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 206 of 206 funds
Information current as of:
January 31, 2018

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

Benchmark Used
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $548.02M 7.77 33.07 18.29 17.5 -- 5.75 0.6 0.74 7.84 Russell 1000® Growth Index
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $5661.5M 6.51 26.34 17.98 18.72 14.69 21.42 0.69 0.95 8.34 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $275.68M 6.85 31.64 15.74 17.25 11.16 7.62 0.3 0.44 6.47 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $275.68M 6.81 31.12 15.29 16.73 10.67 7.15 0.3 0.86 6.48 MSCI U.S. Prime Market Growth Index
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $252.58M 6.06 42.74 14.77 12.41 6.44 0.95 0.87 1.16 6.42 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $252.58M 6.06 42.74 14.77 12.41 6.44 0.95 0.87 1.16 6.42 MSCI EAFE SMID NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $714.3M 7.07 47.77 14.55 10.31 -- 6.83 1 0.92 6.67 MSCI EM NR USD
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $714.3M 7.02 47.24 14.13 9.92 -- 6.55 1 1.27 6.6 MSCI EM NR USD
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $210.57M 5.65 25.85 14.03 13.92 9.22 11.8 0.75 1 6.33 S&P 500 Composite Total Return
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1107.71M 5.54 24.97 13.99 16.1 9.86 10.7 0.27 0.2 5.6 Calvert U.S. Large Cap Core Responsible Index
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2349.5M 6.84 31.39 13.93 15.09 10.25 2.71 0.62 0.66 6.6 S&P 500 Composite Total Return
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $651.79M 3.64 27.08 13.79 12.09 -- 10.91 0.8 1.04 4.5 MSCI AC World (Net) Index (ACWI)
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $47.53M 4.61 20.52 13.76 12.7 -- 20.11 0.75 1 7.82 Russell 2500
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1107.71M 5.49 24.52 13.55 15.6 9.32 10.34 0.27 0.54 5.57 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
GCEQX Green Century Equity Equity
Large Cap
6/1991 $260.51M 6.2 26.15 13.53 15.17 9.15 8.7 0.25 1.25 5.81 S&P 500 Composite Total Return
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $651.79M 3.6 26.77 13.5 -- -- 10.62 0.8 1.3 4.54 MSCI AC World (Net) Index (ACWI)
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2349.5M 6.78 30.91 13.48 14.56 9.7 2.32 0.62 1.07 6.57 S&P 500 Composite Total Return
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $651.79M 3.6 26.74 13.48 11.81 -- 10.62 0.8 1.29 4.54 MSCI AC World (Net) Index (ACWI)
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $3317.31M 5.42 25.13 13.45 14.68 9.62 13.51 0.15 0.18 5.39 Russell 3000
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $252.58M 5.95 41.13 13.34 10.98 5.09 -0.29 0.87 2.26 6.39 MSCI EAFE SMID NR USD
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $338.71M 3.38 18.46 13.31 15.33 10.02 20.54 0.8 0.91 6.34 Russell 2000 Value
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $3317.31M 5.38 24.95 13.27 14.51 -- 13.32 0.15 0.32 5.39 Russell 3000
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $714.3M 6.91 46.08 13.23 8.99 -- 5.72 1 2.02 6.59 MSCI EM NR USD
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $3317.31M 5.39 24.83 13.17 14.39 9.34 13.24 0.15 0.43 5.39 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $3317.31M 5.39 24.82 13.15 14.36 9.35 13.26 0.15 0.44 5.41 Russell 3000
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $526.29M 5.03 30.85 12.99 10.61 6.46 3.96 0.9 1.08 3.74 MSCI ACWI
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $221.49M 4.6 26.09 12.84 13.99 9.27 6.49 0.65 0.84 5.05 Russell 1000
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $338.71M 3.38 18.02 12.82 14.73 9.31 20 0.8 1.37 6.4 Russell 2000 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1107.71M 5.43 23.55 12.72 14.68 8.36 9.53 0.27 1.44 5.52 Calvert U.S. Large Cap Core Responsible Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $526.29M 5.03 30.54 12.7 10.31 6.16 3.72 0.9 1.33 3.77 MSCI ACWI
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $48.42M 4.41 22.59 12.67 13.42 -- 12.13 0.75 1 6.72 Russell Midcap
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2349.5M 6.73 29.9 12.61 13.71 8.88 1.49 0.62 1.81 6.57 S&P 500 Composite Total Return
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $221.49M 4.62 25.89 12.58 13.72 9.01 6.26 0.65 1.07 5.11 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $221.49M 4.53 25.84 12.56 -- -- 6.24 0.65 1.06 5.03 Russell 1000
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $36.99M 4.1 23.33 12.48 13.55 -- 7.88 0.75 1 4.39 S&P 500 Composite Total Return
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $98.58M 3.09 14.26 12.48 11.2 -- 23.96 0.75 1 8.11 Russell 2000
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2463.68M 5.65 21.17 12.23 14.6 8.96 10.31 0.62 0.66 6.35 S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $1117.81M 3.58 17.57 12.23 14.89 11.43 13.46 0.62 0.84 5.37 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2463.68M 5.61 20.93 12.02 14.39 8.77 10.1 0.73 0.84 6.36 S&P 500 Composite Total Return
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $338.71M 3.32 17.12 11.98 13.86 8.39 19.09 0.8 2.12 6.41 Russell 2000 Value
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $196.33M 4.66 27.09 11.9 11.88 5.44 6.3 0.65 0.74 4.01 Pax Global Women’s Leadership Index
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2408.6M 6.6 20.22 11.89 15.17 10.2 15.56 0.59 1 10.52 Russell 2500 Value
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $199.08M 4.22 20.41 11.85 13.44 7.12 16.75 0.3 0.44 6.67 MSCI US Prime Market Value Index
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2463.68M 5.6 20.75 11.84 14.2 8.58 9.88 0.87 1.01 6.34 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2463.68M 5.58 20.7 11.8 14.16 -- 9.89 0.73 1.03 6.35 S&P 500 Composite Total Return
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2821.55M 2 15.62 11.73 12.87 10.57 16.07 0.74 0.99 3.9 Russell Midcap Index
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $196.33M 4.64 26.83 11.65 11.61 5.17 6.01 0.65 0.98 4.01 Pax Global Women’s Leadership Index
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2463.68M 5.56 20.41 11.54 13.89 -- 9.62 0.73 1.28 6.33 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $16688.9M 4.85 19.65 11.49 14.1 10.83 10.4 0.6 0.88 4.94 S&P 500 Composite Total Return
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $199.08M 4.2 19.77 11.28 12.88 6.52 16.13 0.3 0.94 6.67 MSCI US Prime Market Value Index
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $153.19M 4.67 23.63 11.15 11.74 6.77 7.55 0 1.26 3.93 Russell 3000
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1379.82M 6.18 27.3 11.01 10.42 -- 3.61 0.94 1.07 6.32 MSCI EAFE Equity
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2463.68M 5.53 19.84 10.98 13.32 -- 9.11 0.73 1.78 6.34 S&P 500 Composite Total Return
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1379.82M 6.05 26.79 10.57 9.97 4.12 3.05 0.94 1.46 6.39 MSCI EAFE Equity
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1379.82M 6.06 26.76 10.5 9.96 4.27 3.12 0.94 1.53 6.31 MSCI EAFE Equity
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $153.19M 4.56 22.7 10.18 10.65 5.54 6.69 0 2.01 3.88 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $45.97M 4.94 33.06 10.17 9.42 4.07 -1.07 0.8 1.25 5.64 MSCI World ex USA
WSBFX Walden Asset Management Fund Balanced
6/1999 $125.99M 3.83 18.15 10.08 10.26 6.9 9.08 0.75 1 4.37 Blend: 60% S&P 500 - 40% BC Aggregate
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $301.62M 6.21 28.48 10.05 7 -- 5.48 0.6 0.77 5.79 MSCI ACWI xUS
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1765.11M 5.66 18.24 9.89 13.25 10.44 12.66 0.69 1.12 9.28 Russell Mid Cap Value
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $66.18M 4.06 15.31 9.69 9.81 9.09 10.72 1 1.43 4.57 S&P 500 Composite Total Return
MPLAX Praxis International Index A Int'l
Global
12/2010 $301.62M 6.16 27.81 9.5 6.41 -- 4.97 0.6 1.32 5.91 MSCI ACWI xUS
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $66.18M 4.08 15.04 9.44 9.55 8.83 10.39 1 1.68 4.62 S&P 500 Composite Total Return
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $66.18M 4.08 14.98 9.43 9.55 8.83 10.4 1 1.68 4.64 S&P 500 Composite Total Return
ARFFX Ariel Focus Fund All
Cap
6/2005 $63.9M 6.44 18.96 9.36 12.23 7.1 21.11 0.65 1 8.88 Russell 1000 Value
MGAFX Praxis Genesis Growth A Balanced
1/2010 $66.78M 3.91 19.41 9.34 9.62 -- 7.82 0.05 0.62 3.71 Russell 3000
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $908M 5.22 19.31 9.13 13.09 8.66 11.66 0.24 0.79 6.01 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $908M 5.08 19.11 9.08 13.02 8.6 11.55 0.24 0.83 5.94 S&P 500 Composite Total Return
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $479.44M 1.99 18.76 9.03 -- -- 14.43 0.99 1.29 4.73 S-Network Global Water TR USD
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $80.26M 5.71 25.69 8.98 11.25 9.33 2.48 0.8 0.99 6.32 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BCAIX Boston Common International Fund Int'l
Global
12/2010 $249.55M 5.28 27.46 8.77 6.99 -- -0.96 0.9 1.12 6.56 MSCI EAFE Equity
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $908M 5.18 18.91 8.74 12.68 8.25 11.24 0.24 1.14 6.01 S&P 500 Composite Total Return
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $908M 5.18 18.92 8.72 12.67 8.28 11.21 0.24 1.16 6.02 S&P 500 Composite Total Return
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $132.88M 3.91 19.81 8.62 9.59 -- 6.02 0.64 1 4.58 Blend: 60% S&P 500 - 40% BC Aggregate
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $66.18M 3.99 14.2 8.6 8.73 8.01 9.63 1 2.43 4.65 S&P 500 Composite Total Return
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $479.44M 1.95 18.34 8.58 7.62 -- 13.99 0.84 1.28 4.71 S-Network Global Water TR USD
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $838.59M 0.6 8.5 8.57 12.85 -- 18.17 0.75 0.94 5.67 Russell 2000
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $17.07M 5.05 21.96 8.41 -- -- 13.98 1.1 1.25 5.38 MSCI AC Asia Pacific Index
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $289.54M 3.34 17.3 8.39 9 6.02 6.73 0 1.18 2.78 Custom
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $132.88M 3.9 19.44 8.33 9.3 6.43 5.76 0.64 1.27 4.57 Blend: 60% S&P 500 - 40% BC Aggregate
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $838.59M 0.61 8.26 8.31 -- -- 17.85 0.75 1.19 5.64 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $838.59M 0.61 8.24 8.3 12.55 -- 17.9 0.75 1.19 5.64 Russell 2000
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $93.69M 3.81 29.99 8.24 6.43 -6.04 -7.24 0.87 1.4 4.55 Ardour Gbl Alternative Energy
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $741.63M 4.9 26.08 8.24 4.75 -- -1.63 0.55 0.55 5.03 MSCI EAFE ESG Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $741.63M 4.91 25.67 7.99 5.08 -- -1.85 0.55 0.8 5.08 MSCI EAFE ESG Index
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $2065.38M 3.04 15.59 7.88 8.59 5.49 6.1 0.75 0.52 2.79 Blended Index
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $93.69M 3.72 29.6 7.84 6 -6.47 -7.73 0.87 1.85 4.68 Ardour Gbl Alternative Energy
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $479.44M 1.9 17.39 7.75 6.82 -- 13.15 0.84 2.03 4.73 S-Network Global Water TR USD
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $2065.38M 3 15.27 7.62 8.32 5.22 5.81 0.75 0.7 2.73 Blended Index
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $289.54M 3.29 16.47 7.6 8.21 5.22 5.93 0 1.93 2.8 Custom
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $132.88M 3.87 18.58 7.56 8.52 5.73 5.02 0.64 1.98 4.62 Blend: 60% S&P 500 - 40% BC Aggregate
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $132.88M 3.83 18.49 7.4 8.24 5.45 4.55 0.64 2.39 4.57 Blend: 60% S&P 500 - 40% BC Aggregate
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $54.51M 2.56 15.53 7.1 8.08 7.56 8.93 0.3 1 9.42 Russell 2000
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $720.01M 2.51 13.59 7.07 8.91 6.45 8.16 0.52 0.62 2.69 Russell 1000
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $75.22M 2.6 14.9 7.04 7.57 -- 6.49 0.05 0.54 2.39 Russell 3000
GCBLX Green Century Balanced Balanced
3/1992 $249.29M 2.81 14.4 7.01 9.02 6.43 5.39 0.65 1.48 3.6 Custom Balanced Index
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $93.69M 3.68 28.63 6.98 5.06 -7.34 -8.4 0.87 2.85 4.56 Ardour Gbl Alternative Energy
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $193.13M 3.91 17.72 6.91 6.46 -- 10.16 0.85 0.95 5.76 MSCI World
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $257.4M 3.44 15.07 6.83 9.85 8.96 6.83 0.77 0.85 4.65 Russell Mid Cap Growth
APPLX Appleseed Fund Int'l
Global
12/2006 $193.13M 3.86 17.58 6.71 6.24 8.43 9.94 0.85 1.2 5.72 MSCI World
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $720.01M 2.5 13.17 6.66 8.45 5.95 7.74 0.52 0.97 2.73 Russell 1000
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $227.04M 4.06 23.95 6.57 6.31 1.17 -3.5 0.86 0.96 5.07 MSCI EAFE Investable Market
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $54.51M 2.43 14.82 6.46 7.43 6.99 8.18 0.3 1.67 9.35 Russell 2000
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $257.4M 3.36 14.61 6.34 9.28 8.23 6.39 0.77 1.21 4.63 Russell Mid Cap Growth
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $227.04M 4.04 23.54 6.14 5.76 0.54 -3.85 0.86 1.34 5.06 MSCI EAFE Investable Market
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $720.01M 2.45 12.27 5.81 7.59 5.07 6.87 0.52 1.76 2.74 Russell 1000
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $257.4M 3.35 13.79 5.54 8.46 7.39 5.59 0.77 1.96 4.6 Russell Mid Cap Growth
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $227.04M 3.96 22.7 5.36 4.89 -0.31 -4.66 0.86 2.09 5.04 MSCI EAFE Investable Market
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $191.03M 0.37 5.61 5.2 4.46 -- 12.1 0.6 0.74 1.36 BofAML US HY Master II
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $201.99M 1.52 10.42 5.18 5.99 5.37 5.05 0 0.44 1.3 Barclays Capital US Credit
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $191.03M 0.34 5.27 4.85 4.13 -- 11.69 0.6 1.07 1.31 BofAML US HY Master II
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $414.18M 0.58 5.34 4.81 3.83 5.87 13.94 0.5 0.74 2.13 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $414.18M 0.41 5.07 4.55 3.54 5.59 13.8 0.5 0.99 2.06 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $414.18M 0.41 5.07 4.55 -- -- 13.78 0.5 0.98 2.03 Merrill Lynch High Yield Master I
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $201.99M 1.48 9.6 4.3 5.06 4.25 4.24 0 1.8 1.28 Barclays Capital US Credit
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $119.49M 0.19 3.25 4.04 -- -- 6.73 0.47 0.65 0.47 Barclays 1-3 Month U.S. Treaury Bill Index
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $191.03M 0.26 4.49 3.99 3.2 -- 10.87 0.6 2.07 1.32 BofAML US HY Master II
MCONX Praxis Genesis Conservative A Balanced
1/2010 $23.09M 0.79 8.22 3.94 4.65 -- 4.22 0.05 0.6 1.14 Barclays Capital US Aggregate Bond
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $119.49M 0.1 2.74 3.59 -- -- 6.24 0.47 1.1 0.47 Barclays 1-3 Month U.S. Treasury Bill Index
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $498.49M -0.56 5.83 3.04 3.44 3.95 5.94 0.52 0.64 1.88 Barclays Capital US Credit
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $119.49M 0.04 2.02 2.81 -- -- 5.45 0.47 1.85 0.54 Barclays 1-3 Month U.S. Treasury Bill Index
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $498.49M -0.65 5.34 2.56 2.89 3.37 5.6 0.52 1.24 1.89 Barclays Capital US Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $88.45M -1.27 8.23 2.28 -- -- 7.3 0.52 -- 3.61 Barclays US Long Credit
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1339.47M -0.1 2.08 2.03 1.85 3.19 3.63 0.46 0.52 0.68 Barclays Credit 1-5 Yr
CCMNX CCM Alternative Income Fund Balanced
5/2013 $33.16M -0.12 3.45 1.95 -- -- 2.47 0 2.76 1.97 Citigroup 3-Month T-Bill Index
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $989.99M -0.75 3.41 1.86 2.7 3.96 4.06 0.47 0.51 1.76 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $498.49M -0.71 4.51 1.78 2.13 2.63 4.79 0.52 1.93 1.89 Barclays Capital US Credit
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1819.88M -0.85 3.2 1.78 3.17 -- 3.19 0.35 0.4 1.93 Barclays Capital US Aggregate Bond
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $88.45M -1.35 7.74 1.75 4.23 7.11 6.79 0.52 1.25 3.61 Barclays US Long Credit
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1819.88M -0.96 3.05 1.62 3.02 -- 3.03 0.35 0.55 1.92 Barclays Capital US Aggregate Bond
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1339.47M -0.19 1.67 1.59 1.34 2.68 3.25 0.46 0.88 0.68 Barclays Credit 1-5 Yr
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $111.82M -0.79 2.09 1.58 -- -- 4.05 0.42 0.5 1.63 Barclays Capital US Aggregate Bond
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $967.74M 0.14 1.71 1.58 -- -- 2.22 0.38 0.38 0.16 Barclays Short Treasury 9-12 Mon TR USD
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $143.17M -1.2 3.57 1.57 1.73 2.75 -0.42 0.47 0.8 2.53 Barclays Municipal
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1819.88M -0.87 2.95 1.52 2.92 -- 2.83 0.35 0.65 1.89 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1819.88M -0.97 2.93 1.5 2.85 -- 2.81 0.35 0.68 1.95 Barclays Capital US Aggregate Bond
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $989.99M -0.71 3.12 1.45 2.22 3.4 3.63 0.47 0.89 1.72 Barclays Capital US Aggregate Bond
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $153.67M -1.19 2.65 1.44 1.75 -- 3.65 0.32 0.62 2.16 Barclays U.S. Aggregate Index
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $107.8M 0.19 2.49 1.24 1.59 -- 1.4 1.19 1.36 0.46 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $967.74M 0.12 1.41 1.22 0.98 1.98 1.9 0.38 0.38 0.16 Barclays Short Treasury 9-12 Mon
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $521.1M -1.12 2.08 1.2 2.05 4.03 2.44 0.4 0.54 2.06 Barclays Capital US Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $153.67M -1.22 2.35 1.18 1.51 2.9 3.43 0.32 0.93 2.17 Barclays U.S. Aggregate Index
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $111.82M -0.82 1.74 1.16 -- -- 3.66 0.42 0.88 1.62 Barclays Capital US Aggregate Bond
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $228.1M -1.23 1.47 1.07 1.53 3.12 2.42 0.5 0.68 2.09 Barclays Capital US Credit
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2117.69M -1.01 1.48 1.05 1.42 3.13 0.98 0.3 0.46 1.91 Barclays Capital US Aggregate Bond
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $37.71M 0.09 8.13 0.95 2.39 -- 22.95 0.8 1.25 13.4 Russell 2000 Value
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $521.1M -1.05 1.72 0.85 1.67 3.66 2.12 0.4 0.94 1.93 Barclays Capital US Aggregate
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1339.47M -0.26 0.91 0.83 0.59 1.92 2.49 0.46 1.66 0.68 Barclays Credit 1-5 Yr
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2117.69M -0.95 1.42 0.8 1.13 2.8 0.73 0.3 0.81 1.94 Barclays Capital US Aggregate
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $634.56M -1.25 0.44 0.68 1.28 2.86 1.54 0.5 0.65 1.93 Barclays Capital US Securitized Bond
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2117.69M -1.05 1.03 0.6 0.97 2.68 0.62 0.3 0.91 1.81 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $989.99M -0.79 2.21 0.57 1.36 2.56 2.73 0.47 1.73 1.72 Barclays Capital US Aggregate Bond
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $634.56M -1.28 0.08 0.53 1.28 -- 1.49 0.5 1.01 1.89 Barclays Capital US Securitized Bond
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $57.45M 4.56 22.25 -- -- -- 17.1 2 -- 4.93 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CBAYX Calvert Balanced Portfolio Y Balanced
-- -- -- -- -- -- -- -- -- -- -- Russell 1000
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell Mid Cap Growth
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EM NR USD
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- Ardour Gbl Alternative Energy
CFWYX Calvert Global Water Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S-Network Global Water TR USD
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Aggregate Bond
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- BofAML US HY Master II
CICRX Calvert Income Fund R Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Capital US Credit
CWEYX Calvert International Equity Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE Investable Market
CWVYX Calvert International Opportunities Fund Y Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI EAFE SMID NR USD
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Credit 1-5 Yr
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
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- Russell 2000
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $143.17M -1.26 2.76 -- -- -- -1.25 0.35 0.8 2.48 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $143.17M -1.17 3.91 -- -- -- -0.14 0.35 0.45 2.53 Barclays Municipal
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Municipal
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $62.23M 6.9 30.99 -- -- -- 4.03 0.27 0.57 6.26 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $62.23M 6.95 31.42 -- -- -- 4.44 0.27 0.22 6.27 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $153.77M 3.99 18.22 -- -- -- 16.78 0.27 0.57 6.22 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $153.77M 3.97 18.62 -- -- -- 17.2 0.27 0.22 6.17 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- Calvert U.S. Large Cap Value Responsible Index
CULYX Calvert Ultra-Short Income Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays Short Treasury 9-12 Mon
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
-- -- -- -- -- -- -- -- -- -- -- Barclays 1-3 Month U.S. Treasury Bill Index
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $8.75M 4.68 24.92 -- -- -- 6.06 0.65 0.75 5.38 Russell 3000
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $14.31M 5.97 -- -- -- -- -- 1 1.35 -- MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $43.5M 3.89 25.59 -- -- -- -- 0.28 0.98 4.37 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $43.5M 3.81 25.2 -- -- -- -- 0.28 1.28 4.34 MSCI World ex USA
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $79.07M 6.89 33.89 -- -- -- -- 0.8 -- 6.24 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $79.07M 6.95 34.27 -- -- -- -- 0.8 -- 6.29 MSCI World
NALFX New Alternatives Fund A Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $690.26M -1.22 1.05 -- -- -- -- 0.4 0.72 2.12 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $690.26M -1.2 1.3 -- -- -- -- 0.4 0.47 2.12 Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $156.7M 4.7 22.84 -- -- -- -- 0.65 0.9 5.33 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $156.7M 4.78 23.15 -- -- -- -- 0.65 0.65 5.32 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $766.64M 6.44 26.88 -- -- -- -- 0.65 0.95 5.96 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $766.64M 6.43 27.2 -- -- -- -- 0.65 0.7 5.9 S&P 500 Composite Total Return
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $143.08M 2.42 13.65 -- -- -- -- 0.75 1.15 3.95 Russell Midcap Index
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $143.08M 2.51 13.98 -- -- -- -- 0.75 0.9 3.92 Russell Midcap Index
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $25.19M 1.1 5.48 -- -- -- 1.85 0.55 0.89 2.18 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $5.53M 5.12 27.52 -- -- -- -1.43 0.65 0.99 4.73 S&P Global 1200
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ICAN SerenityShares Impact ETF Equity
Large Cap
4/2017 $4.21M 3.82 -- -- -- -- -- 0.5 0.5 -- S&P 500 Composite Total Return
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $15.24M 3.09 20.63 -- -- -- 14.48 0.75 1 7.68 S&P 1000
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $4.56M -1.36 -- -- -- -- -- 0.4 -- -- S&P Global REIT Index

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Showing 206 of 206 funds
Information current as of:
January 31, 2018

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- No Screens: Does not screen investments in this area
* Has a formal policy restricting investment in fossil fuels
Mutual Fund - Click name for background on the company, along with contact information and fund profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Parnassus Endeavor FundP *PPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRRRRR-- --
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRRRRR-- --
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassC *CCCCCCRCCCCXCX-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- 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
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRRRRR-- --
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Portfolio 21 InstitutionalP *PPPRRRCPRRRRRROther/qualitative criteria 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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Small Cap Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Walden Small Cap Innovations FundPPPPPRP------RRRRR-- Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Pax Ellevate Global Women's Index Fund - Institutional ClassCCCCCCC--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
Ariel Fund----PPP----XP------X--X-- --
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Mid Cap FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax Ellevate Global Women's Index Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Parnassus Core Equity FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Praxis Value Index A----PPPPP------XRXXX-- --
Calvert Aggressive Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A 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
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Ariel Appreciation Fund----PPP----XP------X--X-- --
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Praxis International Index A----PPPPP------XRXXX-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Calvert Global Water Fund ICCCCCCC--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
Azzad Ethical FundRRR----RRX----XR