Socially Responsible Mutual Funds - Social Issues

X-No Investment, P-Positive Investment, R-Restricted Investment, C-Combination, --No Screens, *Has a Formal Policy Restricting Investment in Fossil Fuels

Mutual Fund Climate/Clean Tech Pollution/Toxics Environment/Other Community Development Diversity & EEO Human Rights Labor Relations Sudan Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco Other/Qualitative Shareholder Engagement
1919 Socially Responsive Balanced Fund - A C R C C C C C R C C -- -- R -- R --
1919 Socially Responsive Balanced Fund - B C R C C C C C R C C -- -- R -- R --
1919 Socially Responsive Balanced Fund - C C R C C C C C R C C -- -- R -- R --
1919 Socially Responsive Balanced Fund - I C R C C C C C R C C -- -- R -- R --
Access Capital Community Investment Fund A -- * X -- P -- -- -- X -- -- X X X X X --
Access Capital Community Investment Fund I -- * -- -- P -- -- -- X -- -- X X X X X --
Appleseed Fund C * C C P -- P P X C C X -- R X X --
Appleseed Fund Institutional C * C C P -- P P X C C X -- R X X --
Ariel Appreciation Fund -- -- P P P -- -- X P -- -- -- X -- X -- --
Ariel Discovery Fund -- -- -- P P -- -- X P -- -- -- X -- X -- --
Ariel Focus Fund -- -- P P P -- -- X P -- -- -- X -- X -- --
Ariel Fund -- -- P P P -- -- X P -- -- -- X -- X -- --
Aspiration Redwood Fund P P P P P P P X P P X X X X X --
Azzad Ethical Fund R R R -- -- R R X -- -- X R X X X
Azzad Wise Capital Fund R -- R P -- R R X -- -- X R X X X --
Boston Common International Fund C C C P C C C R C -- R R R R R
Boston Common Large Cap Core Equity Fund C C C P C C C R P -- R R R R R
Brown Advisory Sustainable Growth Fund P P P P P P P -- P P -- -- -- -- -- --
Calvert Aggressive Allocation Fund A C C C C C C C -- C C R R R R R --
Calvert Aggressive Allocation Fund C C C C C C C C -- C C R R R R R --
Calvert Balanced Portfolio A C C C P C C C X C C C -- C R R
Calvert Balanced Portfolio C C C C P C C C X C C C -- C R R
Calvert Balanced Portfolio I C C C P C C C X C C C -- C R R
Calvert Balanced Portfolio Y C C C C C C C -- C C R R R R R --
Calvert Bond Portfolio A C C C P C C C X C C C -- C R R
Calvert Bond Portfolio C C C C P C C C X C C C -- C R R
Calvert Bond Portfolio I C C C P C C C X C C C -- C R R
Calvert Bond Portfolio Y C C C P C C C X C C C R C R R
Calvert Capital Accumulation Fund A C C C C C C C -- C C R R R R R --
Calvert Capital Accumulation Fund C C C C C C C C -- C C R R R R R --
Calvert Capital Accumulation Fund I C C C C C C C -- C C R R R R R --
Calvert Capital Accumulation Fund Y C C C C C C C -- C C R R R R R --
Calvert Conservative Allocation Fund A C C C C C C C -- C C R R R R R --
Calvert Conservative Allocation Fund C C C C C C C C -- C C R R R R R --
Calvert Emerging Markets Equity Fund A C C C C C C C -- C C R R R R R -- --
Calvert Emerging Markets Equity Fund C C C C C C C C -- C C R R R R R -- --
Calvert Emerging Markets Equity Fund I C C C C C C C -- C C R R R R R -- --
Calvert Emerging Markets Equity Fund Y C C C C C C C -- C C R R R R R -- --
Calvert Equity Portfolio A C C C C C C C -- C C R R R R R --
Calvert Equity Portfolio C C C C C C C C -- C C R R R R R --
Calvert Equity Portfolio I C C C C C C C -- C C R R R R R --
Calvert Equity Portfolio Y C C C C C C C -- C C R R R R R --
Calvert Global Energy Solutions Fund A C C C C C C C -- C C R R R R R --
Calvert Global Energy Solutions Fund C C C C C C C C -- C C R R R R R --
Calvert Global Energy Solutions Fund I C C C C C C C -- C C R R R R R --
Calvert Global Energy Solutions Fund Y C C C C C C C -- C -- R R R R R --
Calvert Global Water Fund A C C C C C C C -- C C R R R R R --
Calvert Global Water Fund C C C C C C C C -- C C R R R R R --
Calvert Global Water Fund I C C C C C C C -- C C R R R R R --
Calvert Global Water Fund Y C C C C C C C -- C C R R R R R --
Calvert Green Bond Fund A C C C C C C C -- C C R R R R R -- --
Calvert Green Bond Fund I C C C C C C C -- C C R R R R R -- --
Calvert Green Bond Fund Y C C C C C C C -- C C R R R R R -- --
Calvert High Yield Bond Fund A C C C C C C C C C C R R R R R -- --
Calvert High Yield Bond Fund C C C C C C -- C -- C C R R R R R -- --
Calvert High Yield Bond Fund I C C C C C C C -- C C R R R R R -- --
Calvert High Yield Bond Fund Y C C C C C C C -- C C R -- R R R -- --
Calvert Income Fund A C C C C C C C C C C R R R R R -- --
Calvert Income Fund C C C C C C C C -- C C R R R R R -- --
Calvert Income Fund I C C C C C C C -- C C R R R R R -- --
Calvert Income Fund R C C C C C C C -- C C R R R R R -- --
Calvert Income Fund Y C C C C C C C -- C C R R R R R -- --
Calvert International Equity Fund A C C C C C C C -- C C R R R R R --
Calvert International Equity Fund C C C C C C C C -- C C R R R R R --
Calvert International Equity Fund I C C C C C C C -- C C R R R R R --
Calvert International Equity Fund Y C C C C C C C -- C C R R R R R --
Calvert International Opportunities Fund A C C C C C C C -- C C R R R R R --
Calvert International Opportunities Fund C C C C C C C C -- C C R R R C R --
Calvert International Opportunities Fund I C C C C C C C -- C C R R R C R --
Calvert International Opportunities Fund Y C C C C C C C -- C C R R R R R --
Calvert Long-Term Income Fund A C C C C C C C -- C C R R R R R -- --
Calvert Long-Term Income Fund I C C C C C C C -- C C R R R R R -- --
Calvert Moderate Allocation Fund A C C C C C C C -- C C R R R R R --
Calvert Moderate Allocation Fund C C C C C C C C -- C C R R R R R --
Calvert Short Duration Income Fund A C C C C C C C -- C C R R R R R -- --
Calvert Short Duration Income Fund C C C C C C C C -- C C R R R R R -- --
Calvert Short Duration Income Fund I C C C C C C C -- C C R R R R R -- --
Calvert Short Duration Income Fund Y C C C C C C C X C C R R R R R -- --
Calvert Small Cap Fund A C C C C C C C -- C C R R R R R --
Calvert Small Cap Fund C C C C C C C C -- C C R R R R R --
Calvert Small Cap Fund I C C C C C C C -- C C R R R R R --
Calvert Small Cap Fund Y C C C C C C C -- C C R R R R R --
Calvert Tax-Free Bond Fund A C C C C C C C -- C C R R R R R -- --
Calvert Tax-Free Bond Fund C C C C C C C C -- C C R R R R R -- --
Calvert Tax-Free Bond Fund I C C C C C C C -- C C R R R R R -- --
Calvert Tax-Free Bond Fund Y C C C C C C C -- C C R R R R R -- --
Calvert U.S. Large Cap Core Responsible Index Fund A C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Core Responsible Index Fund C C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Core Responsible Index Fund I C C C C C C C C C C R R R R R
Calvert U.S. Large Cap Core Responsible Index Fund Y C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Growth Responsible Index Fund A C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Growth Responsible Index Fund C C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Growth Responsible Index Fund I C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Growth Responsible Index Fund Y C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Value Responsible Index Fund A C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Value Responsible Index Fund C C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Value Responsible Index Fund I C C C C C C C -- C C R R R R R
Calvert U.S. Large Cap Value Responsible Index Fund Y C C C C C C C -- C C R R R R R
Calvert Ultra-Short Income Fund A C C C C C C C C C C R R R R R -- --
Calvert Ultra-Short Income Fund I C C C C C C C -- C C R R R R R -- --
Calvert Ultra-Short Income Fund Y C C C C C C C -- C C R R R R R -- --
Calvert Unconstrained Bond Fund A C C C C C C C -- C C R R R R R -- --
Calvert Unconstrained Bond Fund C C C C C C C C -- C C R R R R R -- --
Calvert Unconstrained Bond Fund I C C C C C C C -- C C R R R R R -- --
Calvert Unconstrained Bond Fund Y C C C C C C C -- C C R R R R R -- --
CCM Alternative Income Fund C C C C C C C C C C C C C C C -- --
ClearBridge Sustainability Leaders Fund (IS shares) -- -- P P P P -- -- P -- R P R R R
CRA Qualified Investment - CRA P * P P P P -- -- -- -- -- R R R R R -- --
CRA Qualified Investment - Institutional P * P P P P -- -- -- -- -- X X X X X -- --
CRA Qualified Investment - Retail P * P P P P -- -- -- -- -- X X X X X -- --
Domini International Social Equity Fund -- A shares C C C C C C C R C C X R X X X
Domini International Social Equity Fund -- Institutional shares C C C C C C C R C C X R X X X
Domini International Social Equity Fund -- Investor shares C C C C C C C R C C X R X X X
Domini Social Bond Fund - Investor shares C C C C C C C R C C X R X X X
Domini Social Bond Fund -- Institutional shares C * C C C C C C R C C X R X X X
Domini Social Equity Fund -- A shares C C C C C C C R C C X R X X X
Domini Social Equity Fund -- Institutional shares C C C C C C C R C C X R X X X
Domini Social Equity Fund -- Investor shares C C C C C C C R C C X R X X X
Domini Social Equity Fund -- R shares C C C C C C C R C C X R X X X
Gabelli ESG Fund Inc A C * C C -- -- -- -- -- C -- R -- R R R -- --
Gabelli ESG Fund Inc AAA C * C C -- -- -- -- -- C -- R -- R R R -- --
Gabelli ESG Fund Inc C C * C C -- -- -- -- -- C -- R -- R R R -- --
Gabelli ESG Fund Inc I C * C C -- -- -- -- -- C -- R -- R R R -- --
Green Century Balanced C * R C P C C P -- C C R X X R X
Green Century Equity C * R C -- C C C -- C P X R X X X
Green Century MSCI International Index Fund - Institution C * R C -- C C C -- C C X R X X X --
Green Century MSCI International Index Fund - Investor C * R C -- C C C -- C C X R X X X --
Mirova Global Sustainable Equity Fund - Class A P X C C P R C -- C C -- -- -- -- -- -- --
Mirova Global Sustainable Equity Fund - Class Y P R C C P R C -- C C R -- R C R --
Neuberger Berman Socially Resp Inv C C C P P P P X P P X R X X X
Neuberger Berman Socially Resp R3 C C P P P P P X P P X R X X X
Neuberger Berman Socially Resp Tr C C C P P P P X P P X R X X X
Neuberger Berman Socially Responsive A C C C P P P P X P P X R X X X
Neuberger Berman Socially Responsive C C C C P P P P X P P X R X X X
Neuberger Berman Socially Responsive I C C C P P P P P P P X R X X X
Parnassus Asia Fund P P P P P P P R P P R P R R R
Parnassus Core Equity Fund P P P P P P P R P P R P R R R
Parnassus Endeavor Fund P * P P P P P P R P P R P R R R
Parnassus Fixed Income Fund P P P P P P P R P P R P R R R
Parnassus Fund P P P P P P P R P P R P R R R
Parnassus Mid Cap Fund P P P P P P P R P P R P R R R
Pax Balanced Fund - Individual Investor C C C C C C C R C C C C X C X --
Pax Balanced Fund - Institutional Investor C C C C C C C R C C C C X C X --
Pax Core Bond fund Individual -- -- C C C C C R C C C C R -- X --
Pax Core Bond fund Institutional -- -- C C C C C R C C C C R -- X --
Pax Ellevate Global Women's Index Fund - Individual Investor C C C C C C C -- C C -- -- R -- R --
Pax Ellevate Global Women's Index Fund - Institutional Class C C C C C C C -- C C -- -- R -- R --
Pax ESG Beta Dividend Fund Individual -- -- C -- C C C R C C C C R -- X --
Pax ESG Beta Dividend Fund Institutional -- -- C -- C C C R C C C C R -- X --
Pax ESG Beta Quality Fund - Class A C * C C C C C C R C C C C X C X --
Pax ESG Beta Quality Fund - Individual Investor C C C C C C C R C C C C X C X --
Pax ESG Beta Quality Fund - Institutional Investor C C C C C C C R C C C C X C X --
Pax Global Environmental Markets Fund - Individual Investor C * C C C C C C R C C C C X C X --
Pax Global Environmental Markets Fund - Institutional Class C * C C C C C C R C C C C X C X --
Pax Global Environmental Markets Fund A C * C C C C C C R C C C C X C X --
Pax High Yield Bond Fund - Individual Investor C C C C C C C R C C C C X C X --
Pax High Yield Bond Fund - Institutional Investor C C C C C C C R C C C C X C X --
Pax High Yield Bond Fund A C C C C C C C R C C C C X C X --
Pax Large Cap Fund Individual -- -- C C C C C R C C C C R -- X --
Pax Large Cap Fund Intitutional -- -- C C C C C R C C C C R -- X --
Pax Mid Cap Fund Individual -- -- C C C C C R C C C C R -- X --
Pax Mid Cap Fund Institutional -- -- C C C C C R C C C C R -- X --
Pax MSCI EAFE ESG Leaders Index Fund - Individual Investor C C C C C C C -- C C -- -- R -- R --
Pax MSCI EAFE ESG Leaders Index Fund - Institutional Class C C C C C C C -- C C -- -- R -- R --
Pax Small Cap Fund - Individual Investor C C C C C C C R C C C C X C X --
Pax Small Cap Fund - Institutional Class C C C C C C C R C C C C X C X --
Pax Small Cap Fund A C C C C C C C R C C C C X C X --
Portfolio 21 Global Equity Fund R * C R X C C C -- -- -- -- R R R R --
Portfolio 21 Institutional P * P P P R R R C P R R R R R R
Praxis Genesis Balanced A P P P P P P P -- P P X -- X X X -- --
Praxis Genesis Conservative A P P P P P P P -- P P X -- X X X -- --
Praxis Genesis Growth A P P P P P P P -- P P X -- X X X -- --
Praxis Growth Index Fund - Institutional -- -- P P P P P -- -- -- X R X X X -- --
Praxis Growth Index Fund A -- -- P P P P P -- -- -- X R X X X -- --
Praxis Intermediate Income - Institutional -- -- P P P P P -- -- -- X R X X X -- --
Praxis Intermediate Income A -- -- P P P P P -- -- -- X R X X X -- --
Praxis International Index A -- -- P P P P P -- -- -- X R X X X -- --
Praxis International Index Fund - Institutional -- -- P P P P P -- -- -- X R X X X -- --
Praxis Small Cap Fund - Institutional -- -- P P P P P -- -- -- X R X X X -- --
Praxis Small Cap Fund A -- -- P P P P P -- -- -- X R X X X -- --
Praxis Value Index - Institutional -- -- P P P P P -- -- -- X R X X X -- --
Praxis Value Index A -- -- P P P P P -- -- -- X R X X X -- --
Saturna Sustainable Bond Fund C * C C C C C C -- C C X C C X X --
Saturna Sustainable Equity Fund C * C C C C C C -- C C X C C X X --
Sentinel Sustainable Core Opportunities Fund (A Shares) P P P -- P P P -- P P R R R R R --
Sentinel Sustainable Core Opportunities Fund (I Shares) P P P P P P P -- P P R R R R R --
Shelton Green Alpha Fund C * C C C C C C X C C C C C X X --
TIAA-CREF Social Choice Bond Institutional P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Bond Premier P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Bond Retail P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Bond Retirement P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Equity Institutional P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Equity Premier P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Equity Retail P P P P P P P X P P R -- R R R
TIAA-CREF Social Choice Equity Retirement P P P P P P P X P P R -- R R R
Trillium Small/Mid Cap Mutual Fund C C C -- C C C C C C -- C C C X --
UBS International Sustainable Equity Fund C C C C C C C R C C X C X X X --
Walden Asset Management Fund C C C C C R C -- -- -- R R R R R --
Walden Equity Fund C C C C C R C -- -- -- R R R R R --
Walden Midcap Fund C C C C C R C -- -- -- R R R R R --
Walden Small Cap Innovations Fund P P P P P R P -- -- -- R R R R R --
Walden SMID Cap Innovations Fund P P P P P R P -- -- -- R C R R R --