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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 (06/30/18)
Domestic Equity Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
American Trust Allegiance 85 90 69 82 81 82
Appleseed Fund 89 88 79 83 90 34
Ariel Appreciation 68 83 80 86 73 14
Ariel Focus Fund 52 51 64 71 78 74
Ariel Fund 77 94 73 73 32 20
Azzad Ethical Mid Cap Fund 23 31 24 74 65 60
Calvert Capital Accumulation A 32 20 57 96 91 83
Calvert Capital Accumulation C 35 22 61 97 95 93
Calvert Small Cap Value A 46 55 49 36 40 53
Calvert Small Cap Value C 48 58 54 50 54 72
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Social Index A 52 60 52 45 39 32
Calvert Social Index C 55 63 56 54 48 49
CNI Charter Socially Responsible Equity N 82 60 59 84 88 90
CSIF Equity Portfolio A 29 50 28 36 33 43
CSIF Equity Portfolio C 31 52 31 44 43 56
Domini Social Equity A 79 89 73 82 74  
Domini Social Equity Fund 79 89 73 82 74 67
Domini Social Equity R 79 89 71 80 70 62
Dreyfus Premier Third Century A 69 78 80 75 72 61
Dreyfus Premier Third Century C 73 80 84 82 79 72
Dreyfus Premier Third Century Z 68 78 80 73 69 57
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Socially Resp Growth S 69 78 80 74 71 59
Epiphany FFV Fund N 43 48 33 54 62 60
Eventide Gilead Fund 11 6 8 51 13  
Firsthand Alternative Energy Fund 92 98 65 30 5 35
Flex-funds Total Return Utilities 75 97 70 99 94 90
Gabelli SRI Fund Inc A 97 97 96 90 89 60
Gabelli SRI Fund Inc AAA 97 97 96 90 89 61
Gabelli SRI Fund Inc C 98 97 96 92 91 71
Green Century Equity 46 50 49 33 45 39
Integrity Growth & Income Fund 62 49 21 53 42 60
LKCM Aquinas Value Fund 10 13 9 33 39 46
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
MMA Praxis Growth Index A 24 21 24 13 19 19
MMA Praxis Small Cap Fund A 28 17 30 93 92 87
MMA Praxis Value Index A 82 67 72 67 72 71
Neuberger Berman Socially Responsive Inv 36 38 51 40 47 48
Neuberger Berman Socially Responsive Tr 36 38 52 42 49 51
New Alternatives Fund 89 58 96 90 73 97
New Covenant Growth Fund 18 10 16 23 20 31
Parnassus Equity Income 17 26 21 25 13 11
Parnassus Fund 90 76 92 69 48 15
Parnassus Mid-Cap Fund 59 41 73 20 41 9
Parnassus Workplace Fund 79 68 76 21 17 2
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Growth 60 61 48 53 44 55
Pax World Small Cap Fund 86 81 85 88 78 51
Pax World Women's Equity Fund 66 64 57 52 64 92
Spectra Green Fund Class N 18 14 24 30 47 65
Vanguard FTSE Social Index Fd 41 34 36 26 25 21
Walden Social Equity Fund 14 18 12 7 18 27
International/Global Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy A 98 98 62 27 16 88
Calvert Global Alternative Energy C 99 98 64 29 20 89
Calvert International Opportunities A 14 35 10 9 12 22
Calvert International Opportunities C 16 39 12 15 18 31
Calvert World Values Intl Equity A 41 51 65 89 91 92
Calvert World Values Intl Equity C 47 55 73 94 94 96
DFA Emerging Mkts Soc Core Eq Port 67 63 58 36 35 25
Domini European PacAsia Social Equity A 75 75 87 50 34 43
Domini European PacAsia Social Equity Fund 74 74 86 48 34 44
Guinness Atkinson Alternative Energy Fund 88 97 58 69 40 98
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Global Green 93 89 75 42 46 64
Portfolio 21 40 52 26 20 43 61
Balanced Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Aggresive Allocation A 34 81 21 19 12 24
Calvert Aggresive Allocation C 52 86 29 33 26 58
Calvert Conservative Allocation A 47 75 73 68 66 57
Calvert Conservative Allocation C 64 84 80 81 77 83
Calvert Moderate Allocation A 33 77 44 42 37 40
Calvert Moderate Allocation C 51 83 53 55 48 64
CSIF Balanced Portfolio A 14 12 31 56 36 52
CSIF Balanced Portfolio C 18 16 46 76 55 80
Green Century Balanced Fund 24 27 62 82 34 34
Legg Mason Partners Social Awareness A 7 15 14 45 57 70
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Legg Mason Partners Social Awareness B 9 18 17 58 67 83
Legg Mason Partners Social Awareness C 9 17 16 56 65 80
New Covenant Balanced Growth Fund 2 4 14 27 18 54
New Covenant Balanced Income Fund 30 30 79 85 87 96
Pax World Balanced Fund 28 33 40 39 35 81
Walden Social Balanced Fund 20 24 18 7 13 33
Fixed Income Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Access Cap Strat Community Inv Fd 77 68 68 36 20 22
CRA Qualified Investment Fund 57 62 74 80 64 61
CRA Qualified Investment Fund Retail 56 68 71 76 60 60
CSIF Bond Portfolio A 53 49 48 18 23 46
CSIF Bond Portfolio C 62 63 73 46 53 66
Domini Social Bond Fund 52 46 50 39 65 77
DWS GNMA Fund S 36 80 40 44 35 61
MMA Praxis Intermediate Income A 73 63 89 69 63 57
New Covenant Income Fund 58 55 67 61 55 76
Parnassus Fixed Income 81 76 90 57 58 55
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World High Yield Bond Fund 71 77 78 61 87 88
PIMCO Low Duration Fund III Admin 40 43 49 85 80 72
PIMCO Total Return III Admin 79 79 72 44 45 19
Institutional Funds YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Calvert Global Alternative Energy I 98 97 62 24 14 86
Calvert International Opportunities I 13 34 10 7 9 17
Calvert Social Index I 50 58 51 40 33 23
Calvert World Values Intl Equity I 39 48 61 87 86 90
CNI Charter Socially Responsible Equity I 81 60 57 83 87 88
CRA Qualified Investment Fund I 55 61 60 62 49 51
CSIF Balanced Portfolio I 11 9 27 47 29 36
CSIF Bond Portfolio I 51 45 41 13 14 33
CSIF Equity Portfolio I 27 48 27 31 29 32
Domini Institutional Social Equity Fund 77 89 71 79 69 61
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Dreyfus Premier Third Century I 68 77 79 73 68 55
Dreyfus Socially Resp Growth I 68 78 79 72 67 54
Gabelli SRI Fund Inc I 97 96 96 89 88 56
MMA Praxis Growth Index I 23 20 23 11 14 14
MMA Praxis Intermediate Income I 71 62 76 59 51 47
MMA Praxis Small Cap Fund I 25 16 28 91 89 79
MMA Praxis Value Index I 81 66 69 61 66 63
Pax World Balanced I 24 31 35 32 31 73
Pax World Global Green I 93 89 74 38 42 58
Pax World Growth I 58 60 46 50 42 50
Pax World Small Cap Fund I 85 80 83 87 74 43
    YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr.
Pax World Women's Equity Fund I 65 63 55 49 61 91
PIMCO Low Duration Fund III I 36 39 43 75 71 65
PIMCO Total Return III I 74 75 62 34 34 14
Portfolio 21 I 37 49 25 18 41 55
TIAA CREF Inst Social Choice Equity Retail 49 53 49 34 50 43
TIAA-CREF Inst Social Choice Equity Retire 49 52 48 34 49 43
Vanguard FTSE Social Index I 41 34 36 25 25 19

 

 
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