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General Fund Information (04/30/18) Fund Descriptions | Fund Performance | Contact Information | Social Issues | Percentile Ranking
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Domestic Equity Funds Type Style
Assets
($mil.)
Expenses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust Allegiance Large-Cap Growth $25.5 1.45% 0.00% 0.00% $2,500 $1,000
Appleseed Fund Mid-Cap Value $84.3 1.36% 0.00% 0.00% $2,500  
Ariel Appreciation Mid-Cap Value/Growth $1,364.8 1.12% 0.00% 0.00% $1,000  
Ariel Focus Fund Large-Cap Value $41.6 1.00%     $1,000  
Ariel Fund Mid-Cap Value $1,544.2 1.01% 0.00% 0.00% $1,000  
Azzad Ethical Income Fund Mid-Cap Growth            
Azzad Ethical Mid Cap Fund Mid-Cap Growth $76.0 0.99%     $1,000 $500
Calvert Capital Accumulation A Mid-Cap Growth $149.8 1.21% 4.75% 0.00% $1,000 $1,000
Calvert Capital Accumulation B Mid-Cap Growth            
Calvert Capital Accumulation C Mid-Cap Growth $16.5 1.96%     $1,000 $1,000
Calvert Large Cap Growth A Large-Cap Growth     4.75%      
Calvert Large Cap Growth B Large-Cap Growth            
Calvert Large Cap Growth C Large-Cap Growth            
Calvert Mid Cap Value A Mid-Cap Value/Growth     4.75%      
Calvert Mid Cap Value C Mid-Cap Value/Growth            
Calvert New Vision Small Cap A Small-Cap Growth     4.75% 0.00%    
Calvert New Vision Small Cap B Small-Cap Growth            
Calvert New Vision Small Cap C Small-Cap Growth            
Calvert Small Cap Value A Small-Cap Value/Growth $136.7 1.29% 4.75%   $1,000 $1,000
Calvert Small Cap Value C Small-Cap Value/Growth $16.6 2.04%     $1,000 $1,000
Calvert Social Index A Large-Cap Value/Growth $267.5 0.54% 4.75% 0.00% $5,000 $2,000
Calvert Social Index B Large-Cap Value/Growth            
Calvert Social Index C Large-Cap Value/Growth $53.8 1.29%     $5,000 $2,000
CNI Charter Socially Responsible Equity N Large-Cap Value $2.7 1.14%     $2,500 $2,500
CSIF Enhanced Equity Portfolio A Large-Cap Value/Growth     4.75% 0.00%    
CSIF Enhanced Equity Portfolio B Large-Cap Value/Growth            
CSIF Enhanced Equity Portfolio C Large-Cap Value/Growth            
CSIF Equity Portfolio A Large-Cap Value/Growth $1,215.2 1.08% 4.75% 0.00% $1,000 $1,000
CSIF Equity Portfolio B Large-Cap Value/Growth            
CSIF Equity Portfolio C Large-Cap Growth $149.5 1.85%     $1,000 $1,000
Domini Social Equity A Large-Cap Value/Growth $7.5 1.12% 4.75%   $2,500 $1,500
Domini Social Equity Fund Large-Cap Value/Growth $656.9 1.09% 0.00% 0.00% $2,500 $1,500
Domini Social Equity R Large-Cap Value/Growth $17.9 0.80%        
Dreyfus Premier Third Century A Large-Cap Growth $20.7 0.95% 5.75%   $1,000 $750
Dreyfus Premier Third Century B Large-Cap Growth            
Dreyfus Premier Third Century C Large-Cap Growth $3.5 1.70%     $1,000 $750
Dreyfus Premier Third Century T Large-Cap Growth            
Dreyfus Premier Third Century Z Large-Cap Growth $264.3 0.76% 0.00% 0.00% $1,000 $750
Dreyfus Socially Resp Growth S Large-Cap Growth $10.1 0.95%        
Epiphany FFV Fund A Large-Cap Large Blend     5.00%      
Epiphany FFV Fund C Large-Cap Growth            
Epiphany FFV Fund N Large-Cap Large Blend $10.2 1.50%     $1,000  
Eventide Gilead Fund All Cap Value $370.5 1.41%     $1,000 $1,000
Firsthand Alternative Energy Fund Mid-Cap Growth $5.7 1.98%     $2,000 $2,000
Flex-funds Total Return Utilities Large-Cap Value/Growth $37.2 1.76% 0.00% 0.00% $2,500 $500
Gabelli SRI Fund Inc A Mid-Cap Value/Growth $14.5 1.25% 5.75%   $1,000 $250
Gabelli SRI Fund Inc AAA Mid-Cap Value/Growth $13.0 1.25%     $1,000 $250
Gabelli SRI Fund Inc C Mid-Cap Value/Growth $8.9 2.00%     $1,000 $250
Green Century Equity Large-Cap Growth $249.0 1.25% 0.00% 0.00% $2,500 $1,000
Integrity Growth & Income Fund Large-Cap Growth $33.0 1.25% 0.00% 0.00% $1,000 $250
LKCM Aquinas Growth Fund Large-Cap Growth     0.00% 0.00%    
LKCM Aquinas Small Cap Fund Small-Cap Growth     0.00% 0.00%    
LKCM Aquinas Value Fund Large-Cap Value/Growth $62.1 1.00% 0.00% 0.00% $2,000  
MMA Praxis Core Stock A Large-Cap Value/Growth     5.25%      
MMA Praxis Core Stock B Large-Cap Value/Growth     0.00% 4.00%    
MMA Praxis Growth Index A Large-Cap Growth $87.5 0.86% 5.25%   $2,500 $2,500
MMA Praxis Growth Index B Large-Cap Growth            
MMA Praxis Small Cap Fund A Small-Cap Growth $5.4 1.12% 5.25%   $2,500 $2,500
MMA Praxis Small Cap Fund B Small-Cap Growth            
MMA Praxis Value Index A Large-Cap Value $24.9 0.94% 5.25%   $2,500 $2,500
MMA Praxis Value Index B Large-Cap Value            
Neuberger Berman Socially Responsive Inv Large-Cap Growth $668.5 0.85% 0.00% 0.00% $1,000  
Neuberger Berman Socially Responsive Tr Large-Cap Growth $222.4 1.02%        
New Alternatives Fund Mid-Cap Growth $193.0 1.12% 4.75% 0.00% $2,500 $2,500
New Covenant Growth Fund Large-Cap Value/Growth $426.4 1.13%     $500  
Parnassus Equity Income Large-Cap Growth $9,419.2 0.87% 0.00% 0.00% $2,000 $500
Parnassus Fund Mid-Cap Value/Growth $848.2 0.86% 0.00% 0.00% $2,000 $500
Parnassus Mid-Cap Fund Mid-Cap Value/Growth $1,919.2 0.99%     $2,000 $500
Parnassus Small Cap Fund Small-Cap Value/Growth            
Parnassus Workplace Fund Large-Cap Growth $4,013.0 0.95%     $2,000 $500
Pax World Growth Large-Cap Growth $149.5 0.90% 0.00% 0.00% $1,000  
Pax World Growth R Large-Cap Growth            
Pax World Small Cap Fund Small-Cap Growth $202.0 1.19%     $1,000  
Pax World Small Cap Fund R Small-Cap Growth            
Pax World Women's Equity Fund All Cap Growth $94.2 0.80% 0.00% 0.00% $1,000  
Sentinel Sustainable Core Opportunities Fund A Large-Cap Large Blend     5.00%      
Sentinel Sustainable Growth Opp Fund A Mid-Cap Growth     5.00%      
Spectra Green Fund Class N Large-Cap Growth $30.5 1.35%     $1,000 $500
Utopia Core Conservative Small-Cap Value            
Utopia Core Fund Small-Cap Value            
Utopia Growth Fund Small-Cap Growth            
Utopia Yield Income Fund Mid-Cap Value            
Vanguard FTSE Social Index Fd Large-Cap Growth $2,382.3 0.20%     $3,000 $3,000
Walden Social Equity Fund Large-Cap Growth $197.6 1.00%     $100,000  
Winslow Green Growth Fund Small-Cap Growth     0.00% 0.00%    
Winslow Green Solutions Mid-Cap Growth            
International/Global Funds Type Style
Assets
($mil.)
Expenses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust Energy Alternatives Fund Small-Cap Growth            
Calvert Global Alternative Energy A Mid-Cap Growth $54.8 1.28% 4.75%   $1,000 $1,000
Calvert Global Alternative Energy C Mid-Cap Growth $11.2 2.03%     $1,000 $1,000
Calvert International Opportunities A Mid-Cap Growth $61.7 1.43% 4.75%   $1,000 $1,000
Calvert International Opportunities C Mid-Cap Growth $7.4 2.26%     $1,000 $1,000
Calvert World Values Intl Equity A Large-Cap Value $118.6 1.34% 4.75% 0.00% $1,000 $1,000
Calvert World Values Intl Equity B Large-Cap Value            
Calvert World Values Intl Equity C Large-Cap Value $12.4 2.09%     $1,000 $1,000
DFA Emerging Mkts Soc Core Eq Port Large-Cap Value/Growth $1,502.9 0.55%        
Domini European PacAsia Social Equity A Large-Cap Value $95.4 1.50% 4.75%   $2,500 $1,500
Domini European PacAsia Social Equity Fund Large-Cap Value $756.5 1.43% 0.00%   $2,500 $1,500
Domini European Social Equity A Large-Cap Value     4.75%      
Domini European Social Equity Fund Large-Cap Value            
Domini PacAsia Social Equity A Large-Cap Value     4.75%      
Domini PacAsia Social Equity Fund Large-Cap Value            
Guinness Atkinson Alternative Energy Fund Mid-Cap Growth $11.5 1.99%     $5,000 $1,000
MMA Praxis International A Large-Cap Value/Growth     5.25%      
MMA Praxis International B Large-Cap Value/Growth     0.00% 4.00%    
Pax World Global Green All Cap Value/Growth $143.8 1.23%     $1,000  
Pax World Global Green R All Cap Value/Growth            
Pax World International Fund All Cap Value/Growth            
Pax World International Fund R All Cap Value/Growth            
Portfolio 21 Large-Cap Value/Growth $243.8 1.33%     $5,000 $1,000
Balanced Funds Type Style
Assets
($mil.)
Expenses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Aggresive Allocation A Balanced Large Blend $121.0 0.96% 4.75%   $1,000 $1,000
Calvert Aggresive Allocation C Balanced Large Cap $19.1 1.71%     $1,000 $1,000
Calvert Conservative Allocation A Balanced Large Blend $148.8 0.96% 4.75%   $1,000 $1,000
Calvert Conservative Allocation C Balanced Large Blend $34.1 1.71%     $1,000 $1,000
Calvert Moderate Allocation A Balanced Mid-Cap Blend $221.2 0.96% 4.75%   $1,000 $1,000
Calvert Moderate Allocation C Balanced Large Blend $45.3 1.71%     $1,000 $1,000
CSIF Balanced Portfolio A Balanced Large Blend $544.8 0.94% 4.75% 0.00% $1,000 $1,000
CSIF Balanced Portfolio B Balanced Large Blend            
CSIF Balanced Portfolio C Balanced Large Blend $58.8 1.69%     $1,000 $1,000
Green Century Balanced Fund Balanced Small Cap Growth $241.8 1.48% 0.00% 0.00% $2,500 $1,000
Legg Mason Partners Social Awareness A Balanced Large Blend $104.4 1.25% 5.75% 0.00% $1,000 $250
Legg Mason Partners Social Awareness B Balanced Large Blend $0.4 2.00% 0.00% 5.00% $1,000 $250
Legg Mason Partners Social Awareness C Balanced Large Blend $11.7 2.00% 0.00% 1.00% $1,000 $250
New Covenant Balanced Growth Fund Balanced Large Blend $286.1 1.10%     $500  
New Covenant Balanced Income Fund Balanced Large Blend $75.7 1.05%     $500  
Pax World Balanced Fund Balanced Large Growth $1,452.3 0.91% 0.00% 0.00% $1,000  
Pax World Balanced R Balanced Large Growth            
Walden Social Balanced Fund Balanced Large Cap $121.9 1.00%     $100,000  
Fixed Income Funds Type Style
Assets
($mil.)
Expenses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Access Cap Strat Community Inv Fd Gov/Corp HiQual Intermediate $587.4 0.63%     $1,000,000  
CRA Qualified Investment Fund High Quality Intermediate $1,406.2 0.90%     $500,000  
CRA Qualified Investment Fund Retail High Quality Intermediate $55.7 0.80%     $2,500  
CSIF Bond Portfolio A Corp. General Intermediate $257.7 0.88% 3.75% 0.00% $1,000 $1,000
CSIF Bond Portfolio B Corp. General Intermediate            
CSIF Bond Portfolio C Corp. General Intermediate $24.0 1.63%     $1,000 $1,000
Domini Social Bond Fund High Quality Intermediate $146.1 0.87%     $2,500 $1,500
DWS GNMA Fund S High Quality Intermediate $973.3 0.56%     $2,500 $1,000
LKCM Aquinas Fixed Income Corp. HiQual Long-Term     0.00% 0.00%    
MMA Praxis Intermediate Income A Gov/Corp HiQual Intermediate $90.4 0.94% 3.75%   $2,500 $2,500
MMA Praxis Intermediate Income B Gov/Corp HiQual Intermediate     0.00% 4.00%    
New Covenant Income Fund Gov/Corp HiQual Intermediate $315.0 0.95%     $500  
Parnassus Fixed Income Corp. General Intermediate $171.4 0.68% 0.00% 0.00% $2,000 $500
Pax World High Yield Bond Fund Low Quality Intermediate $186.4 0.99%     $1,000  
PIMCO Low Duration Fund III Admin High Quality Short-Term $2.3 0.80%     $1,000,000  
PIMCO Total Return III Admin High Quality Intermediate $45.6 0.84% 0.00% 0.00% $1,000,000  
Institutional Funds Type Style
Assets
($mil.)
Expenses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Global Alternative Energy I Mid-Cap Growth $20.0 0.93%     $250,000  
Calvert International Opportunities I Mid-Cap Growth $196.0 1.07%     $250,000  
Calvert Large Cap Growth I Large-Cap Growth            
Calvert Mid Cap Value I Mid-Cap Value/Growth            
Calvert New Vision Small Cap I Small-Cap Growth            
Calvert Social Index I Large-Cap Value/Growth $656.5 0.19%     $100,000  
Calvert World Values Intl Equity I Large-Cap Value $66.3 0.97%     $250,000  
CNI Charter Socially Responsible Equity I Large-Cap Value $5.5 0.89%     $100,000 $100,000
CRA Qualified Investment Fund I High Quality Intermediate $489.5 0.45%     $500,000  
CSIF Balanced Portfolio I Balanced Large Blend $86.7 0.62%     $250,000  
CSIF Bond Portfolio I Corp. General Intermediate $602.6 0.53%     $250,000  
CSIF Equity Portfolio I Large-Cap Growth $876.6 0.71%     $250,000  
Domini Institutional Social Equity Fund Large-Cap Value/Growth $118.3 0.74% 0.00% 0.00% $500,000 $500,000
Dreyfus Premier Third Century I Growth Large Growth $10.7 0.70%     $1,000 $750
Dreyfus Socially Resp Growth I Large-Cap Growth $214.3 0.70%        
Gabelli SRI Fund Inc I Mid-Cap Value/Growth $19.0 1.00%     $100,000  
MMA Praxis Core Stock I Large-Cap Value/Growth            
MMA Praxis Growth Index I Large-Cap Growth $170.4 0.44%     $100,000  
MMA Praxis Intermediate Income I Gov/Corp HiQual Intermediate $443.8 0.72%     $100,000  
MMA Praxis International I Foreign Equity Value/Growth            
MMA Praxis Small Cap Fund I Small-Cap Growth $49.5 0.45%     $100,000  
MMA Praxis Value Index I Large-Cap Value $165.6 0.44%     $100,000  
Pax World Balanced I Balanced Large Growth $394.7 0.66%     $250,000  
Pax World Global Green I All Cap Value/Growth $532.4 0.98%     $250,000  
Pax World Growth I Large-Cap Growth $53.4 0.65%     $250,000  
Pax World International Fund I All Cap Value/Growth            
Pax World Small Cap Fund I Small-Cap Growth $567.1 0.94%     $250,000  
Pax World Women's Equity Fund I All Cap Growth $119.7 0.55%     $250,000  
PIMCO Low Duration Fund III I High Quality Short-Term $153.8 0.55%     $1,000,000  
PIMCO Total Return III I High Quality Intermediate $917.7 0.59% 0.00% 0.00% $1,000,000  
Portfolio 21 I Large-Cap Value/Growth $260.4 1.08%     $100,000 $100,000
Sentinel Sustainable Core Opportunities Fund I Large-Cap Large Blend            
Sentinel Sustainable Growth Opp Fund I Mid-Cap Growth            
TIAA CREF Inst Social Choice Equity Retail Large-Cap Value/Growth $471.6 0.46% 0.00% 0.00% $2,500 $2,000
TIAA-CREF Inst Social Choice Equity Retire Large-Cap Value $461.1 0.43%     $0 $0
Vanguard FTSE Social Index I Large-Cap Growth $1,683.0 0.12%     $5,000,000 $5,000,000
Winslow Green Growth I Small-Cap Growth            

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