institutionalshareowner.com Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors
Use these buttons to navigate the website
Back to homepage News reports Consulting Services Corporate Research Shareowner Action Mutual Funds Community Investment About Us
Mutual Funds Center
Percentile ranking is a relative performance comparison to other funds with same investment goals and style. The lower the percentile ranking, the better the performance. For example, a fund with a percentile ranking of 10 performed better than 90 percent of its peer funds.
Interested in a fund?
Order a fund prospectus today!

Just click on the check box next to each desired fund name - then click on the "Order Prospectus" button.
Sort the table Want to find the top performing funds?
Select the desired time period in the drop down menu - then click the "Sort by" button
Sort the table
  -Fund Descriptions
-General Information
-Contact Information
-Social Issues
-Fund Performance

Top 10 SRI Fund Prospectuses   Fund Percentile Ranking (11/30/17)
Domestic Equity Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
American Trust Allegiance 30 70 28 75 85 70
American Trust Allegiance 30 70 28 75 85 70
Appleseed Fund 52 22 57 66 82 16
Appleseed Fund 52 22 57 66 82 16
Ariel Appreciation 68 31 74 83 35 23
Ariel Appreciation 68 31 74 83 35 23
Ariel Focus Fund 79 49 78 85 69 72
Ariel Focus Fund 79 49 78 85 69 72
Ariel Fund 40 20 41 65 13 42
Ariel Fund 40 20 41 65 13 42
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Azzad Ethical Mid Cap Fund 26 42 30 92 85 57
Azzad Ethical Mid Cap Fund 26 42 30 92 85 57
Calvert Capital Accumulation A 85 90 85 94 96 67
Calvert Capital Accumulation A 85 90 85 94 96 67
Calvert Capital Accumulation C 90 93 89 96 96 85
Calvert Capital Accumulation C 90 93 89 96 96 85
Calvert Small Cap Value A 57 56 50 36 17 58
Calvert Small Cap Value A 57 56 50 36 17 58
Calvert Small Cap Value C 62 60 56 50 35 77
Calvert Small Cap Value C 62 60 56 50 35 77
Calvert Social Index A 48 45 47 36 27 39
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Social Index A 48 45 47 36 27 39
Calvert Social Index C 53 51 52 50 44 57
Calvert Social Index C 53 51 52 50 44 57
CNI Charter Socially Responsible Equity N 74 3 76 86 85 85
CNI Charter Socially Responsible Equity N 74 3 76 86 85 85
CSIF Equity Portfolio A 25 26 29 35 50 29
CSIF Equity Portfolio A 25 26 29 35 50 29
CSIF Equity Portfolio C 27 29 32 48 63 48
CSIF Equity Portfolio C 27 29 32 48 63 48
Domini Social Equity A 70 62 73 84 73  
Domini Social Equity A 70 62 73 84 73  
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Domini Social Equity Fund 71 63 73 84 73 58
Domini Social Equity Fund 71 63 73 84 73 58
Domini Social Equity R 68 60 72 83 70 52
Domini Social Equity R 68 60 72 83 70 52
Dreyfus Premier Third Century A 71 89 70 79 64 48
Dreyfus Premier Third Century A 71 89 70 79 64 48
Dreyfus Premier Third Century C 75 90 75 84 73 61
Dreyfus Premier Third Century C 75 90 75 84 73 61
Dreyfus Premier Third Century Z 70 89 69 76 61 41
Dreyfus Premier Third Century Z 70 89 69 76 61 41
Dreyfus Socially Resp Growth S 71 89 69 77 63 43
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Socially Resp Growth S 71 89 69 77 63 43
Epiphany FFV Fund N 41 16 40 75 70 57
Epiphany FFV Fund N 41 16 40 75 70 57
Eventide Gilead Fund 17 29 26 49 4  
Eventide Gilead Fund 17 29 26 49 4  
Firsthand Alternative Energy Fund 2 56 2 12 1 61
Firsthand Alternative Energy Fund 2 56 2 12 1 61
Flex-funds Total Return Utilities 98 79 99 99 90 87
Flex-funds Total Return Utilities 98 79 99 99 90 87
Gabelli SRI Fund Inc A 83 89 86 82 87 45
Gabelli SRI Fund Inc A 83 89 86 82 87 45
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Gabelli SRI Fund Inc AAA 83 88 86 82 87 46
Gabelli SRI Fund Inc AAA 83 88 86 82 87 46
Gabelli SRI Fund Inc C 85 89 88 86 89 60
Gabelli SRI Fund Inc C 85 89 88 86 89 60
Green Century Equity 40 53 41 38 32 44
Green Century Equity 40 53 41 38 32 44
Integrity Growth & Income Fund 41 9 35 45 42 41
Integrity Growth & Income Fund 41 9 35 45 42 41
LKCM Aquinas Value Fund 13 4 17 45 53 47
LKCM Aquinas Value Fund 13 4 17 45 53 47
MMA Praxis Growth Index A 24 44 22 18 19 17
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
MMA Praxis Growth Index A 24 44 22 18 19 17
MMA Praxis Small Cap Fund A 70 18 84 91 95 90
MMA Praxis Small Cap Fund A 70 18 84 91 95 90
MMA Praxis Value Index A 72 16 69 65 59 80
MMA Praxis Value Index A 72 16 69 65 59 80
Neuberger Berman Socially Responsive Inv 63 67 62 54 44 45
Neuberger Berman Socially Responsive Inv 63 67 62 54 44 45
Neuberger Berman Socially Responsive Tr 63 69 63 57 47 49
Neuberger Berman Socially Responsive Tr 63 69 63 57 47 49
New Alternatives Fund 52 98 49 75 71 97
New Alternatives Fund 52 98 49 75 71 97
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
New Covenant Growth Fund 36 12 39 31 26 33
New Covenant Growth Fund 36 12 39 31 26 33
Parnassus Equity Income 29 44 30 34 14 5
Parnassus Equity Income 29 44 30 34 14 5
Parnassus Fund 69 57 62 36 20 6
Parnassus Fund 69 57 62 36 20 6
Parnassus Mid-Cap Fund 54 82 60 22 39 6
Parnassus Mid-Cap Fund 54 82 60 22 39 6
Parnassus Workplace Fund 38 14 35 2 2 1
Parnassus Workplace Fund 38 14 35 2 2 1
Pax World Growth 41 24 38 49 52 43
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Growth 41 24 38 49 52 43
Pax World Small Cap Fund 88 74 90 80 55  
Pax World Small Cap Fund 88 74 90 80 55  
Pax World Women's Equity Fund 34 63 32 62 78 92
Pax World Women's Equity Fund 34 63 32 62 78 92
Spectra Green Fund Class N 18 70 19 40 57 78
Spectra Green Fund Class N 18 70 19 40 57 78
Vanguard FTSE Social Index Fd 33 29 31 20 8 30
Vanguard FTSE Social Index Fd 33 29 31 20 8 30
Walden Social Equity Fund 22 6 22 11 24 17
Walden Social Equity Fund 22 6 22 11 24 17
International/Global Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy A 2 46 2 5 5 95
Calvert Global Alternative Energy A 2 46 2 5 5 95
Calvert Global Alternative Energy C 2 48 2 6 5 95
Calvert Global Alternative Energy C 2 48 2 6 5 95
Calvert International Opportunities A 10 7 6 12 11 18
Calvert International Opportunities A 10 7 6 12 11 18
Calvert International Opportunities C 12 8 8 17 16 30
Calvert International Opportunities C 12 8 8 17 16 30
Calvert World Values Intl Equity A 88 60 87 90 86 94
Calvert World Values Intl Equity A 88 60 87 90 86 94
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert World Values Intl Equity C 90 65 89 93 91 96
Calvert World Values Intl Equity C 90 65 89 93 91 96
DFA Emerging Mkts Soc Core Eq Port 42 46 36 28 39 26
DFA Emerging Mkts Soc Core Eq Port 42 46 36 28 39 26
Domini European PacAsia Social Equity A 70 88 63 33 20 44
Domini European PacAsia Social Equity A 70 88 63 33 20 44
Domini European PacAsia Social Equity Fund 69 88 61 32 20 46
Domini European PacAsia Social Equity Fund 69 88 61 32 20 46
Guinness Atkinson Alternative Energy Fund 4 59 4 58 6 99
Guinness Atkinson Alternative Energy Fund 4 59 4 58 6 99
Pax World Global Green 16 20 17 12 25  
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Global Green 16 20 17 12 25  
Portfolio 21 14 22 16 22 46 61
Portfolio 21 14 22 16 22 46 61
Balanced Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Aggresive Allocation A 15 13 13 9 6 25
Calvert Aggresive Allocation A 15 13 13 9 6 25
Calvert Aggresive Allocation C 19 18 18 22 17 67
Calvert Aggresive Allocation C 19 18 18 22 17 67
Calvert Conservative Allocation A 73 75 75 63 66 37
Calvert Conservative Allocation A 73 75 75 63 66 37
Calvert Conservative Allocation C 78 78 79 76 76 74
Calvert Conservative Allocation C 78 78 79 76 76 74
Calvert Moderate Allocation A 41 38 40 34 35 35
Calvert Moderate Allocation A 41 38 40 34 35 35
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Moderate Allocation C 46 41 45 46 44 64
Calvert Moderate Allocation C 46 41 45 46 44 64
CSIF Balanced Portfolio A 71 62 71 72 51 57
CSIF Balanced Portfolio A 71 62 71 72 51 57
CSIF Balanced Portfolio C 83 66 82 89 65 81
CSIF Balanced Portfolio C 83 66 82 89 65 81
Green Century Balanced Fund 44 27 51 52 23 41
Green Century Balanced Fund 44 27 51 52 23 41
Legg Mason Partners Social Awareness A 44 27 45 61 64 63
Legg Mason Partners Social Awareness A 44 27 45 61 64 63
Legg Mason Partners Social Awareness B 50 30 51 71 71 82
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Legg Mason Partners Social Awareness B 50 30 51 71 71 82
Legg Mason Partners Social Awareness C 49 29 50 70 70 78
Legg Mason Partners Social Awareness C 49 29 50 70 70 78
New Covenant Balanced Growth Fund 40 33 62 36 27 63
New Covenant Balanced Growth Fund 40 33 62 36 27 63
New Covenant Balanced Income Fund 93 89 96 87 93 95
New Covenant Balanced Income Fund 93 89 96 87 93 95
Pax World Balanced Fund 50 61 52 53 49 81
Pax World Balanced Fund 50 61 52 53 49 81
Walden Social Balanced Fund 28 2 28 8 10 32
Walden Social Balanced Fund 28 2 28 8 10 32
Fixed Income Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Access Cap Strat Community Inv Fd 41 58 37 20 18 22
Access Cap Strat Community Inv Fd 41 58 37 20 18 22
CRA Qualified Investment Fund 63 87 65 58 71 61
CRA Qualified Investment Fund 63 87 65 58 71 61
CRA Qualified Investment Fund Retail 59 85 63 53 67 57
CRA Qualified Investment Fund Retail 59 85 63 53 67 57
CSIF Bond Portfolio A 27 53 32 21 31 46
CSIF Bond Portfolio A 27 53 32 21 31 46
CSIF Bond Portfolio C 42 71 49 48 61 66
CSIF Bond Portfolio C 42 71 49 48 61 66
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Domini Social Bond Fund 44 66 48 49 63 75
Domini Social Bond Fund 44 66 48 49 63 75
DWS GNMA Fund S 23 31 46 44 59 58
DWS GNMA Fund S 23 31 46 44 59 58
MMA Praxis Intermediate Income A 68 93 70 60 62 52
MMA Praxis Intermediate Income A 68 93 70 60 62 52
New Covenant Income Fund 58 72 61 47 56 82
New Covenant Income Fund 58 72 61 47 56 82
Parnassus Fixed Income 42 79 43 36 58 49
Parnassus Fixed Income 42 79 43 36 58 49
Pax World High Yield Bond Fund 45 19 23 78 81 82
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World High Yield Bond Fund 45 19 23 78 81 82
PIMCO Low Duration Fund III Admin 76 47 70 81 76 70
PIMCO Low Duration Fund III Admin 76 47 70 81 76 70
PIMCO Total Return III Admin 25 86 21 37 46 16
PIMCO Total Return III Admin 25 86 21 37 46 16
Institutional Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy I 1 46 1 4 4 92
Calvert Global Alternative Energy I 1 46 1 4 4 92
Calvert International Opportunities I 9 6 5 10 8 14
Calvert International Opportunities I 9 6 5 10 8 14
Calvert Social Index I 45 43 44 31 19 26
Calvert Social Index I 45 43 44 31 19 26
Calvert World Values Intl Equity I 87 56 85 86 79 91
Calvert World Values Intl Equity I 87 56 85 86 79 91
CNI Charter Socially Responsible Equity I 73 3 75 85 84 83
CNI Charter Socially Responsible Equity I 73 3 75 85 84 83
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
CRA Qualified Investment Fund I 52 79 57 41 57 49
CRA Qualified Investment Fund I 52 79 57 41 57 49
CSIF Balanced Portfolio I 65 60 65 60 39 40
CSIF Balanced Portfolio I 65 60 65 60 39 40
CSIF Bond Portfolio I 23 47 26 14 19 31
CSIF Bond Portfolio I 23 47 26 14 19 31
CSIF Equity Portfolio I 24 23 27 29 42 19
CSIF Equity Portfolio I 24 23 27 29 42 19
Domini Institutional Social Equity Fund 68 60 71 83 69 51
Domini Institutional Social Equity Fund 68 60 71 83 69 51
Dreyfus Premier Third Century I 69 89 68 75 59 38
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Premier Third Century I 69 89 68 75 59 38
Dreyfus Socially Resp Growth I 69 89 68 75 58 37
Dreyfus Socially Resp Growth I 69 89 68 75 58 37
Gabelli SRI Fund Inc I 82 88 85 80 85 40
Gabelli SRI Fund Inc I 82 88 85 80 85 40
MMA Praxis Growth Index I 23 41 20 14 13 11
MMA Praxis Growth Index I 23 41 20 14 13 11
MMA Praxis Intermediate Income I 63 88 67 51 54 43
MMA Praxis Intermediate Income I 63 88 67 51 54 43
MMA Praxis Small Cap Fund I 66 16 80 89 94 83
MMA Praxis Small Cap Fund I 66 16 80 89 94 83
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
MMA Praxis Value Index I 69 15 67 58 50 72
MMA Praxis Value Index I 69 15 67 58 50 72
Pax World Balanced I 49 58 49 44 41 75
Pax World Balanced I 49 58 49 44 41 75
Pax World Global Green I 16 19 16 10 21  
Pax World Global Green I 16 19 16 10 21  
Pax World Growth I 39 22 37 44 48 36
Pax World Growth I 39 22 37 44 48 36
Pax World Small Cap Fund I 87 73 89 77 49  
Pax World Small Cap Fund I 87 73 89 77 49  
Pax World Women's Equity Fund I 33 62 30 59 76 91
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Women's Equity Fund I 33 62 30 59 76 91
PIMCO Low Duration Fund III I 71 41 65 72 70 64
PIMCO Low Duration Fund III I 71 41 65 72 70 64
PIMCO Total Return III I 21 82 19 29 36 11
PIMCO Total Return III I 21 82 19 29 36 11
Portfolio 21 I 14 21 15 19 42 54
Portfolio 21 I 14 21 15 19 42 54
TIAA CREF Inst Social Choice Equity Retail 52 36 50 43 41 37
TIAA CREF Inst Social Choice Equity Retail 52 36 50 43 41 37
TIAA-CREF Inst Social Choice Equity Retire 51 35 49 42 40 38
TIAA-CREF Inst Social Choice Equity Retire 51 35 49 42 40 38
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Vanguard FTSE Social Index I 32 28 30 19 7 27
Vanguard FTSE Social Index I 32 28 30 19 7 27

 

 
Home
| News | Reports | Marketplace | Consulting | About Us | Contact | Tools | Login
Corporate Social Research | Mutual Funds | Shareowner Action | Community Investment

© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy