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.

Quick facts about sustainable investment performance >

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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
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
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
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
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
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
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
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
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
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
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
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
CSGCX Calvert Balanced Fund C Balanced
2/1994 $1200M 15.48 15.48 3.26 9.15 6.38 -15.99 0.62 1.74 11.44 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 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
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
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
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
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
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
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
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
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
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
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
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
CEYIX Calvert Equity Fund I Equity
Large Cap
10/1999 $7200M 18.23 18.23 8.1 16.58 13.08 -17.41 0.55 0.66 17.04 Russell 1000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
CYBAX Calvert High Yield Bond Fund A Bond
(Fixed Inc)
7/2001 $435M 10.73 10.73 0.63 3.81 2.94 -11.03 0.6 1.02 6.8 Merrill Lynch High Yield Master I
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
CMAAX Calvert Moderate Allocation Fund A Balanced
4/2005 $392M 12.87 12.87 1.98 8.16 6.18 -15.68 0 0.42 13.32 Russell 3000
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
CULIX Calvert Ultra-Short Income Fund I Bond
(Fixed Inc)
1/2014 $730M 6.27 6.27 2.27 2.25 -- -0.02 0.38 0.49 0.75 Bloomberg 9-12 Months Short Treasury Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
DIEQX Domini Social Equity Fund -- Institutional shares Equity
Large Cap
11/2008 $990.12M 28.77 28.77 5.33 15.14 9.77 -25.54 0.2 0.74 16.24 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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 $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
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
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
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 --
SRIFX FundX Sustainable Impact Equity Int'l
Global
3/2017 -- -- -- -- -- -- -19.41 1 1.99 -- MSCI All World Country Index
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
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
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
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
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
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
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
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
NBSTX Neuberger Berman Socially Resp Tr Equity
Large Cap
3/1997 $1373.01M 26.54 26.54 8.21 13.67 9.79 -18.79 0.9 1.05 13.21 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
NRAAX Neuberger Berman Socially Responsive A Equity
Large Cap
5/2009 $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
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
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
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
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
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
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
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
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
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
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
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
PXWEX Pax Ellevate Global Women's Leadership Fund - Individual Investor Equity
Specialty
9/1993 $834.9M 18.14 18.14 3.51 9.77 7.39 -20.03 0.52 0.77 15.35 Impax Global Women’s Leadership Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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)
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)
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)
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
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
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
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
PXLIX Pax Large Cap Fund Intitutional Equity
Large Cap
12/2016 $1443.36M 20.12 20.12 8.07 16.18 -- -19.82 0.65 0.72 17.82 S&P 500 Composite Total Return
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ millions)
YTD % 1 yr
Avg %
3 yr
Avg %
5 yr
Avg %
10 yr
Avg %
Prev Yr
Rtn %
Mgmt
Fee %
Exp
Ratio %
Std
Dev

Benchmark Used
PXINX Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Int'l
Global
3/2008 $1135.47M 18.92 18.92 2.64 7.97 3.29 -18.04 0.47 0.72 16.93 MSCI EAFE ESG Index
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
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
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
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
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
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
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.
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
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
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
PORTX/ Portfolio 21 Global Equity Fund Int'l
Global
-- -- -- -- -- -- -- -- -- -- -- MSCI ACWI
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
MCONX Praxis Genesis Conservative A Balanced
1/2010 $24.59M 9.78 9.78 -0.7 4.09 3.48 -14.62 0.05 1.06 10.23 Barclays Capital US Aggregate Bond
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
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
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
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
SEBFX Saturna Sustainable Bond Fund Bond
(Fixed Inc)
3/2015 $30.16M 6.94 6.94 -1.37 1.88 -- -8.56 0.55 0.65 6.78 FTSE World BIG Bond Index
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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
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
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
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
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
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
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
TSMDX Trillium Small/Mid Cap Mutual Fund Equity
Mid-Sm Cap
-- -- -- -- -- -- -- -- -- -- -- S&P 1000
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
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
WSBFX Walden Asset Management Fund Balanced
6/1999 $165.56M 12.18 12.18 4.97 9.14 7.47 -13.7 0.75 1 10.88 Blend: 60% S&P 500 - 40% BC Aggregate
Ticker
Fund Name
Fund Type Inception
Month
AUM
(US$ 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
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
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
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

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Showing 171 of 171 funds
Information current as of:
December 31, 2023

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
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
Adasina Social Justice All Cap Global ETFR *RRXCRRRCC--RR--ROther/qualitative criteria Shareholder engagement
Amana Developing World Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Developing World Fund (Investor)C *PPPPPPPPPRPCRR-- --
Amana Growth Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Growth Fund (Investor)C *PPPPPPPPPRPCRR-- --
Amana Income Fund (Institutional)C *PPPPPPPPPRPCRR-- --
Amana Income Fund (Investor)C *PPPPPPPPPRPCRR-- --
Aspiration Redwood FundPPPPPPPXPPXXXXXOther/qualitative criteria --
AXS Change Finance ESG ETFC *CC--CCC--CC--CR--ROther/qualitative criteria Shareholder engagement
Calvert Balanced Fund ACCCCCCCXCCCCCCROther/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 Fund CCCCCCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Calvert Balanced Fund ICCCPCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Calvert Bond Fund ACCCCCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Calvert Bond Fund CCCCCCCCXCCCCCRROther/qualitative criteria Shareholder engagement
Calvert Bond Fund ICCCCCCCXCCCCCCROther/qualitative criteria Shareholder engagement
Calvert Conservative Allocation Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Conservative Allocation Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Core Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Core Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ACCCCCCC--CCRCCCROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund CCCCCCCC--CCRCRCROther/qualitative criteria Shareholder engagement
Calvert Emerging Markets Equity Fund ICCCCCCC--CCRCRCROther/qualitative criteria Shareholder engagement
Calvert Equity Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Equity Fund CCCCCCCCXCCCCCCXOther/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 Equity Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Flexible Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Energy Solutions Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Water Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Water Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Global Water Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund APCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Green Bond Fund IPCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Growth Allocation Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Growth Allocation Fund CCCCCCCCXCCCCCCXOther/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 High Yield Bond Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert High Yield Bond Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Income Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Income Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Income Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Equity Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert International Opportunities Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Mid Cap Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Mid-Cap Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Mid-Cap Fund CCCCCCCCXCCCCCCXOther/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 Moderate Allocation Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Moderate Allocation Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Responsible Municipal Income Fund APPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Responsible Municipal Income Fund CPPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Responsible Municipal Income Fund IPPPCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Short Duration Income Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Small-Cap Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Small-Cap Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Small-Cap Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert U. Large-Cap Core Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert U.S. Large Cap Core Responsible Index Fund CCCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert Ultra-Short Duration Income Fund ACCCCCCCXCCCCCCXOther/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 Ultra-Short Income Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Core Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Growth Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Growth Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Value Responsible Index Fund ACCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Large-Cap Value Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
Calvert US Mid-Cap Core Responsible Index Fund ICCCCCCCXCCCCCCXOther/qualitative criteria Shareholder engagement
ClearBridge Sustainability Leaders Fund (IS shares)PCPPPPCRP--RPRRROther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini International Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund - Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Bond Fund -- Institutional sharesC *CCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- A sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Mutual Fund - Click name for background on the company, along with contact information and fund profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Conflict Risk Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement
Domini Social Equity Fund -- Institutional sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- Investor sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Domini Social Equity Fund -- R sharesCCCCCCCRCCXRXXXOther/qualitative criteria Shareholder engagement
Enhanced Short Maturity Active ESG Exchange-Traded FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
Etho Climate Leadership US ETF-------------------------------- --
FundX Sustainable Impact Equity----------R----------------X-- --
Green Century BalancedC *RCPCCP--CCRXXRXOther/qualitative criteria Shareholder engagement
Green Century EquityC *RC--CCC--CPXRXXXOther/qualitative criteria Shareholder engagement
Green Century MSCI International Index Fund - InstitutionC *RC--CCC--CCXRXXX-- Shareholder engagement
Green Century MSCI International Index Fund - InvestorC *RC--CCC--CCXRXXX-- Shareholder engagement
Mirova Global Sustainable Equity Fund - Class APXCCPRC--CC------------ --
Mirova Global Sustainable Equity Fund - Class YPRCCPRC--CCR--RCR-- Shareholder engagement
Neuberger Berman Socially Resp InvCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Resp R3CCPPPPPXPPXRXXXOther/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
Neuberger Berman Socially Resp TrCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ACCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive CCCCPPPPXPPXRXXXOther/qualitative criteria Shareholder engagement
Neuberger Berman Socially Responsive ICCCPPPPPPPXRXXXOther/qualitative criteria Shareholder engagement
New Alternatives Fund A SharesP *RPPPPPXPPXPRRR-- Shareholder engagement
New Alternatives Fund Investor SharesP *RPPPPPXPPRRRR---- Shareholder engagement
Parnassus Core Equity FundCRC--CCCRCCRRRRR-- Shareholder engagement
Parnassus Fixed Income FundCRC--CCCRCCRRRRR-- Shareholder engagement
Parnassus Growth Equity FundC *RC--CCCRCCRRRRR-- Shareholder engagement
Parnassus Mid Cap FundCRC--CCCRCCRRRRR-- Shareholder engagement
Parnassus Mid Cap Growth FundCRC--CCCRCCRRRRROther/qualitative criteria Shareholder engagement
Parnassus Value Equity FundCRC--CCCRCCRRPRR-- Shareholder engagement
Pax Core Bond Fund Individual----CCCCCRCCCCX--X-- Shareholder engagement
Pax Core Bond Fund Institutional----CCCCCRCCCCX--X-- 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
Pax Ellevate Global Women's Leadership Fund - Individual InvestorCCCCCCC--CC----R--R-- Shareholder engagement
Pax Ellevate Global Women's Leadership Fund - Institutional ClassCCCCCCC--CC----R--R-- Shareholder engagement
Pax ESG Beta Dividend Fund Individual----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Dividend Fund Institutional----C--CCCRCCCCX--X-- Shareholder engagement
Pax ESG Beta Quality Fund - Class AC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax ESG Beta Quality Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Individual InvestorC *CCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Global Environmental Markets Fund AC *CCCCCCRCCCCXCX-- 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
Pax Large Cap Fund Individual----CCCCCRCCCCX--X-- 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
Pax Large Cap Fund Intitutional----CCCCCRCCCCX--X-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Individual InvestorCCCCCCC--CC----X--R-- Shareholder engagement
Pax MSCI EAFE ESG Leaders Index Fund - Institutional ClassCCCCCCC--CC----X--R-- Shareholder engagement
Pax Small Cap Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund - Institutional ClassCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Small Cap Fund ACCCCCCCRCCCCXCX-- Shareholder engagement
Pax Sustainable Allocation Fund - Individual InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
Pax Sustainable Allocation Fund - Institutional InvestorCCCCCCCRCCCCXCX-- Shareholder engagement
PIMCO Climate Bond FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
PIMCO ESG Income FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
PIMCO Low Duration ESG FundC *RCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
PIMCO Total Return ESG FundC *CCPCRRRCPRRRRROther/qualitative criteria Shareholder engagement
Portfolio 21 Global Equity FundR *CRXCCC--------RRRR-- Shareholder engagement
Praxis Genesis Balanced APPPPPPP--PPX--XXX-- --
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
Praxis Genesis Conservative APPPPPPP--PPX--XXX-- --
Praxis Genesis Growth APPPPPPP--PPX--XXX-- --
Praxis Growth Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Growth Index Fund A----PPPPP------XRXXX-- --
Praxis Intermediate Income - Institutional----PPPPP------XRXXX-- --
Praxis Intermediate Income A----PPPPP------XRXXX-- --
Praxis International Index A----PPPPP------XRXXX-- --
Praxis International Index Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund - Institutional----PPPPP------XRXXX-- --
Praxis Small Cap Fund A----PPPPP------XRXXX-- --
Praxis Value Index - Institutional----PPPPP------XRXXX-- --
Praxis Value Index A----PPPPP------XRXXX-- --
RBC BlueBay Access Capital Community Investment Fund A-- *X--P------X----XXXXXOther/qualitative criteria --
RBC BlueBay Access Capital Community Investment Fund IX *XXP------X----XXXXXOther/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
Saturna Sustainable Bond FundC *PPPPPP--PPRPCRR-- --
Saturna Sustainable Equity FundC *PPPPPP--PPRPCRR-- --
Sphere 500 Fossil-Free FundR *----------------------X--X-- --
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
TIAA-CREF Social Choice Equity InstitutionalPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity PremierPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetailPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
TIAA-CREF Social Choice Equity RetirementPPPPPPPXPPR--RRROther/qualitative criteria Shareholder engagement
Trillium Small/Mid Cap Mutual FundCCC--CCCCCC--CCCX-- Shareholder engagement
VegTech™ Plant-based Innovation & Climate ETF-------------------------------- --
Vert Global Sustainable Real Estate FundC *CCCCCCCCC------------ 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
Walden Asset Management FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Equity FundCCCCCRC------RRRRR-- Shareholder engagement
Walden Midcap FundCCCCCRC------RRRRR-- Shareholder engagement
Walden SMID Cap Innovations FundPPPPPRP------RCRRR-- Shareholder engagement

View funds by type:

Showing 171 of 171 funds
Information current as of:
December 31, 2023

Fund NameProxy Voting RecordsProxy Voting Policies
1919 Socially Responsive Balanced Fund - A -- Our proxy voting policies are available to clients upon request.
1919 Socially Responsive Balanced Fund - C -- Our proxy voting policies are available to clients upon request.
1919 Socially Responsive Balanced Fund - I -- Our proxy voting policies are available to clients upon request.
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
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 »
Amana Growth Fund (Institutional) saturna.com/about/proxy-voting/amana Available online »
Amana Growth Fund (Investor) Available online » Available online »
Amana Income Fund (Institutional) saturna.com/about/proxy-voting/amana Available online »
Amana Income Fund (Investor) Available online » Available online »
Aspiration Redwood Fund -- 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
Calvert Balanced Fund A Available online » Available online »
Calvert Balanced Fund C Available online » Available online »
Calvert Balanced Fund I Available online » Available online »
Calvert Bond Fund A Available online » Available online »
Calvert Bond Fund C Available online » Available online »
Calvert Bond Fund I Available online » Available online »
Calvert Conservative Allocation Fund A Available online » Available online »
Calvert Conservative Allocation Fund C Available online » Available online »
Calvert Core Bond Fund A Available online » Available online »
Calvert Core Bond Fund I Available online » Available online »
Calvert Emerging Markets Equity Fund A Available online » Available online »
Calvert Emerging Markets Equity Fund C Available online » Available online »
Calvert Emerging Markets Equity Fund I Available online » Available online »
Calvert Equity Fund A Available online » Available online »
Calvert Equity Fund C Available online » Available online »
Calvert Equity Fund I Available online » Available online »
Calvert Flexible Bond Fund A Available online » Available online »
Calvert Flexible Bond Fund C Available online » Available online »
Calvert Flexible Bond Fund I Available online » Available online »
Calvert Global Energy Solutions Fund A Available online » Available online »
Calvert Global Energy Solutions Fund C Available online » Available online »
Calvert Global Energy Solutions Fund I Available online » Available online »
Calvert Global Water Fund A Available online » Available online »
Calvert Global Water Fund C Available online » Available online »
Calvert Global Water Fund I Available online » Available online »
Calvert Green Bond Fund A Available online » Available online »
Calvert Green Bond Fund I Available online » Available online »
Calvert Growth Allocation Fund A Available online » Available online »
Calvert Growth Allocation Fund C Available online » Available online »
Calvert High Yield Bond Fund A Available online » Available online »
Calvert High Yield Bond Fund C Available online » Available online »
Calvert High Yield Bond Fund I Available online » Available online »
Calvert Income Fund A Available online » Available online »
Calvert Income Fund C Available online » Available online »
Calvert Income Fund I Available online » Available online »
Calvert International Equity Fund A Available online » Available online »
Calvert International Equity Fund C Available online » Available online »
Calvert International Equity Fund I Available online » Available online »
Calvert International Opportunities Fund C Available online » Available online »
Calvert International Opportunities Fund I Available online » Available online »
Calvert Mid Cap Fund I Available online » Available online »
Calvert Mid-Cap Fund A Available online » Available online »
Calvert Mid-Cap Fund C Available online » Available online »
Calvert Moderate Allocation Fund A Available online » Available online »
Calvert Moderate Allocation Fund C Available online » Available online »
Calvert Responsible Municipal Income Fund A Available online » Available online »
Calvert Responsible Municipal Income Fund C Available online » Available online »
Calvert Responsible Municipal Income Fund I Available online » Available online »
Calvert Short Duration Income Fund A Available online » Available online »
Calvert Short Duration Income Fund C Available online » Available online »
Calvert Short Duration Income Fund I Available online » Available online »
Calvert Small-Cap Fund A Available online » Available online »
Calvert Small-Cap Fund C Available online » Available online »
Calvert Small-Cap Fund I Available online » Available online »
Calvert U. Large-Cap Core Responsible Index Fund I Available online » Available online »
Calvert U.S. Large Cap Core Responsible Index Fund C Available online » Available online »
Calvert Ultra-Short Duration Income Fund A Available online » Available online »
Calvert Ultra-Short Income Fund I Available online » Available online »
Calvert US Large-Cap Core Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Growth Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Growth Responsible Index Fund I Available online » Available online »
Calvert US Large-Cap Value Responsible Index Fund A Available online » Available online »
Calvert US Large-Cap Value Responsible Index Fund I Available online » Available online »
Calvert US Mid-Cap Core Responsible Index Fund I Available online » Available online »
ClearBridge Sustainability Leaders Fund (IS shares) Available online » Available online »
Domini International Social Equity Fund -- A shares 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 Social Bond Fund - Investor shares Available online » Available online »
Domini Social Bond Fund -- Institutional shares Available online » Available online »
Domini Social Equity Fund -- A shares Available online » Available online »
Domini Social Equity Fund -- Institutional shares Available online » Available online »
Domini Social Equity Fund -- Investor shares Available online » Available online »
Domini Social Equity Fund -- R 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 »
Etho Climate Leadership US ETF -- --
FundX Sustainable Impact Equity -- --
Green Century Balanced Available online » Available online »
Green Century Equity 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 »
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 »
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.
Mirova Global Sustainable Equity Fund - Class Y Available online » Proxy Voting Policy is available upon request.
Neuberger Berman Socially Resp Inv Available online » Available online »
Neuberger Berman Socially Resp R3 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 Responsive C Available online » Available online »
Neuberger Berman Socially Responsive I Available online » Available online »
New Alternatives Fund A Shares Available online » t
New Alternatives Fund Investor Shares Available online » --
Parnassus Core Equity Fund Available online » Available online »
Parnassus Fixed Income Fund Available online » Available online »
Parnassus Growth Equity Fund Available online » Available online »
Parnassus Mid Cap Fund Available online » Available online »
Parnassus Mid Cap Growth Fund Available online » Available online »
Parnassus Value Equity Fund Available online » Available online »
Pax Core Bond Fund Individual Available online » Available online »
Pax Core Bond Fund Institutional Available online » Available online »
Pax Ellevate Global Women's Leadership Fund - Individual Investor Available online » Available online »
Pax Ellevate Global Women's Leadership Fund - Institutional Class Available online » Available online »
Pax ESG Beta Dividend Fund Individual Available online » Available online »
Pax ESG Beta Dividend Fund Institutional 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 »
Pax ESG Beta Quality Fund - Institutional Investor Available online » Available online »
Pax Global Environmental Markets Fund - Individual Investor Available online » Available online »
Pax Global Environmental Markets Fund - Institutional Class Available online » Available online »
Pax Global Environmental Markets Fund A Available online » Available online »
Pax High Yield Bond Fund - Individual Investor Available online » Available online »
Pax High Yield Bond Fund - Institutional Investor Available online » Available online »
Pax High Yield Bond Fund A Available online » Available online »
Pax Large Cap Fund Individual Available online » Available online »
Pax Large Cap Fund Intitutional Available online » Available online »
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor Available online » Available online »
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class Available online » Available online »
Pax Small Cap Fund - Individual Investor Available online » Available online »
Pax Small Cap Fund - Institutional Class Available online » Available online »
Pax Small Cap Fund A Available online » Available online »
Pax Sustainable Allocation Fund - Individual Investor Available online » Available online »
Pax Sustainable Allocation Fund - Institutional Investor 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 »
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 »
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 »
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 »
Portfolio 21 Global Equity Fund Available online » Available online »
Praxis Genesis Balanced A Available online » Available online »
Praxis Genesis Conservative A Available online » Available online »
Praxis Genesis Growth A Available online » Available online »
Praxis Growth Index Fund - Institutional Available online » Available online »
Praxis Growth Index Fund A Available online » Available online »
Praxis Intermediate Income - Institutional Available online » Available online »
Praxis Intermediate Income A Available online » Available online »
Praxis International Index A Available online » Available online »
Praxis International Index Fund - Institutional Available online » Available online »
Praxis Small Cap Fund - Institutional Available online » Available online »
Praxis Small Cap Fund A Available online » Available online »
Praxis Value Index - Institutional Available online » Available online »
Praxis Value Index A Available online » Available online »
RBC BlueBay Access Capital Community Investment Fund A Not Applicable Not Applicable
RBC BlueBay Access Capital Community Investment Fund I N/A N/A
Saturna Sustainable Bond Fund Available online » Available online »
Saturna Sustainable Equity Fund 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)
TIAA-CREF Social Choice Bond Institutional Available online » Available online »
TIAA-CREF Social Choice Bond Premier Available online » Available online »
TIAA-CREF Social Choice Bond Retail Available online » Available online »
TIAA-CREF Social Choice Bond Retirement Available online » 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 Retail Available online » Available online »
TIAA-CREF Social Choice Equity Retirement Available online » Available online »
Trillium Small/Mid Cap Mutual Fund Available online » Available online »
VegTech™ Plant-based Innovation & Climate ETF Available online » Available online »
Vert Global Sustainable Real Estate Fund Available online » Available online »
Walden Asset Management Fund Available online » Available online »
Walden Equity Fund Available online » Available online »
Walden Midcap Fund Available online » Available online »
Walden SMID Cap Innovations Fund Available online » Available online »

View funds by type:

Showing 171 of 171 funds
Information current as of:
December 31, 2023

Fund NameMinimum AccountMinimum IRA
1919 Socially Responsive Balanced Fund - A $1,000.00 $250.00
1919 Socially Responsive Balanced Fund - C $1,000.00 $250.00
1919 Socially Responsive Balanced Fund - I $1,000.00 $250.00
Adasina Social Justice All Cap Global ETF $0 $0
Amana Developing World Fund (Institutional) $100,000.00 $0.00
Amana Developing World Fund (Investor) $100.00 $0.00
Amana Growth Fund (Institutional) $100,000.00 $0.00
Amana Growth Fund (Investor) $100.00 $0.00
Amana Income Fund (Institutional) $100,000.00 $0.00
Amana Income Fund (Investor) $100.00 $0.00
Aspiration Redwood Fund $100 $100
AXS Change Finance ESG ETF N/A N/A
Calvert Balanced Fund A $1000 $1000
Calvert Balanced Fund C $1000 $1000
Calvert Balanced Fund I $1000 $1000
Calvert Bond Fund A $1000 $1000
Calvert Bond Fund C $1000 $1000
Calvert Bond Fund I $1000 $1000
Calvert Conservative Allocation Fund A $1,000 $1,000
Calvert Conservative Allocation Fund C $1,000 $1,000
Calvert Core Bond Fund A $1,000 $1,000
Calvert Core Bond Fund I $1,000 $1,000
Calvert Emerging Markets Equity Fund A $1,000 $1,000
Calvert Emerging Markets Equity Fund C $1,000 $1,000
Calvert Emerging Markets Equity Fund I $1,000 $1,000
Calvert Equity Fund A $1,000 $1,000
Calvert Equity Fund C $1,000 $1,000
Calvert Equity Fund I $1,000 $1,000
Calvert Flexible Bond Fund A $1,000 $1,000
Calvert Flexible Bond Fund C $1,000 $1,000
Calvert Flexible Bond Fund I $1,000 $1,000
Calvert Global Energy Solutions Fund A $1000 $1000
Calvert Global Energy Solutions Fund C $1,000 $1,000
Calvert Global Energy Solutions Fund I $1,000 $1,000
Calvert Global Water Fund A $1,000 $1,000
Calvert Global Water Fund C $1,000 $1,000
Calvert Global Water Fund I $1,000 $1,000
Calvert Green Bond Fund A $1,000 $1,000
Calvert Green Bond Fund I $1,000 $1,000
Calvert Growth Allocation Fund A $1,000 $1,000
Calvert Growth Allocation Fund C $1,000 $1,000
Calvert High Yield Bond Fund A $1,000 $1,000
Calvert High Yield Bond Fund C $1,000 $1,000
Calvert High Yield Bond Fund I $1,000 $1,000
Calvert Income Fund A $1,000 $1,000
Calvert Income Fund C $1,000 $1,000
Calvert Income Fund I $1,000 $1,000
Calvert International Equity Fund A $1,000 $1,000
Calvert International Equity Fund C $1,000 $1,000
Calvert International Equity Fund I $1,000 $1,000
Calvert International Opportunities Fund C $1,000 $1,000
Calvert International Opportunities Fund I $1,000 $1,000
Calvert Mid Cap Fund I $1,000 $1,000
Calvert Mid-Cap Fund A $1,000 $1,000
Calvert Mid-Cap Fund C $1,000 $1,000
Calvert Moderate Allocation Fund A $1,000 $1,000
Calvert Moderate Allocation Fund C $1,000 $1,000
Calvert Responsible Municipal Income Fund A $1,000 $1,000
Calvert Responsible Municipal Income Fund C $1,000 $1,000
Calvert Responsible Municipal Income Fund I $1,000 $1,000
Calvert Short Duration Income Fund A $1,000 $1,000
Calvert Short Duration Income Fund C $1,000 $1,000
Calvert Short Duration Income Fund I $1,000 $1,000
Calvert Small-Cap Fund A $1,000 $1,000
Calvert Small-Cap Fund C $1,000 $1,000
Calvert Small-Cap Fund I $1,000 $1,000
Calvert U. Large-Cap Core Responsible Index Fund I $1,000 $1,000
Calvert U.S. Large Cap Core Responsible Index Fund C $1,000 $1,000
Calvert Ultra-Short Duration Income Fund A $1,000 $1,000
Calvert Ultra-Short Income Fund I $1,000 $1,000
Calvert US Large-Cap Core Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Growth Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Growth Responsible Index Fund I $1,000 $1,000
Calvert US Large-Cap Value Responsible Index Fund A $1,000 $1,000
Calvert US Large-Cap Value Responsible Index Fund I $1,000 $1,000
Calvert US Mid-Cap Core Responsible Index Fund I $1,000 $1,000
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)
Domini International Social Equity Fund -- A shares $2,500 (or $1,500 w/automatic investment plan) $1,500
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 Social Bond Fund - Investor shares $2,500 (or $1,500 w/automatic investment plan) $1,500
Domini Social Bond Fund -- Institutional shares $500,000 $500,000
Domini Social Equity Fund -- A shares $2,500 (or $1,500 with automatic investment plan) $1,500
Domini Social Equity Fund -- Institutional shares $500,000 $500,000
Domini Social Equity Fund -- Investor shares $2,500 ($1,500 with automatic investment plan) $1,500
Domini Social Equity Fund -- R shares Available to certain eligible retirement and benefit plans. See prospectus for details. N/A
Enhanced Short Maturity Active ESG Exchange-Traded Fund 1 share N/A
Etho Climate Leadership US ETF -- --
FundX Sustainable Impact Equity $1000 $1000
Green Century Balanced $2,500; $1,000 with automatic deposit $1,000
Green Century Equity $2,500; $1,000 with automatic deposit $1,000
Green Century MSCI International Index Fund - Institution $250,000 $250,000
Green Century MSCI International Index Fund - Investor $2,500; $1,000 with automatic deposit $1,000
Mirova Global Sustainable Equity Fund - Class A $2,500 $1,000
Mirova Global Sustainable Equity Fund - Class Y $100,000 $100,000
Neuberger Berman Socially Resp Inv $1,000 $1,000
Neuberger Berman Socially Resp R3 Information not available. Information not available.
Neuberger Berman Socially Resp Tr Information not available. Information not available.
Neuberger Berman Socially Responsive A $1,000 $1,000
Neuberger Berman Socially Responsive C $1,000 $1,000
Neuberger Berman Socially Responsive I $1,000 $1,000
New Alternatives Fund A Shares $2500 $2500
New Alternatives Fund Investor Shares $3500 $3500
Parnassus Core Equity Fund $2,000 $500
Parnassus Fixed Income Fund $2,000 $500
Parnassus Growth Equity Fund $2,000 $500
Parnassus Mid Cap Fund $2,000 $500
Parnassus Mid Cap Growth Fund $2,000 $500
Parnassus Value Equity Fund $2,000 $500
Pax Core Bond Fund Individual 1000 1000
Pax Core Bond Fund Institutional 250,000 250,000
Pax Ellevate Global Women's Leadership Fund - Individual Investor $1000 --
Pax Ellevate Global Women's Leadership Fund - Institutional Class $250,000 N/A
Pax ESG Beta Dividend Fund Individual 1000 1000
Pax ESG Beta Dividend Fund Institutional 250,000 250,000
Pax ESG Beta Quality Fund - Class A $1000 --
Pax ESG Beta Quality Fund - Individual Investor $1000 --
Pax ESG Beta Quality Fund - Institutional Investor $500,000 --
Pax Global Environmental Markets Fund - Individual Investor $1000 --
Pax Global Environmental Markets Fund - Institutional Class $250,000 --
Pax Global Environmental Markets Fund A $1000 --
Pax High Yield Bond Fund - Individual Investor $1000 --
Pax High Yield Bond Fund - Institutional Investor $250,000 --
Pax High Yield Bond Fund A $1000 --
Pax Large Cap Fund Individual 1000 1000
Pax Large Cap Fund Intitutional 250,000 250,000
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor $1000 --
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class $250,000 --
Pax Small Cap Fund - Individual Investor $1000 --
Pax Small Cap Fund - Institutional Class $250,000 --
Pax Small Cap Fund A -- --
Pax Sustainable Allocation Fund - Individual Investor 1000 --
Pax Sustainable Allocation Fund - Institutional Investor $250,000 --
PIMCO Climate Bond Fund $1mm institutional share class; $75mm separate account N/A
PIMCO ESG Income Fund $1mm for institutional share class N/A
PIMCO Low Duration ESG Fund $100mm for separate account; $1mm for fund N/A
PIMCO Total Return ESG Fund $75mm for separate account; $1mm for fund N/A
Portfolio 21 Global Equity Fund $5,000 $1,000
Praxis Genesis Balanced A $1,000 $1,000
Praxis Genesis Conservative A $1,000 $1,000
Praxis Genesis Growth A $1,000 $1,000
Praxis Growth Index Fund - Institutional $100,000 --
Praxis Growth Index Fund A $2,500 --
Praxis Intermediate Income - Institutional $100,000 --
Praxis Intermediate Income A $2,500 --
Praxis International Index A $2,500 --
Praxis International Index Fund - Institutional $100,000 --
Praxis Small Cap Fund - Institutional $100,000 --
Praxis Small Cap Fund A $2,500 --
Praxis Value Index - Institutional $100,000 --
Praxis Value Index A $2,500 --
RBC BlueBay Access Capital Community Investment Fund A $1,000 $250
RBC BlueBay Access Capital Community Investment Fund I $1,000,000 ($0 for Qualified Retirement Plans) --
Saturna Sustainable Bond Fund 1000.00 0
Saturna Sustainable Equity Fund 1000.00 0
Sphere 500 Fossil-Free Fund None None
TIAA-CREF Social Choice Bond Institutional 2,000,000 --
TIAA-CREF Social Choice Bond Premier 2,000,000 --
TIAA-CREF Social Choice Bond Retail 2,000,000 --
TIAA-CREF Social Choice Bond Retirement 2,000,000 --
TIAA-CREF Social Choice Equity Institutional $1,000,000 --
TIAA-CREF Social Choice Equity Premier $2,000,000 --
TIAA-CREF Social Choice Equity Retail $2,500 --
TIAA-CREF Social Choice Equity Retirement $2,500 initial; $100 automatic investment $2,000 initial; $100 automatic investment
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
VegTech™ Plant-based Innovation & Climate ETF -- --
Vert Global Sustainable Real Estate Fund $10,000 $10,000
Walden Asset Management Fund $100,000 --
Walden Equity Fund $100,000 --
Walden Midcap Fund $100,000 --
Walden SMID Cap Innovations Fund $100,000 --