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 178 of 178 funds
Information current as of:
August 31, 2019

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
ARFFX Ariel Focus Fund All
Cap
6/2005 $54.57M 11.98 -8 6.13 2.61 8.68 -13.21 0.65 1 24.6 Russell 1000 Value
LCILX ClearBridge Sustainability Leaders Fund (IS shares) All
Cap
3/2015 $10.73M 23.69 8.32 14.48 -- -- -2.38 0.65 0.75 19.28 Russell 3000
ETHO Etho Climate Leadership US ETF All
Cap
11/2015 $52.41M 21.67 3.89 14.14 -- -- -4.49 0.45 0.49 21.19 --
ESGHX Gabelli ESG Fund Inc A All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGGX Gabelli ESG Fund Inc AAA All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGJX Gabelli ESG Fund Inc C All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
ESGKX Gabelli ESG Fund Inc I All
Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 500 Composite Total Return
PARNX Parnassus Fund All
Cap
12/1984 $942.45M 20.74 6.06 10.4 8.46 12.83 -9.68 0.61 0.84 20 S&P 500 Composite Total Return
SSIAX 1919 Socially Responsive Balanced Fund - A Balanced
11/1992 $185.3M 17.66 6.63 10.97 7.19 9.15 -1.3 0.64 1.26 13.2 Blend: 60% S&P 500 - 40% BC Aggregate
SESLX 1919 Socially Responsive Balanced Fund - C Balanced
5/1993 $185.3M 17.04 5.87 10.19 6.41 8.41 -1.94 0.64 1.99 13.15 Blend: 60% S&P 500 - 40% BC Aggregate
LMRNX 1919 Socially Responsive Balanced Fund - I Balanced
7/2008 $185.3M 17.88 6.96 11.31 7.48 9.45 -1 0.64 1 13.16 Blend: 60% S&P 500 - 40% BC Aggregate
ASUIX Arabesque Systematic USA Fund Balanced
5/2017 $40.17M 14.04 -5.21 -- -- -- -2.72 0.75 -- 16.95 MSCI USA
CSIFX Calvert Balanced Portfolio A Balanced
10/1982 $812.91M 18.36 8.72 9.14 6.6 8.93 -2.73 0.52 0.94 10.96 Russell 1000
CSGCX Calvert Balanced Portfolio C Balanced
3/1994 $812.91M 17.8 7.87 8.28 5.76 8.06 -3.46 0.52 1.69 10.97 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
CBAIX Calvert Balanced Portfolio I Balanced
2/1999 $812.91M 18.57 9.01 9.48 6.98 9.41 -2.45 0.52 0.62 10.97 Russell 1000
CCMNX CCM Alternative Income Fund Balanced
5/2013 $55.25M 6.77 2.57 3.99 2.3 -- -0.32 0.75 1.85 4.73 Citigroup 3-Month T-Bill Index
GCBLX Green Century Balanced Balanced
3/1992 $275.16M 15.69 7.73 8.57 6.39 8.77 -2.13 0.65 1.48 11.33 Custom Balanced Index
PAXWX Pax Balanced Fund - Individual Investor Balanced
8/1971 $1808.2M 13.08 3.82 7.12 5.55 7.76 -4.06 0.05 0.91 11.37 Blend: 60% S&P 500 - 40% BC Aggregate
PAXIX Pax Balanced Fund - Institutional Investor Balanced
4/2007 $1808.2M 13.24 4.07 7.39 5.82 8.03 -3.83 0.05 0.66 11.35 Blend: 60% S&P 500 - 40% BC Aggregate
MBAPX Praxis Genesis Balanced A Balanced
1/2010 $77.88M 11.41 2.42 6.53 4.74 -- -4.86 0.05 1.05 10.97 Russell 3000
MCONX Praxis Genesis Conservative A Balanced
1/2010 $25.15M 10.09 6.21 4.69 3.84 -- -2.62 0.05 0.6 5.66 Barclays Capital US Aggregate Bond
MGAFX Praxis Genesis Growth A Balanced
1/2010 $68.26M 12.26 -0.34 7.57 5.36 -- -6.48 0.05 0.62 14.72 Russell 3000
WSBFX Walden Asset Management Fund Balanced
6/1999 $146.82M 14.95 5.96 9.63 7.77 9.31 -1.89 0.75 1 12.65 Blend: 60% S&P 500 - 40% BC Aggregate
ACASX Access Capital Community Investment Fund A Bond
(Fixed Inc)
1/2009 $567.23M 5.25 6.22 1.62 2.02 2.55 -0.41 0.5 1.01 2.57 Barclays Capital US Securitized Bond
ACCSX Access Capital Community Investment Fund I Bond
(Fixed Inc)
7/1998 $567.23M 5.61 6.69 1.96 2.2 2.7 -0.2 0.5 0.65 2.49 Barclays Capital US Securitized Bond
WISEX Azzad Wise Capital Fund Bond
(Fixed Inc)
4/2010 $144.2M 4.03 3.67 2.01 1.65 -- 0.09 1.19 1.36 1.79 Bank of America Merrill Lynch US Corp & Gov't 1-3 Year Treasury Index
CSIBX Calvert Bond Portfolio A Bond
(Fixed Inc)
8/1987 $1679.26M 8.72 9.2 3.39 3.33 4.14 -0.16 0.42 0.88 3.18 Barclays Capital US Aggregate Bond
CSBCX Calvert Bond Portfolio C Bond
(Fixed Inc)
6/1998 $1679.26M 8.15 8.28 2.52 2.45 3.29 -0.95 0.42 1.63 3.17 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CBDIX Calvert Bond Portfolio I Bond
(Fixed Inc)
3/2000 $1679.26M 8.89 9.37 3.69 3.71 4.65 0.1 0.42 0.53 3.22 Barclays Capital US Aggregate Bond
CGAFX Calvert Green Bond Fund A Bond
(Fixed Inc)
10/2013 $324.1M 8.87 9.74 3.3 3.24 -- 0.29 0.37 0.85 2.95 Barclays Capital US Aggregate Bond
CGBIX Calvert Green Bond Fund I Bond
(Fixed Inc)
10/2013 $324.1M 9.01 10.05 3.64 3.62 -- 0.67 0.37 0.5 2.95 Barclays Capital US Aggregate Bond
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $203.78M 9.63 6.48 4.57 3.11 7.07 -2.83 0.6 1.07 4.82 BofAML US HY Master II
CHBCX Calvert High Yield Bond Fund C Bond
(Fixed Inc)
10/2011 $203.78M 9.06 5.68 3.79 2.27 -- -3.55 0.6 1.82 4.85 BofAML US HY Master II
CYBIX Calvert High Yield Bond Fund I Bond
(Fixed Inc)
9/2009 $203.78M 9.79 6.72 4.89 3.43 7.66 -2.51 0.6 0.74 4.87 BofAML US HY Master II
CFICX Calvert Income Fund A Bond
(Fixed Inc)
10/1982 $551.17M 13.76 11.89 4.36 3.91 4.6 -3.34 0.52 0.99 4.37 Barclays Capital US Credit
CIFCX Calvert Income Fund C Bond
(Fixed Inc)
7/2000 $551.17M 13.18 10.98 3.55 3.13 3.84 -4.06 0.52 1.74 4.4 Barclays Capital US Credit
CINCX Calvert Income Fund I Bond
(Fixed Inc)
2/1999 $551.17M 13.91 12.21 4.71 4.35 5.16 -2.97 0.52 0.64 4.37 Barclays Capital US Credit
CLDAX Calvert Long-Term Income Fund A Bond
(Fixed Inc)
12/2004 $85.23M 21.78 19.36 5.4 5.57 7.07 -5.7 0.52 0.92 8.18 Barclays US Long Credit
CLDIX Calvert Long-Term Income Fund I Bond
(Fixed Inc)
1/2015 $85.23M 21.88 19.62 5.77 5.3 3.09 -5.29 0.52 0.55 8.14 Barclays US Long Credit
CSDAX Calvert Short Duration Income Fund A Bond
(Fixed Inc)
1/2002 $1585.98M 5.44 5.07 2.39 2.05 2.52 0.05 0.4 0.88 1.67 Barclays Credit 1-5 Yr
CDICX Calvert Short Duration Income Fund C Bond
(Fixed Inc)
10/2002 $1585.98M 4.9 4.27 1.62 1.28 1.76 -0.69 0.4 1.64 1.66 Barclays Credit 1-5 Yr
CDSIX Calvert Short Duration Income Fund I Bond
(Fixed Inc)
4/2006 $1585.98M 5.56 5.34 2.72 2.46 3.02 0.42 0.4 0.52 1.64 Barclays Credit 1-5 Yr
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CTTLX Calvert Tax-Free Bond Fund A Bond
(Fixed Inc)
8/1983 $168.24M 7.6 8.55 2.92 3.21 3.54 0.54 0.47 0.8 2.51 Barclays Municipal
CTTCX Calvert Tax-Free Bond Fund C Bond
(Fixed Inc)
7/2015 $168.24M 7.03 7.66 2.14 -- 1.28 -0.19 0.47 1.55 2.53 Barclays Capital US Aggregate
CTTIX Calvert Tax-Free Bond Fund I Bond
(Fixed Inc)
7/2015 $168.24M 7.76 8.8 3.25 -- -- 0.91 0.47 0.45 2.55 Barclays Municipal
CULAX Calvert Ultra-Short Income Fund A Bond
(Fixed Inc)
10/2006 $945.54M 2.48 2.47 1.76 1.35 1.52 0.89 0.38 0.77 0.71 Barclays Short Treasury 9-12 Mon
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $945.54M 2.64 2.75 2.03 1.67 -- 1.1 0.38 0.47 0.72 Barclays Short Treasury 9-12 Mon TR USD
CUBAX Calvert Unconstrained Bond Fund A Bond
(Fixed Inc)
9/2014 $183.83M 5.31 4.41 3.3 -- -- 0.12 0.47 1.1 2.03 Barclays 1-3 Month U.S. Treasury Bill Index
CUBCX Calvert Unconstrained Bond Fund C Bond
(Fixed Inc)
9/2014 $183.83M 4.79 3.71 2.53 -- -- -0.68 0 1.85 2.07 Barclays 1-3 Month U.S. Treasury Bill Index
CUBIX Calvert Unconstrained Bond Fund I Bond
(Fixed Inc)
9/2014 $183.83M 5.51 4.68 3.66 -- -- 0.43 0 0.65 2.05 Barclays 1-3 Month U.S. Treaury Bill Index
CRAIX CRA Qualified Investment - CRA Bond
(Fixed Inc)
8/1999 $2180.6M 5.42 6.58 1.71 2.19 2.64 0.1 0.3 0.91 2.5 Barclays Capital US Aggregate
CRANX CRA Qualified Investment - Institutional Bond
(Fixed Inc)
3/2007 $2180.6M 5.7 6.96 2.17 2.63 3.09 0.56 0.3 0.46 2.52 Barclays Capital US Aggregate Bond
CRATX CRA Qualified Investment - Retail Bond
(Fixed Inc)
3/2007 $2180.6M 5.38 6.69 1.88 2.32 2.76 0.3 0.3 0.81 2.52 Barclays Capital US Aggregate
DSBFX Domini Social Bond Fund - Investor shares Bond
(Fixed Inc)
6/2000 $161.37M 9.66 9.72 2.92 3.12 3.03 -1.03 0.2 0.93 3.49 Barclays U.S. Aggregate Index
DSBIX Domini Social Bond Fund -- Institutional shares Bond
(Fixed Inc)
11/2011 $161.37M 9.83 9.61 3.08 3.3 -- -1.1 0.32 0.62 3.51 Barclays U.S. Aggregate Index
PRFIX Parnassus Fixed Income Fund Bond
(Fixed Inc)
8/1992 $239.75M 10.73 10.89 3.23 3.18 3.44 -1.11 0.49 0.68 3.95 Barclays Capital US Credit
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PAXBX Pax Core Bond Fund Individual Bond
(Fixed Inc)
12/2016 $700.86M 8.4 9.4 -- -- -- -0.24 0.4 0.71 3.61 Barclays Capital US Aggregate Bond
PXBIX Pax Core Bond Fund Institutional Bond
(Fixed Inc)
12/2016 $700.86M 8.68 9.67 -- -- -- 0.01 0.4 0.46 3.57 Barclays Capital US Aggregate Bond
PAXHX Pax High Yield Bond Fund - Individual Investor Bond
(Fixed Inc)
10/1999 $363.33M 10.79 6.61 5.83 2.91 5.91 -3.05 0.5 0.99 6.03 Merrill Lynch High Yield Master I
PXHIX Pax High Yield Bond Fund - Institutional Investor Bond
(Fixed Inc)
6/2004 $363.33M 11 6.72 6.05 3.16 6.17 -2.69 0.5 0.74 6.04 Merrill Lynch High Yield Master I
PXHAX Pax High Yield Bond Fund A Bond
(Fixed Inc)
5/2013 $363.33M 10.78 6.61 5.83 2.94 -- -3.04 0.5 0.99 6.08 Merrill Lynch High Yield Master I
MIIIX Praxis Intermediate Income - Institutional Bond
(Fixed Inc)
5/2006 $576.57M 8.65 9.7 3.13 3.25 3.96 0.08 0.4 0.54 3.48 Barclays Capital US Aggregate
MIIAX Praxis Intermediate Income A Bond
(Fixed Inc)
5/1999 $576.57M 8.34 9.3 2.69 2.84 3.55 -0.36 0.4 0.98 3.37 Barclays Capital US Aggregate
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $29.28M 6.52 3.94 2.3 -- -- -3.16 0.55 0.89 3.73 FTSE World BIG Bond Index
TSBIX TIAA-CREF Social Choice Bond Institutional Bond
(Fixed Inc)
9/2012 $4203.77M 9.29 10.3 3.75 4.01 -- 0.33 0.35 0.39 3.49 Barclays Capital US Aggregate Bond
TSBPX TIAA-CREF Social Choice Bond Premier Bond
(Fixed Inc)
9/2012 $4203.77M 9.07 10 3.58 3.85 -- 0.16 0.35 0.54 3.5 Barclays Capital US Aggregate Bond
TSBRX TIAA-CREF Social Choice Bond Retail Bond
(Fixed Inc)
9/2012 $4203.77M 8.99 9.88 3.47 3.71 -- 0.06 0.35 0.65 3.54 Barclays Capital US Aggregate Bond
TSBBX TIAA-CREF Social Choice Bond Retirement Bond
(Fixed Inc)
9/2012 $4203.77M 9.11 9.92 3.49 3.74 -- 0.08 0.35 0.64 3.61 Barclays Capital US Aggregate Bond
REDWX Aspiration Redwood Fund Equity
Large Cap
11/2015 $82.28M 18.56 -1.41 12.53 -- -- -8.38 2 -- 25.75 S&P 500 Composite Total Return
BVSIX Baywood SociallyResponsible Fund Equity
Large Cap
1/2005 $3.82M 13.92 -4.84 7.26 3.47 8.5 -12.61 0.7 0.87 22 Morningstar US Large Value TR Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
BCAMX Boston Common Large Cap Core Equity Fund Equity
Large Cap
4/2012 $36.88M 15.86 0.58 8.86 7.2 -- -8.41 0.75 1 18.52 S&P 500 Composite Total Return
BAFWX Brown Advisory Sustainable Growth Fund Equity
Large Cap
6/2012 $1628.24M 27.53 12.34 19.02 16.03 -- 4.58 0.6 0.73 18.99 Russell 1000® Growth Index
CSIEX Calvert Equity Portfolio A Equity
Large Cap
8/1987 $3172.39M 29.96 20.5 19.17 13.89 14.3 5.01 0.62 1.08 15.1 S&P 500 Composite Total Return
CSECX Calvert Equity Portfolio C Equity
Large Cap
3/1994 $3172.39M 29.27 19.59 18.28 13.04 13.45 4.29 0.62 1.84 15.08 S&P 500 Composite Total Return
CEYIX Calvert Equity Portfolio I Equity
Large Cap
11/1999 $3172.39M 30.16 20.85 19.57 14.33 14.83 5.39 0.62 0.71 15.08 S&P 500 Composite Total Return
CSXAX Calvert U.S. Large Cap Core Responsible Index Fund A Equity
Large Cap
6/2000 $1879.38M 19.09 2.98 12.51 9.85 13.01 -4.36 0.27 0.54 19.53 Calvert U.S. Large Cap Core Responsible Index
CSXCX Calvert U.S. Large Cap Core Responsible Index Fund C Equity
Large Cap
6/2000 $1879.38M 18.52 2.17 11.64 9.01 12.05 -5.06 0.27 1.29 19.54 Calvert U.S. Large Cap Core Responsible Index
CISIX Calvert U.S. Large Cap Core Responsible Index Fund I Equity
Large Cap
6/2000 $1879.38M 19.35 3.24 12.86 10.24 13.52 -4.05 0.27 0.19 19.59 Calvert U.S. Large Cap Core Responsible Index
CGJAX Calvert U.S. Large Cap Growth Responsible Index Fund A Equity
Large Cap
6/2015 $91.42M 22.5 5.14 15.79 -- -- 0.38 0.27 0.57 19.7 Calvert U.S. Large Cap Growth Responsible Index
CGJIX Calvert U.S. Large Cap Growth Responsible Index Fund I Equity
Large Cap
6/2015 $91.42M 22.7 5.46 16.18 -- -- 0.76 0.27 0.22 19.69 Calvert U.S. Large Cap Growth Responsible Index
CFJAX Calvert U.S. Large Cap Value Responsible Index Fund A Equity
Large Cap
6/2015 $393.71M 14.21 -1.25 8.23 -- -- -10.31 0.27 0.57 20.81 Calvert U.S. Large Cap Value Responsible Index
CFJIX Calvert U.S. Large Cap Value Responsible Index Fund I Equity
Large Cap
6/2015 $393.71M 14.39 -0.91 8.59 -- -- -10.01 0.27 0.22 20.83 Calvert U.S. Large Cap Value Responsible Index
DSEPX Domini Social Equity Fund -- A shares Equity
Large Cap
11/2008 $751.62M 18.72 1.97 9.36 5.16 10.73 -9.03 0.24 1.16 18.81 S&P 500 Composite Total Return
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $751.62M 18.98 2.32 9.77 5.55 11.15 -8.67 0.24 0.79 18.8 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
DSEFX Domini Social Equity Fund -- Investor shares Equity
Large Cap
6/1991 $751.62M 18.73 2 9.39 5.18 10.71 -9.03 0.2 1.14 18.83 S&P 500 Composite Total Return
DSFRX Domini Social Equity Fund -- R shares Equity
Large Cap
11/2003 $751.62M 18.99 2.3 9.68 5.5 11.07 -8.9 0.24 0.83 18.87 S&P 500 Composite Total Return
GCEQX Green Century Equity Equity
Large Cap
6/1991 $297.81M 18.9 4.81 12.28 9.7 12.32 -3.98 0.23 1.25 18.62 S&P 500 Composite Total Return
NBSRX Neuberger Berman Socially Resp Inv Equity
Large Cap
3/1994 $1789.31M 13.25 -2.7 9.36 7.69 12.04 -5.8 0.47 0.85 19.01 S&P 500 Composite Total Return
NRARX Neuberger Berman Socially Resp R3 Equity
Large Cap
5/2009 $1789.31M 12.89 -3.12 8.88 7.23 11.56 -6.19 0.47 1.28 19 S&P 500 Composite Total Return
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1789.31M 13.1 -2.86 9.19 7.51 11.86 -5.94 0.47 1.02 19.01 S&P 500 Composite Total Return
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $1789.31M 13.07 -2.9 9.16 7.49 11.83 -5.95 0.47 1.04 18.99 S&P 500 Composite Total Return
NRACX Neuberger Berman Socially Responsive C Equity
Large Cap
5/2009 $1789.31M 12.54 -3.62 8.35 6.69 10.99 -6.65 0.47 1.78 18.99 S&P 500 Composite Total Return
NBSLX Neuberger Berman Socially Responsive I Equity
Large Cap
11/2007 $1789.31M 13.37 -2.52 9.57 7.89 12.25 -5.6 0.47 0.67 19.01 S&P 500 Composite Total Return
PRBLX Parnassus Core Equity Fund Equity
Large Cap
8/1992 $17392.6M 22.37 10.7 13.21 10.34 13.47 -0.18 0.58 0.87 16.61 S&P 500 Composite Total Return
PAXDX Pax ESG Beta Dividend Fund Individual Equity
Large Cap
12/2016 $130.11M 14.13 1.19 -- -- -- -4.19 0.65 0.9 18.16 Russell 1000
PXDIX Pax ESG Beta Dividend Fund Institutional Equity
Large Cap
12/2016 $130.11M 14.32 1.42 -- -- -- -3.82 0.65 0.65 18.08 Russell 1000
PXGAX Pax ESG Beta Quality Fund - Class A Equity
Large Cap
5/2013 $223.12M 15.55 2.06 11.43 8.68 -- -4.41 0.65 0.9 17.29 Russell 1000
PXWGX Pax ESG Beta Quality Fund - Individual Investor Equity
Large Cap
6/1997 $223.12M 15.63 2 11.41 8.68 12.41 -4.41 0.65 0.9 17.37 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PWGIX Pax ESG Beta Quality Fund - Institutional Investor Equity
Large Cap
4/2007 $223.12M 15.75 2.3 11.7 8.95 12.69 -4.14 0.65 0.65 17.33 Russell 1000
PAXLX Pax Large Cap Fund Individual Equity
Large Cap
12/2016 $675.27M 19.14 1.61 -- -- -- -4.98 0.65 0.95 20.52 S&P 500 Composite Total Return
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $675.27M 19.25 1.75 -- -- -- -4.77 0.65 0.7 20.44 S&P 500 Composite Total Return
MMDEX Praxis Growth Index Fund - Institutional Equity
Large Cap
5/2007 $302.04M 21.43 4.64 15.92 12.43 14.94 0.38 0.3 0.44 17.94 MSCI U.S. Prime Market Growth Index
MGNDX Praxis Growth Index Fund A Equity
Large Cap
5/2007 $302.04M 21.18 4.25 15.46 11.98 14.42 -0.05 0.3 0.86 17.93 MSCI U.S. Prime Market Growth Index
MVIIX Praxis Value Index - Institutional Equity
Large Cap
5/2006 $225.06M 16.64 3.05 10.29 7.2 11.13 -8.02 0.3 0.44 19.64 MSCI US Prime Market Value Index
MVIAX Praxis Value Index A Equity
Large Cap
5/2001 $225.06M 16.34 2.49 9.73 6.69 10.49 -8.43 0.3 0.94 19.62 MSCI US Prime Market Value Index
WSEFX Walden Equity Fund Equity
Large Cap
6/1999 $228.32M 19.53 6.23 13.36 10.23 12.57 -2.52 0.75 1 17.93 S&P 500 Composite Total Return
CAAPX Ariel Appreciation Fund Equity
Mid-Sm Cap
12/1989 $1262.3M 9.66 -7.37 4.21 3.52 11.05 -13.92 0.69 1.12 24.95 Russell Mid Cap Value
ARGFX Ariel Fund Equity
Mid-Sm Cap
11/1986 $1974.3M 10.14 -9.81 5.98 4.9 11.94 -13.6 0.58 1 27.22 Russell 2500 Value
ADJEX Azzad Ethical Fund Equity
Mid-Sm Cap
11/2000 $88.56M 22.52 3.02 12.81 6.81 12.18 -3.26 0.8 0.99 22.56 Russell Mid Cap Growth
CCAFX Calvert Capital Accumulation Fund A Equity
Mid-Sm Cap
10/1994 $219.46M 22.79 6.13 10.98 6.33 12.82 -4.34 0.77 1.21 19.1 Russell Mid Cap Growth
CCACX Calvert Capital Accumulation Fund C Equity
Mid-Sm Cap
10/1994 $219.46M 22.21 5.34 10.16 5.53 11.94 -5.05 0.77 1.96 19.13 Russell Mid Cap Growth
CCPIX Calvert Capital Accumulation Fund I Equity
Mid-Sm Cap
6/2003 $219.46M 23 6.44 11.36 6.78 13.46 -3.98 0.77 0.86 19.11 Russell Mid Cap Growth
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
CCVAX Calvert Small Cap Fund A Equity
Mid-Sm Cap
10/2004 $624.32M 21.01 -0.2 12.7 9.74 12.61 -6.81 0.8 1.29 22.12 Russell 2000 Value
CSCCX Calvert Small Cap Fund C Equity
Mid-Sm Cap
4/2005 $624.32M 20.35 -0.97 11.84 8.92 11.67 -7.5 0.8 2.04 22.09 Russell 2000 Value
CSVIX Calvert Small Cap Fund I Equity
Mid-Sm Cap
4/2005 $624.32M 21.18 0.13 13.13 10.19 13.26 -6.51 0.8 0.91 22.06 Russell 2000 Value
PARMX Parnassus Mid Cap Fund Equity
Mid-Sm Cap
4/2005 $4003.3M 23.53 9.56 10.94 9.91 13.75 -6.6 0.72 0.99 17.77 Russell Midcap Index
PXSCX Pax Small Cap Fund - Individual Investor Equity
Mid-Sm Cap
3/2008 $424.72M 14.46 -5.75 4.4 3.9 11.15 -15.72 0.75 1.19 19.86 Russell 2000
PXSIX Pax Small Cap Fund - Institutional Class Equity
Mid-Sm Cap
3/2008 $424.72M 14.55 -5.52 4.67 4.16 11.41 -15.51 0.75 0.94 19.82 Russell 2000
PXSAX Pax Small Cap Fund A Equity
Mid-Sm Cap
5/2013 $424.72M 14.42 -5.75 4.39 3.89 -- -15.74 0.75 1.19 19.85 Russell 2000
MMSIX Praxis Small Cap Fund - Institutional Equity
Mid-Sm Cap
5/2007 $109.84M 9.23 -15.43 5.06 3.41 10.06 -7.79 0.3 1 24.35 Russell 2000
MMSCX Praxis Small Cap Fund A Equity
Mid-Sm Cap
5/2007 $109.84M 8.74 -15.96 4.36 2.79 9.4 -8.52 0.3 1.67 24.46 Russell 2000
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
8/2015 $19.81M 15.44 -6.93 7.95 -- -- -13 0.75 1 24.83 S&P 1000
WAMFX Walden Midcap Fund Equity
Mid-Sm Cap
8/2011 $56.13M 17.15 3.63 11.3 9.44 -- -3.56 0.75 1 19.28 Russell Midcap
WASOX Walden Small Cap Innovations Fund Equity
Mid-Sm Cap
10/2008 $106.72M 19.66 -0.17 10.97 8.98 11.81 -6.02 0.75 1 21.62 Russell 2000
WASMX Walden SMID Cap Innovations Fund Equity
Mid-Sm Cap
6/2012 $55.6M 15.48 -0.46 11.11 8.94 -- -5.57 0.75 1 20.92 Russell 2500
CAAAX Calvert Aggressive Allocation Fund A Equity
Specialty
6/2005 $160.61M 14.62 0.85 9.48 6.66 9.44 -7.7 0 1.26 17.16 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
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Benchmark Used
CAACX Calvert Aggressive Allocation Fund C Equity
Specialty
6/2005 $160.61M 14.07 0.14 8.68 5.76 8.31 -8.43 0 1.18 17.19 Russell 3000
CCLAX Calvert Conservative Allocation Fund A Equity
Specialty
4/2005 $211.67M 11.44 5.9 6.11 4.77 6.61 -2.95 0 0.44 7.24 Barclays Capital US Credit
CALCX Calvert Conservative Allocation Fund C Equity
Specialty
4/2005 $211.67M 10.9 5.17 5.34 3.92 5.6 -3.65 0 1.8 7.17 Barclays Capital US Credit
CMAAX Calvert Moderate Allocation Fund A Equity
Specialty
4/2005 $323.92M 13.04 3.28 8.01 5.84 8.1 -5.11 0 0.43 12.21 Custom
CMACX Calvert Moderate Allocation Fund C Equity
Specialty
4/2005 $323.92M 12.48 2.48 7.19 5.04 7.29 -5.86 0 1.93 12.19 Custom
PARWX Parnassus Endeavor Fund Equity
Specialty
4/2005 $3676.43M 15.24 -4.78 9.21 9.87 13.6 -13.42 0.66 0.92 27.91 S&P 500 Composite Total Return
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
10/1993 $372.72M 16.14 1.42 9.98 6.76 8.47 -7.7 0.55 0.81 17.32 Pax Global Women’s Leadership Index
PXWIX Pax Ellevate Global Women's Leadership Fund - Institutional Class Equity
Specialty
4/2006 $372.72M 16.37 1.67 10.26 7.02 8.74 -7.47 0.55 0.56 17.33 Pax Global Women’s Leadership Index
MPLIX Praxis International Index Fund - Institutional Equity
Specialty
12/2010 $265.11M 7.45 -4.04 5.08 1.1 -- -14.44 0.48 0.77 16.33 MSCI ACWI xUS
TISCX TIAA-CREF Social Choice Equity Institutional Equity
Specialty
7/1999 $4540.12M 18.12 1.96 11.99 8.7 12.7 -5.5 0.15 0.17 19.15 Russell 3000
TRPSX TIAA-CREF Social Choice Equity Premier Equity
Specialty
9/2009 $4540.12M 18 1.83 11.83 8.54 12.04 -5.69 0.15 0.33 19.13 Russell 3000
TICRX TIAA-CREF Social Choice Equity Retail Equity
Specialty
3/2006 $4540.12M 17.85 1.71 11.7 8.42 12.41 -5.76 0.15 0.45 19.06 Russell 3000
TRSCX TIAA-CREF Social Choice Equity Retirement Equity
Specialty
10/2002 $4540.12M 17.93 1.72 11.72 8.43 12.42 -5.74 0.15 0.42 19.14 Russell 3000
APPLX Appleseed Fund Int'l
Global
12/2006 $145.44M 0.17 -3.11 2.95 1.36 5.69 -3.39 0.85 1.2 14.02 MSCI World
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
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Exp
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Dev

Benchmark Used
APPIX Appleseed Fund Institutional Int'l
Global
2/2011 $145.44M 0.25 -2.95 3.14 1.57 -- -3.17 0.85 1.06 14.06 MSCI World
BCAIX Boston Common International Fund Int'l
Global
12/2010 $229.89M 8.71 -4.57 5.2 1.52 -- -13.38 0.8 1.12 16.76 MSCI EAFE Equity
CVMAX Calvert Emerging Markets Equity Fund A Int'l
Global
10/2012 $2065.43M 6.25 0.4 8.15 3.32 -- -15.48 0.87 1.27 18.55 MSCI EM NR USD
CVMCX Calvert Emerging Markets Equity Fund C Int'l
Global
10/2012 $2065.43M 5.75 -0.36 7.32 2.5 -- -16.13 1 2.02 18.53 MSCI EM NR USD
CVMIX Calvert Emerging Markets Equity Fund I Int'l
Global
10/2012 $2065.43M 6.39 0.7 8.5 3.66 -- -15.15 1 0.92 18.53 MSCI EM NR USD
CGAEX Calvert Global Energy Solutions Fund A Int'l
Global
5/2007 $83.29M 14.81 -1.6 5.25 -1.5 -2.76 -19.57 0.87 1.28 21.69 Ardour Gbl Alternative Energy
CGACX Calvert Global Energy Solutions Fund C Int'l
Global
7/2007 $83.29M 14.31 -2.36 4.41 -2.31 -3.66 -20.18 0.87 2.03 21.76 Ardour Gbl Alternative Energy
CAEIX Calvert Global Energy Solutions Fund I Int'l
Global
5/2007 $83.29M 14.93 -1.38 5.56 -1.12 -2.35 -19.18 0.87 0.93 21.78 Ardour Gbl Alternative Energy
CFWAX Calvert Global Water Fund A Int'l
Global
9/2008 $400.71M 14.39 1.32 5.8 1.57 7.46 -13.56 0.85 1.28 18.32 S-Network Global Water TR USD
CFWCX Calvert Global Water Fund C Int'l
Global
9/2008 $400.71M 13.88 0.57 5.02 0.83 6.57 -14.14 0.85 2.03 18.38 S-Network Global Water TR USD
CFWIX Calvert Global Water Fund I Int'l
Global
1/2014 $400.71M 14.6 1.6 6.16 1.96 -- -13.25 0.85 0.93 18.33 S-Network Global Water TR USD
CWVGX Calvert International Equity Fund A Int'l
Global
7/1992 $230.85M 15.33 3.44 7.31 2.26 4.1 -11.42 0.87 1.34 16.34 MSCI EAFE Investable Market
CWVCX Calvert International Equity Fund C Int'l
Global
3/1994 $230.85M 14.74 2.68 6.52 1.49 3.25 -12.09 0.87 2.09 16.29 MSCI EAFE Investable Market
CWVIX Calvert International Equity Fund I Int'l
Global
2/1999 $230.85M 15.47 3.8 7.7 2.69 4.7 -11.05 0.87 0.97 16.27 MSCI EAFE Investable Market
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
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Exp
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Std
Dev

Benchmark Used
COIIX Calvert International Opportunities Fund A Int'l
Global
5/2007 $326.35M 8.31 -8.19 8.69 4.34 7.63 -14.51 0.87 1.07 17.28 MSCI EAFE SMID NR USD
COICX Calvert International Opportunities Fund C Int'l
Global
7/2007 $326.35M 7.6 -9.1 7.55 3.12 6.3 -15.3 0.87 2.26 17.23 MSCI EAFE SMID NR USD
COIIX Calvert International Opportunities Fund I Int'l
Global
5/2007 $326.35M 8.31 -8.19 8.69 4.34 7.63 -14.51 0.87 1.07 17.28 MSCI EAFE SMID NR USD
DOMAX Domini International Social Equity Fund -- A shares Int'l
Global
12/2006 $1178.54M 4.72 -7.8 3.27 1.62 5.54 -16.23 0.9 1.53 16.51 MSCI EAFE Equity
DOMOX Domini International Social Equity Fund -- Institutional shares Int'l
Global
11/2012 $1178.54M 5.06 -7.3 3.75 2.07 -- -15.85 0.9 1.07 16.41 MSCI EAFE Equity
DOMIX Domini International Social Equity Fund -- Investor shares Int'l
Global
12/2006 $1178.54M 4.82 -7.72 3.36 1.67 5.54 -16.26 0.9 1.46 16.4 MSCI EAFE Equity
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 $21.08M 19.68 3 -- -- -- -4 1 1.35 17.62 MSCI All World Country Index
GCIFX Green Century MSCI International Index Fund - Institution Int'l
Global
9/2016 $64.69M 11.88 -1.2 -- -- -- -14 0.28 0.98 15.73 MSCI World ex USA
GCINX Green Century MSCI International Index Fund - Investor Int'l
Global
9/2016 $64.69M 11.59 -1.51 4.78 -- -- -14.26 0.28 1.28 15.74 MSCI World ex USA
MASGX Matthews Asia ESG Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI All Country Asia ex-Japan Index
ESGMX Mirova Global Sustainable Equity Fund - Class A Int'l
Global
3/2016 $107.58M 20.59 6.03 12.12 -- -- -6.51 0.8 1.29 18.36 MSCI World
ESGYX Mirova Global Sustainable Equity Fund - Class Y Int'l
Global
3/2016 $107.58M 20.78 6.24 12.38 -- -- -6.28 0.8 1.04 18.44 MSCI World
NALFX New Alternatives Fund A Shares Int'l
Global
9/1982 $211.97M 22.92 14.84 9.12 5.86 7.11 -6.93 0.56 1.07 15.21 S&P 500 Composite Total Return
NAEFX New Alternatives Fund Investor Shares Int'l
Global
1/2015 $211.97M 22.75 14.6 8.85 -- -- -7.15 0.56 1.32 15.24 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
PGRNX Pax Global Environmental Markets Fund - Individual Investor Int'l
Global
3/2008 $808.27M 13.4 -0.65 7.17 5.29 8.45 -14.24 0.8 1.29 20.62 MSCI AC World (Net) Index (ACWI)
PGINX Pax Global Environmental Markets Fund - Institutional Class Int'l
Global
3/2008 $808.27M 13.67 -0.45 7.41 5.54 8.72 -14.1 0.8 1.04 20.66 MSCI AC World (Net) Index (ACWI)
PXEAX Pax Global Environmental Markets Fund A Int'l
Global
5/2013 $808.27M 13.41 -0.66 7.15 5.26 -- -14.26 0.8 1.3 20.62 MSCI AC World (Net) Index (ACWI)
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $566.5M 8.99 -3.41 4.66 1.43 2.66 -13.08 0.55 0.8 15.19 MSCI EAFE ESG Index
PXNIX Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Int'l
Global
3/2008 $566.5M 9.03 -3.32 4.91 1.67 2.61 -12.84 0.55 0.55 15.32 MSCI EAFE ESG Index
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
9/1999 $543.82M 15.18 1.91 10.5 7.21 8.22 -7.13 0.9 1.33 16.76 MSCI ACWI
MPLAX Praxis International Index A Int'l
Global
12/2010 $265.11M 6.76 -4.89 4.34 0.47 -- -15.05 0.48 1.32 16.24 MSCI ACWI xUS
SEEFX Saturna Sustainable Equity Fund Int'l
Global
3/2015 $6.48M 19.98 5.39 10.75 -- -- -5.73 0.65 0.99 16.86 S&P Global 1200
BNIEX UBS International Sustainable Equity Fund Int'l
Global
6/1997 $162.65M 8.11 -6.75 5.46 2.61 5.29 -16.86 0.8 1.25 17.55 MSCI World ex USA
VGSRX Vert Global Sustainable Real Estate Fund Int'l
Global
10/2017 $32.2M 19.25 7.37 -- -- -- -9.65 0.4 -- 15.61 S&P Global REIT Index

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Showing 178 of 178 funds
Information current as of:
August 31, 2019

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
Ariel Focus Fund----PPP----XP------X--X-- --
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Etho Climate Leadership US ETF-------------------------------- --
Gabelli ESG Fund Inc AC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc AAAC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc CC *CC----------C--R--RRR-- --
Gabelli ESG Fund Inc IC *CC----------C--R--RRR-- --
Parnassus FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
1919 Socially Responsive Balanced Fund - ACRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - CCRCCCCCRCC----R--R-- Shareholder engagement
1919 Socially Responsive Balanced Fund - ICRCCCCCRCC----R--R-- Shareholder engagement
Arabesque Systematic USA FundCCCCCCCCCCCCRRROther/qualitative criteria --
Calvert Balanced Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Balanced Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Balanced Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
CCM Alternative Income FundCCCCCCCCCCCCCCC-- --
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Pax Balanced Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Balanced Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Genesis Balanced APPPPPPP--PPX--XXX-- --
Praxis Genesis Conservative APPPPPPP--PPX--XXX-- --
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
Access Capital Community Investment Fund I-- *----P------X----XXXXXOther/qualitative criteria --
Azzad Wise Capital FundR--RP--RRX----XRXXX-- Shareholder engagement
Calvert Bond Portfolio ACCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Bond Portfolio CCCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Bond Portfolio ICCCPCCCXCCC--CRROther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Green Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert High Yield Bond Fund ACCCCCCCCCCRRRRR-- --
Calvert High Yield Bond Fund CCCCCC--C--CCRRRRR-- --
Calvert High Yield Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Income Fund CCCCCCCC--CCRRRRR-- --
Calvert Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Long-Term Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund ACCCCCCC--CCRRRRR-- --
Calvert Short Duration Income Fund CCCCCCCC--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 Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Calvert Short Duration Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Tax-Free Bond Fund ICCCCCCC--CCRRRRR-- --
Calvert Ultra-Short Income Fund ACCCCCCCCCCRRRRR-- --
Calvert Ultra-Short Income Fund ICCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ACCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund CCCCCCCC--CCRRRRR-- --
Calvert Unconstrained Bond Fund ICCCCCCC--CCRRRRR-- --
CRA Qualified Investment - CRAP *PPPP----------RRRRR-- --
CRA Qualified Investment - InstitutionalP *PPPP----------XXXXX-- --
CRA Qualified Investment - RetailP *PPPP----------XXXXX-- --
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/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
Parnassus Fixed Income FundPPPPPPPRPPRPRRROther/qualitative criteria Shareholder engagement
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax High Yield Bond Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax High Yield Bond Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Saturna Sustainable Bond FundC *CCCCCC--CCXCCXXOther/qualitative criteria --
TIAA-CREF Social Choice Bond InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Bond RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
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
Baywood SociallyResponsible FundCCC--CCCCCCRCRCROther/qualitative criteria --
Boston Common Large Cap Core Equity FundCCCPCCCRP--RRRRROther/qualitative criteria Shareholder engagement
Brown Advisory Sustainable Growth FundPPPPPPP--PP------------ Shareholder engagement
Calvert Equity Portfolio ACCCCCCC--CCRRRRR-- Shareholder engagement
Calvert Equity Portfolio CCCCCCC