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Social Investing: Strategies for Socially and Environmentally Responsible Investing
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Socially Responsible Mutual Funds:
Financial Performance

Socially responsible (SRI) mutual funds use multiple strategies for investing in a better world. They screen out the least responsible companies or choose to invest in companies with better records on the environment and social issues. Then these funds encourage the companies they hold to increase their corporate responsibility by filing shareholder resolutions, voting their proxies in favor of resolutions, and/or dialoguing with management. We invite you to use this chart to learn more about the practices, performances and investment criteria of leading SRI funds.

This Mutual Fund Performance Chart displays all socially responsible mutual funds offered by members of our Green Business Network and the Social Investment Forum, the association for socially responsible investment professionals and institutions. This public tool is meant for individual investors to compare cost, financial performance, screens, and voting records among funds. All listed funds are open to new investors. Please note that you may view "all funds" or limit your view to specific types of funds (bonds, equity, balanced, etc.) by clicking on View Funds by Type.

Rollover the tabs below for explanations of how they can help you make informed investment decisions.

Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
Information current as of May 31, 2009

PDF Download  Download as PDF for Printing 		View funds by type:
Fund Type Fund Name Inception Month ASSETS (millions) Y-T-D% from
1/1/09
or since inception		 1 yr Annual Aver % 3 yr Annual Aver % 5 yr Annual Aver % 10 yr Annual Aver % Annual Aver % since Inception Max. Load % Fund Gross Exp. Ratio % Fund Net Exp. Ratio %
BD Access Capital Strategies Community Investment Fund   06/98 553.30 4.94 7.27 6.36 5.04 5.33 5.24 0.00 1.41 1.19
EM AHA Balanced Fund - Instiutional Class   10/88 12.36 -0.45 -19.32 -4.05 0.74 2.23 7.34 0.00 1.00 1.00
EM AHA Diversified Equity Fund - Institutional Class   10/88 63.07 5.56 -33.04 -10.03 -2.07 0.26 8.35 0.00 1.03 1.03
EM AHA Diversified Equity Fund - N Class   12/02 5.14 5.48 -33.20 -10.24 -2.32 -- 2.60 0.00 1.53 1.43
BD AHA Full Maturity Fixed Income Fund - Institutional Class   10/88 42.18 1.13 3.55 4.79 3.90 5.09 6.37 0.00 0.80 0.99
BD AHA Full Maturity Fixed Income Fund - N Class   05/04 0.82 1.03 3.29 4.51 3.65 -- 3.50 0.00 0.80 0.99
EM AHA Limited Maturity Fixed Income Fund - Institutional Class   12/88 36.15 2.90 5.28 5.20 3.67 4.28 5.28 0.00 0.77 0.77
BD AHA Limited Maturity Fixed Income Fund - N Class   10/04 1.12 2.80 4.92 4.90 -- -- 3.47 0.00 1.27 1.02
EM AHA Socially Responsible Equity I   01/05 44.14 2.75 -32.80 -9.50 -- -- -4.65 0.00 1.01 1.01
EM AHA Socially Responsible Equity N   08/05 0.93 2.55 -32.93 -9.72 -- -- -6.15 0.00 1.51 1.26
EM Appleseed Fund   12/06 17.81 23.30 -0.59 -- -- -- -0.21 0.00 3.52 0.90
EM Ariel Appreciation Fund   12/89 927.79 12.90 -30.59 -9.85 -3.59 2.66 8.57 0.00 1.20 1.20
EL Ariel Focus Fund   06/05 27.74 3.54 -33.22 -9.98 -- -- -6.37 0.00 1.55 1.25
EM Ariel Fund   11/86 1,126.26 12.50 -36.39 -15.37 -6.06 2.94 9.27 0.00 1.09 1.09
EL Azzad Ethical Income Fund   07/00 4.03 8.36 -37.33 -11.33 -4.49 -- -9.96 0.00 2.22 --
EM Azzad Ethical Mid Cap Fund   11/00 2.55 18.93 -31.52 -8.44 -0.27 -- -2.53 0.00 3.00 --
ES Calvert Aggressive Allocation Fund   06/05 36.46 5.05 -32.39 -8.78 -- -- -4.59 4.75 1.79 1.24
EM Calvert Capital Accumulation A   10/94 62.03 4.83 -35.79 -9.12 -4.20 -2.89 4.50 4.75 1.66 1.66
EM Calvert Capital Accumulation B   03/98 4.77 4.26 -36.50 -9.99 -5.08 -3.76 -2.01 0.00 2.54 2.54
EM Calvert Capital Accumulation C   10/94 7.21 4.44 -36.34 -9.84 -4.97 -3.68 3.67 0.00 2.42 2.42
ES Calvert Conservative Allocation Fund   04/05 18.88 3.72 -12.40 -0.60 -- -- 0.77 4.75 1.95 1.04
IG Calvert Global Alternative Energy Fund A   05/07 141.04 18.87 -47.14 -- -- -- -19.56 4.75 2.54 1.85
ES Calvert Global Water Fund   09/08 3.94 5.83 -- -- -- -- -15.27 4.75 2.24 --
IG Calvert International Opportunities Fund   05/07 13.83 9.24 -37.19 -- -- -- -20.28 4.75 2.65 1.66
EL Calvert Large Cap Growth A   10/00 380.53 6.61 -37.21 -11.82 -3.33 -0.68 6.78 4.75 1.28 1.28
EL Calvert Large Cap Growth B   10/00 19.78 6.18 -37.81 -12.58 -4.19 -- -5.06 0.00 2.10 2.10
EL Calvert Large Cap Growth C   10/00 46.77 6.24 -37.73 -12.49 -4.10 -- -4.97 0.00 1.99 2.28
EL Calvert Large Cap Growth I   08/94 282.90 6.93 -36.81 -11.30 -2.77 -0.18 7.14 0.00 0.71 0.97
EM Calvert Mid Cap Value Fund   10/04 23.82 3.03 -32.99 -10.87 -- -- -3.32 4.75 1.66 1.59
ES Calvert Moderate Allocation Fund   04/05 64.00 4.50 -24.27 -5.41 -- -- -1.80 4.75 0.71 1.55
EM Calvert New Vision Small Cap A   01/97 56.76 -2.76 -32.78 -14.97 -9.39 0.33 -0.76 4.75 1.76 1.71
EM Calvert New Vision Small Cap B   03/98 4.54 -3.34 -33.69 -15.95 -10.33 -0.71 -2.55 0.00 2.75 2.70
EM Calvert New Vision Small Cap C   01/97 6.55 -3.19 -33.52 -15.78 -10.19 -0.54 -1.57 0.00 2.60 2.55
EM Calvert Small Cap Value Fund   10/04 28.25 1.33 -32.35 -9.85 -- -- -4.37 4.75 1.86 1.69
EL Calvert Social Index A   06/00 55.49 6.00 -32.99 -10.12 -4.43 -- -5.94 4.75 1.09 0.75
EL Calvert Social Index B   06/00 2.92 5.53 -33.59 -10.98 -5.38 -- -6.86 0.00 2.08 1.75
EL Calvert Social Index C   06/00 4.51 5.68 -33.56 -11.00 -5.37 -- -6.86 0.00 1.96 1.75
EL Calvert Social Index I   06/00 16.75 6.19 -32.58 -9.62 -3.96 -- -5.52 0.00 0.57 0.21
BL Calvert Social Investment Balanced A   10/82 352.08 6.19 -22.82 -5.58 -1.10 -0.29 7.12 4.75 1.34 1.19
BL Calvert Social Investment Balanced C   03/94 18.86 5.75 -23.56 -6.48 -2.03 -1.27 2.76 0.00 2.21 2.06
BD Calvert Social Investment Bond A   08/87 563.63 3.09 -1.95 3.05 3.68 5.27 6.87 3.75 1.12 1.11
ES Calvert Social Investment Enhanced Equity A   04/98 31.33 3.04 -34.62 -11.41 -4.58 -2.21 -0.83 4.75 1.33 1.20
ES Calvert Social Investment Enhanced Equity B   04/98 2.47 2.44 -35.40 -12.35 -5.53 -3.24 -1.88 0.00 2.29 2.16
ES Calvert Social Investment Enhanced Equity C   06/98 4.74 2.71 -35.18 -12.16 -5.41 -3.16 -1.52 0.00 2.19 2.06
EL Calvert Social Investment Equity A   08/87 670.02 8.60 -29.33 -5.73 -1.21 2.25 6.23 4.75 1.33 1.21
EL Calvert Social Investment Equity C   03/94 72.38 8.27 -29.90 -6.46 -1.97 1.43 4.55 0.00 2.19 1.96
EL Calvert Social Investment Equity I   11/99 109.24 8.88 -28.94 -5.21 -0.67 -- 2.63 0.00 0.67 0.66
IG Calvert World Values International A   07/92 216.00 4.73 -42.86 -12.77 -1.40 -1.55 2.71 4.75 1.64 1.60
IG Calvert World Values International C   03/94 19.67 4.37 -43.39 -13.51 -2.24 -2.45 0.47 0.00 2.45 2.40
BD CRA Qualified Investment   08/99 787.37 2.44 6.43 5.80 4.47 -- 5.29 0.00 0.98 0.98
IG Domini European PacAsia Social Equity A   12/06 0.51 8.91 -38.28 -- -- -- -17.97 4.75 19.27 1.57
IG Domini European PacAsia Social Equity I   12/06 24.31 8.86 -38.97 -- -- -- -19.36 0.00 5.89 1.60
IG Domini European Social Equity A   10/05 1.83 9.75 -41.23 -11.83 -- -- -4.43 4.75 3.37 1.57
IG Domini European Social Equity I   10/05 49.39 9.76 -41.19 -11.77 -- -- -4.42 0.00 1.79 1.60
EL Domini Institutional Social Equity   05/96 84.07 10.47 -29.05 -7.56 -2.71 -2.21 3.31 0.00 0.86 0.32
IG Domini PacAsia Social Equity A   12/06 0.49 13.64 -31.74 -- -- -- -13.67 4.75 12.81 1.57
IG Domini PacAsia Social Equity I   12/06 18.38 13.64 -31.67 -- -- -- -13.70 0.00 3.23 1.60
BD Domini Social Bond   06/00 85.04 2.57 7.22 6.01 4.47 -- 5.49 0.00 1.48 0.95
EL Domini Social Equity A   05/05 1.04 11.87 -28.09 -8.90 -- -- -4.61 4.75 9.51 1.13
EL Domini Social Equity I   06/91 523.82 9.06 -29.98 -8.18 -3.31 -2.78 6.36 0.00 1.24 1.15
EL Epiphany Faith and Family Values 100 Fund - A Class   03/08 0.10 6.84 -27.02 -- -- -- -17.36 5.00 34.01 1.59
EL Epiphany Faith and Family Values 100 Fund - C Class   02/08 0.10 6.47 -27.26 -- -- -- -18.77 0.00 34.76 2.34
EL Epiphany Faith and Family Values 100 Fund - N Class   01/07 2.00 6.85 -27.09 -- -- -- -13.16 0.00 34.01 1.59
ES Gabelli SRI Green Fund Inc A   06/07 0.70 23.32 -11.78 -- -- -- -10.81 5.75 22.50 2.00
ES Gabelli SRI Green Fund Inc AAA   06/07 0.80 23.28 -11.82 -- -- -- -10.80 0.00 22.50 2.00
ES Gabelli SRI Green Fund Inc C   06/07 0.10 22.96 -12.43 -- -- -- -11.43 0.00 23.25 2.75
ES Gabrelli SRI Green Fund Inc I   06/07 0.50 23.44 -11.55 -- -- -- -10.57 0.00 22.25 1.75
BL Green Century Balanced   03/92 44.26 4.27 -19.52 -5.02 -1.15 4.69 5.48 0.00 1.38 1.38
EL Green Century Equity   09/95 37.03 4.26 -29.46 -8.07 -3.46 -3.12 4.24 0.00 0.95 0.95
EL Integrity Growth and Income Fund   01/95 26.97 1.76 -27.69 -4.30 2.00 -2.66 6.84 0.00 2.08 1.60
BL Legg Mason Prt Social Awareness Fund A   11/92 119.51 3.49 -23.85 -3.67 -0.99 -0.26 6.00 5.75 1.20 1.20
BL Legg Mason Prt Social Awareness Fund B   02/87 20.16 3.05 -24.61 -4.65 -1.92 -1.12 6.22 0.00 2.23 2.23
BL Legg Mason Prt Social Awareness Fund C   05/93 8.95 3.22 -24.30 -4.26 -1.62 -0.94 4.76 0.00 1.81 1.81
EL MMA Praxis Core Stock Fund A   04/99 55.11 5.69 -35.44 -11.48 -5.27 -3.43 3.33 5.25 1.70 1.43
EL MMA Praxis Core Stock Fund B   01/94 20.60 5.37 -35.88 -12.08 -5.90 -4.06 2.89 0.00 2.20 2.08
EL MMA Praxis Growth Index Fund A   05/07 2.84 8.62 -30.34 -- -- -- -15.27 5.25 3.65 0.94
EL MMA Praxis Growth Index Fund B   05/07 0.88 8.20 -30.65 -- -- -- -15.73 0.00 4.14 1.49
BD MMA Praxis Intermediate Income A   05/99 50.51 3.85 5.87 5.88 4.54 4.90 4.97 3.75 1.17 0.78
BD MMA Praxis Intermediate Income B   01/94 15.42 3.66 5.41 5.43 4.07 4.45 4.71 0.00 1.67 1.23
IG MMA Praxis International A   05/99 24.14 -1.16 -39.04 -9.75 0.53 -1.39 1.28 5.25 1.97 1.67
IG MMA Praxis International B   04/97 8.17 -1.31 -39.50 -10.39 -0.13 -2.16 0.64 0.00 2.46 2.32
EM MMA Praxis Small Cap Fund A   05/07 2.64 5.84 -33.76 -- -- -- -20.74 5.25 3.81 1.45
EM MMA Praxis Small Cap Fund B   05/07 0.50 5.56 -34.13 -- -- -- -21.23 0.00 4.18 2.10
EL MMA Praxis Value Index A   05/01 18.47 0.34 -35.41 -13.71 -4.32 -- -3.99 5.25 1.18 0.90
EL MMA Praxis Value Index B   05/01 5.86 0.00 -35.88 -14.24 -4.83 -- -4.51 0.00 1.69 1.47
EL Neuberger Berman Socially Resp Inv   03/94 525.27 9.78 -32.52 -7.24 0.13 1.36 6.86 0.00 0.89 0.95
ES New Alternatives   09/82 196.75 15.00 -34.38 -1.98 6.40 5.02 8.19 4.75 0.95 0.95
EL Parnassus Equity Income Fund   09/92 1,486.50 2.55 -21.78 -0.13 2.70 5.77 8.86 0.00 1.01 1.00
EL Parnassus Fund   12/84 224.00 17.72 -24.83 -2.77 0.05 2.59 8.56 0.00 1.01 1.00
BD Parnassus Income-Fixed Income   09/92 111.40 1.64 3.15 5.02 4.52 5.41 5.93 0.00 0.84 0.88
EM Parnassus Mid-Cap Fund   04/05 9.60 8.67 -23.92 -4.78 -- -- -1.66 0.00 2.23 1.42
EM Parnassus Small-Cap Fund   04/05 47.30 14.65 -19.84 -3.89 -- -- 1.32 0.00 2.22 1.42
ES Parnassus Workplace Fund   04/05 15.70 25.53 -14.90 1.15 -- -- 2.48 0.00 2.60 1.21
BL Pax World Balanced   08/71 1,656.31 5.94 -25.64 -4.68 0.84 2.02 8.22 0.00 0.96 0.96
EM Pax World Growth   06/97 73.59 11.82 -34.18 -9.32 -2.15 -2.11 -0.61 0.00 1.76 1.50
BD Pax World High Yield   10/99 193.02 19.55 -6.65 2.16 4.34 -- 4.18 0.00 1.79 0.99
EL Pax World Value Fund--Individual Investor   09/07 0.00 0.00 -- -- -- -- 0.00 -- -- 1.49
EL Pax World Value Fund--Institutional Class   09/07 0.00 0.00 -- -- -- -- 0.00 -- -- 1.24
EM Pax World Women's Equity Fund - Individual Investor   10/93 24.04 7.82 -33.37 -8.50 -3.49 -0.63 5.18 0.00 1.79 1.24
EM Pax World Women's Equity Fund - Institutional Class   04/06 2.32 7.89 -33.20 -8.25 -3.32 -0.54 5.24 0.00 1.50 0.99
IG Portfolio 21   09/99 138.23 8.53 -28.63 -4.02 3.15 -- 2.41 0.00 1.50 1.50
IG Portfolio 21 Institutional   03/07 84.39 8.64 -28.44 -- -- -- -12.91 0.00 1.20 1.20
EL Sentinel Sustainable Core Opportunities Fund   04/08 150.18 7.91 -32.80 -9.51 -1.80 -0.57 3.73 5.00 1.16 1.16
EM Sentinel Sustainable Emerging Companies Fund   04/08 90.29 12.36 -39.12 -12.87 -3.51 -1.26 6.31 5.00 1.25 1.25
EL TIAA-CREF   10/02 297.03 4.51 -31.98 -8.27 -1.68 -- -1.79 0.00 0.48 0.47
ES Total Return Utilities Fund   06/95 14.92 6.45 -34.12 -3.67 5.04 1.28 6.15 0.00 1.95 1.89
BL Walden Social Balanced Fund   06/99 30.67 1.51 -20.16 -2.94 0.13 -- 1.54 0.00 1.16 1.00
EL Walden Social Equity Fund   06/99 52.89 1.23 -30.55 -6.26 -1.70 -- 0.25 0.00 1.14 1.00
EM Winslow Green Growth Fund   04/01 182.41 18.51 -44.33 -17.04 -3.30 7.38 10.91 0.00 1.31 1.45
BL xBlend: 60% S&P 500, 40% LB Ag   0.00 2.71 -18.56 -2.26 1.10 1.61 9.99 0.00 -- --
BD xLehman Bros Aggregate (bond)   0.00 1.33 5.37 6.30 5.02 5.88 8.38 0.00 -- --
BD xMerrill Lynch 91-Day Treasury   0.00 0.09 1.12 3.37 3.19 3.27 6.32 0.00 -- --
IG xMSCI EAFE Equity   0.00 9.01 -36.25 -7.33 3.35 2.03 9.79 0.00 -- --
IG xMSCI World Equity   0.00 7.23 -34.38 -7.35 1.07 0.13 9.13 0.00 -- --
IG xMSCI World Equity (non-US)   0.00 10.90 -35.90 -6.70 4.05 2.55 9.87 0.00 -- --
EL xRussell 1000   0.00 4.07 -32.95 -8.23 -1.55 -1.28 10.95 0.00 -- --
EM xRussell 2000   0.00 1.14 -31.79 -10.14 -1.18 2.68 10.69 0.00 -- --
EM xRussell 3000   0.00 3.84 -32.85 -8.40 -1.52 -1.00 10.90 0.00 -- --
EM xS & P 400 Midcap   0.00 7.80 -33.50 -7.72 0.69 5.10 12.98 0.00 -- --
EL xS & P 500 Composite   0.00 2.96 -32.57 -8.24 -1.91 -1.72 10.73 0.00 -- --

Fund Types
BLBalanced
BDBond (Fixed Income)
ELEquity Large Cap
EMEquity Mid-Small Cap
ESEquity Specialty
IGInternational Global Foreign
Data Explanations
-- Data were not applicable or not available when the chart was updated.
Y-T-D Percent return beginning January 1st of the current year or since inception.
1 yr Percent return for the last 12 months or since inception.

x indicates a performance index, i.e. an unmanaged, often weighted portfolio of securities, the performance of which is used as a benchmark for measuring performance of investments such as mutual funds or of markets in general. Benchmarks reported in this chart include:
xS&P 500 Composite: Standard & Poor's index of large cap stocks
xS&P 400 Midcap: Standard & Poor's index of 400 midcap stocks
xRussell 2000: An index of small cap stocks
xCitizens Index 300: An index created by Citizens Funds to measure the performance of large socially responsible companies
xDomini Social Index 400: An index created by Kinder, Lydenberg, Domini & Co., Inc to reflect the behavior of stocks of companies that the socially responsible investor might purchase
xLehman Bros Aggregate Bond (LBA): an index of bonds
xMSCI EAFE Equity: An index measuring the performance of European, Australian and Far East equities; a useful benchmark for international funds
xMSCI World Equity ex USA: An index measuring the performance of the equities of developed countries excluding U.S.
xMSCI World Equity Index: An index measuring the performance of the equities of developed countries including U.S.; a useful benchmark for global funds
xBlend: 60% S&P 500, 40% LBA Combines Standard & Poor's 500 Index with the Lehman Brothers Aggregate Bond Index for comparison with balanced funds

Sources: 
Thompson
Thomson Financial, phone: 301-545-4000; 301-545-4900 (fax), 1455 Research Blvd. Rockville, MD 20850. Figures not available from Thomson Financial Wealth Management Group are reported by the funds directly. Domini Social Index figures obtained from Kinder, Lydenberg & Domini. Bank money market information obtained from the banks directly.

Please Note: Green America cannot guarantee the accuracy or completeness of the information in this chart and assumes no liability for its use. This chart should not be construed as a guarantee of future return for any fund, nor an endorsement of any investment product. Ask for prospectus, read all materials and consult an investment advisor prior to investing.

About the Chart: Mutual Funds data do not reflect deduction of any applicable sales charges. Mutual fund performance information is always presented net of expenses.

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