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 -Fund Descriptions
-General Information
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-Social Issues
-Percentile Ranking

  Top 10 SRI Fund Prospectuses Fund Performance (11/30/17)
Domestic Equity Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
American Trust Allegiance 23.72% 25.71% 6.90% 10.56% 6.06% 6.81% 03/97
Appleseed Fund 17.41% 18.45% 5.53% 6.96% 7.58% 6.75% 12/06
Ariel Appreciation 14.05% 14.93% 6.73% 14.46% 9.00% 10.89% 12/89
Ariel Focus Fund 13.09% 15.36% 5.58% 12.77% 5.89% 6.05% 06/05
Ariel Fund 15.55% 18.10% 9.03% 16.07% 8.61% 11.53% 11/86
Azzad Ethical Income Fund            
Azzad Ethical Mid Cap Fund 23.43% 22.65% 5.47% 11.84% 7.45% 5.71% 12/00
Calvert Capital Accumulation A 10.67% 12.57% 4.33% 9.83% 7.00% 7.83% 10/94
Calvert Capital Accumulation B            
Calvert Capital Accumulation C 9.91% 11.74% 3.52% 8.99% 6.16% 6.99% 10/94
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert Large Cap Growth A            
Calvert Large Cap Growth B            
Calvert Large Cap Growth C            
Calvert Mid Cap Value A            
Calvert Mid Cap Value C            
Calvert New Vision Small Cap A            
Calvert New Vision Small Cap B            
Calvert New Vision Small Cap C            
Calvert Small Cap Value A 12.96% 17.16% 10.78% 15.68% 7.95% 7.62% 10/04
Calvert Small Cap Value C 12.17% 16.29% 9.94% 14.80% 7.03% 6.60% 04/05
Calvert Social Index A 19.78% 21.79% 9.87% 15.48% 7.82% 3.95% 06/00
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert Social Index B            
Calvert Social Index C 18.92% 20.84% 9.02% 14.56% 6.87% 2.99% 06/00
CNI Charter Socially Responsible Equity N 14.44% 15.94% 5.31% 10.53% 4.81% 5.35% 08/05
CSIF Enhanced Equity Portfolio A            
CSIF Enhanced Equity Portfolio B            
CSIF Enhanced Equity Portfolio C            
CSIF Equity Portfolio A 25.19% 25.43% 9.97% 14.15% 8.22% 8.45% 08/87
CSIF Equity Portfolio B            
CSIF Equity Portfolio C 24.36% 24.48% 9.13% 13.30% 7.41% 7.70% 03/94
Domini Social Equity A 15.12% 16.53% 5.61% 12.37%   13.73% 11/08
Domini Social Equity Fund 15.08% 16.56% 5.64% 12.37% 6.80% 8.46% 06/91
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Domini Social Equity R 15.38% 16.90% 5.96% 12.73% 7.15% 7.29% 11/03
Dreyfus Premier Third Century A 14.93% 17.18% 6.54% 13.18% 7.42% 9.39% 08/99
Dreyfus Premier Third Century B            
Dreyfus Premier Third Century C 14.18% 16.28% 5.75% 12.33% 6.65% 8.58% 08/99
Dreyfus Premier Third Century T            
Dreyfus Premier Third Century Z 15.21% 17.49% 6.79% 13.45% 7.70% 9.50% 03/72
Dreyfus Socially Resp Growth S 15.04% 17.29% 6.65% 13.34% 7.62% 3.90% 12/00
Epiphany FFV Fund A            
Epiphany FFV Fund C            
Epiphany FFV Fund N 20.85% 22.70% 6.95% 12.75% 6.88% 6.09% 01/07
Eventide Gilead Fund 28.12% 26.21% 9.03% 18.03%   14.77% 07/08
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Firsthand Alternative Energy Fund 25.33% 29.24% -0.10% 16.65% -3.97% -3.99% 10/07
Flex-funds Total Return Utilities 6.75% 8.71% 1.43% 8.49% 4.21% 7.54% 06/95
Gabelli SRI Fund Inc A 12.02% 12.78% 6.05% 10.17% 7.53% 6.46% 06/07
Gabelli SRI Fund Inc AAA 12.09% 12.85% 6.07% 10.18% 7.50% 6.46% 06/07
Gabelli SRI Fund Inc C 11.29% 11.94% 5.28% 9.35% 6.71% 5.67% 06/07
Green Century Equity 20.90% 22.59% 9.73% 15.23% 7.60% 7.98% 09/95
Integrity Growth & Income Fund 17.03% 19.72% 7.40% 11.80% 6.77% 8.66% 01/95
LKCM Aquinas Growth Fund            
LKCM Aquinas Small Cap Fund            
LKCM Aquinas Value Fund 19.35% 20.76% 7.76% 12.00% 6.73% 7.62% 01/94
MMA Praxis Core Stock A            
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
MMA Praxis Core Stock B            
MMA Praxis Growth Index A 25.72% 27.56% 11.42% 15.96% 8.97% 8.91% 05/07
MMA Praxis Growth Index B            
MMA Praxis Small Cap Fund A 11.17% 12.42% 5.20% 8.69% 5.99% 5.16% 05/07
MMA Praxis Small Cap Fund B            
MMA Praxis Value Index A 14.87% 17.42% 7.90% 13.59% 5.32% 4.47% 05/01
MMA Praxis Value Index B            
Neuberger Berman Socially Responsive Inv 16.75% 18.78% 8.71% 14.56% 7.51% 9.41% 03/94
Neuberger Berman Socially Responsive Tr 16.57% 18.55% 8.53% 14.36% 7.32% 9.21% 03/97
New Alternatives Fund 19.08% 21.56% 6.93% 12.53% 1.41% 7.96% 09/82
New Covenant Growth Fund 20.22% 21.64% 8.23% 12.73% 6.10% 4.53% 07/99
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Parnassus Equity Income 16.42% 18.73% 8.65% 14.64% 9.80% 10.77% 08/92
Parnassus Fund 15.34% 18.62% 9.86% 15.89% 10.25% 10.30% 12/84
Parnassus Mid-Cap Fund 16.15% 17.61% 10.49% 14.23% 10.11% 9.80% 04/05
Parnassus Small Cap Fund            
Parnassus Workplace Fund 21.33% 23.79% 15.24% 19.33% 13.69% 12.83% 04/05
Pax World Growth 20.85% 23.02% 9.09% 14.04% 7.64% 5.45% 06/97
Pax World Growth R            
Pax World Small Cap Fund 7.64% 10.75% 7.81% 13.77%   9.85% 03/08
Pax World Small Cap Fund R            
Pax World Women's Equity Fund 22.58% 24.67% 8.10% 11.72% 3.87% 6.86% 10/93
Sentinel Sustainable Core Opportunities Fund A            
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Sentinel Sustainable Growth Opp Fund A            
Spectra Green Fund Class N 27.78% 28.50% 9.60% 13.76% 5.54% 3.30% 12/00
Utopia Core Conservative            
Utopia Core Fund            
Utopia Growth Fund            
Utopia Yield Income Fund            
Vanguard FTSE Social Index Fd 22.82% 24.87% 11.19% 17.17% 8.18% 4.54% 05/00
Walden Social Equity Fund 19.29% 21.31% 9.96% 13.93% 7.83% 6.41% 06/99
Winslow Green Growth Fund            
Winslow Green Solutions            
International/Global Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
American Trust Energy Alternatives Fund            
Calvert Global Alternative Energy A 27.04% 29.93% 2.96% 7.54% -8.54% -6.07%
Calvert Global Alternative Energy C 25.99% 28.80% 2.05% 6.56% -9.41% -7.41%
Calvert International Opportunities A 35.67% 38.20% 10.91% 12.07% 3.99% 4.15% 05/07
Calvert International Opportunities C 34.70% 37.12% 9.94% 11.11% 3.11% 3.51% 07/07
Calvert World Values Intl Equity A 19.23% 22.26% 3.36% 6.09% -1.19% 3.74% 07/92
Calvert World Values Intl Equity B            
Calvert World Values Intl Equity C 18.50% 21.37% 2.55% 5.23% -2.03% 2.07% 03/94
DFA Emerging Mkts Soc Core Eq Port 32.68% 33.06% 6.75% 5.28% 2.25% 6.64% 08/06
Domini European PacAsia Social Equity A 22.80% 26.44% 7.71% 10.31% 2.28% 2.66% 12/06
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Domini European PacAsia Social Equity Fund 22.92% 26.62% 7.76% 10.33% 2.14% 2.28% 12/06
Domini European Social Equity A            
Domini European Social Equity Fund            
Domini PacAsia Social Equity A            
Domini PacAsia Social Equity Fund            
Guinness Atkinson Alternative Energy Fund 16.73% 15.35% -7.40% 5.20% -14.56% -10.67% 03/06
MMA Praxis International A            
MMA Praxis International B            
Pax World Global Green 25.72% 26.83% 10.65% 12.87%   6.51% 03/08
Pax World Global Green R            
Pax World International Fund            
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Pax World International Fund R            
Portfolio 21 26.44% 27.55% 9.33% 10.85% 4.65% 5.94% 09/99
Balanced Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert Aggresive Allocation A 19.07% 21.19% 8.16% 11.92% 5.33% 6.30% 06/05
Calvert Aggresive Allocation C 18.25% 20.23% 7.18% 10.81% 4.11% 5.06% 06/05
Calvert Conservative Allocation A 8.86% 9.60% 4.56% 6.00% 4.95% 5.35% 04/05
Calvert Conservative Allocation C 8.15% 8.88% 3.68% 5.07% 3.83% 4.19% 04/05
Calvert Moderate Allocation A 14.14% 15.69% 6.44% 9.08% 5.01% 5.86% 04/05
Calvert Moderate Allocation C 13.34% 14.81% 5.63% 8.27% 4.21% 5.03% 04/05
CSIF Balanced Portfolio A 10.42% 11.78% 4.70% 8.34% 5.21% 7.64% 10/82
CSIF Balanced Portfolio B            
CSIF Balanced Portfolio C 9.65% 10.90% 3.87% 7.48% 4.33% 4.92% 03/94
Green Century Balanced Fund 12.81% 13.53% 5.45% 9.53% 5.63% 6.96% 03/92
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Legg Mason Partners Social Awareness A 16.46% 18.40% 6.29% 9.20% 5.58% 7.35% 11/92
Legg Mason Partners Social Awareness B 15.46% 17.27% 5.36% 8.13% 4.60% 6.99% 02/87
Legg Mason Partners Social Awareness C 15.66% 17.48% 5.51% 8.41% 4.89% 6.31% 05/93
New Covenant Balanced Growth Fund 12.62% 13.43% 5.63% 8.13% 4.53% 4.34% 07/99
New Covenant Balanced Income Fund 8.16% 8.58% 3.98% 5.27% 3.42% 4.00% 07/99
Pax World Balanced Fund 12.17% 13.41% 5.41% 8.38% 4.37% 8.36% 08/71
Pax World Balanced R            
Walden Social Balanced Fund 13.85% 15.34% 7.45% 10.26% 5.99% 5.42% 06/99
Fixed Income Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Access Cap Strat Community Inv Fd 1.52% 1.49% 1.49% 1.60% 3.35% 4.24% 06/98
CRA Qualified Investment Fund 2.00% 1.99% 1.42% 0.96% 2.93% 4.05% 08/99
CRA Qualified Investment Fund Retail 2.18% 2.09% 1.56% 1.08% 3.04% 3.20% 03/07
CSIF Bond Portfolio A 3.79% 3.85% 2.59% 2.14% 3.52% 6.15% 08/87
CSIF Bond Portfolio B            
CSIF Bond Portfolio C 2.95% 2.93% 1.70% 1.28% 2.68% 3.82% 06/98
Domini Social Bond Fund 3.37% 3.48% 2.05% 1.54% 3.26% 4.22% 06/00
DWS GNMA Fund S 1.43% 0.96% 0.90% 0.96% 3.38% 5.86% 07/00
LKCM Aquinas Fixed Income            
MMA Praxis Intermediate Income A 2.72% 2.70% 1.73% 1.70% 3.94% 4.44% 05/99
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
MMA Praxis Intermediate Income B            
New Covenant Income Fund 2.23% 2.25% 1.73% 1.45% 1.95% 3.53% 07/99
Parnassus Fixed Income 2.96% 3.14% 2.02% 1.40% 3.40% 5.09% 08/92
Pax World High Yield Bond Fund 6.35% 8.94% 3.56% 4.01% 5.43% 5.50% 10/99
PIMCO Low Duration Fund III Admin 1.39% 1.75% 0.81% 0.73% 2.52% 3.78% 03/99
PIMCO Total Return III Admin 3.93% 4.63% 1.99% 1.72% 4.73% 6.48% 04/97
Institutional Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert Global Alternative Energy I 27.18% 30.11% 3.35% 7.95% -8.13% -5.65%
Calvert International Opportunities I 36.22% 38.79% 11.37% 12.55% 4.44% 4.60% 05/07
Calvert Large Cap Growth I            
Calvert Mid Cap Value I            
Calvert New Vision Small Cap I            
Calvert Social Index I 20.19% 22.20% 10.29% 16.00% 8.36% 4.44% 06/00
Calvert World Values Intl Equity I 19.68% 22.74% 3.81% 6.65% -0.56% 2.61% 02/99
CNI Charter Socially Responsible Equity I 14.64% 16.16% 5.51% 10.75% 5.05% 5.51% 01/05
CRA Qualified Investment Fund I 2.52% 2.45% 1.88% 1.41% 3.38% 3.55% 03/07
CSIF Balanced Portfolio I 10.77% 12.16% 5.11% 8.81% 5.71% 5.89% 02/99
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
CSIF Bond Portfolio I 4.07% 4.23% 3.00% 2.64% 4.09% 5.45% 03/00
CSIF Equity Portfolio I 25.64% 25.91% 10.44% 14.68% 8.77% 8.24% 11/99
Domini Institutional Social Equity Fund 15.46% 17.00% 6.02% 12.80% 7.21% 8.90% 05/96
Dreyfus Premier Third Century I 15.29% 17.62% 6.91% 13.56% 7.84% 9.55% 08/99
Dreyfus Socially Resp Growth I 15.33% 17.63% 6.92% 13.64% 7.90% 8.09% 10/93
Gabelli SRI Fund Inc I 12.27% 13.09% 6.33% 10.44% 7.77% 6.72% 06/07
MMA Praxis Core Stock I            
MMA Praxis Growth Index I 26.20% 28.11% 11.87% 16.46% 9.44% 9.36% 05/07
MMA Praxis Intermediate Income I 3.17% 3.18% 2.13% 2.11% 4.32% 4.67% 05/06
MMA Praxis International I            
MMA Praxis Small Cap Fund I 11.69% 13.08% 5.84% 9.36% 6.56% 5.70% 05/07
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
MMA Praxis Value Index I 15.37% 17.99% 8.42% 14.16% 5.90% 5.68% 05/06
Pax World Balanced I 12.43% 13.73% 5.69% 8.67% 4.63% 8.47% 04/07
Pax World Global Green I 26.00% 27.19% 10.92% 13.15%   6.78% 03/08
Pax World Growth I 21.16% 23.32% 9.37% 14.32% 7.91% 5.58% 04/07
Pax World International Fund I            
Pax World Small Cap Fund I 7.92% 11.02% 8.08% 14.06%   10.13% 03/08
Pax World Women's Equity Fund I 22.86% 25.00% 8.37% 12.00% 4.13% 6.99% 04/06
PIMCO Low Duration Fund III I 1.62% 2.01% 1.06% 0.98% 2.79% 4.04% 12/96
PIMCO Total Return III I 4.17% 4.89% 2.26% 1.98% 4.97% 6.74% 05/91
Portfolio 21 I 26.75% 27.89% 9.61% 11.15% 4.95% 5.24% 03/07
Sentinel Sustainable Core Opportunities Fund I            
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Sentinel Sustainable Growth Opp Fund I            
TIAA CREF Inst Social Choice Equity Retail 19.19% 21.38% 9.48% 14.71% 7.88% 5.56% 03/06
TIAA-CREF Inst Social Choice Equity Retire 19.28% 21.42% 9.51% 14.75% 7.87% 5.55% 10/02
Vanguard FTSE Social Index I 22.95% 25.03% 11.30% 17.30% 8.31% 8.77% 01/03
Winslow Green Growth I            

Please note that all performance statistics are based on Net Asset Value.

 

 
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