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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.
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  -Fund Descriptions
-General Information
-Contact Information
-Social Issues
-Fund Performance

Top 10 SRI Fund Prospectuses   Fund Percentile Ranking (04/30/18)
Domestic Equity Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
American Trust Allegiance 82 81 69 79 83 79
Appleseed Fund 78 75 64 83 87 24
Ariel Appreciation 53 87 78 88 64 15
Ariel Focus Fund 40 67 68 74 75 77
Ariel Fund 69 97 71 78 32 30
Azzad Ethical Mid Cap Fund 28 53 35 86 74 57
Calvert Capital Accumulation A 30 13 63 96 93 74
Calvert Capital Accumulation C 33 15 68 97 96 88
Calvert Small Cap Value A 49 61 50 47 35 59
Calvert Small Cap Value C 53 67 55 59 51 78
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Social Index A 57 68 55 42 34 37
Calvert Social Index C 61 71 60 52 46 55
CNI Charter Socially Responsible Equity N 87 78 65 83 87 88
CSIF Equity Portfolio A 22 31 26 32 33 35
CSIF Equity Portfolio C 23 34 30 43 45 51
Domini Social Equity A 71 76 81 84 73  
Domini Social Equity Fund 71 76 81 84 73 64
Domini Social Equity R 71 75 80 82 70 59
Dreyfus Premier Third Century A 75 68 87 79 71 53
Dreyfus Premier Third Century C 77 72 89 85 79 66
Dreyfus Premier Third Century Z 73 67 86 78 69 48
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Socially Resp Growth S 74 68 86 79 70 50
Epiphany FFV Fund N 44 64 26 66 67 60
Eventide Gilead Fund 27 25 9 57 9  
Firsthand Alternative Energy Fund 48 52 18 15 2 56
Flex-funds Total Return Utilities 46 71 69 99 82 90
Gabelli SRI Fund Inc A 98 98 95 89 89 57
Gabelli SRI Fund Inc AAA 98 98 95 89 89 57
Gabelli SRI Fund Inc C 98 98 96 91 91 69
Green Century Equity 55 77 53 35 44 43
Integrity Growth & Income Fund 87 96 43 44 40 47
LKCM Aquinas Value Fund 8 28 9 30 39 44
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
MMA Praxis Growth Index A 26 44 26 15 20 18
MMA Praxis Small Cap Fund A 34 23 43 91 92 90
MMA Praxis Value Index A 80 74 66 66 70 79
Neuberger Berman Socially Responsive Inv 38 47 57 48 49 48
Neuberger Berman Socially Responsive Tr 39 48 58 50 51 51
New Alternatives Fund 86 11 88 91 76 97
New Covenant Growth Fund 38 78 28 31 22 33
Parnassus Equity Income 15 27 24 19 13 7
Parnassus Fund 93 90 88 65 34 12
Parnassus Mid-Cap Fund 73 37 78 25 41 10
Parnassus Workplace Fund 95 98 72 18 10 2
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Growth 64 60 48 50 43 49
Pax World Small Cap Fund 92 80 84 88 71 49
Pax World Women's Equity Fund 47 41 38 54 72 92
Spectra Green Fund Class N 26 46 32 38 54 72
Vanguard FTSE Social Index Fd 52 63 38 25 23 27
Walden Social Equity Fund 45 84 18 8 18 24
International/Global Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy A 63 69 20 11 8 92
Calvert Global Alternative Energy C 66 74 22 15 9 95
Calvert International Opportunities A 7 11 8 8 9 19
Calvert International Opportunities C 9 13 10 13 14 30
Calvert World Values Intl Equity A 56 20 84 91 88 94
Calvert World Values Intl Equity C 66 25 87 95 93 95
DFA Emerging Mkts Soc Core Eq Port 37 41 47 34 36 26
Domini European PacAsia Social Equity A 39 61 84 35 31 39
Domini European PacAsia Social Equity Fund 38 60 84 34 31 41
Guinness Atkinson Alternative Energy Fund 1 7 2 46 11 99
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Global Green 98 95 57 33 41 55
Portfolio 21 31 53 20 23 47 60
Balanced Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Aggresive Allocation A 27 84 17 14 7 21
Calvert Aggresive Allocation C 38 88 23 26 19 58
Calvert Conservative Allocation A 53 18 71 67 65 48
Calvert Conservative Allocation C 68 24 79 80 77 79
Calvert Moderate Allocation A 28 52 38 37 34 35
Calvert Moderate Allocation C 43 58 45 50 44 60
CSIF Balanced Portfolio A 53 35 55 62 39 52
CSIF Balanced Portfolio C 66 46 65 82 57 80
Green Century Balanced Fund 27 31 51 67 27 34
Legg Mason Partners Social Awareness A 6 23 37 54 59 67
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Legg Mason Partners Social Awareness B 8 25 45 64 68 82
Legg Mason Partners Social Awareness C 8 26 45 63 66 79
New Covenant Balanced Growth Fund 22 66 27 33 18 54
New Covenant Balanced Income Fund 54 9 91 88 90 95
Pax World Balanced Fund 33 49 43 38 36 79
Walden Social Balanced Fund 58 85 28 6 11 31
Fixed Income Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Access Cap Strat Community Inv Fd 72 61 72 29 21 22
CRA Qualified Investment Fund 58 47 82 77 70 62
CRA Qualified Investment Fund Retail 58 49 79 73 67 60
CSIF Bond Portfolio A 59 59 37 25 30 44
CSIF Bond Portfolio C 63 64 64 66 68 65
Domini Social Bond Fund 61 46 66 51 66 77
DWS GNMA Fund S 30 37 32 40 58 55
MMA Praxis Intermediate Income A 86 52 91 74 62 57
New Covenant Income Fund 59 51 77 57 52 79
Parnassus Fixed Income 78 61 90 54 58 55
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World High Yield Bond Fund 66 59 85 59 82 82
PIMCO Low Duration Fund III Admin 38 41 56 75 77 73
PIMCO Total Return III Admin 90 81 71 51 57 22
Institutional Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy I 62 66 19 11 6 89
Calvert International Opportunities I 7 10 8 7 7 15
Calvert Social Index I 54 66 53 37 28 27
Calvert World Values Intl Equity I 52 18 83 89 84 91
CNI Charter Socially Responsible Equity I 86 77 63 82 86 86
CRA Qualified Investment Fund I 56 44 65 52 52 50
CSIF Balanced Portfolio I 45 31 50 54 30 36
CSIF Bond Portfolio I 58 55 28 17 18 30
CSIF Equity Portfolio I 21 30 24 26 27 25
Domini Institutional Social Equity Fund 69 75 80 82 69 58
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Premier Third Century I 73 67 86 77 67 46
Dreyfus Socially Resp Growth I 74 67 86 77 66 45
Gabelli SRI Fund Inc I 98 97 95 88 88 52
MMA Praxis Growth Index I 26 42 24 13 16 13
MMA Praxis Intermediate Income I 85 47 80 62 51 47
MMA Praxis Small Cap Fund I 28 20 37 87 88 84
MMA Praxis Value Index I 79 73 63 60 63 71
Pax World Balanced I 29 46 38 29 31 73
Pax World Global Green I 98 95 55 30 37 50
Pax World Growth I 63 57 46 47 41 44
Pax World Small Cap Fund I 91 79 83 86 66 43
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Women's Equity Fund I 46 39 37 50 68 90
PIMCO Low Duration Fund III I 35 38 46 63 69 67
PIMCO Total Return III I 86 78 62 39 45 15
Portfolio 21 I 30 52 19 20 43 54
TIAA CREF Inst Social Choice Equity Retail 50 60 45 37 50 41
TIAA-CREF Inst Social Choice Equity Retire 50 59 45 37 50 41
Vanguard FTSE Social Index I 51 61 37 24 21 24

 

 
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