Sustainable Investment Mutual Funds and ETFs Chart
This chart displays all sustainable investment 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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| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFGEX | Parnassus Growth Equity Fund |
Equity Large Cap |
12/2022 | $30.54M | 44.92 | 44.92 | -- | -- | -- | -- | 0.75 | 0.84 | 17.24 | Russell 1000 Growth Index |
| CGJIX | Calvert US Large-Cap Growth Responsible Index Fund I |
Equity Large Cap |
6/2015 | $643M | 36.66 | 36.66 | 8.06 | 18.81 | -- | -26.89 | 0.24 | 0.24 | 17.04 | Russell 1000 |
| CGJAX | Calvert US Large-Cap Growth Responsible Index Fund A |
Equity Large Cap |
6/2015 | $643M | 36.35 | 36.35 | 7.79 | 18.51 | -- | -27.08 | 0.24 | 0.49 | 17.05 | Russell 1000 |
| PARNX | Parnassus Mid Cap Growth Fund |
Equity Mid-Sm Cap |
12/1984 | $828.28M | 35.6 | 35.6 | -0.47 | 10.49 | 8.45 | -33.6 | 0.62 | 0.8 | 20.92 | Russell Mid Cap Growth |
| MMDEX | Praxis Growth Index Fund - Institutional |
Equity Large Cap |
4/2007 | $540.73M | 29.82 | 29.82 | 7.17 | 16.68 | 13.47 | -28.25 | 0.24 | 0.36 | 14.58 | MSCI U.S. Prime Market Growth Index |
| MGNDX | Praxis Growth Index Fund A |
Equity Large Cap |
4/2007 | $540.73M | 29.48 | 29.48 | 6.86 | 16.33 | 13.06 | -28.48 | 0.24 | 0.67 | 14.59 | MSCI U.S. Prime Market Growth Index |
| SPFFX | Sphere 500 Fossil-Free Fund |
Equity Large Cap |
10/2021 | $6.38M | 29.48 | 29.48 | -- | -- | -- | -20.07 | 0.07 | 0.07 | 14.55 | S&P 500 Composite Total Return |
| DIEQX | Domini Social Equity Fund -- Institutional shares |
Equity Large Cap |
11/2008 | $990.12M | 28.77 | 28.77 | 5.33 | 15.14 | 9.77 | -25.54 | 0.2 | 0.74 | 16.24 | S&P 500 Composite Total Return |
| DSFRX | Domini Social Equity Fund -- R shares |
Equity Large Cap |
11/2003 | $990.12M | 28.63 | 28.63 | 5.25 | 15.06 | 9.7 | -25.59 | 0.2 | 1.05 | 16.22 | S&P 500 Composite Total Return |
| DSEFX | Domini Social Equity Fund -- Investor shares |
Equity Large Cap |
6/1991 | $990.12M | 28.42 | 28.42 | 5 | 14.77 | 9.4 | -25.76 | 0.2 | 1.09 | 16.26 | S&P 500 Composite Total Return |
| DSEPX | Domini Social Equity Fund -- A shares |
Equity Large Cap |
11/2008 | $990.12M | 28.28 | 28.28 | 4.94 | 14.72 | 9.37 | -25.83 | 0.2 | 1.09 | 16.24 | S&P 500 Composite Total Return |
| GCEQX | Green Century Equity |
Equity Large Cap |
6/1991 | $581.53M | 27.7 | 27.7 | 8.44 | 15.3 | 11.43 | -23.09 | 0.23 | 1.25 | 15.93 | S&P 500 Composite Total Return |
| CISIX | Calvert U. Large-Cap Core Responsible Index Fund I |
Equity Large Cap |
6/2000 | $5300M | 27.26 | 27.26 | 7.81 | 15.98 | 12.06 | -21.71 | 0.24 | 0.24 | 16.27 | Russell 1000 |
| NBSLX | Neuberger Berman Socially Responsive I |
Equity Large Cap |
11/2007 | $1373.01M | 26.99 | 26.99 | 8.6 | 14.07 | 10.18 | -18.51 | 0.65 | 0.7 | 13.22 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSXAX | Calvert US Large-Cap Core Responsible Index Fund A |
Equity Large Cap |
6/2000 | $5300M | 26.93 | 26.93 | 7.54 | 15.68 | 11.7 | -21.9 | 0.24 | 0.49 | 16.25 | Russell 1000 |
| NBSRX | Neuberger Berman Socially Resp Inv |
Equity Large Cap |
3/1994 | $1373.01M | 26.76 | 26.76 | 8.41 | 13.87 | 9.98 | -18.66 | 0.76 | 0.87 | 13.25 | S&P 500 Composite Total Return |
| NBSTX | Neuberger Berman Socially Resp Tr |
Equity Large Cap |
3/1997 | $1373.01M | 26.54 | 26.54 | 8.21 | 13.67 | 9.79 | -18.79 | 0.9 | 1.05 | 13.21 | S&P 500 Composite Total Return |
| NRAAX | Neuberger Berman Socially Responsive A |
Equity Large Cap |
5/2009 | $1373.01M | 26.53 | 26.53 | 8.2 | 13.65 | 9.77 | -18.81 | 0.76 | 1.06 | 13.23 | S&P 500 Composite Total Return |
| NRARX | Neuberger Berman Socially Resp R3 |
Equity Large Cap |
5/2009 | $1373.01M | 26.2 | 26.2 | 7.92 | 13.36 | 9.5 | -19.02 | 0.76 | 1.32 | 13.22 | S&P 500 Composite Total Return |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund C |
Equity Large Cap |
6/2000 | $5300M | 26 | 26 | 6.74 | 14.82 | 10.86 | -22.49 | 0.24 | 1.24 | 16.26 | Russell 1000 |
| AMIGX | Amana Growth Fund (Institutional) |
Equity Large Cap |
9/2013 | $4578.33M | 25.98 | 25.98 | 10.31 | 18.98 | 14.56 | -19.27 | 0.64 | 0.67 | 14.93 | S&P 500 Composite Total Return |
| AMAGX | Amana Growth Fund (Investor) |
Equity Large Cap |
2/1994 | $4578.33M | 25.66 | 25.66 | 10.04 | 18.69 | 14.29 | -19.46 | 0.64 | 0.91 | 14.92 | S&P 500 Composite Total Return |
| NRACX | Neuberger Berman Socially Responsive C |
Equity Large Cap |
5/2009 | $1373.01M | 25.59 | 25.59 | 7.4 | 12.81 | 8.96 | -19.41 | 0.76 | 1.82 | 13.23 | S&P 500 Composite Total Return |
| PRBLX | Parnassus Core Equity Fund |
Equity Large Cap |
8/1992 | $27798.3M | 24.93 | 24.93 | 9.07 | 15.49 | 11.61 | -18.66 | 0.57 | 0.82 | 14.43 | S&P 500 Composite Total Return |
| PWGIX | Pax ESG Beta Quality Fund - Institutional Investor |
Equity Large Cap |
4/2007 | $289.95M | 24.65 | 24.65 | 10.05 | 14.04 | 10.68 | -18.05 | 0.63 | 0.45 | 15.61 | Russell 1000 |
| PXGAX | Pax ESG Beta Quality Fund - Class A |
Equity Large Cap |
4/2013 | $289.95M | 24.39 | 24.39 | 9.77 | 13.75 | 10.41 | -18.28 | 0.63 | 0.7 | 15.63 | Russell 1000 |
| PXWGX | Pax ESG Beta Quality Fund - Individual Investor |
Equity Large Cap |
6/1997 | $289.95M | 24.39 | 24.39 | 9.77 | 13.77 | 10.41 | -18.29 | 0.63 | 0.7 | 15.67 | Russell 1000 |
| CHGX | AXS Change Finance ESG ETF |
Equity Large Cap |
3/2022 | $132.1M | 23.7 | 23.7 | 5.92 | 14.35 | -- | -21.72 | 0.49 | 0.49 | 16.6 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| REDWX | Aspiration Redwood Fund |
Equity Large Cap |
11/2015 | $147.01M | 23.24 | 23.24 | 7.65 | 14.7 | -- | -20.35 | 2 | 0.5 | 17.08 | S&P 500 Composite Total Return |
| TISCX | TIAA-CREF Social Choice Equity Institutional |
Equity Specialty |
6/1999 | $6125.2M | 22.49 | 22.49 | 8.42 | 15.06 | 11 | -17.81 | 0.15 | 0.17 | 16.26 | Russell 3000 |
| TRPSX | TIAA-CREF Social Choice Equity Premier |
Equity Specialty |
9/2009 | $6125.2M | 22.35 | 22.35 | 8.23 | 14.88 | 10.83 | -17.98 | 0.15 | 0.33 | 16.29 | Russell 3000 |
| TRSCX | TIAA-CREF Social Choice Equity Retirement |
Equity Specialty |
9/2002 | $6125.2M | 22.2 | 22.2 | 8.14 | 14.77 | 10.72 | -18.02 | 0.15 | 0.42 | 16.25 | Russell 3000 |
| TICRX | TIAA-CREF Social Choice Equity Retail |
Equity Specialty |
3/2006 | $6125.2M | 22.19 | 22.19 | 8.15 | 14.75 | 10.7 | -18.03 | 0.15 | 0.45 | 16.3 | Russell 3000 |
| DOMOX | Domini International Social Equity Fund -- Institutional shares |
Int'l Global |
11/2012 | $805.25M | 21.8 | 21.8 | 2.54 | 6.05 | 3.76 | -20.55 | 0.84 | 0.91 | 19.2 | MSCI EAFE Equity |
| DOMIX | Domini International Social Equity Fund -- Investor shares |
Int'l Global |
12/2006 | $805.25M | 21.39 | 21.39 | 2.08 | 5.63 | 3.35 | -20.9 | 0.84 | 1.37 | 19.27 | MSCI EAFE Equity |
| DOMAX | Domini International Social Equity Fund -- A shares |
Int'l Global |
12/2006 | $805.25M | 21.28 | 21.28 | 2.02 | 5.57 | 3.31 | -20.96 | 0.84 | 1.38 | 19.26 | MSCI EAFE Equity |
| MVIIX | Praxis Value Index - Institutional |
Equity Large Cap |
4/2006 | $499.91M | 20.42 | 20.42 | 11.69 | 13.99 | 9.88 | -7.57 | 0.25 | 0.38 | 15.95 | MSCI US Prime Market Value Index |
| PXLIX | Pax Large Cap Fund Intitutional |
Equity Large Cap |
12/2016 | $1443.36M | 20.12 | 20.12 | 8.07 | 16.18 | -- | -19.82 | 0.65 | 0.72 | 17.82 | S&P 500 Composite Total Return |
| MVIAX | Praxis Value Index A |
Equity Large Cap |
4/2001 | $499.91M | 20.04 | 20.04 | 11.28 | 13.54 | 9.4 | -7.88 | 0.25 | 0.75 | 15.94 | MSCI US Prime Market Value Index |
| PAXLX | Pax Large Cap Fund Individual |
Equity Large Cap |
12/2016 | $1443.36M | 19.9 | 19.9 | 7.81 | 15.9 | -- | -20.04 | 0.65 | 0.97 | 17.76 | S&P 500 Composite Total Return |
| SSIAX | 1919 Socially Responsive Balanced Fund - A |
Balanced |
11/1992 | $758.75M | 19.66 | 19.66 | 3.94 | 11.04 | 8.11 | -20.05 | 0.58 | 0.98 | 13.15 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PXNIX | Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class |
Int'l Global |
3/2008 | $1135.47M | 19.28 | 19.28 | 2.93 | 8.24 | 3.26 | -17.84 | 0.47 | 0.47 | 16.94 | MSCI EAFE ESG Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| LMRNX | 1919 Socially Responsive Balanced Fund - I |
Balanced |
7/2008 | $758.75M | 18.92 | 18.92 | 3.73 | 11.05 | 8.26 | -20.22 | 0.58 | 0.73 | 13.16 | Blend: 60% S&P 500 - 40% BC Aggregate |
| PXINX | Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor |
Int'l Global |
3/2008 | $1135.47M | 18.92 | 18.92 | 2.64 | 7.97 | 3.29 | -18.04 | 0.47 | 0.72 | 16.93 | MSCI EAFE ESG Index |
| SEEFX | Saturna Sustainable Equity Fund |
Int'l Global |
3/2015 | $22.34M | 18.81 | 18.81 | 1.3 | 11.11 | -- | -21.44 | 0.65 | 0.75 | 14.9 | S&P Global 1200 |
| SESLX | 1919 Socially Responsive Balanced Fund - C |
Balanced |
5/1993 | $758.75M | 18.8 | 18.8 | 3.18 | 10.25 | 7.34 | -20.67 | 0.58 | 1.71 | 13.12 | Blend: 60% S&P 500 - 40% BC Aggregate |
| ESGYX | Mirova Global Sustainable Equity Fund - Class Y |
Int'l Global |
3/2016 | $1033.57M | 18.63 | 18.63 | 2.85 | 13.89 | -- | -22.38 | 0.8 | 0.95 | 16.45 | MSCI World |
| CFWIX | Calvert Global Water Fund I |
Equity Specialty |
1/2014 | $587M | 18.55 | 18.55 | 5.52 | 11.66 | -- | -19.45 | 0.84 | 0.99 | 19.43 | S-Network Global Water Index |
| PXWIX | Pax Ellevate Global Women's Leadership Fund - Institutional Class |
Equity Specialty |
4/2006 | $834.9M | 18.41 | 18.41 | 3.76 | 10.05 | 7.65 | -19.81 | 0.52 | 0.52 | 15.32 | Impax Global Women’s Leadership Index |
| ESGMX | Mirova Global Sustainable Equity Fund - Class A |
Int'l Global |
3/2016 | $1033.57M | 18.32 | 18.32 | 2.59 | 13.6 | -- | -22.61 | 0.8 | 1.2 | 16.47 | MSCI World |
| CFWAX | Calvert Global Water Fund A |
Equity Specialty |
9/2008 | $587M | 18.31 | 18.31 | 5.26 | 11.38 | 5.35 | -19.66 | 0.84 | 1.24 | 19.45 | S-Network Global Water Index |
| CEYIX | Calvert Equity Fund I |
Equity Large Cap |
10/1999 | $7200M | 18.23 | 18.23 | 8.1 | 16.58 | 13.08 | -17.41 | 0.55 | 0.66 | 17.04 | Russell 1000 |
| PXWEX | Pax Ellevate Global Women's Leadership Fund - Individual Investor |
Equity Specialty |
9/1993 | $834.9M | 18.14 | 18.14 | 3.51 | 9.77 | 7.39 | -20.03 | 0.52 | 0.77 | 15.35 | Impax Global Women’s Leadership Index |
| CSIEX | Calvert Equity Fund A |
Equity Large Cap |
8/1987 | $7200M | 17.93 | 17.93 | 7.83 | 16.29 | 12.71 | -17.63 | 0.55 | 0.91 | 17.05 | Russell 1000 |
| CFWCX | Calvert Global Water Fund C |
Equity Specialty |
9/2008 | $587M | 17.37 | 17.37 | 4.47 | 10.54 | 4.58 | -20.24 | 0.84 | 1.99 | 19.45 | S-Network Global Water Index |
| CSECX | Calvert Equity Fund C |
Equity Large Cap |
2/1994 | $7200M | 17.07 | 17.07 | 7.03 | 15.42 | 11.87 | -18.24 | 0.55 | 1.66 | 17.01 | Russell 1000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| GCIFX | Green Century MSCI International Index Fund - Institution |
Int'l Global |
9/2016 | $195.93M | 16.98 | 16.98 | 1.38 | 8.02 | -- | -21.16 | 0.28 | 0.98 | 17.73 | MSCI World ex USA |
| MGAFX | Praxis Genesis Growth A |
Balanced |
1/2010 | $103.64M | 16.98 | 16.98 | 4.25 | 9.56 | 6.74 | -17.09 | 0.05 | 0.94 | 14.41 | Russell 3000 |
| PGINX | Pax Global Environmental Markets Fund - Institutional Class |
Int'l Global |
3/2008 | $2446.84M | 16.85 | 16.85 | 3.5 | 12.36 | 7.6 | -22.44 | 0.75 | 0.91 | 19.72 | MSCI AC World (Net) Index (ACWI) |
| MMSIX | Praxis Small Cap Fund - Institutional |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 16.67 | 16.67 | 6.12 | 10.13 | 5.3 | -19.65 | 0.3 | 0.43 | 23.55 | Russell 2000 |
| LCILX | ClearBridge Sustainability Leaders Fund (IS shares) |
All Cap |
3/2015 | $116.53M | 16.66 | 16.66 | 4.84 | 16.63 | -- | -20.9 | 0.65 | 0.75 | 16.53 | Russell 3000 |
| CBAIX | Calvert Balanced Fund I |
Balanced |
2/1999 | $1200M | 16.65 | 16.65 | 4.3 | 10.25 | 7.55 | -15.17 | 0.62 | 0.74 | 11.45 | Russell 1000 |
| GCINX | Green Century MSCI International Index Fund - Investor |
Int'l Global |
9/2016 | $195.93M | 16.63 | 16.63 | 1.07 | 7.68 | -- | -21.4 | 0.28 | 1.28 | 17.68 | MSCI World ex USA |
| PXEAX | Pax Global Environmental Markets Fund A |
Int'l Global |
4/2013 | $2446.84M | 16.58 | 16.58 | 3.24 | 12.06 | 7.33 | -22.64 | 0.75 | 1.16 | 19.73 | MSCI AC World (Net) Index (ACWI) |
| PGRNX | Pax Global Environmental Markets Fund - Individual Investor |
Int'l Global |
3/2008 | $2446.84M | 16.55 | 16.55 | 3.23 | 12.06 | 7.33 | -22.67 | 0.75 | 1.16 | 19.74 | MSCI AC World (Net) Index (ACWI) |
| WASMX | Walden SMID Cap Innovations Fund |
Equity Mid-Sm Cap |
6/2012 | $212.74M | 16.4 | 16.4 | 8.96 | 12.23 | 9.09 | -14.63 | 0.75 | 1 | 18.77 | Russell 2500 |
| CSIFX | Calvert Balanced Fund A |
Balanced |
10/1982 | $1200M | 16.34 | 16.34 | 4.05 | 9.98 | 7.2 | -15.36 | 0.62 | 0.99 | 11.45 | Russell 1000 |
| WSEFX | Walden Equity Fund |
Equity Large Cap |
6/1999 | $262.91M | 16.29 | 16.29 | 8.78 | 14.04 | 10.76 | -13.59 | 0.75 | 1 | 13.39 | S&P 500 Composite Total Return |
| MMSCX | Praxis Small Cap Fund A |
Equity Mid-Sm Cap |
4/2007 | $165.32M | 15.87 | 15.87 | 5.43 | 9.44 | 4.64 | -20.13 | 0.3 | 1.12 | 23.55 | Russell 2000 |
| CWVIX | Calvert International Equity Fund I |
Int'l Global |
2/1999 | $1000M | 15.56 | 15.56 | 1.69 | 10.2 | 4.73 | -19.02 | 0.79 | 0.95 | 19.01 | MSCI EAFE Investable Market |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CSGCX | Calvert Balanced Fund C |
Balanced |
2/1994 | $1200M | 15.48 | 15.48 | 3.26 | 9.15 | 6.38 | -15.99 | 0.62 | 1.74 | 11.44 | Russell 1000 |
| CWVGX | Calvert International Equity Fund A |
Int'l Global |
7/1992 | $1000M | 15.34 | 15.34 | 1.45 | 9.93 | 4.36 | -19.24 | 0.79 | 1.2 | 19.05 | MSCI EAFE Equity |
| CMJIX | Calvert US Mid-Cap Core Responsible Index Fund I |
Equity Mid-Sm Cap |
10/2015 | $462M | 15.23 | 15.23 | 4.18 | 12.94 | -- | -19.12 | 0.24 | 0.24 | 21.03 | S&P 400 Midcap Total Return |
| JSTC | Adasina Social Justice All Cap Global ETF |
All Cap |
12/2020 | $152.4M | 15.22 | 15.22 | 4.27 | -- | -- | -17.23 | 0.89 | 0.89 | 16.26 | Adasina Social Justice Index, FTSE Global All Cap |
| CAAAX | Calvert Growth Allocation Fund A |
All Cap |
6/2005 | $352M | 15.14 | 15.14 | 3.08 | 10.58 | 7.62 | -18.34 | 0 | 0.43 | 15.5 | Russell 3000 |
| MPLIX | Praxis International Index Fund - Institutional |
Equity Specialty |
12/2010 | $396.1M | 15.07 | 15.07 | 1.32 | 7.24 | 3.73 | -16.22 | 0.44 | 0.62 | 16.68 | MSCI ACWI xUS |
| ETHO | Etho Climate Leadership US ETF |
All Cap |
11/2015 | $183.83M | 14.8 | 14.8 | 2.79 | 12.87 | -- | -22.05 | 0.45 | 0.49 | 20.77 | -- |
| MPLAX | Praxis International Index A |
Int'l Global |
12/2010 | $396.1M | 14.51 | 14.51 | 0.75 | 6.56 | 3.12 | -16.76 | 0.44 | 1.24 | 16.65 | MSCI ACWI xUS |
| CWVCX | Calvert International Equity Fund C |
Int'l Global |
2/1994 | $1000M | 14.41 | 14.41 | 0.67 | 9.1 | 3.55 | -19.83 | 0.79 | 1.95 | 18.98 | MSCI EAFE Equity |
| CAACX | Calvert Growth Allocation Fund C |
All Cap |
6/2005 | $352M | 14.27 | 14.27 | 2.29 | 9.75 | 6.73 | -18.96 | 0 | 1.18 | 15.49 | Russell 3000 |
| MBAPX | Praxis Genesis Balanced A |
Balanced |
1/2010 | $90.19M | 14.15 | 14.15 | 2.32 | 7.48 | 5.48 | -16.1 | 0.05 | 0.94 | 12.67 | Russell 3000 |
| WAMFX | Walden Midcap Fund |
Equity Mid-Sm Cap |
7/2011 | $123.93M | 13.88 | 13.88 | 8.23 | 12.1 | 9.73 | -10.93 | 0.75 | 1 | 17.08 | Russell Midcap |
| AMINX | Amana Income Fund (Institutional) |
Equity Large Cap |
9/2013 | $1719.31M | 13.82 | 13.82 | 8.55 | 12.89 | 9.51 | -8.53 | 0.75 | 0.78 | 12.55 | S&P 500 Composite Total Return |
| PXSIX | Pax Small Cap Fund - Institutional Class |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.79 | 13.79 | 4.68 | 9.69 | 5.98 | -22.86 | 0.75 | 0.91 | 21.52 | Russell 2000 |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| PARWX | Parnassus Value Equity Fund |
Equity Large Cap |
4/2005 | $4920.38M | 13.7 | 13.7 | 8.73 | 16.9 | 12.89 | -13.85 | 0.66 | 0.88 | 17.96 | Russell 1000 Value Index |
| PXSAX | Pax Small Cap Fund A |
Equity Mid-Sm Cap |
4/2013 | $677.24M | 13.56 | 13.56 | 4.44 | 9.43 | 5.71 | -23.05 | 0.75 | 1.16 | 21.57 | Russell 2000 |
| AMANX | Amana Income Fund (Investor) |
Equity Large Cap |
6/1986 | $1719.31M | 13.55 | 13.55 | 8.3 | 12.64 | 9.25 | -8.75 | 0.75 | 1.02 | 12.55 | S&P 500 Composite Total Return |
| PXSCX | Pax Small Cap Fund - Individual Investor |
Equity Mid-Sm Cap |
3/2008 | $677.24M | 13.51 | 13.51 | 4.42 | 9.43 | 5.72 | -23.03 | 0.75 | 1.16 | 21.54 | Russell 2000 |
| PAXIX | Pax Sustainable Allocation Fund - Institutional Investor |
Balanced |
4/2007 | $2298.33M | 13.44 | 13.44 | 3.19 | 9.18 | 6.83 | -16.3 | 0.05 | 0.65 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| AMIDX | Amana Developing World Fund (Institutional) |
Int'l Global |
9/2013 | $107.51M | 13.39 | 13.39 | 0.22 | 7.76 | 2.45 | -17.48 | 0.8 | 1.01 | 15.19 | MSCI Emerging Markets |
| AMDWX | Amana Developing World Fund (Investor) |
Int'l Global |
9/2009 | $107.51M | 13.24 | 13.24 | 0.05 | 7.59 | 2.23 | -17.64 | 0.8 | 1.22 | 15.2 | MSCI Emerging Markets |
| PAXWX | Pax Sustainable Allocation Fund - Individual Investor |
Balanced |
8/1971 | $2298.33M | 13.17 | 13.17 | 2.93 | 8.9 | 6.57 | -16.5 | 0.05 | 0.9 | 13.28 | Blend: 60% S&P 500 - 40% BC Aggregate |
| COIIX | Calvert International Opportunities Fund I |
Int'l Global |
5/2007 | $369M | 12.92 | 12.92 | -1.95 | 6.28 | 4.72 | -26.75 | 0.87 | 1.05 | 19.74 | MSCI EAFE Equity |
| CMAAX | Calvert Moderate Allocation Fund A |
Balanced |
4/2005 | $392M | 12.87 | 12.87 | 1.98 | 8.16 | 6.18 | -15.68 | 0 | 0.42 | 13.32 | Russell 3000 |
| PARMX | Parnassus Mid Cap Fund |
Equity Mid-Sm Cap |
4/2005 | $5398.8M | 12.67 | 12.67 | 0.95 | 8.81 | 7.75 | -21.61 | 0.71 | 0.96 | 19.55 | Russell Midcap Index |
| WSBFX | Walden Asset Management Fund |
Balanced |
6/1999 | $165.56M | 12.18 | 12.18 | 4.97 | 9.14 | 7.47 | -13.7 | 0.75 | 1 | 10.88 | Blend: 60% S&P 500 - 40% BC Aggregate |
| CMACX | Calvert Moderate Allocation Fund C |
Balanced |
4/2005 | $392M | 12.05 | 12.05 | 1.22 | 7.36 | 5.39 | -16.31 | 0 | 1.17 | 13.33 | Russell 3000 |
| COICX | Calvert International Opportunities Fund C |
Int'l Global |
7/2007 | $369M | 11.8 | 11.8 | -2.92 | 5.21 | 3.57 | -27.45 | 0.87 | 2.05 | 19.74 | MSCI EAFE Equity |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| GCBLX | Green Century Balanced |
Balanced |
3/1992 | $383.13M | 11.78 | 11.78 | 2.93 | 8.87 | 6.52 | -16.25 | 0.64 | 1.46 | 11.86 | Custom Balanced Index |
| CSVIX | Calvert Small-Cap Fund I |
Equity Mid-Sm Cap |
4/2005 | $3200M | 11.73 | 11.73 | 4.08 | 10.36 | 8.41 | -15.95 | 0.8 | 0.94 | 20.92 | Russell 2000 |
| CCPIX | Calvert Mid Cap Fund I |
Equity Mid-Sm Cap |
6/2003 | $249M | 11.72 | 11.72 | 1.13 | 8.68 | 6.2 | -19.53 | 0.77 | 0.97 | 17.99 | Russell Mid Cap Growth |
| CCVAX | Calvert Small-Cap Fund A |
Equity Mid-Sm Cap |
9/2004 | $3200M | 11.44 | 11.44 | 3.82 | 10.08 | 8.03 | -16.15 | 0.8 | 1.19 | 20.9 | Russell 2000 |
| CCAFX | Calvert Mid-Cap Fund A |
Equity Mid-Sm Cap |
10/1994 | $249M | 11.42 | 11.42 | 0.88 | 8.41 | 5.81 | -19.69 | 0.77 | 1.22 | 17.98 | Russell Mid Cap Growth |
| PXHIX | Pax High Yield Bond Fund - Institutional Investor |
Bond (Fixed Inc) |
5/2004 | $561.4M | 11.37 | 11.37 | 0.16 | 4.42 | 3.15 | -12.73 | 0.5 | 0.67 | 7.72 | Merrill Lynch High Yield Master I |
| PAXHX | Pax High Yield Bond Fund - Individual Investor |
Bond (Fixed Inc) |
10/1999 | $561.4M | 11.08 | 11.08 | -0.22 | 4.09 | 2.86 | -12.9 | 0.5 | 0.92 | 7.83 | Merrill Lynch High Yield Master I |
| PXHAX | Pax High Yield Bond Fund A |
Bond (Fixed Inc) |
4/2013 | $561.4M | 11.07 | 11.07 | -0.2 | 4.11 | 2.88 | -13 | 0.5 | 0.92 | 7.82 | Merrill Lynch High Yield Master I |
| CYBIX | Calvert High Yield Bond Fund I |
Bond (Fixed Inc) |
9/2009 | $435M | 10.99 | 10.99 | 0.87 | 4.08 | 3.23 | -10.8 | 0.6 | 0.77 | 6.81 | Merrill Lynch High Yield Master I |
| CYBAX | Calvert High Yield Bond Fund A |
Bond (Fixed Inc) |
7/2001 | $435M | 10.73 | 10.73 | 0.63 | 3.81 | 2.94 | -11.03 | 0.6 | 1.02 | 6.8 | Merrill Lynch High Yield Master I |
| CCACX | Calvert Mid-Cap Fund C |
Equity Mid-Sm Cap |
10/1994 | $249M | 10.63 | 10.63 | 0.13 | 7.61 | 5.02 | -20.32 | 0.77 | 1.98 | 17.99 | Russell Mid Cap Growth |
| CSCCX | Calvert Small-Cap Fund C |
Equity Mid-Sm Cap |
3/2005 | $3200M | 10.59 | 10.59 | 3.03 | 9.25 | 7.21 | -16.79 | 0.8 | 1.94 | 20.91 | Russell 2000 |
| CCLAX | Calvert Conservative Allocation Fund A |
Balanced |
4/2005 | $249M | 10.07 | 10.07 | 0.18 | 5.45 | 4.48 | -14.35 | 0 | 0.44 | 11.07 | Barclays Capital US Aggregate Bond |
| CHBCX | Calvert High Yield Bond Fund C |
Bond (Fixed Inc) |
10/2011 | $435M | 9.88 | 9.88 | -0.12 | 3.04 | 2.12 | -11.68 | 0.6 | 1.77 | 6.75 | Merrill Lynch High Yield Master I |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CFJIX | Calvert US Large-Cap Value Responsible Index Fund I |
Equity Large Cap |
6/2015 | $1900M | 9.82 | 9.82 | 6.46 | 11.22 | -- | -11.69 | 0.24 | 0.23 | 18.21 | Russell 1000 |
| MCONX | Praxis Genesis Conservative A |
Balanced |
1/2010 | $24.59M | 9.78 | 9.78 | -0.7 | 4.09 | 3.48 | -14.62 | 0.05 | 1.06 | 10.23 | Barclays Capital US Aggregate Bond |
| PXDIX | Pax ESG Beta Dividend Fund Institutional |
Equity Large Cap |
12/2016 | $93.91M | 9.55 | 9.55 | 2.76 | 9.42 | -- | -13.29 | 0.65 | 0.55 | 16.63 | Russell 1000 |
| CFJAX | Calvert US Large-Cap Value Responsible Index Fund A |
Equity Large Cap |
6/2015 | $1900M | 9.53 | 9.53 | 6.2 | 11.25 | -- | -11.9 | 0.24 | 0.51 | 18.21 | Russell 1000 |
| PAXDX | Pax ESG Beta Dividend Fund Individual |
Equity Large Cap |
12/2016 | $93.91M | 9.33 | 9.33 | 2.53 | 9.16 | -- | -13.47 | 0.65 | 0.8 | 16.6 | Russell 1000 |
| CALCX | Calvert Conservative Allocation Fund C |
Balanced |
4/2005 | $249M | 9.23 | 9.23 | -0.57 | 4.66 | 3.65 | -15.01 | 0 | 1.19 | 11.09 | Barclays Capital US Aggregate Bond |
| PCEIX | PIMCO Climate Bond Fund |
Bond (Fixed Inc) |
12/2019 | $18.28M | 8.82 | 8.82 | -1.7 | -- | -- | -12.6 | 0.5 | 0.59 | 6.44 | Bloomberg Barclays Global Green Bond USD Hdg. |
| CINCX | Calvert Income Fund I |
Bond (Fixed Inc) |
2/1999 | $832M | 8.76 | 8.76 | -2.12 | 3.2 | 3.05 | -15.42 | 0.52 | 0.66 | 9.29 | Barclays Capital US Credit |
| CUBIX | Calvert Flexible Bond Fund I |
Bond (Fixed Inc) |
9/2014 | $371M | 8.65 | 8.65 | 2.92 | 3.97 | -- | -3.62 | 0 | 0.65 | 4.39 | Barclays 1-3 Month U.S. Treaury Bill Index |
| CFICX | Calvert Income Fund A |
Bond (Fixed Inc) |
10/1982 | $832M | 8.5 | 8.5 | -2.34 | 2.97 | 2.69 | -15.62 | 0.52 | 0.91 | 9.24 | Barclays Capital US Credit |
| CUBAX | Calvert Flexible Bond Fund A |
Bond (Fixed Inc) |
9/2014 | $371M | 8.38 | 8.38 | 2.58 | 3.66 | -- | -3.9 | 0 | 1.1 | 4.37 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CIFCX | Calvert Income Fund C |
Bond (Fixed Inc) |
7/2000 | $832M | 7.63 | 7.63 | -3.09 | 2.18 | 1.92 | -16.26 | 0.52 | 1.66 | 9.22 | Barclays Capital US Credit |
| CUBCX | Calvert Flexible Bond Fund C |
Bond (Fixed Inc) |
9/2014 | $371M | 7.57 | 7.57 | 1.82 | 2.9 | -- | -4.55 | 0 | 1.85 | 4.38 | Barclays 1-3 Month U.S. Treasury Bill Index |
| CDSIX | Calvert Short Duration Income Fund I |
Bond (Fixed Inc) |
4/2006 | $2400M | 7.54 | 7.54 | 1.19 | 2.94 | 2.33 | -4.74 | 0.4 | 0.51 | 2.99 | Bloomberg 1-5 Year U.S. Credit Index |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| CBDIX | Calvert Bond Fund I |
Bond (Fixed Inc) |
3/2000 | $3100M | 7.47 | 7.47 | -1.8 | 2.07 | 2.62 | -12.29 | 0.41 | 0.53 | 8.3 | Barclays Capital US Aggregate Bond |
| CSDAX | Calvert Short Duration Income Fund A |
Bond (Fixed Inc) |
1/2002 | $2400M | 7.3 | 7.3 | 0.98 | 2.71 | 1.99 | -5.03 | 0.4 | 0.76 | 2.97 | Bloomberg 1-5 Year U.S. Credit Index |
| CSIBX | Calvert Bond Fund A |
Bond (Fixed Inc) |
8/1987 | $3100M | 7.27 | 7.27 | -2.05 | 1.83 | 2.28 | -12.49 | 0.41 | 0.73 | 8.28 | Barclays Capital US Aggregate Bond |
| SEBFX | Saturna Sustainable Bond Fund |
Bond (Fixed Inc) |
3/2015 | $30.16M | 6.94 | 6.94 | -1.37 | 1.88 | -- | -8.56 | 0.55 | 0.65 | 6.78 | FTSE World BIG Bond Index |
| CGBIX | Calvert Green Bond Fund I |
Bond (Fixed Inc) |
10/2013 | $732M | 6.87 | 6.87 | -2.9 | 1.23 | 1.96 | -12.82 | 0.37 | 0.48 | 7.58 | Barclays Capital US Aggregate Bond |
| PRFIX | Parnassus Fixed Income Fund |
Bond (Fixed Inc) |
8/1992 | $280.42M | 6.71 | 6.71 | -3.77 | 1.07 | 1.48 | -14.32 | 0.48 | 0.58 | 8.66 | Barclays Capital US Aggregate Bond |
| CGAFX | Calvert Green Bond Fund A |
Bond (Fixed Inc) |
10/2013 | $732M | 6.62 | 6.62 | -3.15 | 0.98 | 1.64 | -13.05 | 0.37 | 0.73 | 7.53 | Barclays Capital US Aggregate Bond |
| CDICX | Calvert Short Duration Income Fund C |
Bond (Fixed Inc) |
9/2002 | $2400M | 6.45 | 6.45 | 0.17 | 1.91 | 1.21 | -5.7 | 0.4 | 1.51 | 2.93 | Bloomberg 1-5 Year U.S. Credit Index |
| CSBCX | Calvert Bond Fund C |
Bond (Fixed Inc) |
5/1998 | $3100M | 6.37 | 6.37 | -2.84 | 1 | 1.44 | -13.17 | 0.41 | 1.53 | 8.23 | Barclays Capital US Aggregate Bond |
| CULIX | Calvert Ultra-Short Income Fund I |
Bond (Fixed Inc) |
1/2014 | $730M | 6.27 | 6.27 | 2.27 | 2.25 | -- | -0.02 | 0.38 | 0.49 | 0.75 | Bloomberg 9-12 Months Short Treasury Index |
| VGSRX | Vert Global Sustainable Real Estate Fund |
Int'l Global |
10/2017 | -- | 6.15 | 6.15 | 1.28 | 3.09 | -- | -26.25 | 0.4 | 0.5 | -- | S&P Global REIT Index |
| TSBIX | TIAA-CREF Social Choice Bond Institutional |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 6.04 | 6.04 | -3.38 | 1.06 | 2.3 | -14.05 | 0.33 | 0.37 | 8.31 | Barclays Capital US Aggregate Bond |
| CLDIX | Calvert Core Bond Fund I |
Bond (Fixed Inc) |
1/2015 | $900M | 6.01 | 6.01 | -3.34 | 4.65 | 3.98 | -12.95 | 0.42 | 0.49 | 8.07 | Barclays Capital US Aggregate Bond |
| CULAX | Calvert Ultra-Short Duration Income Fund A |
Bond (Fixed Inc) |
10/2006 | $730M | 6.01 | 6.01 | 2.04 | 2.01 | 1.5 | -0.27 | 0.38 | 0.76 | 0.83 | Barclays Short Treasury 9-12 Mon |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| TSBPX | TIAA-CREF Social Choice Bond Premier |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.97 | 5.97 | -3.52 | 0.88 | 2.14 | -14.28 | 0.33 | 0.55 | 8.4 | Barclays Capital US Aggregate Bond |
| DSBIX | Domini Social Bond Fund -- Institutional shares |
Bond (Fixed Inc) |
11/2011 | $227.45M | 5.96 | 5.96 | -3.48 | 1.68 | 1.86 | -14.6 | 0.32 | 0.57 | 8.47 | Barclays U.S. Aggregate Index |
| TSBBX | TIAA-CREF Social Choice Bond Retirement |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.89 | 5.89 | -3.59 | 0.83 | 2.06 | -14.27 | 0.33 | 0.62 | 8.44 | Barclays Capital US Aggregate Bond |
| TSBRX | TIAA-CREF Social Choice Bond Retail |
Bond (Fixed Inc) |
9/2012 | $6194.36M | 5.88 | 5.88 | -3.6 | 0.79 | 2.02 | -14.29 | 0.33 | 0.63 | 8.41 | Barclays Capital US Aggregate Bond |
| MIIIX | Praxis Intermediate Income - Institutional |
Bond (Fixed Inc) |
4/2006 | $852.72M | 5.87 | 5.87 | -3.22 | 1.14 | 1.81 | -12.71 | 0.37 | 0.49 | 8.48 | Barclays Capital US Aggregate |
| PTSAX | PIMCO Total Return ESG Fund |
Bond (Fixed Inc) |
4/1991 | $1926.11M | 5.79 | 5.79 | -4.06 | 0.95 | 1.62 | -15.62 | 0.5 | 0.61 | 8.68 | Barclays Capital US Aggregate Bond |
| CLDAX | Calvert Core Bond Fund A |
Bond (Fixed Inc) |
12/2004 | $900M | 5.75 | 5.75 | -3.58 | 4.41 | 4.22 | -13.18 | 0.42 | 0.74 | 8.02 | Barclays Capital US Aggregate Bond |
| CTTIX | Calvert Responsible Municipal Income Fund I |
Bond (Fixed Inc) |
7/2015 | $439M | 5.73 | 5.73 | -0.78 | 1.89 | -- | -7.97 | 0.47 | 0.5 | 8.6 | Bloomberg Municipal Bond Index |
| CAEIX | Calvert Global Energy Solutions Fund I |
Equity Specialty |
5/2007 | $160M | 5.65 | 5.65 | -2.35 | 14.96 | 5.44 | -17.47 | 0.87 | 0.99 | 24.24 | MSCI World |
| DSBFX | Domini Social Bond Fund - Investor shares |
Bond (Fixed Inc) |
5/2000 | $227.45M | 5.63 | 5.63 | -3.76 | 1.38 | 1.62 | -14.91 | 0.32 | 0.87 | 8.41 | Barclays U.S. Aggregate Index |
| EMNT | Enhanced Short Maturity Active ESG Exchange-Traded Fund |
Bond (Fixed Inc) |
12/2019 | $170.39M | 5.63 | 5.63 | 1.76 | -- | -- | -0.46 | 0.36 | 0.24 | 0.47 | FTSE 3-month Treasury Bill Index |
| PXBIX | Pax Core Bond Fund Institutional |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.61 | 5.61 | -3.21 | 0.98 | -- | -12.96 | 0.4 | 0.46 | 8.3 | Barclays Capital US Aggregate Bond |
| PEGIX | PIMCO ESG Income Fund |
Bond (Fixed Inc) |
9/2020 | $218.72M | 5.6 | 5.6 | 0.56 | -- | -- | -6.49 | 0.5 | 0.55 | 6.05 | Barclays Capital US Aggregate Bond |
| MIIAX | Praxis Intermediate Income A |
Bond (Fixed Inc) |
5/1999 | $852.72M | 5.56 | 5.56 | -3.56 | 0.76 | 1.41 | -13.12 | 0.37 | 0.94 | 8.46 | Barclays Capital US Aggregate |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ millions) |
YTD % | 1 yr Avg % |
3 yr Avg % |
5 yr Avg % |
10 yr Avg % |
Prev Yr Rtn % |
Mgmt Fee % |
Exp Ratio % |
Std Dev |
Benchmark Used |
| CTTLX | Calvert Responsible Municipal Income Fund A |
Bond (Fixed Inc) |
8/1983 | $439M | 5.47 | 5.47 | -1.01 | 1.64 | 2.35 | -8.22 | 0.47 | 0.75 | 8.56 | Bloomberg Municipal Bond Index |
| CGAEX | Calvert Global Energy Solutions Fund A |
Equity Specialty |
5/2007 | $160M | 5.38 | 5.38 | -2.6 | 14.68 | 5.09 | -17.7 | 0.87 | 1.24 | 24.21 | MSCI World |
| PAXBX | Pax Core Bond Fund Individual |
Bond (Fixed Inc) |
12/2016 | $893.88M | 5.35 | 5.35 | -3.45 | 0.73 | -- | -13.18 | 0.4 | 0.71 | 8.26 | Barclays Capital US Aggregate Bond |
| PLDIX | PIMCO Low Duration ESG Fund |
Bond (Fixed Inc) |
12/1996 | $334.67M | 5.09 | 5.09 | -0.47 | 1.21 | 1.1 | -5.59 | 0.5 | 0.52 | 2.72 | ICE BofAML 1-3yr U.S. Treasury Index |
| CVMIX | Calvert Emerging Markets Equity Fund I |
Int'l Global |
10/2012 | $1780M | 4.73 | 4.73 | -9.14 | 2.83 | 3.28 | -22.64 | 0.87 | 1.02 | 20.24 | MSCI Emerging Markets Index |
| ACCSX | RBC BlueBay Access Capital Community Investment Fund I |
Bond (Fixed Inc) |
6/1998 | $661.05M | 4.72 | 4.72 | -2.96 | 0.15 | 0.98 | -11.86 | 0.35 | 0.45 | 9.04 | Bloomberg US Securitized Index |
| CTTCX | Calvert Responsible Municipal Income Fund C |
Bond (Fixed Inc) |
7/2015 | $439M | 4.69 | 4.69 | -1.75 | 0.87 | -- | -8.91 | 0.47 | 1.51 | 8.55 | Bloomberg Municipal Bond Index |
| CGACX | Calvert Global Energy Solutions Fund C |
Equity Specialty |
7/2007 | $160M | 4.6 | 4.6 | -3.32 | 13.83 | 4.26 | -18.24 | 0.87 | 1.99 | 24.18 | MSCI World |
| ACASX | RBC BlueBay Access Capital Community Investment Fund A |
Bond (Fixed Inc) |
1/2009 | $661.05M | 4.5 | 4.5 | -3.25 | -0.19 | 0.78 | -12.17 | 0.35 | 0.8 | 9.09 | Bloomberg US Securitized Index |
| CVMAX | Calvert Emerging Markets Equity Fund A |
Int'l Global |
10/2012 | $1780M | 4.48 | 4.48 | -9.35 | 2.59 | 2.98 | -22.81 | 0.87 | 1.27 | 20.19 | MSCI Emerging Markets Index |
| CVMCX | Calvert Emerging Markets Equity Fund C |
Int'l Global |
10/2012 | $1780M | 3.66 | 3.66 | -10.05 | 1.81 | 2.16 | -23.4 | 0.87 | 2.02 | 20.2 | MSCI Emerging Markets Index |
| EATV | VegTech™ Plant-based Innovation & Climate ETF |
Equity Specialty |
12/2021 | $5.55M | 0.68 | 0.68 | -- | -- | -- | -35.2 | 0.75 | 0.75 | 17.46 | MSCI AC World Agriculture & Food Chain Capped |
| NALFX | New Alternatives Fund A Shares |
Int'l Global |
9/1982 | $326.54M | -2.49 | -2.49 | -7.94 | 11.59 | 8.17 | -15.97 | 0.54 | 0.85 | 23.63 | S&P 500 Composite Total Return |
| NAEFX | New Alternatives Fund Investor Shares |
Int'l Global |
1/2015 | $326.54M | -2.74 | -2.74 | -8.17 | 11.31 | -- | -16.18 | 0.53 | 1.1 | 23.61 | S&P 500 Composite Total Return |
| Ticker | Fund Name |
Fund Type | Inception Month |
AUM (US$ 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 |
| SRIFX | FundX Sustainable Impact Equity |
Int'l Global |
3/2017 | -- | -- | -- | -- | -- | -- | -19.41 | 1 | 1.99 | -- | MSCI All World Country Index |
| PORTX/ | Portfolio 21 Global Equity Fund |
Int'l Global |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | MSCI ACWI |
| TSMDX | Trillium Small/Mid Cap Mutual Fund |
Equity Mid-Sm Cap |
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | S&P 1000 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Proxy Voting Records | Proxy Voting Policies |
|---|---|---|
| Parnassus Growth Equity Fund | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund I | Available online » | Available online » |
| Calvert US Large-Cap Growth Responsible Index Fund A | Available online » | Available online » |
| Parnassus Mid Cap Growth Fund | Available online » | Available online » |
| Praxis Growth Index Fund - Institutional | Available online » | Available online » |
| Praxis Growth Index Fund A | Available online » | Available online » |
| Sphere 500 Fossil-Free Fund | Available online » | We incorporate the As You Vote proxy voting service offered by the non-profit As You Sow through BroadRidge. (https://www.asyousow.org/vote-your-values) |
| Domini Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Domini Social Equity Fund -- R shares | Available online » | Available online » |
| Domini Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini Social Equity Fund -- A shares | Available online » | Available online » |
| Green Century Equity | Available online » | Available online » |
| Calvert U. Large-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Neuberger Berman Socially Responsive I | Available online » | Available online » |
| Calvert US Large-Cap Core Responsible Index Fund A | Available online » | Available online » |
| Neuberger Berman Socially Resp Inv | Available online » | Available online » |
| Neuberger Berman Socially Resp Tr | Available online » | Available online » |
| Neuberger Berman Socially Responsive A | Available online » | Available online » |
| Neuberger Berman Socially Resp R3 | Available online » | Available online » |
| Calvert U.S. Large Cap Core Responsible Index Fund C | Available online » | Available online » |
| Amana Growth Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Amana Growth Fund (Investor) | Available online » | Available online » |
| Neuberger Berman Socially Responsive C | Available online » | Available online » |
| Parnassus Core Equity Fund | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Institutional Investor | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Class A | Available online » | Available online » |
| Pax ESG Beta Quality Fund - Individual Investor | Available online » | Available online » |
| AXS Change Finance ESG ETF | NP-X - https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000059138&action=getcompany&scd=filings | Glass Lewis ESG Guidelines & Policies - https://www.glasslewis.com/wp-content/uploads/2020/11/ESG-Initiatives-Voting-Guidelines-GL.pdf?hsCtaTracking=c5fe11ce-e51d-449a-91fe-c00bfb8e16d0%7C80513084-8049-48f0-85bb-0e6864e24a9f |
| Aspiration Redwood Fund | -- | Available online » |
| TIAA-CREF Social Choice Equity Institutional | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Premier | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Equity Retail | Available online » | Available online » |
| Domini International Social Equity Fund -- Institutional shares | Available online » | Available online » |
| Domini International Social Equity Fund -- Investor shares | Available online » | Available online » |
| Domini International Social Equity Fund -- A shares | Available online » | Available online » |
| Praxis Value Index - Institutional | Available online » | Available online » |
| Pax Large Cap Fund Intitutional | Available online » | Available online » |
| Praxis Value Index A | Available online » | Available online » |
| Pax Large Cap Fund Individual | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - A | -- | Our proxy voting policies are available to clients upon request. |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - I | -- | Our proxy voting policies are available to clients upon request. |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | Available online » | Available online » |
| Saturna Sustainable Equity Fund | Available online » | Available online » |
| 1919 Socially Responsive Balanced Fund - C | -- | Our proxy voting policies are available to clients upon request. |
| Mirova Global Sustainable Equity Fund - Class Y | Available online » | Proxy Voting Policy is available upon request. |
| Calvert Global Water Fund I | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | Available online » | Available online » |
| Mirova Global Sustainable Equity Fund - Class A | Yes, these may be found on the website ngam.natixis.com at: https://ngam.natixis.com/cs/us/Render.jsp?did=1472161894974&desc=FundProxyVotingRecord | Proxy Voting Policy is available upon request. |
| Calvert Global Water Fund A | Available online » | Available online » |
| Calvert Equity Fund I | Available online » | Available online » |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | Available online » | Available online » |
| Calvert Equity Fund A | Available online » | Available online » |
| Calvert Global Water Fund C | Available online » | Available online » |
| Calvert Equity Fund C | Available online » | Available online » |
| Green Century MSCI International Index Fund - Institution | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Praxis Genesis Growth A | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Institutional Class | Available online » | Available online » |
| Praxis Small Cap Fund - Institutional | Available online » | Available online » |
| ClearBridge Sustainability Leaders Fund (IS shares) | Available online » | Available online » |
| Calvert Balanced Fund I | Available online » | Available online » |
| Green Century MSCI International Index Fund - Investor | The Green Century International Index Fund commenced operations on September 30, 2016; its proxy voting record for the year ending June 30, 2017 will be available as of the end of August 2017. | Available online » |
| Pax Global Environmental Markets Fund A | Available online » | Available online » |
| Pax Global Environmental Markets Fund - Individual Investor | Available online » | Available online » |
| Walden SMID Cap Innovations Fund | Available online » | Available online » |
| Calvert Balanced Fund A | Available online » | Available online » |
| Walden Equity Fund | Available online » | Available online » |
| Praxis Small Cap Fund A | Available online » | Available online » |
| Calvert International Equity Fund I | Available online » | Available online » |
| Calvert Balanced Fund C | Available online » | Available online » |
| Calvert International Equity Fund A | Available online » | Available online » |
| Calvert US Mid-Cap Core Responsible Index Fund I | Available online » | Available online » |
| Adasina Social Justice All Cap Global ETF | -- | Refer to page 14, https://www.adasinaetf.com/wp-content/uploads/dlm_uploads/2020/11/Adasina-JSTC-SAI-December-29-2021-1.pdf |
| Calvert Growth Allocation Fund A | Available online » | Available online » |
| Praxis International Index Fund - Institutional | Available online » | Available online » |
| Etho Climate Leadership US ETF | -- | -- |
| Praxis International Index A | Available online » | Available online » |
| Calvert International Equity Fund C | Available online » | Available online » |
| Calvert Growth Allocation Fund C | Available online » | Available online » |
| Praxis Genesis Balanced A | Available online » | Available online » |
| Walden Midcap Fund | Available online » | Available online » |
| Amana Income Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Pax Small Cap Fund - Institutional Class | Available online » | Available online » |
| Parnassus Value Equity Fund | Available online » | Available online » |
| Pax Small Cap Fund A | Available online » | Available online » |
| Amana Income Fund (Investor) | Available online » | Available online » |
| Pax Small Cap Fund - Individual Investor | Available online » | Available online » |
| Pax Sustainable Allocation Fund - Institutional Investor | Available online » | Available online » |
| Amana Developing World Fund (Institutional) | saturna.com/about/proxy-voting/amana | Available online » |
| Amana Developing World Fund (Investor) | saturna.com/about/proxy-voting/amana | Available online » |
| Pax Sustainable Allocation Fund - Individual Investor | Available online » | Available online » |
| Calvert International Opportunities Fund I | Available online » | Available online » |
| Calvert Moderate Allocation Fund A | Available online » | Available online » |
| Parnassus Mid Cap Fund | Available online » | Available online » |
| Walden Asset Management Fund | Available online » | Available online » |
| Calvert Moderate Allocation Fund C | Available online » | Available online » |
| Calvert International Opportunities Fund C | Available online » | Available online » |
| Green Century Balanced | Available online » | Available online » |
| Calvert Small-Cap Fund I | Available online » | Available online » |
| Calvert Mid Cap Fund I | Available online » | Available online » |
| Calvert Small-Cap Fund A | Available online » | Available online » |
| Calvert Mid-Cap Fund A | Available online » | Available online » |
| Pax High Yield Bond Fund - Institutional Investor | Available online » | Available online » |
| Pax High Yield Bond Fund - Individual Investor | Available online » | Available online » |
| Pax High Yield Bond Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund I | Available online » | Available online » |
| Calvert High Yield Bond Fund A | Available online » | Available online » |
| Calvert Mid-Cap Fund C | Available online » | Available online » |
| Calvert Small-Cap Fund C | Available online » | Available online » |
| Calvert Conservative Allocation Fund A | Available online » | Available online » |
| Calvert High Yield Bond Fund C | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund I | Available online » | Available online » |
| Praxis Genesis Conservative A | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Institutional | Available online » | Available online » |
| Calvert US Large-Cap Value Responsible Index Fund A | Available online » | Available online » |
| Pax ESG Beta Dividend Fund Individual | Available online » | Available online » |
| Calvert Conservative Allocation Fund C | Available online » | Available online » |
| PIMCO Climate Bond Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Income Fund I | Available online » | Available online » |
| Calvert Flexible Bond Fund I | Available online » | Available online » |
| Calvert Income Fund A | Available online » | Available online » |
| Calvert Flexible Bond Fund A | Available online » | Available online » |
| Calvert Income Fund C | Available online » | Available online » |
| Calvert Flexible Bond Fund C | Available online » | Available online » |
| Calvert Short Duration Income Fund I | Available online » | Available online » |
| Calvert Bond Fund I | Available online » | Available online » |
| Calvert Short Duration Income Fund A | Available online » | Available online » |
| Calvert Bond Fund A | Available online » | Available online » |
| Saturna Sustainable Bond Fund | Available online » | Available online » |
| Calvert Green Bond Fund I | Available online » | Available online » |
| Parnassus Fixed Income Fund | Available online » | Available online » |
| Calvert Green Bond Fund A | Available online » | Available online » |
| Calvert Short Duration Income Fund C | Available online » | Available online » |
| Calvert Bond Fund C | Available online » | Available online » |
| Calvert Ultra-Short Income Fund I | Available online » | Available online » |
| Vert Global Sustainable Real Estate Fund | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Institutional | Available online » | Available online » |
| Calvert Core Bond Fund I | Available online » | Available online » |
| Calvert Ultra-Short Duration Income Fund A | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Premier | Available online » | Available online » |
| Domini Social Bond Fund -- Institutional shares | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retirement | Available online » | Available online » |
| TIAA-CREF Social Choice Bond Retail | Available online » | Available online » |
| Praxis Intermediate Income - Institutional | Available online » | Available online » |
| PIMCO Total Return ESG Fund | • Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the S | Available online » |
| Calvert Core Bond Fund A | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund I | Available online » | Available online » |
| Calvert Global Energy Solutions Fund I | Available online » | Available online » |
| Domini Social Bond Fund - Investor shares | Available online » | Available online » |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Pax Core Bond Fund Institutional | Available online » | Available online » |
| PIMCO ESG Income Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Praxis Intermediate Income A | Available online » | Available online » |
| Calvert Responsible Municipal Income Fund A | Available online » | Available online » |
| Calvert Global Energy Solutions Fund A | Available online » | Available online » |
| Pax Core Bond Fund Individual | Available online » | Available online » |
| PIMCO Low Duration ESG Fund | Information about how PIMCO voted a client’s proxies for the most recent twelve month period ended June 30th (Form N-PX) will be available no later than the following August 31st, without charge, on the Funds’ website at http://www.pimco.com and on the SEC | Available online » |
| Calvert Emerging Markets Equity Fund I | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund I | N/A | N/A |
| Calvert Responsible Municipal Income Fund C | Available online » | Available online » |
| Calvert Global Energy Solutions Fund C | Available online » | Available online » |
| RBC BlueBay Access Capital Community Investment Fund A | Not Applicable | Not Applicable |
| Calvert Emerging Markets Equity Fund A | Available online » | Available online » |
| Calvert Emerging Markets Equity Fund C | Available online » | Available online » |
| VegTech™ Plant-based Innovation & Climate ETF | Available online » | Available online » |
| New Alternatives Fund A Shares | Available online » | t |
| New Alternatives Fund Investor Shares | Available online » | -- |
| FundX Sustainable Impact Equity | -- | -- |
| Portfolio 21 Global Equity Fund | Available online » | Available online » |
| Trillium Small/Mid Cap Mutual Fund | Available online » | Available online » |
| View funds by type: Showing 171 of 171 funds |
Information current as of: December 31, 2023 |
| Fund Name | Minimum Account | Minimum IRA |
|---|---|---|
| Parnassus Growth Equity Fund | $2,000 | $500 |
| Calvert US Large-Cap Growth Responsible Index Fund I | $1,000 | $1,000 |
| Calvert US Large-Cap Growth Responsible Index Fund A | $1,000 | $1,000 |
| Parnassus Mid Cap Growth Fund | $2,000 | $500 |
| Praxis Growth Index Fund - Institutional | $100,000 | -- |
| Praxis Growth Index Fund A | $2,500 | -- |
| Sphere 500 Fossil-Free Fund | None | None |
| Domini Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Domini Social Equity Fund -- R shares | Available to certain eligible retirement and benefit plans. See prospectus for details. | N/A |
| Domini Social Equity Fund -- Investor shares | $2,500 ($1,500 with automatic investment plan) | $1,500 |
| Domini Social Equity Fund -- A shares | $2,500 (or $1,500 with automatic investment plan) | $1,500 |
| Green Century Equity | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert U. Large-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Neuberger Berman Socially Responsive I | $1,000 | $1,000 |
| Calvert US Large-Cap Core Responsible Index Fund A | $1,000 | $1,000 |
| Neuberger Berman Socially Resp Inv | $1,000 | $1,000 |
| Neuberger Berman Socially Resp Tr | Information not available. | Information not available. |
| Neuberger Berman Socially Responsive A | $1,000 | $1,000 |
| Neuberger Berman Socially Resp R3 | Information not available. | Information not available. |
| Calvert U.S. Large Cap Core Responsible Index Fund C | $1,000 | $1,000 |
| Amana Growth Fund (Institutional) | $100,000.00 | $0.00 |
| Amana Growth Fund (Investor) | $100.00 | $0.00 |
| Neuberger Berman Socially Responsive C | $1,000 | $1,000 |
| Parnassus Core Equity Fund | $2,000 | $500 |
| Pax ESG Beta Quality Fund - Institutional Investor | $500,000 | -- |
| Pax ESG Beta Quality Fund - Class A | $1000 | -- |
| Pax ESG Beta Quality Fund - Individual Investor | $1000 | -- |
| AXS Change Finance ESG ETF | N/A | N/A |
| Aspiration Redwood Fund | $100 | $100 |
| TIAA-CREF Social Choice Equity Institutional | $1,000,000 | -- |
| TIAA-CREF Social Choice Equity Premier | $2,000,000 | -- |
| TIAA-CREF Social Choice Equity Retirement | $2,500 initial; $100 automatic investment | $2,000 initial; $100 automatic investment |
| TIAA-CREF Social Choice Equity Retail | $2,500 | -- |
| Domini International Social Equity Fund -- Institutional shares | $500,000 | $500,000 |
| Domini International Social Equity Fund -- Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Domini International Social Equity Fund -- A shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Praxis Value Index - Institutional | $100,000 | -- |
| Pax Large Cap Fund Intitutional | 250,000 | 250,000 |
| Praxis Value Index A | $2,500 | -- |
| Pax Large Cap Fund Individual | 1000 | 1000 |
| 1919 Socially Responsive Balanced Fund - A | $1,000.00 | $250.00 |
| Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class | $250,000 | -- |
| 1919 Socially Responsive Balanced Fund - I | $1,000.00 | $250.00 |
| Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor | $1000 | -- |
| Saturna Sustainable Equity Fund | 1000.00 | 0 |
| 1919 Socially Responsive Balanced Fund - C | $1,000.00 | $250.00 |
| Mirova Global Sustainable Equity Fund - Class Y | $100,000 | $100,000 |
| Calvert Global Water Fund I | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Institutional Class | $250,000 | N/A |
| Mirova Global Sustainable Equity Fund - Class A | $2,500 | $1,000 |
| Calvert Global Water Fund A | $1,000 | $1,000 |
| Calvert Equity Fund I | $1,000 | $1,000 |
| Pax Ellevate Global Women's Leadership Fund - Individual Investor | $1000 | -- |
| Calvert Equity Fund A | $1,000 | $1,000 |
| Calvert Global Water Fund C | $1,000 | $1,000 |
| Calvert Equity Fund C | $1,000 | $1,000 |
| Green Century MSCI International Index Fund - Institution | $250,000 | $250,000 |
| Praxis Genesis Growth A | $1,000 | $1,000 |
| Pax Global Environmental Markets Fund - Institutional Class | $250,000 | -- |
| Praxis Small Cap Fund - Institutional | $100,000 | -- |
| ClearBridge Sustainability Leaders Fund (IS shares) | $1 million for institutional investors (dependent on share class chosen) - see prospectus for more details | Minimum subject to share class (see prospectus for more details) |
| Calvert Balanced Fund I | $1000 | $1000 |
| Green Century MSCI International Index Fund - Investor | $2,500; $1,000 with automatic deposit | $1,000 |
| Pax Global Environmental Markets Fund A | $1000 | -- |
| Pax Global Environmental Markets Fund - Individual Investor | $1000 | -- |
| Walden SMID Cap Innovations Fund | $100,000 | -- |
| Calvert Balanced Fund A | $1000 | $1000 |
| Walden Equity Fund | $100,000 | -- |
| Praxis Small Cap Fund A | $2,500 | -- |
| Calvert International Equity Fund I | $1,000 | $1,000 |
| Calvert Balanced Fund C | $1000 | $1000 |
| Calvert International Equity Fund A | $1,000 | $1,000 |
| Calvert US Mid-Cap Core Responsible Index Fund I | $1,000 | $1,000 |
| Adasina Social Justice All Cap Global ETF | $0 | $0 |
| Calvert Growth Allocation Fund A | $1,000 | $1,000 |
| Praxis International Index Fund - Institutional | $100,000 | -- |
| Etho Climate Leadership US ETF | -- | -- |
| Praxis International Index A | $2,500 | -- |
| Calvert International Equity Fund C | $1,000 | $1,000 |
| Calvert Growth Allocation Fund C | $1,000 | $1,000 |
| Praxis Genesis Balanced A | $1,000 | $1,000 |
| Walden Midcap Fund | $100,000 | -- |
| Amana Income Fund (Institutional) | $100,000.00 | $0.00 |
| Pax Small Cap Fund - Institutional Class | $250,000 | -- |
| Parnassus Value Equity Fund | $2,000 | $500 |
| Pax Small Cap Fund A | -- | -- |
| Amana Income Fund (Investor) | $100.00 | $0.00 |
| Pax Small Cap Fund - Individual Investor | $1000 | -- |
| Pax Sustainable Allocation Fund - Institutional Investor | $250,000 | -- |
| Amana Developing World Fund (Institutional) | $100,000.00 | $0.00 |
| Amana Developing World Fund (Investor) | $100.00 | $0.00 |
| Pax Sustainable Allocation Fund - Individual Investor | 1000 | -- |
| Calvert International Opportunities Fund I | $1,000 | $1,000 |
| Calvert Moderate Allocation Fund A | $1,000 | $1,000 |
| Parnassus Mid Cap Fund | $2,000 | $500 |
| Walden Asset Management Fund | $100,000 | -- |
| Calvert Moderate Allocation Fund C | $1,000 | $1,000 |
| Calvert International Opportunities Fund C | $1,000 | $1,000 |
| Green Century Balanced | $2,500; $1,000 with automatic deposit | $1,000 |
| Calvert Small-Cap Fund I | $1,000 | $1,000 |
| Calvert Mid Cap Fund I | $1,000 | $1,000 |
| Calvert Small-Cap Fund A | $1,000 | $1,000 |
| Calvert Mid-Cap Fund A | $1,000 | $1,000 |
| Pax High Yield Bond Fund - Institutional Investor | $250,000 | -- |
| Pax High Yield Bond Fund - Individual Investor | $1000 | -- |
| Pax High Yield Bond Fund A | $1000 | -- |
| Calvert High Yield Bond Fund I | $1,000 | $1,000 |
| Calvert High Yield Bond Fund A | $1,000 | $1,000 |
| Calvert Mid-Cap Fund C | $1,000 | $1,000 |
| Calvert Small-Cap Fund C | $1,000 | $1,000 |
| Calvert Conservative Allocation Fund A | $1,000 | $1,000 |
| Calvert High Yield Bond Fund C | $1,000 | $1,000 |
| Calvert US Large-Cap Value Responsible Index Fund I | $1,000 | $1,000 |
| Praxis Genesis Conservative A | $1,000 | $1,000 |
| Pax ESG Beta Dividend Fund Institutional | 250,000 | 250,000 |
| Calvert US Large-Cap Value Responsible Index Fund A | $1,000 | $1,000 |
| Pax ESG Beta Dividend Fund Individual | 1000 | 1000 |
| Calvert Conservative Allocation Fund C | $1,000 | $1,000 |
| PIMCO Climate Bond Fund | $1mm institutional share class; $75mm separate account | N/A |
| Calvert Income Fund I | $1,000 | $1,000 |
| Calvert Flexible Bond Fund I | $1,000 | $1,000 |
| Calvert Income Fund A | $1,000 | $1,000 |
| Calvert Flexible Bond Fund A | $1,000 | $1,000 |
| Calvert Income Fund C | $1,000 | $1,000 |
| Calvert Flexible Bond Fund C | $1,000 | $1,000 |
| Calvert Short Duration Income Fund I | $1,000 | $1,000 |
| Calvert Bond Fund I | $1000 | $1000 |
| Calvert Short Duration Income Fund A | $1,000 | $1,000 |
| Calvert Bond Fund A | $1000 | $1000 |
| Saturna Sustainable Bond Fund | 1000.00 | 0 |
| Calvert Green Bond Fund I | $1,000 | $1,000 |
| Parnassus Fixed Income Fund | $2,000 | $500 |
| Calvert Green Bond Fund A | $1,000 | $1,000 |
| Calvert Short Duration Income Fund C | $1,000 | $1,000 |
| Calvert Bond Fund C | $1000 | $1000 |
| Calvert Ultra-Short Income Fund I | $1,000 | $1,000 |
| Vert Global Sustainable Real Estate Fund | $10,000 | $10,000 |
| TIAA-CREF Social Choice Bond Institutional | 2,000,000 | -- |
| Calvert Core Bond Fund I | $1,000 | $1,000 |
| Calvert Ultra-Short Duration Income Fund A | $1,000 | $1,000 |
| TIAA-CREF Social Choice Bond Premier | 2,000,000 | -- |
| Domini Social Bond Fund -- Institutional shares | $500,000 | $500,000 |
| TIAA-CREF Social Choice Bond Retirement | 2,000,000 | -- |
| TIAA-CREF Social Choice Bond Retail | 2,000,000 | -- |
| Praxis Intermediate Income - Institutional | $100,000 | -- |
| PIMCO Total Return ESG Fund | $75mm for separate account; $1mm for fund | N/A |
| Calvert Core Bond Fund A | $1,000 | $1,000 |
| Calvert Responsible Municipal Income Fund I | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund I | $1,000 | $1,000 |
| Domini Social Bond Fund - Investor shares | $2,500 (or $1,500 w/automatic investment plan) | $1,500 |
| Enhanced Short Maturity Active ESG Exchange-Traded Fund | 1 share | N/A |
| Pax Core Bond Fund Institutional | 250,000 | 250,000 |
| PIMCO ESG Income Fund | $1mm for institutional share class | N/A |
| Praxis Intermediate Income A | $2,500 | -- |
| Calvert Responsible Municipal Income Fund A | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund A | $1000 | $1000 |
| Pax Core Bond Fund Individual | 1000 | 1000 |
| PIMCO Low Duration ESG Fund | $100mm for separate account; $1mm for fund | N/A |
| Calvert Emerging Markets Equity Fund I | $1,000 | $1,000 |
| RBC BlueBay Access Capital Community Investment Fund I | $1,000,000 ($0 for Qualified Retirement Plans) | -- |
| Calvert Responsible Municipal Income Fund C | $1,000 | $1,000 |
| Calvert Global Energy Solutions Fund C | $1,000 | $1,000 |
| RBC BlueBay Access Capital Community Investment Fund A | $1,000 | $250 |
| Calvert Emerging Markets Equity Fund A | $1,000 | $1,000 |
| Calvert Emerging Markets Equity Fund C | $1,000 | $1,000 |
| VegTech™ Plant-based Innovation & Climate ETF | -- | -- |
| New Alternatives Fund A Shares | $2500 | $2500 |
| New Alternatives Fund Investor Shares | $3500 | $3500 |
| FundX Sustainable Impact Equity | $1000 | $1000 |
| Portfolio 21 Global Equity Fund | $5,000 | $1,000 |
| Trillium Small/Mid Cap Mutual Fund | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum | Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000. Advisors have the ability to aggregate accounts to meet the minimum |