institutionalshareowner.com Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors
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How to read this table:

P = Positive screen: fund seeks companies with a positive record or achievement.
X = Exclusionary screen: fund avoids companies with a poor record or achievement.
- = fund does not screen for this criteria (in the Alcohol, Tobacco, and Gambling column only)
-Fund Descriptions
-Fund Performance
-General Information
-Contact Information
-Percentile Ranking
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Shareholder Activism Community Investment Environment
Human Rights Employment Services/Products Weapons
Animal Testing Nuclear Power Alcohol, tobacco & gambling (ATG)

Domestic Equity Funds Share.
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ATG
American Trust Allegiance (see note) - - - - - - - - X/X/X
Appleseed Fund Yes Yes P R R x x/x/x
Ariel Appreciation YES - R - P - X - X -/X/-
Ariel Focus Fund
Ariel Fund YES - R - P - X - X -/X/-
Azzad Ethical Income Fund
Azzad Ethical Mid Cap Fund
Calvert Capital Accumulation A (see note) YES YES P P P P X R X X/X/X
Calvert Capital Accumulation B
Calvert Capital Accumulation C
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ATG
Calvert Large Cap Growth A (see note) YES YES P P P P X R X X/X/X
Calvert Large Cap Growth B
Calvert Large Cap Growth C
Calvert Mid Cap Value A
Calvert Mid Cap Value C
Calvert New Vision Small Cap A YES YES P P P P X R X X/X/X
Calvert New Vision Small Cap B
Calvert New Vision Small Cap C
Calvert Small Cap Value A
Calvert Small Cap Value C
Calvert Social Index A (see note) YES YES P P P P X R X X/X/X
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ATG
Calvert Social Index B
Calvert Social Index C
CNI Charter Socially Responsible Equity N
CSIF Enhanced Equity Portfolio A (see note) YES YES P P P P X R X X/X/X
CSIF Enhanced Equity Portfolio B
CSIF Enhanced Equity Portfolio C
CSIF Equity Portfolio A (see note) YES YES P P P P X R X X/X/X
CSIF Equity Portfolio B
CSIF Equity Portfolio C
Domini Social Equity A (see note) YES NO P P P P R - X X/X/X
Domini Social Equity Fund (see note) YES NO P P P P R NO X X/X/X
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Domini Social Equity R
Dreyfus Premier Third Century A - R - R R - - - -/X/-
Dreyfus Premier Third Century B - R - R R - - - -/X/-
Dreyfus Premier Third Century C - R - R R - - - -/X/-
Dreyfus Premier Third Century T
Dreyfus Premier Third Century Z NO - R - R R - - - -/X/-
Dreyfus Socially Resp Growth S
Epiphany FFV Fund A (see note) Yes X X X/X/X
Epiphany FFV Fund C (see note) Yes X X X/X/X
Epiphany FFV Fund N Yes X X X/X/X
Eventide Gilead Fund (see note) X X X/X/X
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ATG
Firsthand Alternative Energy Fund
Flex-funds Total Return Utilities YES - R - R R X X X X/X/X
Gabelli SRI Fund Inc A
Gabelli SRI Fund Inc AAA
Gabelli SRI Fund Inc C
Green Century Equity YES YES P P P P R R - X/X/X
Integrity Growth & Income Fund YES - X X X X - X - X/X/X
LKCM Aquinas Growth Fund YES YES R R R R X - - -/-/-
LKCM Aquinas Small Cap Fund YES YES R R R R X - - -/-/-
LKCM Aquinas Value Fund YES YES R R R R X - - -/-/-
MMA Praxis Core Stock A YES YES P P P P X R X X/X/X
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ATG
MMA Praxis Core Stock B YES YES P P P P X R X X/X/X
MMA Praxis Growth Index A
MMA Praxis Growth Index B
MMA Praxis Small Cap Fund A
MMA Praxis Small Cap Fund B
MMA Praxis Value Index A YES YES P P P P X R X X/X/X
MMA Praxis Value Index B YES YES P P P P X R X X/X/X
Neuberger Berman Socially Responsive Inv YES - P - P P X - X X/X/X
Neuberger Berman Socially Responsive Tr YES - P - P P X - X X/X/X
New Alternatives Fund P P P P X X X X/X/X
New Covenant Growth Fund (see note) YES - - X - - R - - X/X/X
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ATG
Parnassus Equity Income YES YES P P P P X P X X/X/X
Parnassus Fund YES YES P P P P X P X X/X/X
Parnassus Mid-Cap Fund YES YES P P P P X P X X/X/X
Parnassus Small Cap Fund YES YES P P P P X P X X/X/X
Parnassus Workplace Fund YES YES P P P P X P X X/X/X
Pax World Growth YES - P P P P X R X X/X/X
Pax World Growth R YES - P P P P X R X X/X/X
Pax World Small Cap Fund YES - P P P - X - - -/X/-
Pax World Small Cap Fund R YES - P P P - X - - -/X/-
Pax World Women's Equity Fund YES - P P P P X R X X/X/-
Sentinel Sustainable Core Opportunities Fund A (see note) YES NO P,R P,R P,R P,R X P X X/X/X
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ATG
Sentinel Sustainable Growth Opp Fund A
Spectra Green Fund Class N
Utopia Core Conservative
Utopia Core Fund
Utopia Growth Fund
Utopia Yield Income Fund
Vanguard FTSE Social Index Fd X X R R R R - R/R/R
Walden Social Equity Fund YES P P P P P X R X X/X/R
Winslow Green Growth Fund (see note) P - - - - - X -/-/-
Winslow Green Solutions
International/Global Funds Share.
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ATG
American Trust Energy Alternatives Fund
Calvert Global Alternative Energy A
Calvert Global Alternative Energy C
Calvert International Opportunities A
Calvert International Opportunities C
Calvert World Values Intl Equity A (see note) YES YES P P P P R - X R/R/-
Calvert World Values Intl Equity B
Calvert World Values Intl Equity C
DFA Emerging Mkts Soc Core Eq Port
Domini European PacAsia Social Equity A YES NO P P P P X NO X X/X/X
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Domini European PacAsia Social Equity Fund YES NO P P P P X NO X X/X/X
Domini European Social Equity A YES NO P P P P X NO X X/X/X
Domini European Social Equity Fund YES NO P P P P X NO X X/X/X
Domini PacAsia Social Equity A YES NO P P P P X NO X X/X/X
Domini PacAsia Social Equity Fund YES NO P P P P X NO X X/X/X
Guinness Atkinson Alternative Energy Fund
MMA Praxis International A YES YES P P P P X R X X/X/X
MMA Praxis International B YES YES P P P P X R X X/X/X
Pax World Global Green - - P - - - X - - -/X/-
Pax World Global Green R - - P - - - X - - -/X/-
Pax World International Fund YES - P P P - X - - -/X/-
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ATG
Pax World International Fund R YES - P P P - X - - -/X/-
Portfolio 21 YES YES P R R P R R X -/X/X
Balanced Funds Share.
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ATG
Calvert Aggresive Allocation A
Calvert Aggresive Allocation C
Calvert Conservative Allocation A
Calvert Conservative Allocation C
Calvert Moderate Allocation A
Calvert Moderate Allocation C
CSIF Balanced Portfolio A (see note) YES YES P P P P X R X X/X/X
CSIF Balanced Portfolio B
CSIF Balanced Portfolio C
Green Century Balanced Fund YES YES P - - P R R X -/X/-
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Legg Mason Partners Social Awareness A YES - P P P P X - X/X/X
Legg Mason Partners Social Awareness B YES - P P P P X - X/X/X
Legg Mason Partners Social Awareness C YES - P P P P X - X/X/X
New Covenant Balanced Growth Fund (see note) YES - - X - - R - - X/X/X
New Covenant Balanced Income Fund (see note) YES - - X - - R - - X/X/X
Pax World Balanced Fund YES YES P P P P X R X X/X/X
Pax World Balanced R YES YES P P P P X R X X/X/X
Walden Social Balanced Fund YES P P P P P X R X X/X/R
Fixed Income Funds Share.
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ATG
Access Cap Strat Community Inv Fd
CRA Qualified Investment Fund YES P - - P X X X/X/X
CRA Qualified Investment Fund Retail YES P - - P X X X/X/X
CSIF Bond Portfolio A (see note) YES YES P P P P X R X X/X/X
CSIF Bond Portfolio B
CSIF Bond Portfolio C
Domini Social Bond Fund YES NO P P P P X NO X X/X/X
DWS GNMA Fund S
LKCM Aquinas Fixed Income YES YES R R R R X - - -/-/-
MMA Praxis Intermediate Income A YES YES P P P P X R X X/X/X
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MMA Praxis Intermediate Income B YES YES P P P P X R X X/X/X
New Covenant Income Fund YES - - X - - R - - X/X/X
Parnassus Fixed Income YES - X - P P X - X X/X/X
Pax World High Yield Bond Fund YES YES P P P P X R - X/X/X
PIMCO Low Duration Fund III Admin - - X - - X - - X/X/X
PIMCO Total Return III Admin - - X - - X - - X/X/X
Institutional Funds Share.
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ATG
Calvert Global Alternative Energy I
Calvert International Opportunities I
Calvert Large Cap Growth I (see note) YES P P P P P X R X X/X/X
Calvert Mid Cap Value I
Calvert New Vision Small Cap I
Calvert Social Index I (see note) YES P P P P P X R X X/X/X
Calvert World Values Intl Equity I (see note) YES P P P P P R - X R/R/-
CNI Charter Socially Responsible Equity I
CRA Qualified Investment Fund I YES P - - P X X X/X/X
CSIF Balanced Portfolio I
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ATG
CSIF Bond Portfolio I (see note) YES P P P P P X R X X/X/X
CSIF Equity Portfolio I YES P P P P P X R X X/X/X
Domini Institutional Social Equity Fund YES NO P P P P X NO X X/X/X
Dreyfus Premier Third Century I
Dreyfus Socially Resp Growth I
Gabelli SRI Fund Inc I
MMA Praxis Core Stock I YES YES P P P P X R X X/X/X
MMA Praxis Growth Index I
MMA Praxis Intermediate Income I
MMA Praxis International I
MMA Praxis Small Cap Fund I
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MMA Praxis Value Index I
Pax World Balanced I YES YES P P P P X R X X/X/X
Pax World Global Green I - - P - - - X - - -/X/-
Pax World Growth I YES - P P P P X R X X/X/X
Pax World International Fund I YES - P P P - X - - -/X/-
Pax World Small Cap Fund I YES - P P P - X - - -/X/-
Pax World Women's Equity Fund I YES - P P P P X R X X/X/-
PIMCO Low Duration Fund III I - - X - - X - - X/X/X
PIMCO Total Return III I - - X - - X - - X/X/X
Portfolio 21 I YES YES P R R P R R X X/X/X
Sentinel Sustainable Core Opportunities Fund I (see note) YES NO P,R P,R P,R P,R X P,R X X/X/X
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ATG
Sentinel Sustainable Growth Opp Fund I
TIAA CREF Inst Social Choice Equity Retail Yes Yes P P P P X R X X/X/X
TIAA-CREF Inst Social Choice Equity Retire - R R R R X R X X/X/X
Vanguard FTSE Social Index I R X X R R R R - R/R/R
Winslow Green Growth I
Notes
American Trust Allegiance"Excludes companies involved in pharmaceuticals, biotechnology, and medical diagnostic services and products."
Calvert Capital Accumulation AGovernance
Calvert Large Cap Growth AGovernance
Calvert Social Index AGovernance
CSIF Enhanced Equity Portfolio AGovernance
CSIF Equity Portfolio AGovernance
Domini Social Equity AEncourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.
Domini Social Equity FundEncourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.
Epiphany FFV Fund ACorporate Governance Abortion
Epiphany FFV Fund CCorporate governance Abortion
Eventide Gilead FundThe Fund excludes companies involved in pornography, abortion, and violent video gaming.
New Covenant Growth FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
Sentinel Sustainable Core Opportunities Fund ACorporate Governance Supply Chain: P,R Diversity: X Labor: P,R
Winslow Green Growth FundThe Fund invests in companies whose business is to protect the environment or conduct their business in an environmentally responsible way. Examples include renewable energy, natural and organic food, retail, healthcare and consumer products companies.
Calvert World Values Intl Equity AGovernance
CSIF Balanced Portfolio AGovernance
New Covenant Balanced Growth FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
New Covenant Balanced Income FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
CSIF Bond Portfolio AGovernance
Calvert Large Cap Growth IGovernance
Calvert Social Index IGovernance
Calvert World Values Intl Equity IGovernance
CSIF Bond Portfolio IGovernance
Sentinel Sustainable Core Opportunities Fund ICorporate Governance: P,R Supply Chain: P,R Labor: P,R

 

 
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