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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 (07/31/17)
Domestic Equity Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
American Trust Allegiance 33 84 33 86 87 72
Appleseed Fund 55 55 83 87 86 28
Ariel Appreciation 53 88 47 74 15 25
Ariel Focus Fund 71 75 31 87 68 75
Ariel Fund 40 82 23 47 3 52
Azzad Ethical Mid Cap Fund 30 77 90 91 92 48
Calvert Capital Accumulation A 74 64 87 89 94 49
Calvert Capital Accumulation C 78 68 92 92 96 68
Calvert Small Cap Value A 57 58 49 22 16 54
Calvert Small Cap Value C 59 61 59 34 32 73
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Social Index A 48 60 49 25 29 41
Calvert Social Index C 53 64 58 34 46 58
CNI Charter Socially Responsible Equity N 93 94 84 91 89 92
CSIF Equity Portfolio A 29 55 73 31 53 29
CSIF Equity Portfolio C 31 60 78 41 67 46
Domini Social Equity A 73 88 65 82 79  
Domini Social Equity Fund 73 88 64 81 79 64
Domini Social Equity R 73 88 63 80 77 57
Dreyfus Premier Third Century A 59 76 58 69 66 40
Dreyfus Premier Third Century C 62 78 64 76 75 54
Dreyfus Premier Third Century Z 58 74 55 66 63 34
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Socially Resp Growth S 59 75 56 67 64 36
Epiphany FFV Fund N 53 21 75 76 77 70
Eventide Gilead Fund 22 17 17 42 3  
Firsthand Alternative Energy Fund 1 1 2 7 2  
Flex-funds Total Return Utilities 89 75 56 99 85 88
Gabelli SRI Fund Inc A 69 88 90 64 80 51
Gabelli SRI Fund Inc AAA 69 87 90 64 80 51
Gabelli SRI Fund Inc C 72 89 92 72 85 64
Green Century Equity 38 40 52 28 34 45
Integrity Growth & Income Fund 58 64 60 68 42 47
LKCM Aquinas Value Fund 21 69 38 62 49 53
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
MMA Praxis Growth Index A 26 28 43 15 31 18
MMA Praxis Small Cap Fund A 74 60 97 93 96 91
MMA Praxis Value Index A 78 65 57 66 60 87
Neuberger Berman Socially Responsive Inv 48 44 51 35 30 45
Neuberger Berman Socially Responsive Tr 49 46 52 37 33 49
New Alternatives Fund 6 3 66 79 21 96
New Covenant Growth Fund 51 52 37 27 30 40
Parnassus Equity Income 30 44 43 21 14 6
Parnassus Fund 57 46 10 19 6 4
Parnassus Mid-Cap Fund 47 47 58 13 41 6
Parnassus Workplace Fund 49 16 2 2 2 1
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Growth 56 68 72 47 56 44
Pax World Small Cap Fund 84 63 94 76 43  
Pax World Women's Equity Fund 27 19 53 68 77 89
Sentinel Sustainable Core Opportunities Fund A 43 50 49 47 56 70
Spectra Green Fund Class N 16 25 24 39 62 62
Vanguard FTSE Social Index Fd 37 36 29 16 6 40
Walden Social Equity Fund 44 64 40 12 33 9
International/Global Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy A 2 4 3 6 5 92
Calvert Global Alternative Energy C 2 5 4 6 5 95
Calvert International Opportunities A 11 11 6 18 10 20
Calvert International Opportunities C 13 12 8 27 16 33
Calvert World Values Intl Equity A 88 91 82 86 85 96
Calvert World Values Intl Equity C 90 91 86 91 91 98
DFA Emerging Mkts Soc Core Eq Port 43 54 50 35 36 29
Domini European PacAsia Social Equity A 46 84 29 19 14 46
Domini European PacAsia Social Equity Fund 45 85 28 19 14 48
Guinness Atkinson Alternative Energy Fund 3 5 21 49 7 99
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Global Green 24 32 19 28 21  
Portfolio 21 20 29 39 34 51 68
Balanced Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Aggresive Allocation A 16 18 5 6 5 35
Calvert Aggresive Allocation C 19 21 9 17 16 75
Calvert Conservative Allocation A 72 68 63 51 65 32
Calvert Conservative Allocation C 76 72 69 67 76 71
Calvert Moderate Allocation A 42 40 32 23 35 38
Calvert Moderate Allocation C 47 46 37 38 44 66
CSIF Balanced Portfolio A 78 51 67 50 55 62
CSIF Balanced Portfolio C 87 62 80 70 70 84
Green Century Balanced Fund 41 31 53 33 18 46
Legg Mason Partners Social Awareness A 62 81 74 66 70 63
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Legg Mason Partners Social Awareness B 69 85 81 78 76 85
Legg Mason Partners Social Awareness C 67 85 78 76 75 78
New Covenant Balanced Growth Fund 61 55 57 24 29 75
New Covenant Balanced Income Fund 92 87 96 75 93 94
Pax World Balanced Fund 50 43 64 40 49 79
Walden Social Balanced Fund 58 74 50 9 21 28
Fixed Income Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Access Cap Strat Community Inv Fd 40 36 31 16 17 27
CRA Qualified Investment Fund 57 59 84 47 72 60
CRA Qualified Investment Fund Retail 56 58 81 45 69 57
CSIF Bond Portfolio A 28 24 43 22 31 46
CSIF Bond Portfolio C 41 33 62 48 59 65
Domini Social Bond Fund 50 45 87 50 73 74
DWS GNMA Fund S 26 41 28 43 58 61
MMA Praxis Intermediate Income A 66 67 89 48 63 47
New Covenant Income Fund 55 56 62 45 57 81
Parnassus Fixed Income 37 38 59 33 64 48
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World High Yield Bond Fund 52 93 13 91 82 78
PIMCO Low Duration Fund III Admin 75 63 27 74 75 66
PIMCO Total Return III Admin 22 20 40 29 43 11
Institutional Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy I 2 4 2 4 4 90
Calvert International Opportunities I 10 10 6 14 7 12
Calvert Social Index I 45 57 45 20 21 30
Calvert World Values Intl Equity I 86 90 80 81 78 94
CNI Charter Socially Responsible Equity I 93 94 84 91 88 90
CRA Qualified Investment Fund I 53 58 74 34 59 49
CSIF Balanced Portfolio I 74 48 61 38 41 44
CSIF Bond Portfolio I 22 16 31 12 18 31
CSIF Equity Portfolio I 28 52 70 26 44 21
Domini Institutional Social Equity Fund 71 88 61 79 76 56
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Premier Third Century I 58 74 54 65 62 32
Dreyfus Socially Resp Growth I 58 74 53 64 60 30
Gabelli SRI Fund Inc I 68 87 89 60 78 46
MMA Praxis Growth Index I 25 26 39 11 22 12
MMA Praxis Intermediate Income I 60 64 85 38 55 39
MMA Praxis Small Cap Fund I 71 56 97 91 95 87
MMA Praxis Value Index I 76 63 51 60 49 81
Pax World Balanced I 47 41 61 34 40 75
Pax World Global Green I 23 31 18 25 18  
Pax World Growth I 54 66 70 42 51 38
Pax World Small Cap Fund I 83 62 94 73 37  
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Women's Equity Fund I 26 18 51 65 75 88
PIMCO Low Duration Fund III I 70 61 23 67 67 61
PIMCO Total Return III I 19 17 32 22 35 9
Portfolio 21 I 19 28 37 30 48 63
Sentinel Sustainable Core Opportunities Fund I 42 48 44 43 51 63
TIAA CREF Inst Social Choice Equity Retail 51 37 42 43 40 39
TIAA-CREF Inst Social Choice Equity Retire 50 37 42 42 40 40
Vanguard FTSE Social Index I 37 36 28 15 6 37

 

 
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