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  -Fund Descriptions
-Fund Performance
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-Percentile Ranking

  Top 10 SRI Fund Prospectuses General Information (07/31/17)
Domestic Equity Funds Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust Allegiance Large-Cap Growth $24.6 1.45% 0.00% 0.00% $2,500 $1,000
Appleseed Fund Mid-Cap Value $91.2 1.25% 0.00% 0.00% $2,500  
Ariel Appreciation Mid-Cap Value/Growth $1,497.9 1.12% 0.00% 0.00% $1,000  
Ariel Focus Fund Large-Cap Value $41.1 1.00%     $1,000  
Ariel Fund Mid-Cap Value $1,575.0 1.02% 0.00% 0.00% $1,000  
Azzad Ethical Income Fund Mid-Cap Growth            
Azzad Ethical Mid Cap Fund Mid-Cap Growth $69.2 0.99%     $1,000 $500
Calvert Capital Accumulation A Mid-Cap Growth $162.7 1.21% 4.75% 0.00% $2,000 $1,000
Calvert Capital Accumulation B Mid-Cap Growth            
Calvert Capital Accumulation C Mid-Cap Growth $18.8 1.96%     $2,000 $1,000
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Large Cap Growth A Large-Cap Growth     4.75%      
Calvert Large Cap Growth B Large-Cap Growth            
Calvert Large Cap Growth C Large-Cap Growth            
Calvert Mid Cap Value A Mid-Cap Value/Growth     4.75%      
Calvert Mid Cap Value C Mid-Cap Value/Growth            
Calvert New Vision Small Cap A Small-Cap Growth     4.75% 0.00%    
Calvert New Vision Small Cap B Small-Cap Growth            
Calvert New Vision Small Cap C Small-Cap Growth            
Calvert Small Cap Value A Small-Cap Value/Growth $133.7 1.36% 4.75%   $2,000 $1,000
Calvert Small Cap Value C Small-Cap Value/Growth $16.5 2.12%     $2,000 $1,000
Calvert Social Index A Large-Cap Value/Growth $258.6 0.54% 4.75% 0.00% $5,000 $2,000
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Social Index B Large-Cap Value/Growth            
Calvert Social Index C Large-Cap Value/Growth $50.3 1.29%     $5,000 $2,000
CNI Charter Socially Responsible Equity N Large-Cap Value $2.9 1.14%     $2,500 $2,500
CSIF Enhanced Equity Portfolio A Large-Cap Value/Growth     4.75% 0.00%    
CSIF Enhanced Equity Portfolio B Large-Cap Value/Growth            
CSIF Enhanced Equity Portfolio C Large-Cap Value/Growth            
CSIF Equity Portfolio A Large-Cap Value/Growth $1,225.4 1.09% 4.75% 0.00% $2,000 $1,000
CSIF Equity Portfolio B Large-Cap Value/Growth            
CSIF Equity Portfolio C Large-Cap Growth $154.0 1.86%     $2,000 $1,000
Domini Social Equity A Large-Cap Value/Growth $8.5 1.12% 4.75%   $2,500 $1,500
Domini Social Equity Fund Large-Cap Value/Growth $675.1 1.08% 0.00% 0.00% $2,500 $1,500
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Domini Social Equity R Large-Cap Value/Growth $21.1 0.76%        
Dreyfus Premier Third Century A Large-Cap Growth $19.8 0.95% 5.75%   $1,000 $750
Dreyfus Premier Third Century B Large-Cap Growth            
Dreyfus Premier Third Century C Large-Cap Growth $5.1 1.70%     $1,000 $750
Dreyfus Premier Third Century T Large-Cap Growth            
Dreyfus Premier Third Century Z Large-Cap Growth $278.9 0.80% 0.00% 0.00% $1,000 $750
Dreyfus Socially Resp Growth S Large-Cap Growth $12.0 0.95%        
Epiphany FFV Fund A Large-Cap Large Blend     5.00%      
Epiphany FFV Fund C Large-Cap Growth            
Epiphany FFV Fund N Large-Cap Large Blend $16.0 1.50%     $1,000  
Eventide Gilead Fund All Cap Value $320.5 1.43%     $1,000 $1,000
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Firsthand Alternative Energy Fund Mid-Cap Growth $5.9 1.98%     $2,000 $2,000
Flex-funds Total Return Utilities Large-Cap Value/Growth $13.3 2.01% 0.00% 0.00% $2,500 $500
Gabelli SRI Fund Inc A Mid-Cap Value/Growth $19.3 1.25% 5.75%   $1,000 $250
Gabelli SRI Fund Inc AAA Mid-Cap Value/Growth $15.4 1.25%     $1,000 $250
Gabelli SRI Fund Inc C Mid-Cap Value/Growth $10.2 2.00%     $1,000 $250
Green Century Equity Large-Cap Growth $207.1 1.25% 0.00% 0.00% $2,500 $1,000
Integrity Growth & Income Fund Large-Cap Growth $32.8 1.25% 0.00% 0.00% $1,000 $250
LKCM Aquinas Growth Fund Large-Cap Growth     0.00% 0.00%    
LKCM Aquinas Small Cap Fund Small-Cap Growth     0.00% 0.00%    
LKCM Aquinas Value Fund Large-Cap Value/Growth $63.7 1.00% 0.00% 0.00% $2,000  
MMA Praxis Core Stock A Large-Cap Value/Growth     5.25%      
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Core Stock B Large-Cap Value/Growth     0.00% 4.00%    
MMA Praxis Growth Index A Large-Cap Growth $79.1 0.86% 5.25%   $2,500 $2,500
MMA Praxis Growth Index B Large-Cap Growth            
MMA Praxis Small Cap Fund A Small-Cap Growth $5.1 1.13% 5.25%   $2,500 $2,500
MMA Praxis Small Cap Fund B Small-Cap Growth            
MMA Praxis Value Index A Large-Cap Value $23.2 0.94% 5.25%   $2,500 $2,500
MMA Praxis Value Index B Large-Cap Value            
Neuberger Berman Socially Responsive Inv Large-Cap Growth $744.9 0.86% 0.00% 0.00% $1,000  
Neuberger Berman Socially Responsive Tr Large-Cap Growth $241.2 1.03%        
New Alternatives Fund Mid-Cap Growth $215.8 1.37% 4.75% 0.00% $2,500 $2,500
New Covenant Growth Fund Large-Cap Value/Growth $420.3 1.14%     $500  
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Parnassus Equity Income Large-Cap Growth $10,421.0 0.87% 0.00% 0.00% $2,000 $500
Parnassus Fund Mid-Cap Value/Growth $926.6 0.86% 0.00% 0.00% $2,000 $500
Parnassus Mid-Cap Fund Mid-Cap Value/Growth $1,896.3 0.99%     $2,000 $500
Parnassus Small Cap Fund Small-Cap Value/Growth            
Parnassus Workplace Fund Large-Cap Growth $3,681.2 0.95%     $2,000 $500
Pax World Growth Large-Cap Growth $157.2 0.90% 0.00% 0.00% $1,000  
Pax World Growth R Large-Cap Growth            
Pax World Small Cap Fund Small-Cap Growth $254.3 1.19%     $1,000  
Pax World Small Cap Fund R Small-Cap Growth            
Pax World Women's Equity Fund All Cap Growth $86.5 0.90% 0.00% 0.00% $1,000  
Sentinel Sustainable Core Opportunities Fund A Large-Cap Large Blend $359.2 1.18% 5.00%   $1,000 $1,000
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Sentinel Sustainable Growth Opp Fund A Mid-Cap Growth     5.00%      
Spectra Green Fund Class N Large-Cap Growth $33.3 1.31%     $1,000 $500
Utopia Core Conservative Small-Cap Value            
Utopia Core Fund Small-Cap Value            
Utopia Growth Fund Small-Cap Growth            
Utopia Yield Income Fund Mid-Cap Value            
Vanguard FTSE Social Index Fd Large-Cap Growth $1,826.0 0.22%     $3,000  
Walden Social Equity Fund Large-Cap Growth $190.8 1.00%     $100,000  
Winslow Green Growth Fund Small-Cap Growth     0.00% 0.00%    
Winslow Green Solutions Mid-Cap Growth            
International/Global Funds Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust Energy Alternatives Fund Small-Cap Growth            
Calvert Global Alternative Energy A Mid-Cap Growth     4.75%      
Calvert Global Alternative Energy C Mid-Cap Growth            
Calvert International Opportunities A Mid-Cap Growth $48.5 1.43% 4.75%   $2,000 $1,000
Calvert International Opportunities C Mid-Cap Growth $5.6 2.26%     $2,000 $1,000
Calvert World Values Intl Equity A Large-Cap Value $126.4 1.34% 4.75% 0.00% $2,000 $1,000
Calvert World Values Intl Equity B Large-Cap Value            
Calvert World Values Intl Equity C Large-Cap Value $12.1 2.09%     $2,000 $1,000
DFA Emerging Mkts Soc Core Eq Port Large-Cap Value/Growth $1,392.7 0.56%        
Domini European PacAsia Social Equity A Large-Cap Value $85.4 1.47% 4.75%   $2,500 $1,500
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Domini European PacAsia Social Equity Fund Large-Cap Value $594.1 1.46% 0.00%   $2,500 $1,500
Domini European Social Equity A Large-Cap Value     4.75%      
Domini European Social Equity Fund Large-Cap Value            
Domini PacAsia Social Equity A Large-Cap Value     4.75%      
Domini PacAsia Social Equity Fund Large-Cap Value            
Guinness Atkinson Alternative Energy Fund Mid-Cap Growth $10.8 1.99%     $5,000 $1,000
MMA Praxis International A Large-Cap Value/Growth     5.25%      
MMA Praxis International B Large-Cap Value/Growth     0.00% 4.00%    
Pax World Global Green All Cap Value/Growth $148.1 1.23%     $1,000  
Pax World Global Green R All Cap Value/Growth            
Pax World International Fund All Cap Value/Growth            
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Pax World International Fund R All Cap Value/Growth            
Portfolio 21 Large-Cap Value/Growth $240.5 1.33%     $5,000 $1,000
Balanced Funds Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Aggresive Allocation A Balanced Large Blend $112.2 0.98% 4.75%   $2,000 $1,000
Calvert Aggresive Allocation C Balanced Large Cap $17.9 1.73%     $2,000 $1,000
Calvert Conservative Allocation A Balanced Large Blend $137.0 1.00% 4.75%   $2,000 $1,000
Calvert Conservative Allocation C Balanced Large Blend $33.5 1.75%     $2,000 $1,000
Calvert Moderate Allocation A Balanced Mid-Cap Blend $208.8 1.00% 4.75%   $2,000 $1,000
Calvert Moderate Allocation C Balanced Large Blend $42.3 1.75%     $2,000 $1,000
CSIF Balanced Portfolio A Balanced Large Blend $555.1 0.94% 4.75% 0.00% $2,000 $1,000
CSIF Balanced Portfolio B Balanced Large Blend            
CSIF Balanced Portfolio C Balanced Large Blend $61.6 1.76%     $2,000 $1,000
Green Century Balanced Fund Balanced Small Cap Growth $225.8 1.48% 0.00% 0.00% $2,500 $1,000
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Legg Mason Partners Social Awareness A Balanced Large Blend $100.7 1.25% 5.75% 0.00% $1,000 $250
Legg Mason Partners Social Awareness B Balanced Large Blend $1.0 2.00% 0.00% 5.00% $1,000 $250
Legg Mason Partners Social Awareness C Balanced Large Blend $11.4 2.00% 0.00% 1.00% $1,000 $250
New Covenant Balanced Growth Fund Balanced Large Blend $289.2 1.11%     $500  
New Covenant Balanced Income Fund Balanced Large Blend $78.9 1.09%     $500  
Pax World Balanced Fund Balanced Large Growth $1,471.4 0.93% 0.00% 0.00% $1,000  
Pax World Balanced R Balanced Large Growth            
Walden Social Balanced Fund Balanced Large Cap $114.3 1.00%     $100,000  
Fixed Income Funds Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Access Cap Strat Community Inv Fd Gov/Corp HiQual Intermediate $618.3 0.64%     $1,000,000  
CRA Qualified Investment Fund High Quality Intermediate $1,581.4 0.91%     $500,000  
CRA Qualified Investment Fund Retail High Quality Intermediate $65.4 0.81%     $2,500  
CSIF Bond Portfolio A Corp. General Intermediate $279.6 0.88% 3.75% 0.00% $2,000 $1,000
CSIF Bond Portfolio B Corp. General Intermediate            
CSIF Bond Portfolio C Corp. General Intermediate $27.2 1.78%     $2,000 $1,000
Domini Social Bond Fund High Quality Intermediate $142.4 0.85%     $2,500 $1,500
DWS GNMA Fund S High Quality Intermediate $1,108.3 0.56%     $2,500 $1,000
LKCM Aquinas Fixed Income Corp. HiQual Long-Term     0.00% 0.00%    
MMA Praxis Intermediate Income A Gov/Corp HiQual Intermediate $88.8 0.94% 3.75%   $2,500 $2,500
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Intermediate Income B Gov/Corp HiQual Intermediate     0.00% 4.00%    
New Covenant Income Fund Gov/Corp HiQual Intermediate $308.6 0.98%     $500  
Parnassus Fixed Income Corp. General Intermediate $210.9 0.68% 0.00% 0.00% $2,000 $500
Pax World High Yield Bond Fund Low Quality Intermediate $216.4 0.99%     $1,000  
PIMCO Low Duration Fund III Admin High Quality Short-Term $3.9 0.77%     $1,000,000  
PIMCO Total Return III Admin High Quality Intermediate $24.1 0.80% 0.00% 0.00% $1,000,000  
Institutional Funds Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Global Alternative Energy I Mid-Cap Growth            
Calvert International Opportunities I Mid-Cap Growth $106.4 1.16%     $1,000,000  
Calvert Large Cap Growth I Large-Cap Growth            
Calvert Mid Cap Value I Mid-Cap Value/Growth            
Calvert New Vision Small Cap I Small-Cap Growth            
Calvert Social Index I Large-Cap Value/Growth $517.8 0.19%     $100,000  
Calvert World Values Intl Equity I Large-Cap Value $75.9 0.96%     $1,000,000  
CNI Charter Socially Responsible Equity I Large-Cap Value $5.2 0.89%     $100,000 $100,000
CRA Qualified Investment Fund I High Quality Intermediate $383.1 0.46%     $500,000  
CSIF Balanced Portfolio I Balanced Large Blend $49.6 0.63%     $1,000,000  
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
CSIF Bond Portfolio I Corp. General Intermediate $477.1 0.53%     $1,000,000  
CSIF Equity Portfolio I Large-Cap Growth $538.4 0.70%     $1,000,000  
Domini Institutional Social Equity Fund Large-Cap Value/Growth $157.4 0.74% 0.00% 0.00% $1,000,000 $1,000,000
Dreyfus Premier Third Century I Growth Large Growth $13.9 0.70%     $1,000 $750
Dreyfus Socially Resp Growth I Large-Cap Growth $229.4 0.70%        
Gabelli SRI Fund Inc I Mid-Cap Value/Growth $23.3 1.00%     $100,000  
MMA Praxis Core Stock I Large-Cap Value/Growth            
MMA Praxis Growth Index I Large-Cap Growth $161.4 0.44%     $100,000  
MMA Praxis Intermediate Income I Gov/Corp HiQual Intermediate $405.2 0.72%     $100,000  
MMA Praxis International I Foreign Equity Value/Growth            
MMA Praxis Small Cap Fund I Small-Cap Growth $44.2 0.51%     $100,000  
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Value Index I Large-Cap Value $156.9 0.44%     $100,000  
Pax World Balanced I Balanced Large Growth $478.8 0.68%     $250,000  
Pax World Global Green I All Cap Value/Growth $329.6 0.98%     $250,000  
Pax World Growth I Large-Cap Growth $36.4 0.65%     $250,000  
Pax World International Fund I All Cap Value/Growth            
Pax World Small Cap Fund I Small-Cap Growth $562.6 0.94%     $250,000  
Pax World Women's Equity Fund I All Cap Growth $66.6 0.65%     $250,000  
PIMCO Low Duration Fund III I High Quality Short-Term $135.6 0.52%     $1,000,000  
PIMCO Total Return III I High Quality Intermediate $988.2 0.55% 0.00% 0.00% $1,000,000  
Portfolio 21 I Large-Cap Value/Growth $226.8 1.08%     $100,000 $100,000
Sentinel Sustainable Core Opportunities Fund I Large-Cap Large Blend $29.7 0.91%     $1,000,000  
    Type Style Assets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Sentinel Sustainable Growth Opp Fund I Mid-Cap Growth            
TIAA CREF Inst Social Choice Equity Retail Large-Cap Value/Growth $447.1 0.46% 0.00% 0.00% $2,500 $2,000
TIAA-CREF Inst Social Choice Equity Retire Large-Cap Value $377.5 0.44%     $0 $0
Vanguard FTSE Social Index I Large-Cap Growth $1,340.6 0.12%     $5,000,000  
Winslow Green Growth I Small-Cap Growth            

 

 
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