Socially Responsible Mutual Funds - Performance

As of July 31, 2017

Fund Name YTD % 1 yrAvg % 3 yrAvg % 10 yrAvg %
1919 Socially Responsive Balanced Fund - A 7.83 8.52 5.29 5.29
1919 Socially Responsive Balanced Fund - B 7.17 7.13 4.3 4.31
1919 Socially Responsive Balanced Fund - C 7.33 7.73 4.51 4.61
1919 Socially Responsive Balanced Fund - I 7.98 8.81 5.53 --
Access Capital Community Investment Fund A 1.24 -0.07 2.02 --
Access Capital Community Investment Fund I 1.56 0.38 2.07 3.53
Appleseed Fund 10.9 5.84 1.74 6
Appleseed Fund Institutional 11.02 5.99 1.98 --
Ariel Appreciation Fund -- -- -- --
Ariel Discovery Fund 2.48 17.54 -1.59 --
Ariel Focus Fund 8.09 17.7 4.23 5.31
Ariel Fund -- -- -- --
Aspiration Redwood Fund 14.7 24.09 -- --
Azzad Ethical Fund -- -- -- --
Azzad Wise Capital Fund 1.58 1.09 1.16 --
Boston Common International Fund 20.68 18.91 3.07 --
Boston Common Large Cap Core Equity Fund 11.55 12.74 8.55 --
Brown Advisory Sustainable Growth Fund 16.25 15.19 14.33 --
Calvert Aggressive Allocation Fund A 12.22 16.06 7.68 4.95
Calvert Aggressive Allocation Fund C 11.8 15.26 6.69 3.72
Calvert Balanced Portfolio A 6.34 8.03 5.25 4.99
Calvert Balanced Portfolio C 5.86 7.16 4.41 4.11
Calvert Balanced Portfolio I 6.57 8.41 5.69 5.5
Calvert Balanced Portfolio Y 6.52 8.31 5.49 --
Calvert Bond Portfolio A 3.32 1.07 2.83 3.89
Calvert Bond Portfolio C 2.83 0.25 1.97 3.05
Calvert Bond Portfolio I 3.56 1.52 3.32 4.47
Calvert Bond Portfolio Y 3.42 1.35 3.12 --
Calvert Capital Accumulation Fund A 6.14 10.88 5.18 7.1
Calvert Capital Accumulation Fund C 5.7 10.08 4.37 6.27
Calvert Capital Accumulation Fund I 6.4 11.31 5.7 7.83
Calvert Capital Accumulation Fund Y 6.3 11.18 5.43 --
Calvert Conservative Allocation Fund A 6.2 7.32 4.77 5.02
Calvert Conservative Allocation Fund C 5.74 6.52 3.85 3.87
Calvert Emerging Markets Equity Fund A 29.39 27.67 6.31 --
Calvert Emerging Markets Equity Fund C 28.83 26.68 5.43 --
Calvert Emerging Markets Equity Fund I 29.69 28.16 6.69 --
Calvert Emerging Markets Equity Fund Y 29.58 28.03 6.57 --
Calvert Equity Portfolio A 14.74 12.83 9.9 7.88
Calvert Equity Portfolio C 14.25 11.96 9.07 7.07
Calvert Equity Portfolio I 15.03 13.29 10.39 8.44
Calvert Equity Portfolio Y 14.97 13.18 10.24 --
Calvert Global Energy Solutions Fund A 18.03 14.22 -1.75 -7.45
Calvert Global Energy Solutions Fund C 17.33 13.27 -2.65 --
Calvert Global Energy Solutions Fund I 18.12 14.66 -1.36 -7.03
Calvert Global Energy Solutions Fund Y 18.2 14.43 -1.52 --
Calvert Global Water Fund A 11.53 12.1 1.69 --
Calvert Global Water Fund C 11 11.21 0.94 --
Calvert Global Water Fund I 11.75 12.46 2.13 --
Calvert Global Water Fund Y 11.71 12.41 2 --
Calvert Green Bond Fund A 2.66 0.61 2.61 --
Calvert Green Bond Fund I 2.88 0.99 3.05 --
Calvert Green Bond Fund Y 2.81 0.86 2.9 --
Calvert High Yield Bond Fund A 4.56 7.64 2.96 --
Calvert High Yield Bond Fund C 4.08 6.85 2.07 --
Calvert High Yield Bond Fund I 4.76 8 3.32 --
Calvert High Yield Bond Fund Y 4.72 7.92 3.23 --
Calvert Income Fund A 5.01 2.11 3.18 3.64
Calvert Income Fund C 4.52 1.3 2.42 2.9
Calvert Income Fund I 5.31 2.56 3.7 4.18
Calvert Income Fund R 4.73 1.66 2.82 3.31
Calvert Income Fund Y 5.2 2.39 3.5 --
Calvert International Equity Fund A 14.95 14.15 1.3 -1.73
Calvert International Equity Fund C 14.49 13.23 0.5 -2.57
Calvert International Equity Fund I 15.21 14.59 1.77 -1.1
Calvert International Equity Fund Y 15.15 14.39 1.58 --
Calvert International Opportunities Fund A 25.94 27.05 6.81 4.19
Calvert International Opportunities Fund C 25.04 25.56 5.45 --
Calvert International Opportunities Fund I 25.94 27.05 6.81 4.19
Calvert International Opportunities Fund Y 25.93 27.04 6.67 --
Calvert Long-Term Income Fund A 6.6 -0.65 4.54 7.72
Calvert Long-Term Income Fund I 6.88 -0.17 -- --
Calvert Moderate Allocation Fund A 9.25 11.86 6.3 4.84
Calvert Moderate Allocation Fund C 8.77 11.03 5.5 4.05
Calvert Short Duration Income Fund A 1.96 1.65 1.59 3.06
Calvert Short Duration Income Fund C 1.51 0.88 0.83 2.29
Calvert Short Duration Income Fund I 2.18 2.03 2.05 3.57
Calvert Short Duration Income Fund Y 2.13 2 1.88 --
Calvert Small Cap Fund A 4.39 16.5 10.47 7.14
Calvert Small Cap Fund C 3.93 15.68 9.64 6.22
Calvert Small Cap Fund I 4.66 17.05 10.98 7.86
Calvert Small Cap Fund Y 4.61 16.9 10.79 --
Calvert Tax-Free Bond Fund A 3.74 -0.19 2.64 3
Calvert Tax-Free Bond Fund C 3.37 -0.87 -- --
Calvert Tax-Free Bond Fund I 3.95 0.17 -- --
Calvert Tax-Free Bond Fund Y 3.9 0.08 -- --
Calvert U.S. Large Cap Core Responsible Index Fund A 11.32 15.68 10.47 7.29
Calvert U.S. Large Cap Core Responsible Index Fund C 10.84 14.8 9.64 6.33
Calvert U.S. Large Cap Core Responsible Index Fund I 11.6 16.07 10.92 7.83
Calvert U.S. Large Cap Core Responsible Index Fund Y 11.54 16 10.73 --
Calvert U.S. Large Cap Growth Responsible Index Fund A 16.48 15.67 -- --
Calvert U.S. Large Cap Growth Responsible Index Fund C 15.96 14.82 -- --
Calvert U.S. Large Cap Growth Responsible Index Fund I 16.7 16.07 -- --
Calvert U.S. Large Cap Growth Responsible Index Fund Y 16.61 15.93 -- --
Calvert U.S. Large Cap Value Responsible Index Fund A 6.55 15.91 -- --
Calvert U.S. Large Cap Value Responsible Index Fund C 6.16 15.1 -- --
Calvert U.S. Large Cap Value Responsible Index Fund I 6.78 16.3 -- --
Calvert U.S. Large Cap Value Responsible Index Fund Y 6.74 16.18 -- --
Calvert Ultra-Short Income Fund A 0.87 1.52 0.97 2.15
Calvert Ultra-Short Income Fund I 1.12 1.86 1.34 --
Calvert Ultra-Short Income Fund Y 1.09 1.82 1.24 --
Calvert Unconstrained Bond Fund A 2.47 4.49 -- --
Calvert Unconstrained Bond Fund C 2.04 3.75 -- --
Calvert Unconstrained Bond Fund I 2.76 4.99 -- --
Calvert Unconstrained Bond Fund Y 2.68 4.83 -- --
CCM Alternative Income Fund 2.73 4.82 1 --
ClearBridge Sustainability Leaders Fund (IS shares) 11.68 16.54 -- --
CRA Qualified Investment - CRA 2.01 -0.67 2.02 3.31
CRA Qualified Investment - Institutional 2.27 -0.22 2.45 3.76
CRA Qualified Investment - Retail 2.27 -0.37 2.2 3.43
Domini International Social Equity Fund -- A shares 19.43 20.44 6.17 2.1
Domini International Social Equity Fund -- Institutional shares 19.41 20.8 6.59 --
Domini International Social Equity Fund -- Investor shares 19.51 20.61 6.19 1.96
Domini Social Bond Fund - Investor shares 2.87 -0.35 2.38 3.59
Domini Social Bond Fund -- Institutional shares 2.96 -0.15 2.58 --
Domini Social Equity Fund -- A shares 7.78 13.97 5.34 5.55
Domini Social Equity Fund -- Institutional shares 8.04 14.51 5.77 6.45
Domini Social Equity Fund -- Investor shares 7.82 14.07 5.4 6.04
Domini Social Equity Fund -- R shares 7.88 14.2 5.68 6.38
Gabelli ESG Fund Inc A 8.37 8.15 7.5 6.86
Gabelli ESG Fund Inc AAA 8.43 8.14 7.49 6.85
Gabelli ESG Fund Inc C 7.93 7.33 6.69 6.05
Gabelli ESG Fund Inc I 8.53 8.46 7.76 7.12
Green Century Balanced 8.19 9.07 5.9 5.47
Green Century Equity 12.92 15.42 10.17 7.11
Green Century MSCI International Index Fund - Institution 17.91 -- -- --
Green Century MSCI International Index Fund - Investor 17.75 -- -- --
Mirova Global Sustainable Equity Fund - Class A 20.51 15.55 -- --
Mirova Global Sustainable Equity Fund - Class Y 20.69 15.79 -- --
Neuberger Berman Socially Resp Inv 11.32 15.57 9.6 7.1
Neuberger Berman Socially Resp R3 11.03 15.08 9.11 --
Neuberger Berman Socially Resp Tr 11.24 15.41 9.41 6.91
Neuberger Berman Socially Responsive A 11.21 15.38 9.39 --
Neuberger Berman Socially Responsive C 10.67 14.49 8.56 --
Neuberger Berman Socially Responsive I 11.41 15.78 9.78 --
Parnassus Asia Fund -- -- -- --
Parnassus Core Equity Fund 8.44 12.66 8.97 9.6
Parnassus Endeavor Fund 11.22 27.15 15.12 13.05
Parnassus Fixed Income Fund 2.98 0.38 2.46 3.78
Parnassus Fund 10.21 21.7 11.09 10.05
Parnassus Mid Cap Fund 9.66 13.48 10.55 9.52
Pax Balanced Fund - Individual Investor 7.62 8.19 5.61 4.38
Pax Balanced Fund - Institutional Investor 7.75 8.42 5.87 4.64
Pax Core Bond fund Individual 2.23 -- -- --
Pax Core Bond fund Institutional 2.38 -- -- --
Pax Ellevate Global Women's Index Fund - Individual Investor 15.3 15.29 7.16 --
Pax Ellevate Global Women's Index Fund - Institutional Class 15.46 15.56 7.42 --
Pax ESG Beta Dividend Fund Individual 7.89 -- -- --
Pax ESG Beta Dividend Fund Institutional 8.06 -- -- --
Pax ESG Beta Quality Fund - Class A 10.51 13.07 8.68 --
Pax ESG Beta Quality Fund - Individual Investor 10.46 13 8.67 7.18
Pax ESG Beta Quality Fund - Institutional Investor 10.68 13.38 8.96 7.52
Pax Global Environmental Markets Fund - Individual Investor 16.04 18.15 7.56 --
Pax Global Environmental Markets Fund - Institutional Class 16.14 18.31 7.82 --
Pax Global Environmental Markets Fund A 15.99 18.08 7.55 --
Pax High Yield Bond Fund - Individual Investor 5.26 11.55 2.37 5.66
Pax High Yield Bond Fund - Institutional Investor 5.58 11.85 2.67 5.92
Pax High Yield Bond Fund A 5.41 11.7 2.47 --
Pax Large Cap Fund Individual 10.54 -- -- --
Pax Large Cap Fund Intitutional 10.61 -- -- --
Pax Mid Cap Fund Individual 8.89 10.88 -- --
Pax Mid Cap Fund Institutional 9.09 11.11 -- --
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor 17.06 15.27 2.5 --
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class 17.24 15.58 2.75 --
Pax Small Cap Fund - Individual Investor 0.97 9.49 6.61 --
Pax Small Cap Fund - Institutional Class 1.16 9.78 6.9 --
Pax Small Cap Fund A 0.98 9.52 6.62 --
Portfolio 21 Global Equity Fund 16.75 15.29 7.13 4
Portfolio 21 Institutional 16.93 15.58 7.42 4.3
Praxis Genesis Balanced A 7.98 8.73 4.96 --
Praxis Genesis Conservative A 5.39 4.19 3.6 --
Praxis Genesis Growth A 9.73 11.74 6.05 --
Praxis Growth Index Fund - Institutional 15.8 16.74 11.97 9.04
Praxis Growth Index Fund A 15.52 16.22 11.54 8.57
Praxis Intermediate Income - Institutional 2.82 0.03 2.62 4.74
Praxis Intermediate Income A 2.59 -0.36 2.25 4.37
Praxis International Index A 18.16 18.84 2.44 --
Praxis International Index Fund - Institutional 18.51 19.41 2.98 --
Praxis Small Cap Fund - Institutional 2.61 6.25 3.89 5.32
Praxis Small Cap Fund A 2.28 5.62 3.25 4.78
Praxis Value Index - Institutional 7.32 15.51 7.76 4.83
Praxis Value Index A 7.04 14.94 7.27 4.26
Saturna Sustainable Bond Fund 6.39 4.29 -- --
Saturna Sustainable Equity Fund 15.25 13.48 -- --
Sentinel Sustainable Core Opportunities Fund (A Shares) 11.91 15.75 8.61 5.69
Sentinel Sustainable Core Opportunities Fund (I Shares) 12.07 16.13 8.91 6.07
Shelton Green Alpha Fund 25.44 20 6.17 --
TIAA-CREF Social Choice Bond Institutional 3.29 0.64 3.57 --
TIAA-CREF Social Choice Bond Premier 3.2 0.48 3.41 --
TIAA-CREF Social Choice Bond Retail 3.14 0.36 3.25 --
TIAA-CREF Social Choice Bond Retirement 3.14 0.39 3.28 --
TIAA-CREF Social Choice Equity Institutional 11.27 16.68 9.22 7.62
TIAA-CREF Social Choice Equity Premier 11.19 16.51 9.05 --
TIAA-CREF Social Choice Equity Retail 11.07 16.38 8.93 7.38
TIAA-CREF Social Choice Equity Retirement 11.1 16.35 8.96 7.35
Trillium Small/Mid Cap Mutual Fund 7.87 14.3 -- --
UBS International Sustainable Equity Fund 19.93 20.33 5.9 2.09
Walden Asset Management Fund 7.31 9.26 7.34 6.01
Walden Equity Fund 9.67 14.03 9.43 7.68
Walden Midcap Fund 7.79 10.63 9.4 --
Walden Small Cap Innovations Fund 2.82 12.86 8.81 --
Walden SMID Cap Innovations Fund 6.16 16.25 9.71 --