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:
August 31, 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
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $660.42M 1.86 0.56 1.94 1.59 -- 1.49 0.5 1.01 1.93 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $660.42M 2.22 0.91 2.02 1.58 3.5 1.54 0.5 0.65 1.93 Barclays Capital US Securitized Bond
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $69.47M 14.01 12.75 2.99 9.92 7.07 2.48 0.8 0.99 7.58 Russell Mid Cap Growth
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $178.31M 10.09 5.86 1.41 6.01 -- 10.16 0.85 0.95 6.23 MSCI World
APPLX Appleseed Fund Int'l
Global
12/2006 $178.31M 9.97 5.62 1.17 5.8 6.18 9.94 0.85 1.2 6.24 MSCI World
ARDFX Ariel Discovery Fund Equity
Specialty
1/2011 $38.59M -0.99 9.44 -3.99 2.64 -- 22.95 0.8 1.25 17.48 Russell 2000 Value
ARFFX Ariel Focus Fund All
Cap
6/2005 $53.62M 5.47 12.92 2.43 11.41 4.8 21.11 0.65 1 10.89 Russell 1000 Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $2087.05M 3.58 11.32 5.91 15.15 6.78 15.56 0.59 1 12.16 Russell 2500 Value
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $454.22M 18.25 16.61 13.31 15.89 -- 5.75 0.6 0.74 5.96 Russell 1000® Growth Index
BCAIX Boston Common International Fund Int'l
Global
12/2010 $211M 20.23 16.9 2.68 7.11 -- -0.96 0.9 1.12 9.23 MSCI EAFE Equity
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $32.92M 12.67 13.41 7.56 12.33 -- 7.88 0.75 1 5.59 S&P 500 Composite Total Return
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $31.55M 19.81 18.52 4.75 9.35 2.05 -1.07 0.8 1.25 7.55 MSCI World ex USA
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $135.17M 12.51 15.84 6.81 11.21 4.92 7.55 0 1.26 4.23 Russell 3000
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $135.17M 11.99 15.02 5.84 10.08 3.69 6.69 0 2.01 4.25 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1679.04M 4.63 8.28 4.38 13.46 7.82 12.66 0.69 1.12 10.71 Russell Mid Cap Value
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $84.47M 18.79 15.49 -2.45 7.73 -6.73 -7.24 0.87 1.4 8.31 Ardour Gbl Alternative Energy
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $184.14M 6.18 6.69 3.42 4.99 3.86 4.24 0 1.8 1.82 Barclays Capital US Credit
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $686.48M 6.86 8.3 4.97 8.12 5.45 8.16 0.52 0.62 3.75 Russell 1000
CBAYX Calvert Balanced Portfolio Y Balanced
4/2013 $686.48M 6.78 8.16 4.78 -- -- 8 0.52 0.73 3.78 Russell 1000
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $937.61M 4.35 2.06 3.17 2.98 4.48 4.06 0.47 0.51 2.62 Barclays Capital US Aggregate Bond
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $255.46M 4.22 8.3 1.98 7.99 5.96 5.59 0.77 1.96 6.8 Russell Mid Cap Growth
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $255.46M 4.69 9.05 2.75 8.82 6.79 6.39 0.77 1.21 6.85 Russell Mid Cap Growth
CCAYX Calvert Capital Accumulation Fund Y Equity
Mid-Sm Cap
1/2011 $255.46M 4.88 9.33 3 9.06 -- 6.7 0.77 0.96 6.85 Russell Mid Cap Growth
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $184.14M 6.7 7.43 4.32 5.96 5 5.05 0 0.44 1.85 Barclays Capital US Credit
CCMNX CCM Alternative Income Fund Balanced
5/2013 $32.56M 3.86 4.59 1.38 -- -- 2.47 0 2.76 2.5 Citigroup 3-Month T-Bill Index
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $255.46M 4.98 9.44 3.25 9.4 7.52 6.83 0.77 0.85 6.84 Russell Mid Cap Growth
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $280.78M 3.05 15.54 8.71 13.88 7.01 20 0.8 1.37 12.87 Russell 2000 Value
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1373.05M 1.66 0.91 0.82 0.96 2.31 2.49 0.46 1.66 1.05 Barclays Credit 1-5 Yr
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
2/2002 $1373.05M 2.42 2.07 2.06 2.22 3.59 3.63 0.46 0.52 1.04 Barclays Credit 1-5 Yr
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $2122.29M 15.86 14.28 9.32 13.29 8.31 2.71 0 0.66 5.94 S&P 500 Composite Total Return
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $521.79M 5.58 2.39 2.96 3.18 3.68 5.6 0.52 1.24 3.58 Barclays Capital US Credit
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $120.44M 5.33 13.38 -- -- -- 16.78 0.27 0.57 7.63 Calvert U.S. Large Cap Value Responsible Index
CFJCX Calvert U.S. Large Cap Value Responsible Index Fund C Equity
Large Cap
6/2015 $120.44M 4.88 12.63 -- -- -- 15.93 0.27 1.32 7.58 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $120.44M 5.6 13.76 -- -- -- 17.2 0.27 0.22 7.59 Calvert U.S. Large Cap Value Responsible Index
CFJYX Calvert U.S. Large Cap Value Responsible Index Fund Y Equity
Large Cap
6/2015 $120.44M 5.56 13.64 -- -- -- 17.02 0.27 0.32 7.56 Calvert U.S. Large Cap Value Responsible Index
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $443.54M 10.03 10.16 0.19 8.4 -- 13.99 0.84 1.28 6.16 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $443.54M 9.51 9.37 -0.53 7.57 -- 13.15 0.84 2.03 6.19 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $443.54M 10.33 10.58 0.63 -- -- 14.43 0.99 1.29 6.2 S-Network Global Water TR USD
CFWYX Calvert Global Water Fund Y Int'l
Global
9/2008 $443.54M 10.24 10.42 0.49 8.73 -- 14.29 0.84 1.03 6.22 S-Network Global Water TR USD
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $84.47M 17.87 14.19 -3.71 6.26 -8.04 -8.4 0.87 2.85 8.21 Ardour Gbl Alternative Energy
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $84.47M 18.54 15.09 -2.9 7.22 -7.16 -7.73 0.87 1.85 8.44 Ardour Gbl Alternative Energy
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $94.93M 3.4 1.32 2.54 -- -- 3.66 0.42 0.88 2.17 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CGAYX Calvert Global Energy Solutions Fund Y Int'l
Global
7/2011 $84.47M 18.85 15.43 -2.62 7.49 -- -7.53 0.87 1.6 8.33 Ardour Gbl Alternative Energy
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $94.93M 3.65 1.7 2.99 -- -- 4.05 0.42 0.5 2.16 Barclays Capital US Aggregate Bond
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $57.74M 17.95 17.42 -- -- -- 4.03 0.27 0.57 6.38 Calvert U.S. Large Cap Growth Responsible Index
CGJCX Calvert U.S. Large Cap Growth Responsible Index Fund C Equity
Large Cap
6/2015 $57.74M 17.39 16.63 -- -- -- 3.3 0.27 1.32 6.34 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $57.74M 18.22 17.86 -- -- -- 4.44 0.27 0.22 6.34 Calvert U.S. Large Cap Growth Responsible Index
CGJYX Calvert U.S. Large Cap Growth Responsible Index Fund Y Equity
Large Cap
6/2015 $57.74M 18.13 17.72 -- -- -- 4.35 0.27 0.32 6.36 Calvert U.S. Large Cap Growth Responsible Index
CGYFX Calvert Green Bond Fund Y Bond
(Fixed Inc)
10/2013 $94.93M 3.56 1.57 2.81 -- -- 3.91 0.42 0.63 2.2 Barclays Capital US Aggregate Bond
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $184.48M 3.96 5.2 1.73 4.02 -- 10.87 0.6 2.07 1.55 BofAML US HY Master II
CICRX Calvert Income Fund R Bond
(Fixed Inc)
10/2006 $521.79M 5.24 1.93 2.58 2.87 3.35 5.08 0.52 1.47 3.58 Barclays Capital US Credit
CIEYX Calvert Equity Portfolio Y Equity
Large Cap
8/1987 $2122.29M 15.79 14.17 9.17 13.13 -- 2.62 0.62 0.77 5.94 S&P 500 Composite Total Return
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $521.79M 5.01 1.57 2.2 2.43 2.94 4.79 0.52 1.93 3.58 Barclays Capital US Credit
CIFYX Calvert Income Fund Y Bond
(Fixed Inc)
10/1982 $521.79M 5.8 2.67 3.27 3.5 -- 5.84 0.52 0.91 3.62 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $521.79M 5.91 2.78 3.48 3.73 4.23 5.94 0.52 0.64 3.56 Barclays Capital US Credit
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $922.6M 11.81 15.81 9.46 14.55 7.63 10.7 0.27 0.2 5.86 Calvert U.S. Large Cap Core Responsible Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CISYX Calvert U.S. Large Cap Core Responsible Index Fund Y Equity
Large Cap
7/2012 $922.6M 11.76 15.73 9.29 14.19 -- 10.6 0.27 0.46 5.84 Calvert U.S. Large Cap Core Responsible Index
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $94.42M 7.98 0.63 4.07 4.23 7.78 6.79 0.52 1.25 6.56 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $94.42M 8.37 1.12 -- -- -- 7.3 0.52 -- 6.58 Barclays US Long Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $264.7M 9.54 11.71 5.59 8.64 4.8 6.73 0 1.18 3.13 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $264.7M 8.95 10.82 4.8 7.83 4.01 5.93 0 1.93 3.1 Custom
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $209.65M 25.39 24.33 5.22 10.64 2.99 -0.29 0.87 2.26 8.2 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $209.65M 26.44 25.78 6.6 12.11 4.32 0.95 0.87 1.16 8.21 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $209.65M 26.44 25.78 6.6 12.11 4.32 0.95 0.87 1.16 8.21 MSCI EAFE SMID NR USD
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2053.43M 2.76 0.16 1.99 1.22 3.32 0.62 0.3 0.91 2.53 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2053.43M 3.17 0.71 2.45 1.68 3.78 0.98 0.3 0.46 2.54 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2053.43M 3.14 0.56 2.17 1.39 3.45 0.73 0.3 0.81 2.59 Barclays Capital US Aggregate
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $937.61M 3.5 0.78 1.83 1.61 3.06 2.73 0.47 1.73 2.59 Barclays Capital US Aggregate Bond
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $280.78M 2.51 14.63 7.9 13 6.1 19.09 0.8 2.12 12.9 Russell 2000 Value
CSCYX Calvert Small Cap Fund Y Equity
Mid-Sm Cap
10/2013 $280.78M 3.28 15.9 9.03 -- -- 20.4 0.8 1.12 12.87 Russell 2000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1373.05M 2.17 1.68 1.58 1.7 3.07 3.25 0.46 0.88 1.04 Barclays Credit 1-5 Yr
CSDYX Calvert Short Duration Income Fund Y Bond
(Fixed Inc)
2/2008 $1373.05M 2.36 2.04 1.88 2.02 -- 3.6 0.46 0.61 1.06 Barclays Credit 1-5 Yr
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $2122.29M 14.99 12.97 8.03 11.93 6.95 1.49 0.62 1.81 5.92 S&P 500 Composite Total Return
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $686.48M 6.03 7.01 3.71 6.79 4.07 6.87 0.52 1.76 3.78 Russell 1000
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $937.61M 4.14 1.67 2.71 2.47 3.9 3.63 0.47 0.89 2.62 Barclays Capital US Aggregate Bond
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $2122.29M 15.55 13.83 8.84 12.76 7.76 2.32 0.62 1.07 5.94 S&P 500 Composite Total Return
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $686.48M 6.57 7.88 4.55 7.65 4.94 7.74 0.52 0.97 3.79 Russell 1000
CSIYX Calvert Bond Portfolio Y Bond
(Fixed Inc)
8/1987 $937.61M 4.26 1.95 3 2.75 -- 3.94 0.47 0.62 2.64 Barclays Capital US Aggregate Bond
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $280.78M 3.37 16.11 9.22 14.52 7.73 20.54 0.8 0.91 12.85 Russell 2000 Value
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $922.6M 11.54 15.47 9.05 14.03 7.1 10.34 0.27 0.68 5.89 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $922.6M 11.01 14.58 8.23 13.13 6.15 9.53 0.27 1.44 5.82 Calvert U.S. Large Cap Core Responsible Index
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $147.74M 3.91 -0.58 -- -- -- -1.25 0.35 0.8 4.97 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $147.74M 4.66 0.55 -- -- -- -0.14 0.35 0.45 4.98 Barclays Municipal
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $147.74M 4.41 0.19 2.48 2.32 3.14 -0.42 0.47 0.8 5.05 Barclays Municipal
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CTTYX Calvert Tax-Free Bond Fund Y Bond
(Fixed Inc)
7/2015 $147.74M 4.6 0.46 -- -- -- -0.17 0.35 0.55 4.97 Barclays Municipal
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $106.88M 2.54 3.92 -- -- -- 6.24 0.47 1.1 0.46 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $106.88M 1.98 3.11 -- -- -- 5.45 0.47 1.85 0.49 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $106.88M 2.87 4.42 -- -- -- 6.73 0.47 0.65 0.43 Barclays 1-3 Month U.S. Treaury Bill Index
CUBYX Calvert Unconstrained Bond Fund Y Bond
(Fixed Inc)
9/2014 $106.88M 2.78 4.27 -- -- -- 6.51 0.47 0.85 0.45 Barclays 1-3 Month U.S. Treasury Bill Index
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $900.76M 0.97 1.47 0.98 1.04 2.25 1.9 0.38 0.77 0.18 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $900.76M 1.25 1.81 1.36 -- -- 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 $900.76M 1.22 1.77 1.24 1.28 -- 2.15 0.38 0.52 0.14 Barclays Short Treasury 9-12 Mon
CVALX Sentinel Sustainable Core Opportunities Fund (I Shares) Equity
Large Cap
4/2006 $385.76M 12.49 15.36 7.84 13.11 6.05 10.02 0.7 0.91 5.83 S&P 500 Composite Total Return
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $271.45M 34.69 30.15 6.59 -- -- 6.55 1 1.27 10.1 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $271.45M 34.03 29.13 5.72 -- -- 5.72 1 2.02 10.13 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $271.45M 35.03 30.61 6.97 -- -- 6.83 1 0.92 10.14 MSCI EM NR USD
CVMYX Calvert Emerging Markets Equity Fund Y Int'l
Global
10/2012 $271.45M 34.88 30.45 6.84 -- -- 6.82 1 1.02 10.08 MSCI EM NR USD
CWEYX Calvert International Equity Fund Y Int'l
Global
7/1992 $231.28M 14.31 13.48 1.09 6.62 -- -3.66 0.86 1.09 7.19 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $231.28M 13.54 12.3 0.02 5.41 -2.55 -4.66 0.86 2.09 7.2 MSCI EAFE Investable Market
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $231.28M 14.06 13.13 0.8 6.3 -1.72 -3.85 0.86 1.34 7.22 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $231.28M 14.38 13.56 1.27 6.87 -1.08 -3.5 0.86 0.96 7.24 MSCI EAFE Investable Market
CWVYX Calvert International Opportunities Fund Y Int'l
Global
10/2008 $209.65M 26.37 25.66 6.43 11.91 -- 0.88 0.87 1.15 8.25 MSCI EAFE SMID NR USD
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $184.48M 4.5 6 2.61 4.99 -- 11.69 0.6 1.07 1.55 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $184.48M 4.69 6.33 2.95 5.33 -- 12.1 0.6 0.74 1.6 BofAML US HY Master II
CYBYX Calvert High Yield Bond Fund Y Bond
(Fixed Inc)
7/2011 $184.48M 4.65 6.23 2.87 5.24 -- 11.97 0.6 0.82 1.61 BofAML US HY Master II
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $857.85M 8.3 13.98 4.14 11.14 6.48 11.66 0.24 0.8 6.58 S&P 500 Composite Total Return
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1091.09M 19.56 20.1 5.71 11.31 2.21 3.12 0.94 1.53 7.51 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1091.09M 19.64 20.25 5.75 11.33 2.05 3.05 0.94 1.52 7.65 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1091.09M 19.68 20.58 6.15 -- -- 3.61 0.94 1.1 7.46 MSCI EAFE Equity
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $151.51M 3.78 0.43 2.42 1.7 3.57 3.43 0.32 0.93 3.23 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $151.51M 3.99 0.72 2.66 1.92 -- 3.65 0.32 0.63 3.19 Barclays U.S. Aggregate Index
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $857.85M 8.08 13.6 3.77 10.72 6.07 11.24 0.24 1.14 6.6 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $857.85M 8.08 13.51 3.74 10.71 5.59 11.21 0.24 1.18 6.67 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $857.85M 8.24 13.86 4.09 11.07 6.42 11.55 0.24 0.82 6.61 S&P 500 Composite Total Return
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $62.28M 21.31 16.1 -- -- -- -- 0.8 -- 8.72 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $62.28M 21.49 16.34 -- -- -- -- 0.8 -- 8.68 MSCI World
GCBLX Green Century Balanced Balanced
3/1992 $226.42M 7.94 8.04 4.79 9 5.34 5.39 0.65 1.48 4.18 Custom Balanced Index
GCEQX Green Century Equity Equity
Large Cap
6/1991 $209.57M 12.98 14.9 8.86 13.86 6.94 8.7 0.25 1.25 6.05 S&P 500 Composite Total Return
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $26.47M 17.91 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $26.47M 17.75 -- -- -- -- -- 0.28 -- -- MSCI World ex USA
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $7.43M 11.49 14.04 -- -- -- 6.06 0.65 0.75 6.52 Russell 3000
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $121.37M 9.28 10.62 4.8 8.13 -- 6.02 0.64 1 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $69.12M 8.02 8.57 4.22 7.14 -- 6.49 0.05 0.54 3.17 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $22.25M 5.94 4.63 3.25 4.59 -- 4.22 0.05 0.6 2.46 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $60.16M 9.43 11.11 5.04 8.91 -- 7.82 0.05 0.62 4.06 Russell 3000
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $244.09M 17 17.84 10.48 14.34 8.53 7.15 0.3 0.86 5.79 MSCI U.S. Prime Market Growth Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $500.34M 3.36 0.48 2.2 1.98 4.32 2.12 0.4 0.94 2.77 Barclays Capital US Aggregate
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $500.34M 3.72 0.97 2.61 2.4 4.7 2.44 0.4 0.54 2.8 Barclays Capital US Aggregate
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $244.09M 17.33 18.34 10.93 14.84 9 7.62 0.3 0.44 5.75 MSCI U.S. Prime Market Growth Index
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $47.92M -0.52 2.73 1.22 6.09 4.51 8.18 0.3 1.67 11.57 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $47.92M -0.19 3.45 1.81 6.76 5.04 8.93 0.3 1 11.5 Russell 2000
MPLAX Praxis International Index A Int'l
Global
12/2010 $271.46M 18.27 18.08 2.09 6.79 -- 4.97 0.6 1.32 6.49 MSCI ACWI xUS
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $271.46M 18.82 18.87 2.66 7.43 -- 5.48 0.6 0.77 6.38 MSCI ACWI xUS
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $177.74M 5.46 12.22 5.5 12.18 4.02 16.13 0.3 0.94 7.73 MSCI US Prime Market Value Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $177.74M 5.81 12.85 6 12.76 4.58 16.75 0.3 0.44 7.82 MSCI US Prime Market Value Index
MYPVX Sentinel Sustainable Core Opportunities Fund (A Shares) Equity
Large Cap
6/1996 $385.76M 12.29 14.98 7.54 12.79 5.67 9.66 0.7 0.17 5.85 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $2393.16M 10.12 13.78 8.14 13.89 -- 10.31 0.62 0.68 6.66 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $2393.16M 9.97 13.54 7.93 13.67 7.06 10.1 0.73 0.86 6.71 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $2393.16M 9.9 13.41 7.77 13.49 6.87 9.88 0.87 1.03 6.67 S&P 500 Composite Total Return
NEXTX Shelton Green Alpha Fund All
Cap
3/2013 $40.32M 22.75 19.2 2.89 -- -- -4.27 1 1.31 9.17 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $2393.16M 9.87 13.36 7.74 13.45 -- 9.89 0.73 1.05 6.7 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $2393.16M 9.28 12.53 6.93 12.61 -- 9.11 0.73 1.79 6.62 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $2393.16M 9.66 13.04 7.47 13.19 -- 9.62 0.73 1.29 6.64 S&P 500 Composite Total Return
PAFSX Parnassus Asia Fund Int'l
Global
4/2013 $15.36M 13.87 15.66 3.64 -- -- 13.98 1.1 1.25 6.5 MSCI AC Asia Pacific Index
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $2564.98M 8.94 11.37 9.37 13.26 9.17 16.07 0.74 0.99 6.48 Russell Midcap Index
PARNX Parnassus Fund All
Cap
12/1984 $1029.39M 8.01 14.63 8.54 15.13 9.44 13.46 0.62 0.84 8.27 S&P 500 Composite Total Return
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $4588.2M 11.19 20.76 14.05 17.9 12.67 21.42 0.69 0.95 7.61 S&P 500 Composite Total Return
PAXBX Pax Core Bond fund Individual Bond
(Fixed Inc)
12/2016 $689.07M 3.12 -- -- -- -- -- 0.4 0.72 -- Barclays Capital US Aggregate Bond
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $139.89M 8 -- -- -- -- -- 0.65 0.9 -- Russell 1000
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $413.08M 4.94 8.69 1.92 4.37 5.51 13.8 0.5 0.99 2.99 Merrill Lynch High Yield Master I
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1955.9M 8.39 8.59 5.17 8.4 4.54 6.1 0.75 0.52 3.06 Blended Index
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $773.57M 11.35 -- -- -- -- -- 0.65 0.95 -- S&P 500 Composite Total Return
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1955.9M 8.22 8.31 4.91 8.13 4.28 5.81 0.75 0.77 3.02 Blended Index
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $511.04M 17.73 17.24 7.39 13.19 -- 10.91 0.8 1.04 7.09 MSCI AC World (Net) Index (ACWI)
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
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Std
Dev

Benchmark Used
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $511.04M 17.56 16.99 7.14 12.93 -- 10.62 0.8 1.29 7.13 MSCI AC World (Net) Index (ACWI)
PMIDX Pax Mid Cap Fund Institutional Equity
Mid-Sm Cap
3/2016 $146.41M 7.96 10.58 -- -- -- -- 0.75 0.9 5.69 Russell Midcap Index
PORIX Portfolio 21 Institutional Int'l
Global
3/2007 $471.51M 18.65 16.99 7.27 10.63 4.44 3.96 0.9 1.08 5.4 MSCI ACWI
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $471.51M 18.43 16.66 7 10.32 4.14 3.72 0.9 1.33 5.41 MSCI ACWI
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $15612.1M 8.52 10.72 7.68 13.59 9.46 10.4 0.6 0.88 5.28 S&P 500 Composite Total Return
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $243.2M 3.61 0.93 2.37 1.53 3.74 2.42 0.5 0.68 2.9 Barclays Capital US Credit
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $199.53M 11.67 14.57 8.08 12.88 7.36 6.49 0.65 0.84 5.38 Russell 1000
PWMDX Pax Mid Cap Fund Individual Equity
Mid-Sm Cap
3/2016 $146.41M 7.66 10.25 -- -- -- -- 0.75 1.15 5.73 Russell Midcap Index
PXBIX Pax Core Bond fund Institutional Bond
(Fixed Inc)
12/2016 $689.07M 3.28 -- -- -- -- -- 0.4 0.47 -- Barclays Capital US Aggregate Bond
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $139.89M 8.17 -- -- -- -- -- 0.65 0.65 -- Russell 1000
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $511.04M 17.52 16.93 7.1 -- -- 10.62 0.8 1.3 7.11 MSCI AC World (Net) Index (ACWI)
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $199.53M 11.47 14.3 7.81 -- -- 6.24 0.65 1.06 5.44 Russell 1000
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $413.08M 5.09 8.84 2.01 -- -- 13.78 0.5 0.98 2.99 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $413.08M 5.27 8.97 2.21 4.63 5.76 13.94 0.5 0.74 3 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $609.39M 17.06 14.84 2.45 5.13 -- -1.85 0.55 0.8 7.07 MSCI EAFE ESG Index
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $773.57M 11.53 -- -- -- -- -- 0.65 0.7 -- S&P 500 Composite Total Return
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $609.39M 17.24 15.14 2.7 4.77 -- -1.63 0.55 0.55 7.12 MSCI EAFE ESG Index
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $821.23M -1.01 7.44 4.56 -- -- 17.85 0.75 1.19 8.5 Russell 2000
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $821.23M -1.01 7.42 4.55 13.06 -- 17.9 0.75 1.19 8.48 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $821.23M -0.81 7.71 4.82 13.35 -- 18.17 0.75 0.94 8.48 Russell 2000
PXWEX Pax Ellevate Global Women's Index Fund - Individual Investor Equity
Specialty
10/1993 $156.09M 15.16 14.93 6.22 10.89 -- 6.01 0.65 0.98 5.41 Pax Global Women’s Leadership Index
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $199.53M 11.48 14.29 7.82 12.59 7.02 6.26 0.65 1.07 5.42 Russell 1000
PXWIX Pax Ellevate Global Women's Index Fund - Institutional Class Equity
Specialty
4/2006 $156.09M 15.31 15.19 6.45 11.15 -- 6.3 0.65 0.74 5.43 Pax Global Women’s Leadership Index
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $32.78M 16.1 24.05 -- -- -- 17.1 2 -- 8.49 S&P 500 Composite Total Return
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $20.22M 6.38 3.95 -- -- -- 1.85 0.55 0.89 3.54 Citigroup World BIG Bond Index
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $4.65M 15.99 12.57 -- -- -- -1.43 0.65 0.99 5.73 S&P Global 1200
SESIX 1919 Socially Responsive Balanced Fund - B Balanced
2/1987 $121.37M 8.35 9.02 3.59 6.77 4.31 4.55 0.64 2.39 4.5 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $121.37M 8.48 9.5 3.76 7.07 4.61 5.02 0.64 1.98 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
SRIAX Gabelli ESG Fund Inc A All
Cap
6/2007 $67.02M 8.03 8.09 6.22 10.01 6.82 10.4 1 1.68 4.53 S&P 500 Composite Total Return
SRICX Gabelli ESG Fund Inc C All
Cap
6/2007 $67.02M 7.5 7.27 5.42 9.18 6.01 9.63 1 2.43 4.49 S&P 500 Composite Total Return
SRIDX Gabelli ESG Fund Inc I All
Cap
6/2007 $67.02M 8.2 8.41 6.5 10.27 7.06 10.72 1 1.43 4.47 S&P 500 Composite Total Return
SRIGX Gabelli ESG Fund Inc AAA All
Cap
6/2007 $67.02M 8.02 8.09 6.22 10 6.8 10.39 1 1.68 4.54 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $121.37M 9.05 10.26 4.52 7.84 5.29 5.76 0.64 1.27 4.39 Blend: 60% S&P 500 - 40% BC Aggregate
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $2656.43M 10.6 15.05 7.34 13.46 7.2 13.26 0.15 0.44 6.15 Russell 3000
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $2656.43M 10.85 15.34 7.61 13.77 7.45 13.51 0.15 0.18 6.1 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $2656.43M 10.76 15.17 7.46 13.61 -- 13.32 0.15 0.32 6.09 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $2656.43M 10.69 15.11 7.35 13.5 7.18 13.24 0.15 0.43 6.13 Russell 3000
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $1434.57M 4.15 1.38 3.19 -- -- 2.83 0.35 0.65 2.89 Barclays Capital US Aggregate Bond
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $1434.57M 4.32 1.63 3.48 -- -- 3.19 0.35 0.4 3 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $1434.57M 4.22 1.48 3.32 -- -- 3.03 0.35 0.55 2.97 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $1434.57M 4.14 1.35 3.16 -- -- 2.81 0.35 0.68 2.9 Barclays Capital US Aggregate Bond
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $10.54M 5.83 11.39 -- -- -- 14.48 0.75 1 8.73 S&P 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $41.74M 6.71 8.82 7.4 11.66 -- 12.13 0.75 1 7.52 Russell Midcap
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $42.87M 4.38 12.22 7.87 11.51 -- 20.11 0.75 1 9.79 Russell 2500
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $84.09M 0.43 9.3 7.13 10.47 -- 23.96 0.75 1 11.74 Russell 2000
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $105.09M 1.69 0.9 1.05 1.86 -- 1.4 1.19 1.36 1.01 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
WSBFX Walden Asset Management Fund Balanced
6/1999 $114.66M 7.18 8.99 6.35 8.93 5.88 9.08 0.75 1 4.49 Blend: 60% S&P 500 - 40% BC Aggregate
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $190.6M 9.25 13.11 8.13 11.89 7.47 11.8 0.75 1 6.38 S&P 500 Composite Total Return

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Information current as of:
August 31, 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
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Azzad Ethical FundRRR----RRX----XRXXXOther/qualitative criteria Shareholder engagement
Appleseed Fund InstitutionalC *CCP--PPXCCX--RXX-- Shareholder engagement
Appleseed FundC *CCP--PPXCCX--RXX-- Shareholder engagement
Ariel Discovery Fund------PP----XP------X--X-- --
Ariel Focus Fund----PPP----XP------X--X-- --
Ariel Fund----PPP----XP------X--X-- --
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Boston Common International FundCCCPCCCRC--RRRRROther/qualitative criteria Shareholder engagement
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
UBS International Sustainable Equity FundCCCCCCCRCCXCXXX-- Shareholder engagement
Calvert Aggressive Allocation Fund ACCCCCCC--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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Aggressive Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Ariel Appreciation Fund----PPP----XP------X--X-- --
Calvert Global Energy Solutions Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Capital Accumulation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Capital Accumulation Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Conservative Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Calvert Capital Accumulation Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Small Cap Fund ACCCCCCC--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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Short Duration Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Equity Portfolio ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Calvert U.S. Large Cap Value Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund ICCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Value Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Global Water Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Water Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCC--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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Global Energy Solutions Fund YCCCCCCC--C--RRRRR-- Shareholder engagement
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert U.S. Large Cap Growth Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Growth Responsible Index Fund CCCCCCCC--CCRRRRROther/qualitative criteria 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 YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund YCCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Calvert Income Fund RCCCCCCC--CCRRRRR-- --
Calvert Equity Portfolio YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Income Fund YCCCCCCC--CCRRRRR-- --
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
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 ICCCCCCCCCCRRRRROther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund YCCCCCCC--CCRRRRROther/qualitative criteria Shareholder engagement
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Moderate Allocation Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Moderate Allocation Fund CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund CCCCCCCC--CCRRRCR-- Shareholder engagement
Calvert International Opportunities Fund ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert International Opportunities Fund ICCCCCCC--CCRRRCR-- Shareholder engagement
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Small Cap 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 Sudan Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Small Cap Fund YCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund YCCCCCCCXCCRRRRR-- --
Calvert Equity Portfolio CCCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio YCCCPCCCXCCCRCRROther/qualitative criteria Shareholder engagement
Calvert Small Cap Fund ICCCCCCC--CCRRRRR-- Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund ACCCCCCC--CCRRRRROther/qualitative criteria