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 202 of 202 funds
Information current as of:
September 29, 2017

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

Benchmark Used
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4756.22M 13.91 22.28 15.31 17.74 12.58 21.42 0.69 0.95 7.64 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $458.25M 19.76 17.33 14.55 15.77 -- 5.75 0.6 0.74 5.92 Russell 1000® Growth Index
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $299.12M 7.84 20.29 12.25 14.7 7.78 20.54 0.8 0.91 13.17 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $299.12M 7.76 20.15 12.06 -- -- 20.4 0.8 1.12 13.19 Russell 2000
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $247.96M 18.75 19.09 11.77 14.63 8.76 7.62 0.3 0.44 5.68 MSCI U.S. Prime Market Growth Index
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $299.12M 7.49 19.74 11.73 14.08 7.06 20 0.8 1.37 13.19 Russell 2000 Value
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $247.96M 18.38 18.6 11.32 14.11 8.29 7.15 0.3 0.86 5.72 MSCI U.S. Prime Market Growth Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2649.06M 11.26 13.7 11.02 13.35 9.12 16.07 0.74 0.99 6.51 Russell Midcap Index
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $88.63M 5.9 15.65 10.96 11 -- 23.96 0.75 1 12.53 Russell 2000
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $299.12M 6.86 18.82 10.9 13.2 6.15 19.09 0.8 2.12 13.22 Russell 2000 Value
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $43.01M 8.42 16.9 10.85 11.8 -- 20.11 0.75 1 10.08 Russell 2500
PARNX Parnassus Fund All
Cap
12/1984 $1056.07M 10.85 17.33 10.83 15.01 9.45 13.46 0.62 0.84 8.33 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $952.9M 14.15 18.17 10.68 14.52 7.52 10.7 0.27 0.2 5.76 Calvert U.S. Large Cap Core Responsible Index
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $952.9M 14.04 18.03 10.5 14.16 -- 10.6 0.27 0.46 5.74 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $952.9M 13.82 17.71 10.26 14 6.98 10.34 0.27 0.68 5.81 Calvert U.S. Large Cap Core Responsible Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2136.27M 17.94 16.85 10.2 13.08 8.01 2.71 0 0.66 5.71 S&P 500 Composite Total Return
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $527.6M 20.39 17.94 10.19 12.84 -- 10.91 0.8 1.04 7.15 MSCI AC World (Net) Index (ACWI)
GCEQX Green Century Equity Equity
Large Cap
6/1991 $216.71M 15.17 17.69 10.14 13.81 6.85 8.7 0.25 1.25 5.81 S&P 500 Composite Total Return
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2136.27M 17.87 16.75 10.07 12.92 -- 2.62 0.62 0.77 5.71 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $527.6M 20.16 17.62 9.92 12.57 -- 10.62 0.8 1.29 7.18 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $527.6M 20.11 17.64 9.88 -- -- 10.62 0.8 1.3 7.17 MSCI AC World (Net) Index (ACWI)
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2136.27M 17.59 16.39 9.73 12.56 7.46 2.32 0.62 1.07 5.71 S&P 500 Composite Total Return
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $302.81M 35.53 27.27 9.64 -- -- 6.83 1 0.92 10.28 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $302.81M 35.45 27.22 9.55 -- -- 6.82 1 1.02 10.21 MSCI EM NR USD
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2754.19M 13.88 18.49 9.5 13.87 7.38 13.51 0.15 0.18 6.12 Russell 3000
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $43.16M 10.47 13.76 9.47 12.17 -- 12.13 0.75 1 7.75 Russell Midcap
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $202.1M 13.82 17.29 9.43 12.73 7.11 6.49 0.65 0.84 5.14 Russell 1000
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $952.9M 13.19 16.84 9.42 13.09 6.04 9.53 0.27 1.44 5.73 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2754.19M 13.8 18.33 9.35 13.71 -- 13.32 0.15 0.32 6.12 Russell 3000
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $219.01M 30.92 28.44 9.33 11.93 4.18 0.95 0.87 1.16 8.33 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $219.01M 30.92 28.44 9.33 11.93 4.18 0.95 0.87 1.16 8.33 MSCI EAFE SMID NR USD
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $187.12M 11.64 15.89 9.3 11.98 7.18 11.8 0.75 1 6.3 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2439.99M 12.52 16.56 9.27 14.07 -- 10.31 0.62 0.68 6.57 S&P 500 Composite Total Return
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $302.81M 35.18 26.89 9.26 -- -- 6.55 1 1.27 10.24 MSCI EM NR USD
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2754.19M 13.62 18.19 9.23 13.56 7.14 13.26 0.15 0.44 6.18 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2754.19M 13.67 18.21 9.23 13.58 7.12 13.24 0.15 0.43 6.15 Russell 3000
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $481.09M 21.42 19.1 9.19 10.59 4.37 3.96 0.9 1.08 5.41 MSCI ACWI
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $219.01M 30.83 28.25 9.18 11.74 -- 0.88 0.87 1.15 8.37 MSCI EAFE SMID NR USD
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $202.1M 13.56 16.97 9.15 -- -- 6.24 0.65 1.06 5.19 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $202.1M 13.57 17.01 9.13 12.44 6.85 6.26 0.65 1.07 5.15 Russell 1000
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2439.99M 12.38 16.36 9.07 13.86 6.9 10.1 0.73 0.86 6.62 S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $389.06M 14.72 17.92 9.02 13.02 5.86 10.02 0.7 0.91 5.65 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $33.85M 14.6 15.47 9 12.19 -- 7.88 0.75 1 5.47 S&P 500 Composite Total Return
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2137.21M 7.43 15.76 8.92 14.73 7.31 15.56 0.59 1 12.38 Russell 2500 Value
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2136.27M 16.95 15.49 8.91 11.73 6.65 1.49 0.62 1.81 5.7 S&P 500 Composite Total Return
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $481.09M 21.16 18.77 8.9 10.28 4.08 3.72 0.9 1.33 5.42 MSCI ACWI
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2439.99M 12.26 16.19 8.88 13.67 6.71 9.88 0.87 1.03 6.57 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2439.99M 12.25 16.17 8.87 13.64 -- 9.89 0.73 1.05 6.6 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15801.7M 10.48 12.91 8.84 13.48 9.32 10.4 0.6 0.88 5.23 S&P 500 Composite Total Return
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $389.06M 14.48 17.49 8.7 12.71 5.49 9.66 0.7 0.17 5.67 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2439.99M 12.03 15.88 8.61 13.37 -- 9.62 0.73 1.29 6.54 S&P 500 Composite Total Return
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $137.68M 14.71 17.59 8.45 11.09 4.76 7.55 0 1.26 4.19 Russell 3000
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $302.81M 34.45 25.88 8.38 -- -- 5.72 1 2.02 10.26 MSCI EM NR USD
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $67.89M 10.25 10.39 8.36 10.33 7.09 10.72 1 1.43 4.56 S&P 500 Composite Total Return
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1144.26M 21.32 20.45 8.21 -- -- 3.61 0.94 1.07 7.47 MSCI EAFE Equity
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $160.52M 17.96 18.63 8.14 11.26 -- 6.3 0.65 0.74 5.12 Pax Global Women’s Leadership Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $67.89M 10.12 10.19 8.13 10.07 6.84 10.4 1 1.68 4.64 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $67.89M 10.11 10.18 8.13 10.06 6.83 10.39 1 1.68 4.65 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2439.99M 11.57 15.31 8.06 12.79 -- 9.11 0.73 1.79 6.52 S&P 500 Composite Total Return
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $219.01M 29.72 26.83 7.94 10.48 2.86 -0.29 0.87 2.26 8.33 MSCI EAFE SMID NR USD
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $160.52M 17.76 18.38 7.87 10.98 -- 6.01 0.65 0.98 5.08 Pax Global Women’s Leadership Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $184.52M 9.47 16.76 7.85 12.91 4.68 16.75 0.3 0.44 8.08 MSCI US Prime Market Value Index
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1144.26M 21.12 19.97 7.77 10.91 1.94 3.12 0.94 1.53 7.52 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1144.26M 21.14 19.98 7.77 10.92 1.79 3.05 0.94 1.46 7.66 MSCI EAFE Equity
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $824.32M 3.32 11.59 7.69 13.49 -- 18.17 0.75 0.94 9.18 Russell 2000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $137.68M 14.08 16.72 7.45 9.97 3.55 6.69 0 2.01 4.2 Russell 3000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $824.32M 3.09 11.32 7.41 13.21 -- 17.9 0.75 1.19 9.18 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $824.32M 3.1 11.35 7.4 -- -- 17.85 0.75 1.19 9.19 Russell 2000
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $184.52M 9.1 16.19 7.33 12.33 4.11 16.13 0.3 0.94 8 MSCI US Prime Market Value Index
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $67.89M 9.52 9.36 7.32 9.24 6.03 9.63 1 2.43 4.59 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
WSBFX Walden Asset Management Fund Balanced
6/1999 $116.03M 8.58 10.62 7.17 8.94 5.62 9.08 0.75 1 4.4 Blend: 60% S&P 500 - 40% BC Aggregate
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1698.51M 8.23 12.41 7.08 13.09 8.06 12.66 0.69 1.12 10.97 Russell Mid Cap Value
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $268.66M 11.03 12.86 6.85 8.52 4.66 6.73 0 1.18 3.09 Custom
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $34.68M 23.67 22.49 6.8 9.33 1.9 -1.07 0.8 1.25 7.53 MSCI World ex USA
MGAFX Praxis Genesis Growth A Balanced
1/2010 $61.72M 11.88 13.35 6.79 8.92 -- 7.82 0.05 0.62 4.2 Russell 3000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $51.6M 7.25 12.34 6.56 7.6 5.53 8.93 0.3 1 13.38 Russell 2000
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $268.66M 10.4 12.02 6.05 7.72 3.87 5.93 0 1.93 3.05 Custom
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $122.95M 11.42 13.29 6.03 8.22 -- 6.02 0.64 1 4.28 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1954.92M 9.18 9.05 5.91 8.12 4.31 6.1 0.75 0.52 3.03 Blended Index
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $51.6M 6.83 11.55 5.91 6.92 4.99 8.18 0.3 1.67 13.43 Russell 2000
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $41.4M 26.01 23.73 5.9 -- -- -4.27 1 1.31 8.76 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $868M 10.38 14.85 5.83 11.27 6.38 11.66 0.24 0.79 6.63 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $122.95M 11.19 13.04 5.78 7.93 5.14 5.76 0.64 1.27 4.25 Blend: 60% S&P 500 - 40% BC Aggregate
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $868M 10.26 14.74 5.77 11.18 6.31 11.55 0.24 0.83 6.65 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
GCBLX Green Century Balanced Balanced
3/1992 $230.95M 9.55 9.93 5.77 8.99 5.25 5.39 0.65 1.48 4.14 Custom Balanced Index
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $690.36M 7.56 8.94 5.69 8.07 5.29 8.16 0.52 0.62 3.69 Russell 1000
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1954.92M 9.02 8.83 5.66 7.86 4.05 5.81 0.75 0.77 2.99 Blended Index
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $258.86M 7.65 13.53 5.62 9.92 7.32 6.83 0.77 0.85 6.7 Russell Mid Cap Growth
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $690.36M 7.49 8.84 5.51 -- -- 8 0.52 0.73 3.72 Russell 1000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $70.13M 9.65 10.09 5.5 7.09 -- 6.49 0.05 0.54 3.2 Russell 3000
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $868M 10.12 14.48 5.46 10.86 5.97 11.24 0.24 1.14 6.65 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $868M 10.18 14.54 5.44 10.86 5.55 11.21 0.24 1.16 6.73 S&P 500 Composite Total Return
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $258.86M 7.54 13.41 5.39 9.58 -- 6.7 0.77 0.96 6.72 Russell Mid Cap Growth
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $690.36M 7.26 8.51 5.27 7.59 4.78 7.74 0.52 0.97 3.74 Russell 1000
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $15.47M 14.64 11.59 5.13 -- -- 13.98 1.1 1.25 5.54 MSCI AC Asia Pacific Index
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $258.86M 7.33 13.11 5.12 9.34 6.6 6.39 0.77 1.21 6.72 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $185.61M 7.3 7.84 5.06 5.8 4.88 5.05 0 0.44 1.8 Barclays Capital US Credit
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $122.95M 10.53 12.14 5 7.15 4.45 5.02 0.64 1.98 4.29 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $275.03M 20.61 18.94 4.9 7.02 -- 5.48 0.6 0.77 6.38 MSCI ACWI xUS
ARFFX Ariel Focus Fund All
Cap
6/2005 $54.97M 8.72 17.09 4.89 11.25 5.08 21.11 0.65 1 10.9 Russell 1000 Value
BCAIX Boston Common International Fund Int'l
Global
12/2010 $219.16M 22.67 17.26 4.88 6.88 -- -0.96 0.9 1.12 9.25 MSCI EAFE Equity
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $70.88M 16.1 15.65 4.87 10.06 6.68 2.48 0.8 0.99 7.37 Russell Mid Cap Growth
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $122.95M 10.41 11.74 4.84 6.86 4.17 4.55 0.64 2.39 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $647.92M 19.64 16.46 4.82 4.76 -- -1.63 0.55 0.55 7.16 MSCI EAFE ESG Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $93.77M 7.3 0.63 4.81 3.93 7.59 6.79 0.52 1.25 6.56 Barclays US Long Credit
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $647.92M 19.41 16.27 4.53 5.11 -- -1.85 0.55 0.8 7.1 MSCI EAFE ESG Index
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $690.36M 6.65 7.65 4.43 6.75 3.91 6.87 0.52 1.76 3.72 Russell 1000
MPLAX Praxis International Index A Int'l
Global
12/2010 $275.03M 20.17 18.38 4.37 6.43 -- 4.97 0.6 1.32 6.49 MSCI ACWI xUS
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $258.86M 6.74 12.29 4.32 8.51 5.76 5.59 0.77 1.96 6.66 Russell Mid Cap Growth
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $185.61M 6.72 7.04 4.18 4.85 3.75 4.24 0 1.8 1.78 Barclays Capital US Credit
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $185.81M 5.46 6.57 4.06 5.16 -- 12.1 0.6 0.74 1.61 BofAML US HY Master II
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $515.88M 5.81 2.76 4 3.52 4.09 5.94 0.52 0.64 3.56 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $185.81M 5.4 6.49 3.98 5.08 -- 11.97 0.6 0.82 1.62 BofAML US HY Master II
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $108.22M 2.96 4 3.9 -- -- 6.73 0.47 0.65 0.48 Barclays 1-3 Month U.S. Treaury Bill Index
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $515.88M 5.71 2.66 3.8 3.3 -- 5.84 0.52 0.91 3.62 Barclays Capital US Credit
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.35M 6.3 4.89 3.79 4.42 -- 4.22 0.05 0.6 2.44 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $185.81M 5.23 6.23 3.71 4.83 -- 11.69 0.6 1.07 1.57 BofAML US HY Master II
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $108.22M 2.87 3.86 3.71 -- -- 6.51 0.47 0.85 0.5 Barclays 1-3 Month U.S. Treasury Bill Index
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $457.51M 14.55 12.87 3.5 -- -- 14.43 0.99 1.29 6.84 S-Network Global Water TR USD
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $515.88M 5.45 2.35 3.47 2.97 3.54 5.6 0.52 1.24 3.59 Barclays Capital US Credit
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $108.22M 2.66 3.57 3.46 -- -- 6.24 0.47 1.1 0.48 Barclays 1-3 Month U.S. Treasury Bill Index
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1487.52M 3.84 1.16 3.43 3.17 -- 3.19 0.35 0.4 3.06 Barclays Capital US Aggregate Bond
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $950.31M 3.92 1.54 3.4 2.74 4.32 4.06 0.47 0.51 2.69 Barclays Capital US Aggregate Bond
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $457.51M 14.48 12.82 3.35 8.91 -- 14.29 0.84 1.03 6.88 S-Network Global Water TR USD
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1487.52M 3.83 1.1 3.31 3.03 -- 3.03 0.35 0.55 3.01 Barclays Capital US Aggregate Bond
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $950.31M 3.83 1.44 3.23 2.51 -- 3.94 0.47 0.62 2.7 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1487.52M 3.65 0.91 3.18 2.91 -- 2.83 0.35 0.65 2.95 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1487.52M 3.74 0.99 3.16 2.86 -- 2.81 0.35 0.68 2.94 Barclays Capital US Aggregate Bond
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $417.38M 6.35 9.06 3.13 4.53 5.6 13.94 0.5 0.74 3.01 Merrill Lynch High Yield Master I
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $515.88M 5.07 1.84 3.09 2.66 3.21 5.08 0.52 1.47 3.58 Barclays Capital US Credit
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $236.05M 16.55 13.89 3.09 6.61 -1.29 -3.5 0.86 0.96 7.27 MSCI EAFE Investable Market
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $97.25M 3.15 1.15 3.05 -- -- 4.05 0.42 0.5 2.25 Barclays Capital US Aggregate Bond
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $457.51M 14.22 12.48 3.04 8.58 -- 13.99 0.84 1.28 6.82 S-Network Global Water TR USD
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $178.32M 10.51 8.59 3 5.86 -- 10.16 0.85 0.95 5.54 MSCI World
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $950.31M 3.68 1.21 2.96 2.24 3.75 3.63 0.47 0.89 2.68 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $417.38M 6.14 8.93 2.93 4.27 5.35 13.8 0.5 0.99 3.01 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $417.38M 6.14 8.93 2.93 -- -- 13.78 0.5 0.98 2.99 Merrill Lynch High Yield Master I
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $236.05M 16.44 13.76 2.89 6.36 -- -3.66 0.86 1.09 7.21 MSCI EAFE Investable Market
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $97.25M 3.05 0.96 2.86 -- -- 3.91 0.42 0.63 2.29 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $185.81M 4.61 5.43 2.82 3.86 -- 10.87 0.6 2.07 1.56 BofAML US HY Master II
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
APPLX Appleseed Fund Int'l
Global
12/2006 $178.32M 10.31 8.37 2.76 5.61 6.35 9.94 0.85 1.2 5.51 MSCI World
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $515.88M 4.81 1.54 2.71 2.22 2.8 4.79 0.52 1.93 3.58 Barclays Capital US Credit
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $152.13M 3.56 0.3 2.69 1.81 -- 3.65 0.32 0.62 3.23 Barclays U.S. Aggregate Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $108.22M 2.04 2.76 2.68 -- -- 5.45 0.47 1.85 0.5 Barclays 1-3 Month U.S. Treasury Bill Index
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $236.05M 16.17 13.43 2.61 6.03 -1.93 -3.85 0.86 1.34 7.24 MSCI EAFE Investable Market
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $97.25M 2.86 0.71 2.6 -- -- 3.66 0.42 0.88 2.26 Barclays Capital US Aggregate Bond
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $503.17M 3.13 0.37 2.6 2.18 4.55 2.44 0.4 0.54 2.88 Barclays Capital US Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $152.13M 3.33 0.01 2.45 1.56 3.45 3.43 0.32 0.93 3.26 Barclays U.S. Aggregate Index
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $237.93M 3.03 0.26 2.43 1.5 3.61 2.42 0.5 0.68 2.97 Barclays Capital US Credit
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2065.79M 2.65 0.08 2.4 1.51 3.68 0.98 0.3 0.46 2.6 Barclays Capital US Aggregate Bond
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $457.51M 13.61 11.67 2.31 7.76 -- 13.15 0.84 2.03 6.84 S-Network Global Water TR USD
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $146.23M 3.98 0.48 2.27 2.04 2.96 -0.42 0.47 0.8 5.02 Barclays Municipal
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1348M 2.42 1.82 2.24 2.06 3.47 3.63 0.46 0.52 1.05 Barclays Credit 1-5 Yr
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $503.17M 2.84 0 2.23 1.8 4.18 2.12 0.4 0.94 2.82 Barclays Capital US Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2065.79M 2.58 0.02 2.15 1.22 3.34 0.73 0.3 0.81 2.66 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $950.31M 2.97 0.27 2.05 1.37 2.91 2.73 0.47 1.73 2.66 Barclays Capital US Aggregate Bond
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1348M 2.29 1.72 2.05 1.86 -- 3.6 0.46 0.61 1.08 Barclays Credit 1-5 Yr
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2065.79M 2.31 -0.27 1.97 1.08 3.23 0.62 0.3 0.91 2.58 Barclays Capital US Aggregate
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.83M 3.93 5.12 1.95 -- -- 2.47 0 2.76 2.36 Citigroup 3-Month T-Bill Index
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $643.04M 1.86 0.19 1.93 1.42 3.4 1.54 0.5 0.65 1.95 Barclays Capital US Securitized Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $643.04M 1.48 -0.26 1.87 1.43 -- 1.49 0.5 1.01 1.92 Barclays Capital US Securitized Bond
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $236.05M 15.59 12.61 1.8 5.16 -2.76 -4.66 0.86 2.09 7.22 MSCI EAFE Investable Market
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1348M 2.14 1.43 1.76 1.55 2.96 3.25 0.46 0.88 1.05 Barclays Credit 1-5 Yr
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $41.14M 6.45 17.54 1.44 2.9 -- 22.95 0.8 1.25 18.66 Russell 2000 Value
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $86.27M 23.15 17.66 1.43 7.7 -7.04 -7.24 0.87 1.4 8.65 Ardour Gbl Alternative Energy
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $908.51M 1.38 1.75 1.42 -- -- 2.22 0.38 0.5 0.18 Barclays Short Treasury 9-12 Mon TR USD
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
5/2010 $908.51M 1.35 1.71 1.31 1.24 -- 2.15 0.38 0.52 0.14 Barclays Short Treasury 9-12 Mon
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $106.08M 1.98 1.28 1.26 1.76 -- 1.4 1.19 1.36 1.01 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $86.27M 23.11 17.54 1.26 7.5 -- -7.53 0.87 1.6 8.65 Ardour Gbl Alternative Energy
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $908.51M 1.08 1.42 1.04 1 2.13 1.9 0.38 0.77 0.18 Barclays Short Treasury 9-12 Mon
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $86.27M 22.96 17.28 1.03 7.24 -7.46 -7.73 0.87 1.85 8.8 Ardour Gbl Alternative Energy
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1348M 1.56 0.66 1 0.8 2.19 2.49 0.46 1.66 1.06 Barclays Credit 1-5 Yr
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $86.27M 22.02 16.38 0.12 6.25 -8.35 -8.4 0.87 2.85 8.55 Ardour Gbl Alternative Energy
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $36.91M 20.04 24.7 -- -- -- 17.1 2 -- 8.58 S&P 500 Composite Total Return
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $93.77M 7.72 1.17 -- -- -- 7.3 0.52 -- 6.57 Barclays US Long Credit
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $146.23M 3.48 -0.23 -- -- -- -1.25 0.35 0.8 4.93 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $146.23M 4.32 0.91 -- -- -- -0.14 0.35 0.45 4.93 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $146.23M 4.18 0.75 -- -- -- -0.17 0.35 0.55 4.94 Barclays Municipal
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $51.64M 19.42 18.76 -- -- -- 4.03 0.27 0.57 6.23 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $51.64M 18.72 17.9 -- -- -- 3.3 0.27 1.32 6.2 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $51.64M 19.74 19.2 -- -- -- 4.44 0.27 0.22 6.19 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $51.64M 19.6 19.07 -- -- -- 4.35 0.27 0.32 6.21 Calvert U.S. Large Cap Growth Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $133.85M 8.53 16.72 -- -- -- 16.78 0.27 0.57 7.79 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $133.85M 7.97 15.88 -- -- -- 15.93 0.27 1.32 7.72 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $133.85M 8.85 17.15 -- -- -- 17.2 0.27 0.22 7.74 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $133.85M 8.76 16.98 -- -- -- 17.02 0.27 0.32 7.71 Calvert U.S. Large Cap Value Responsible Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $7.65M 13.34 17.08 -- -- -- 6.06 0.65 0.75 6.12 Russell 3000
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $31.74M 19.99 -- -- -- -- -- 0.28 0.98 -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $31.74M 19.84 16.2 -- -- -- -- 0.28 1.28 7.15 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $63.23M 23.84 17.38 -- -- -- -- 0.8 -- 8.75 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $63.23M 24.12 17.71 -- -- -- -- 0.8 -- 8.71 MSCI World
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $685.04M 2.47 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $685.04M 2.66 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $143.59M 10.87 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $143.59M 11.04 -- -- -- -- -- 0.65 0.65 -- Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $751.37M 12.68 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $751.37M 12.86 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $139.14M 9.36 12.31 -- -- -- -- 0.75 1.15 5.63 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $139.14M 9.66 12.54 -- -- -- -- 0.75 0.9 5.61 Russell Midcap Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $21.03M 6.31 3.68 -- -- -- 1.85 0.55 0.89 3.56 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.73M 17.38 13.22 -- -- -- -1.43 0.65 0.99 5.72 S&P Global 1200
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $11.82M 11.2 16.93 -- -- -- 14.48 0.75 1 9.59 S&P 1000

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Showing 202 of 202 funds
Information current as of:
September 29, 2017

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 Sudan Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund YCCCCCCC--CCRRRRR-- --
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- 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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Portfolio 21 InstitutionalP *PPPRRRCPRRRRRROther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Sentinel Sustainable Core Opportunities Fund (I Shares)PPPPPPP--PPRRRRR-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Ariel Fund----PPP----XP------X--X-- --
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Sentinel Sustainable Core Opportunities Fund (A Shares)PPP--PPP--PPRRRRR-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Domini International 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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Pax Ellevate Global Women's Index Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Pax Ellevate Global Women's Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --