 2.02 | 20.2 | MSCI Emerging Markets Index |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| PFGEX | Parnassus Growth Equity Fund |
Equity Large Cap |
12/2022 | $30.54M | 44.92 | 44.92 | -- | -- | -- | -- | 0.75 | 0.84 | 17.24 | Russell 1000 Growth Index |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| Praxis Value Index - Institutional | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Amana Growth Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| Amana Growth Fund (Investor) | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Parnassus Value Equity Fund | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| Amana Income Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Green Century Equity | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| Amana Income Fund (Investor) | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| Calvert Equity Fund I | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Calvert Equity Fund A | Available online » | Available online » |
| Calvert U. Large-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Aspiration Redwood Fund | -- | Available online » |
| Calvert US Large-Cap Core Responsible Index Fund A | Available online » | Available online » |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| Calvert Equity Fund C | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund I | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund A | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| AXS Change Finance ESG ETF | NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings | Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f |
| Calvert Global Water Fund I | Available online » | Available online » |
| Praxis Small Cap Fund A | Available online » | Available online » |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Calvert Global Water Fund A | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Calvert Global Water Fund C | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Calvert Balanced Fund I | Available online » | Available online » |
| Adasina Social Justice All Cap Global ETF | -- | Refer to page 14, https://www.adasinaetf.com/wp-content/uploads/dlm_uploads/2020/11/Adasina-JSTC-SAI-December-29-2021-1.pdf |
| Praxis Genesis Growth A | Available online » | Available online » |
| Calvert US Mid-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Calvert Small-Cap Fund I | Available online » | Available online » |
| Calvert Balanced Fund A | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| Calvert Small-Cap Fund A | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Calvert Balanced Fund C | Available online » | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| Calvert Growth Allocation Fund A | Available online » | Available online » |
| Calvert Small-Cap Fund C | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Calvert Flexible Bond Fund I | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Etho Climate Leadership US ETF | -- | -- |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Calvert Flexible Bond Fund A | Available online » | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Calvert Growth Allocation Fund C | Available online » | Available online » |
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Calvert Ultra-Short Duration Income Fund A | Available online » | Available online » |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| Calvert Flexible Bond Fund C | Available online » | Available online » |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Calvert Mid Cap Fund I | Available online » | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Calvert Mid-Cap Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Praxis International Index A | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| PIMCO ESG Income Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Amana Developing World Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Calvert Mid-Cap Fund C | Available online » | Available online » |
| Amana Developing World Fund (Investor) | saturna.com/about/proxy-voting/amana | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| Parnassus Mid Cap Growth Fund | Available online » | Available online » |
| PIMCO Low Duration ESG Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund I | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund A | Available online » | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| PIMCO Climate Bond Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Responsible Municipal Income Fund C | Available online » | Available online » |
| Calvert Bond Fund I | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Calvert Bond Fund A | Available online » | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| Calvert Bond Fund C | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Calvert International Opportunities Fund C | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund I | N/A | N/A |
| Calvert Income Fund C | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| Calvert Core Bond Fund I | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Calvert Core Bond Fund A | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| PIMCO Total Return ESG Fund | • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| New Alternatives Fund Investor Shares | Available online » | -- |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| FundX Sustainable Impact Equity | -- | -- |
| Parnassus Growth Equity Fund | Available online » | Available online » |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Sphere 500 Fossil-Free Fund | Available online » | We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values) |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| VegTech™ Plant-based Innovation & Climate ETF | Available online » | Available online » |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| Praxis Value Index - Institutional | $100,000 | -- |
| Praxis Value Index A | $2,500 | -- |
| Amana Growth Fund (Institutional) | $100,000.00 | $0.00 |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| Amana Growth Fund (Investor) | $100.00 | $0.00 |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Walden Equity Fund | $100,000 | -- |
| Parnassus Value Equity Fund | $2,000 | $500 |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| Amana Income Fund (Institutional) | $100,000.00 | $0.00 |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| Amana Income Fund (Investor) | $100.00 | $0.00 |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| Walden Midcap Fund | $100,000 | -- |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| Calvert Equity Fund I | $1,000 | $1,000 |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Calvert US Large-Cap Growth Responsible Index Fund I | $1,000 | $1,000 |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Calvert Equity Fund A | $1,000 | $1,000 |
| Calvert U. Large-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| Calvert US Large-Cap Growth Responsible Index Fund A | $1,000 | $1,000 |
| Aspiration Redwood Fund | $100 | $100 |
| Calvert US Large-Cap Core Responsible Index Fund A | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| Calvert Equity Fund C | $1,000 | $1,000 |
| Praxis Growth Index Fund A | $2,500 | -- |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund A | $1,000 | $1,000 |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| AXS Change Finance ESG ETF | N/A | N/A |
| Calvert Global Water Fund I | $1,000 | $1,000 |
| Praxis Small Cap Fund A | $2,500 | -- |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Calvert Global Water Fund A | $1,000 | $1,000 |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Walden Asset Management Fund | $100,000 | -- |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Calvert Global Water Fund C | $1,000 | $1,000 |
| Pax Small Cap Fund A | -- | -- |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Calvert Balanced Fund I | $1000 | $1000 |
| Adasina Social Justice All Cap Global ETF | $0 | $0 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Calvert US Mid-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Calvert Small-Cap Fund I | $1,000 | $1,000 |
| Calvert Balanced Fund A | $1000 | $1000 |
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| Calvert Small-Cap Fund A | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Calvert Balanced Fund C | $1000 | $1000 |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| Calvert Growth Allocation Fund A | $1,000 | $1,000 |
| Calvert Small-Cap Fund C | $1,000 | $1,000 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Calvert Flexible Bond Fund I | $1,000 | $1,000 |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Etho Climate Leadership US ETF | -- | -- |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Calvert Flexible Bond Fund A | $1,000 | $1,000 |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Calvert Growth Allocation Fund C | $1,000 | $1,000 |
| Calvert Ultra-Short Income Fund I | $1,000 | $1,000 |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Calvert Ultra-Short Duration Income Fund A | $1,000 | $1,000 |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Calvert Moderate Allocation Fund A | $1,000 | $1,000 |
| Calvert Flexible Bond Fund C | $1,000 | $1,000 |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | 1 share | N/A |
| Calvert International Equity Fund I | $1,000 | $1,000 |
| Calvert International Equity Fund A | $1,000 | $1,000 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Saturna Sustainable Equity Fund | 1000.00 | 0 |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| Calvert Moderate Allocation Fund C | $1,000 | $1,000 |
| Calvert Short Duration Income Fund I | $1,000 | $1,000 |
| Calvert Mid Cap Fund I | $1,000 | $1,000 |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Short Duration Income Fund A | $1,000 | $1,000 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Calvert Mid-Cap Fund A | $1,000 | $1,000 |
| Calvert High Yield Bond Fund I | $1,000 | $1,000 |
| Praxis International Index A | $2,500 | -- |
| Calvert International Equity Fund C | $1,000 | $1,000 |
| Calvert High Yield Bond Fund A | $1,000 | $1,000 |
| PIMCO ESG Income Fund | $1mm for institutional share class | N/A |
| Amana Developing World Fund (Institutional) | $100,000.00 | $0.00 |
| Calvert Conservative Allocation Fund A | $1,000 | $1,000 |
| Calvert Short Duration Income Fund C | $1,000 | $1,000 |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Calvert Mid-Cap Fund C | $1,000 | $1,000 |
| Amana Developing World Fund (Investor) | $100.00 | $0.00 |
| Calvert High Yield Bond Fund C | $1,000 | $1,000 |
| Pax High Yield Bond Fund A | $1000 | -- |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| Parnassus Mid Cap Growth Fund | $2,000 | $500 |
| PIMCO Low Duration ESG Fund | $100mm for separate account; $1mm for fund | N/A |
| Calvert Conservative Allocation Fund C | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund I | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund A | $1,000 | $1,000 |
| Saturna Sustainable Bond Fund | 1000.00 | 0 |
| PIMCO Climate Bond Fund | $1mm institutional share class; $75mm separate account | N/A |
| Calvert Responsible Municipal Income Fund C | $1,000 | $1,000 |
| Calvert Bond Fund I | $1000 | $1000 |
| Calvert International Opportunities Fund I | $1,000 | $1,000 |
| Calvert Bond Fund A | $1000 | $1000 |
| Calvert Income Fund I | $1,000 | $1,000 |
| Calvert Income Fund A | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund I | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| Calvert Bond Fund C | $1000 | $1000 |
| Calvert Green Bond Fund I | $1,000 | $1,000 |
| Calvert International Opportunities Fund C | $1,000 | $1,000 |
| RBC BlueBay Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| Calvert Income Fund C | $1,000 | $1,000 |
| Calvert Green Bond Fund A | $1,000 | $1,000 |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| RBC BlueBay Access Capital Community Investment Fund A | $1,000 | $250 |
| Calvert Global Energy Solutions Fund C | $1,000 | $1,000 |
| Calvert Core Bond Fund I | $1,000 | $1,000 |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| Praxis Intermediate Income A | $2,500 | -- |
| Calvert Core Bond Fund A | $1,000 | $1,000 |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| PIMCO Total Return ESG Fund | $75mm for separate account; $1mm for fund | N/A |
| New Alternatives Fund A Shares | $2500 | $2500 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| Calvert Emerging Markets Equity Fund I | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund A | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund C | $1,000 | $1,000 |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Parnassus Growth Equity Fund | $2,000 | $500 |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Sphere 500 Fossil-Free Fund | None | None |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |