Sustainable, Responsible and Impact Mutual Fund and ETF Chart

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

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Showing 176 of 176 funds
Information current as of:
May 31, 2020

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
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $4600.81M -2.57 20.44 18.57 13.29 14.82 36.83 0.6 0.72 19.18 S&P 500 Composite Total Return
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $4600.81M -2.66 20.1 18.22 12.91 14.32 36.5 0.6 0.99 19.16 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $4600.81M -2.91 19.25 17.34 12.05 13.47 35.45 0.6 1.75 18.82 S&P 500 Composite Total Return
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $122.08M -0.86 27.18 17.26 13.23 -- 35.32 0.24 0.24 21.67 Calvert U.S. Large Cap Growth Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $122.08M -0.96 26.86 16.9 12.87 -- 35.02 0.24 0.51 21.65 Calvert U.S. Large Cap Growth Responsible Index
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $339.55M -1.64 21.3 15.61 13.08 15.35 31.91 0.3 0.43 20.68 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $339.55M -1.73 20.88 15.17 12.64 14.83 31.45 0.3 0.79 20.7 MSCI U.S. Prime Market Growth Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $18.38M -5.46 22.28 14.94 10.31 -- 37.85 0.65 0.75 20 Russell 3000
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $244.93M -3.46 20.08 12.5 -- -- 33 0.8 1.04 19.18 MSCI World
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $244.93M -3.54 19.91 12.25 -- -- 32.63 0.8 1.29 19.24 MSCI World
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $2418.66M -7.63 16.47 11.41 9.39 13.35 32.82 0.24 0.22 21.75 Calvert U.S. Large Cap Core Responsible Index
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $744.53M -9.04 16.83 11.41 -- -- 35.23 0.65 0.7 21.23 S&P 500 Composite Total Return
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $744.53M -9.06 16.61 11.12 -- -- 34.85 0.65 0.95 21.25 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $2418.66M -7.71 16.18 11.06 9.04 12.86 32.43 0.24 0.51 21.75 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $18053.8M -8.46 11.19 11.06 8.93 12.64 30.69 0.58 0.86 18.31 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $337.72M -6.74 15.78 11.02 9.51 12.25 30.72 0.23 1.25 20.63 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $257.6M -2.94 13.48 11 7.93 9.24 25.1 0.64 0.96 14.36 Blend: 60% S&P 500 - 40% BC Aggregate
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $77.88M -12.32 11.05 10.78 -- -- 34.72 0.45 0.49 25.22 --
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $257.6M -3.05 13.11 10.66 7.61 8.92 24.69 0.64 1.25 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $19.32M -7 12.04 10.3 -- -- 26.54 1 1.36 19.9 MSCI All World Country Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $2418.66M -7.92 15.29 10.23 8.23 11.92 31.44 0.24 1.26 21.72 Calvert U.S. Large Cap Core Responsible Index
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $245.55M -5.99 21.21 10.13 5.78 9.48 36.98 0.56 1.08 19.8 S&P 500 Composite Total Return
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $257.6M -3.26 12.36 9.88 6.85 8.16 23.78 0.64 1.97 14.34 Blend: 60% S&P 500 - 40% BC Aggregate
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $11.05M -8.06 13.66 9.88 6.38 -- 30.95 0.65 0.99 17.09 S&P Global 1200
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $245.55M -6.07 20.93 9.86 5.52 -- 36.68 0.56 1.33 19.78 S&P 500 Composite Total Return
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4714.55M -9.79 12.84 9.74 8.49 12.06 31.49 0.15 0.17 23.17 Russell 3000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $776.26M -4.6 19.95 9.72 6.92 11.32 32.08 0.24 0.74 20.31 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $776.26M -4.63 19.91 9.68 6.84 11.24 32.06 0.24 0.8 20.31 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $213.44M -12.58 8.72 9.63 8.59 11.49 32.3 0.75 1 20.42 S&P 500 Composite Total Return
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4714.55M -9.82 12.64 9.56 8.32 11.89 31.32 0.15 0.33 23.14 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4714.55M -9.86 12.55 9.44 8.22 11.78 31.16 0.15 0.42 23.12 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4714.55M -9.87 12.49 9.43 8.19 11.76 31.12 0.15 0.45 23.18 Russell 3000
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $776.26M -4.73 19.6 9.34 6.54 10.9 31.66 0.2 1.07 20.28 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $776.26M -4.74 19.56 9.32 6.52 10.91 31.64 0.24 1.09 20.28 S&P 500 Composite Total Return
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $218.2M -10.87 9.22 8.66 6.98 11.54 27.42 0.65 0.65 21.5 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $126.26M -10.23 9.48 8.38 -- -- 26.18 0.65 0.65 21.49 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $218.2M -10.96 8.94 8.37 6.72 -- 27.08 0.65 0.9 21.48 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $218.2M -10.93 8.97 8.37 6.71 11.27 27.13 0.65 0.9 21.5 Russell 1000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $884.39M -4.84 9.65 8.34 6 8.83 24.05 0.52 0.66 15.2 Russell 1000
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $126.26M -10.33 9.26 8.08 -- -- 25.85 0.65 0.9 22.21 Russell 1000
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $884.39M -4.92 9.39 8.02 5.65 8.39 23.73 0.52 0.93 15.17 Russell 1000
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $92.59M 4.13 14.22 7.91 6.51 3.37 20.96 0.52 0.59 12.82 Barclays US Long Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $563.94M -11.72 8.51 7.71 6.46 8.66 28.2 0.85 1.3 19.32 MSCI ACWI
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $92.59M 4.05 13.96 7.58 6.08 6.53 20.77 0.52 0.92 12.86 Barclays US Long Credit
PARNX Parnassus Fund All
Cap
12/1984 $907.02M -10.84 11.99 7.44 6.71 12.21 29.82 0.62 0.84 23.13 S&P 500 Composite Total Return
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $38.17M -9.03 12.65 7.36 6.8 -- 28.17 0.75 1 21.07 S&P 500 Composite Total Return
WSBFX Walden Asset Management Fund Balanced
6/1999 $155.23M -8.62 7.54 7.32 6.68 8.74 23.7 0.75 1 13.82 Blend: 60% S&P 500 - 40% BC Aggregate
GCBLX Green Century Balanced Balanced
3/1992 $294.44M -5.67 8.49 7.25 4.87 8.42 20.91 0.65 1.48 14.05 Custom Balanced Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1830.9M -4.42 11.2 7.22 5.78 8.36 21.17 0.05 0.05 12.42 Blend: 60% S&P 500 - 40% BC Aggregate
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $884.39M -5.17 8.55 7.2 4.83 7.53 22.82 0.52 1.68 15.17 Russell 1000
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $63.81M -15.55 2.12 7.18 6.24 -- 28.38 0.75 1 23.47 Russell Midcap
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1830.9M -4.45 10.98 6.96 5.51 8.1 20.83 0.05 0.3 12.46 Blend: 60% S&P 500 - 40% BC Aggregate
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $525.51M -12.49 5.04 6.67 5.85 8.79 26.77 0.55 0.55 22.24 Pax Global Women’s Leadership Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $94.48M -17.11 5.92 6.58 -- -- 37.3 0 0.5 33.54 S&P 500 Composite Total Return
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $525.51M -12.56 4.78 6.41 5.59 8.52 26.42 0.55 0.8 22.22 Pax Global Women’s Leadership Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $171.14M -11.93 7.58 6.16 5.11 9.12 27.33 0 0.43 21.22 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $248.66M -15.51 6.18 6.15 5.21 10.13 32.74 0.3 0.44 23.41 MSCI US Prime Market Value Index
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $210.63M -15.14 2.09 6.04 2.83 10.23 30.91 0.77 0.86 24.03 Russell Mid Cap Growth
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1527.53M -11.89 8.2 5.89 6.14 10.98 26.09 0.47 0.67 22.35 S&P 500 Composite Total Return
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $52.55M -16.74 2 5.8 5.8 -- 26.12 0.75 1 24.64 Russell 2500
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $330.54M -7.8 6.86 5.78 4.71 7.76 21.19 0 0.42 15.5 Custom
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $210.63M -15.22 1.81 5.7 2.46 9.66 30.57 0.77 1.21 24.01 Russell Mid Cap Growth
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1527.53M -11.97 7.99 5.68 5.94 10.78 25.87 0.47 0.85 22.36 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $248.66M -15.66 5.69 5.66 4.73 9.53 32.21 0.3 0.86 23.4 MSCI US Prime Market Value Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $5125.38M -15.77 2.22 5.58 6.61 11.5 29.03 0.71 0.99 23.54 Russell Midcap Index
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1527.53M -12 7.81 5.52 5.77 10.59 25.63 0.47 1.02 22.36 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1527.53M -12.01 7.79 5.5 5.74 10.56 25.61 0.47 1.04 22.37 S&P 500 Composite Total Return
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $402.36M -13.16 9.62 5.41 2.17 5.87 31.06 0.8 0.98 18.8 MSCI EAFE Investable Market
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $171.14M -12.13 6.77 5.36 4.25 8.04 26.38 0 1.18 21.15 Russell 3000
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1527.53M -12.07 7.52 5.23 5.48 10.3 25.3 0.47 1.28 22.38 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $1098.69M -15.97 -2.51 5.13 5.55 10.68 26.3 0.8 0.95 23.01 Russell 2000 Value
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $77.68M -6.55 6.56 5.12 4.1 6.77 18.54 0.5 0.52 14.13 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $224.82M -3.86 6.34 5.04 4.09 6.18 15.61 0 0.44 10.85 Barclays Capital US Credit
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $402.36M -13.15 9.32 5.04 1.8 5.31 30.69 0.8 1.27 18.72 MSCI EAFE Investable Market
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $181.96M 4.61 9.61 5.04 3.98 -- 9.39 0.32 0.57 4.31 Barclays U.S. Aggregate Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $330.54M -8 6.13 5.01 3.93 6.97 20.27 0 1.17 15.48 Custom
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $293.11M 5.49 9.61 4.97 3.79 3.41 9.63 0.5 0.68 4.25 Barclays Capital US Credit
MGAFX Praxis Genesis Growth A Balanced
1/2010 $71.24M -10.45 5.19 4.93 4.23 7.75 22.16 0.05 0.58 18.47 Russell 3000
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $210.63M -15.43 1.1 4.91 1.67 8.82 29.62 0.77 1.96 24.04 Russell Mid Cap Growth
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.84M -0.74 7.76 4.89 3.87 5.16 13.14 0.05 0.61 8.08 Barclays Capital US Aggregate Bond
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $181.96M 4.48 9.24 4.86 3.78 3.17 9.12 0.2 0.87 4.28 Barclays U.S. Aggregate Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $1098.69M -16.07 -2.74 4.8 5.16 10.09 26.01 0.8 1.23 23.02 Russell 2000 Value
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $610.45M 4.71 8.7 4.8 3.75 3.89 8.15 0.4 0.53 4.11 Barclays Capital US Aggregate
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1527.53M -12.22 7.01 4.72 4.96 9.74 24.69 0.47 1.78 22.36 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $29.2M -12.64 -1.29 4.62 -- -- 15.32 0.75 0.95 15.38 MSCI USA
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $5170.74M 2.1 6.84 4.55 3.79 -- 8.73 0.35 0.37 6.65 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $686.99M 4.31 8.41 4.49 -- -- 8.06 0.4 0.46 4.28 Barclays Capital US Aggregate Bond
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $83.04M -13.58 11.11 4.39 0.44 0.64 33.48 0.87 0.98 27.56 Ardour Gbl Alternative Energy
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $5170.74M 1.94 6.65 4.37 3.62 -- 8.55 0.35 0.55 6.48 Barclays Capital US Aggregate Bond
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $610.45M 4.54 8.23 4.35 3.35 3.48 7.75 0.4 0.95 4.24 Barclays Capital US Aggregate
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $5170.74M 2.01 6.58 4.29 3.53 -- 8.46 0.35 0.62 6.64 Barclays Capital US Aggregate Bond
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $224.82M -4.11 5.54 4.27 3.28 5.22 14.74 0 1.19 10.87 Barclays Capital US Credit
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $402.36M -13.39 8.52 4.26 1.04 4.45 29.7 0.8 2.03 18.74 MSCI EAFE Investable Market
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $5170.74M 2.01 6.55 4.26 3.49 -- 8.32 0.35 0.65 6.63 Barclays Capital US Aggregate Bond
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $2776.74M -16.34 6.52 4.25 6.41 12.71 33.29 0.66 0.95 27.41 S&P 500 Composite Total Return
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $686.99M 4.22 8.14 4.23 -- -- 7.79 0.4 0.71 4.31 Barclays Capital US Aggregate Bond
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $991.89M -13.79 7.22 4.22 4.47 9.11 28.17 0.8 0.97 22.53 MSCI AC World (Net) Index (ACWI)
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $488.75M 1.51 5.93 4.04 3.42 -- 8.34 0.37 0.48 7.85 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $83.04M -13.67 10.7 4.02 0.09 0.22 33.16 0.87 1.26 27.47 Ardour Gbl Alternative Energy
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $1098.69M -16.25 -3.49 4 4.38 9.2 25.05 0.8 1.99 23.01 Russell 2000 Value
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $243.9M -1.23 4.65 4 -- -- 7.39 0.47 0.49 5.94 Barclays Municipal
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $991.89M -13.84 6.96 3.95 4.21 -- 27.77 0.8 1.22 22.52 MSCI AC World (Net) Index (ACWI)
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $576.37M -3.89 3.94 3.93 3.75 4.26 14.99 0.52 0.68 12.63 Barclays Capital US Credit
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $991.89M -13.83 6.9 3.93 4.22 8.83 27.75 0.8 1.22 22.5 MSCI AC World (Net) Index (ACWI)
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1801.54M 0.38 4.85 3.89 3.5 4.07 8.65 0.42 0.53 6.81 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $488.75M 1.49 5.6 3.7 3.05 -- 8.01 0.37 0.77 7.89 Barclays Capital US Aggregate Bond
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $243.9M -1.31 4.4 3.69 3.44 3.34 7.13 0.47 0.77 5.95 Barclays Municipal
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1801.54M 0.31 4.58 3.63 3.18 3.59 8.48 0.42 0.75 6.83 Barclays Capital US Aggregate Bond
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $576.37M -3.98 3.68 3.63 3.39 3.75 14.8 0.52 0.97 12.58 Barclays Capital US Credit
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $335.14M -18.18 4.44 3.53 3.13 7.8 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $335.14M -18.18 4.44 3.53 3.13 7.8 26.1 0.87 1.07 25.94 MSCI EAFE SMID NR USD
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2480.32M 2.92 5.79 3.45 2.74 2.99 5.92 0.3 0.46 1.93 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $342.26M -5.9 4.32 3.35 3.66 5.33 14.27 0.5 0.71 10.79 Merrill Lynch High Yield Master I
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $570.34M -17.79 1.91 3.32 3.6 -- 30.82 0.24 0.51 25.72 Calvert U.S. Large Cap Value Responsible Index
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $83.04M -13.98 9.98 3.25 -0.67 -0.67 32.32 0.87 2.01 27.48 Ardour Gbl Alternative Energy
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $570.34M -17.74 0.82 3.18 3.65 -- 29.38 0.24 0.23 25.56 Calvert U.S. Large Cap Value Responsible Index
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $342.26M -6.09 4.06 3.15 3.38 5.07 14.13 0.5 0.96 10.94 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $342.26M -5.93 4.06 3.15 3.42 -- 14.11 0.5 0.96 10.94 Merrill Lynch High Yield Master I
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2480.32M 2.9 5.52 3.09 2.45 2.67 5.45 0.3 0.81 2 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $546.99M 2.87 5.82 3.07 2.42 2.57 6.12 0.35 0.66 1.38 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2480.32M 2.77 5.31 2.98 2.3 2.54 5.44 0.3 0.91 1.98 Barclays Capital US Aggregate
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $243.9M -1.55 3.63 2.92 -- 1.34 6.29 0.47 1.51 5.95 Barclays Capital US Aggregate
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $576.37M -4.16 2.85 2.82 2.59 2.99 13.85 0.52 1.72 12.59 Barclays Capital US Credit
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $256.84M -7.03 1.85 2.79 3.27 6.24 12.83 0.6 0.75 11.19 BofAML US HY Master II
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1801.54M 0.04 3.77 2.78 2.3 2.74 7.6 0.42 1.56 6.77 Barclays Capital US Aggregate Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $546.99M 2.87 5.44 2.75 2.17 2.42 5.63 0.35 1.11 1.35 Barclays Capital US Securitized Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
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Exp
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Benchmark Used
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $14.07M -19.78 -1.46 2.69 -- -- 25.06 0.75 1.85 30.13 S&P 1000
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $386.82M -16.29 4.57 2.65 1.92 -- 28.35 0.85 0.97 22.26 S-Network Global Water TR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $335.14M -18.45 3.42 2.51 1.96 6.49 24.84 0.87 2.26 25.94 MSCI EAFE SMID NR USD
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $256.84M -7.13 1.61 2.49 2.95 5.7 12.56 0.6 1.05 11.21 BofAML US HY Master II
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $386.82M -16.37 4.3 2.34 1.57 7 28.02 0.85 1.25 22.23 S-Network Global Water TR USD
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $27.18M -0.39 3.97 2.19 2.04 -- 7.08 0.55 0.89 4.17 FTSE World BIG Bond Index
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1604.28M -2.73 0.99 2.12 2.07 2.55 6.46 0.4 0.52 6.74 Barclays Credit 1-5 Yr
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $78.18M -13.8 4.37 2.08 -- -- 25.5 0.28 0.98 19.41 MSCI World ex USA
BCAIX Boston Common International Fund Int'l
Global
12/2010 $254.03M -14.07 6.61 2.05 1.12 -- 23.74 0.8 1 19.52 MSCI EAFE Equity
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1604.28M -2.83 0.72 1.82 1.7 2.08 6.25 0.4 0.82 6.79 Barclays Credit 1-5 Yr
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $78.18M -13.8 4.16 1.8 -- -- 25.02 0.28 1.28 19.46 MSCI World ex USA
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $256.84M -7.34 0.87 1.73 2.15 -- 11.72 0.6 1.81 11.19 BofAML US HY Master II
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $386.82M -16.56 3.54 1.59 0.82 6.14 27.09 0.85 2.01 22.22 S-Network Global Water TR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2368.54M -17.09 -1.69 1.37 2.23 -- 22.66 0.87 0.92 24.25 MSCI EM NR USD
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
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Exp
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Dev

Benchmark Used
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $876.81M -2.74 -0.2 1.28 1.31 -- 3.57 0.38 0.49 5.54 Barclays Short Treasury 9-12 Mon TR USD
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $204.84M -6.84 -2.71 1.15 2.06 -- 7.06 0 0.65 10.8 Barclays 1-3 Month U.S. Treaury Bill Index
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2368.54M -17.18 -1.95 1.07 1.92 -- 22.41 0.87 1.27 24.24 MSCI EM NR USD
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1604.28M -3.03 -0.03 1.05 0.95 1.32 5.43 0.4 1.57 6.73 Barclays Credit 1-5 Yr
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $876.81M -2.82 -0.45 1.03 1.01 1.15 3.31 0.38 0.76 5.53 Barclays Short Treasury 9-12 Mon
MASGX Matthews Asia ESG Fund Int'l
Global
4/2015 $48.81M -14.8 -5.47 0.93 0.88 -- 12.54 0.66 1.42 25.74 MSCI All Country Asia ex-Japan Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $554.19M -16.17 1.62 0.92 0.06 2.91 23.01 0.75 0.55 20.16 MSCI EAFE ESG Index
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $204.84M -6.9 -2.93 0.86 1.68 -- 6.77 0 1.1 10.77 Barclays 1-3 Month U.S. Treasury Bill Index
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $554.19M -16.26 1.34 0.67 -0.17 2.96 22.78 0.75 0.8 20.18 MSCI EAFE ESG Index
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.42M -21.69 -6.75 0.6 0.19 6.27 26.56 0.7 0.87 28.08 Morningstar US Large Value TR Index
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2368.54M -17.33 -2.68 0.33 1.15 -- 21.47 0.87 2.02 24.25 MSCI EM NR USD
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $112.63M -23.91 -7.46 0.27 -0.81 7.03 22.12 0.3 0.45 30.1 Russell 2000
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $204.84M -7.19 -3.66 0.09 0.92 -- 6.03 0 1.85 10.75 Barclays 1-3 Month U.S. Treasury Bill Index
ESGKX Gabelli ESG Fund Inc I All
Cap
6/2007 $32.45M -15.42 1.18 -0.06 1.34 6.94 26.23 1 1 22.05 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
ESGHX Gabelli ESG Fund Inc A All
Cap
6/2007 $32.45M -15.43 1.12 -0.24 1.13 6.69 25.86 1 1.25 21.92 S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $32.45M -15.42 1.05 -0.27 1.11 6.68 25.83 1 1.25 21.94 S&P 500 Composite Total Return
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $112.63M -24.07 -8.06 -0.38 -1.43 6.37 21.36 0.3 1.12 29.95 Russell 2000
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $268.08M -16.74 -2.72 -0.66 -0.29 -- 20.45 0.45 0.64 20.93 MSCI ACWI xUS
ARFFX Ariel Focus Fund All
Cap
6/2005 $45.22M -21.88 -6.34 -0.77 0.15 6.83 25.62 0.65 1 32.97 Russell 1000 Value
ESGJX Gabelli ESG Fund Inc C All
Cap
6/2007 $32.45M -15.42 0.77 -0.86 0.44 5.92 25.04 1 2 21.96 S&P 500 Composite Total Return
MPLAX Praxis International Index A Int'l
Global
12/2010 $268.08M -16.96 -3.32 -1.33 -0.94 -- 19.55 0.45 1.4 20.94 MSCI ACWI xUS
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $977.03M -22.44 -7.05 -1.47 -0.78 8.16 24.6 0.7 1.14 30.88 Russell Mid Cap Value
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $358.47M -21.79 -7.93 -1.67 0.02 8.21 23.56 0.75 0.95 27.74 Russell 2000
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1615.74M -25.53 -10.08 -1.84 -0.24 8.48 24.67 0.59 1.02 34.88 Russell 2500 Value
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $358.47M -21.88 -8.12 -1.92 -0.22 7.96 23.29 0.75 1.2 27.73 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $358.47M -21.87 -8.21 -1.94 -0.24 -- 23.27 0.75 1.2 27.75 Russell 2000
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $104.41M -25 -5.53 -2.05 -0.96 -- 15.85 0.85 0.95 31.27 MSCI World
APPLX Appleseed Fund Int'l
Global
12/2006 $104.41M -25.04 -5.77 -2.24 -1.17 3.55 15.68 0.85 1.14 31.21 MSCI World
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1029.21M -19.85 -6.56 -3.67 -0.91 -- 17.27 0.9 1.01 22.23 MSCI EAFE Equity
CCMNX CCM Alternative Income Fund Balanced
5/2013 $29.01M -21.32 -17.26 -3.96 -2.24 -- 8.85 0.75 1.85 26.86 Citigroup 3-Month T-Bill Index
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1029.21M -20.02 -7.02 -4.08 -1.3 5.79 16.95 0.9 1.41 22.26 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1029.21M -20.02 -6.98 -4.11 -1.35 5.77 16.82 0.9 1.43 22.3 MSCI EAFE Equity
KESGX Kennedy Capital ESG SMID Cap Fund Equity
Mid-Sm Cap
6/2019 $1.23M -18.69 -5.1 -- -- -- -- 0.75 0.82 -- Russell 2500
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $46.43M -22.54 -15.74 -- -- -- 24.61 0.4 0.5 27.08 S&P Global REIT Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
ZSRIX Zeo Sustainable Credit Fund Bond
(Fixed Inc)
5/2019 $10.76M -7.97 -4.88 -- -- -- -- 0.75 1.25 11.76 Barclays Capital US Aggregate Bond

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Showing 176 of 176 funds
Information current as of:
May 31, 2020

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
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
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- 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 ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Etho Climate Leadership US ETF-------------------------------- --
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
FundX Sustainable Impact Equity----------R----------------X-- --
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
Saturna Sustainable Equity FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--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 Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- 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 Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Neuberger Berman Socially Resp R3CCPPPP