Co-op America: Economic Action for a Just Planet National Green Pages™ - Green Business Network™ - Newsroom
About  - Support Us - Take Action - Programs - Publications - Green Business - Social Investing - Member Center
Social Investing: Strategies for Socially and Environmentally Responsible Investing
Printer friendly version
Send this to a friend
Sign up for email list
Become a member

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.

The Mutual Fund Performance Chart displays all socially responsible mutual funds offered by members of our partner organization, the Social Investment Forum. This public tool is meant for individual investors to compare cost, financial performance, screens, and voting records of competing funds. All listed funds are open to new investors. Quick facts about SRI performance from the Social Investment Forum »

Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
Information current as of April 30, 2008

PDF Download  Download as PDF for Printing 		View funds by type:
Fund Type Fund Name Inception Month ASSETS (millions) Y-T-D% from
1/1/08
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   06/98 510.26 1.58 6.47 4.96 4.44 -- 5.87 0.50 1.48 0.79
EM AHA Balanced Fund - Instiutional Class   10/88 15.23 -2.85 -2.73 6.11 8.64 4.90 8.91 0.00 0.99 --
EM AHA Diversified Equity Fund - Institutional Class   10/88 86.77 -4.89 -8.31 6.76 10.87 4.99 10.95 0.00 0.98 --
EM AHA Diversified Equity Fund - N Class   12/02 8.62 -4.99 -8.58 6.46 10.59 -- 10.67 0.00 1.23 --
EM AHA Full Maturity Fixed Income Fund - Institutional Class   10/88 43.17 1.34 5.23 4.00 3.65 5.33 6.59 0.00 0.99 --
EM AHA Full Maturity Fixed Income Fund - N Class   05/04 0.77 1.16 4.88 3.71 -- -- 3.82 0.00 0.99 --
EM AHA Limited Maturity Fixed Income Fund - Institutional Class   12/88 108.34 1.65 5.60 4.17 2.79 4.31 5.32 0.00 0.75 --
EM AHA Limited Maturity Fixed Income Fund - N Class   10/04 0.47 1.57 5.43 3.92 -- -- 3.24 0.00 1.00 --
EM AHA Socially Responsible Equity I   01/05 54.87 -3.74 -8.90 7.76 -- -- 4.62 0.00 1.00 --
EM AHA Socially Responsible Equity N   08/05 0.83 -3.88 -9.14 -- -- -- 4.54 0.00 1.25 --
EM Appleseed Fund   12/06 6.41 -0.51 -11.60 -- -- -- -1.47 0.00 4.38 0.90
EM Ariel Appreciation Fund   12/89 1,813.66 -5.43 -12.68 3.67 9.42 7.45 11.16 0.00 1.13 --
EL Ariel Focus Fund   06/05 40.53 -0.18 -5.49 -- -- -- 4.96 0.00 1.78 --
EM Ariel Fund   11/86 2,890.31 -9.66 -16.88 0.74 8.77 7.33 12.03 0.00 1.04 --
ES Calvert Aggressive Allocation Fund   06/05 45.30 -4.83 -4.21 -- -- -- 6.71 4.75 1.79 0.83
EM Calvert Capital Accumulation A   10/94 92.78 -2.09 0.35 6.74 9.25 2.28 7.96 4.75 1.66 1.71
EM Calvert Capital Accumulation B   03/98 9.62 -2.38 -0.55 5.81 8.31 1.36 1.77 0.00 2.54 2.57
EM Calvert Capital Accumulation C   10/94 11.51 -2.32 -0.40 5.92 8.39 1.47 7.11 0.00 2.42 2.49
ES Calvert Conservative Allocation Fund   04/05 15.75 -1.24 1.56 5.43 -- -- 5.42 4.75 1.95 0.87
IG Calvert Global Alternative Energy Fund A   05/07 143.02 -10.10 -- -- -- -- 16.93 4.75 2.54 1.85
IG Calvert International Opportunities Fund   05/07 10.26 -4.12 -- -- -- -- -0.80 4.75 2.65 1.66
EL Calvert Large Cap Growth A   10/00 843.11 -10.17 -3.07 9.23 12.15 5.85 10.85 4.75 1.28 1.52
EL Calvert Large Cap Growth B   10/00 39.39 -10.45 -3.87 8.31 11.15 -- 0.10 0.00 2.10 2.36
EL Calvert Large Cap Growth C   10/00 105.85 -10.38 -3.72 8.43 11.23 -- 0.20 0.00 1.99 2.28
EL Calvert Large Cap Growth I   08/94 492.69 -10.00 -2.47 9.84 12.81 6.31 11.21 0.00 0.71 0.97
EM Calvert Mid Cap Value Fund   10/04 35.22 -7.45 -11.58 4.84 -- -- 6.02 4.75 1.66 1.59
ES Calvert Moderate Allocation Fund   04/05 76.47 -3.52 -1.85 6.51 -- -- 6.49 4.75 1.87 0.95
EM Calvert New Vision Small Cap A   01/97 77.68 -9.98 -12.43 -1.99 4.44 1.65 2.18 4.75 1.76 1.74
EM Calvert New Vision Small Cap B   03/98 8.38 -10.34 -13.35 -2.93 3.45 0.64 0.63 0.00 2.75 2.66
EM Calvert New Vision Small Cap C   01/97 10.56 -10.22 -13.13 -2.78 3.60 0.80 1.38 0.00 2.60 2.53
EM Calvert Small Cap Value Fund   10/04 34.99 -4.85 -9.40 5.52 -- -- 4.00 4.75 1.98 1.69
EL Calvert Social Index A   06/00 52.36 -6.55 -7.69 5.92 7.77 -- -2.03 4.75 1.09 0.75
EL Calvert Social Index B   06/00 5.03 -6.86 -8.59 4.87 6.72 -- -2.99 0.00 2.08 1.75
EL Calvert Social Index C   06/00 7.64 -6.87 -8.60 4.87 6.70 -- -3.00 0.00 1.96 1.75
EL Calvert Social Index I   06/00 19.45 -6.45 -7.15 6.44 8.26 -- -1.61 0.00 0.57 0.21
BL Calvert Social Investment Balanced A   10/82 486.67 -3.32 -2.89 5.04 6.98 2.77 8.49 4.75 1.20 1.34
BL Calvert Social Investment Balanced C   03/94 27.71 -3.57 -3.73 4.08 5.96 1.76 4.87 0.00 2.07 2.24
BD Calvert Social Investment Bond A   08/87 567.26 0.04 4.61 4.43 5.38 5.94 7.35 3.75 1.12 1.14
ES Calvert Social Investment Enhanced Equity A   04/98 54.30 -4.81 -9.20 5.13 7.62 3.20 3.18 4.75 1.33 1.36
ES Calvert Social Investment Enhanced Equity B   04/98 5.34 -5.16 -10.10 4.11 6.60 2.22 2.10 0.00 2.29 2.27
ES Calvert Social Investment Enhanced Equity C   06/98 8.06 -5.12 -9.99 4.20 6.67 -- 2.53 0.00 2.19 2.22
EL Calvert Social Investment Equity A   08/87 876.54 -3.24 3.17 8.52 9.30 6.34 8.24 4.75 1.21 1.23
EL Calvert Social Investment Equity C   03/94 105.71 -3.48 2.42 7.71 8.47 5.47 7.39 0.00 1.96 1.99
EL Calvert Social Investment Equity I   11/99 133.60 -3.07 3.76 9.13 9.91 -- 6.89 0.00 0.67 0.68
IG Calvert World Values International A   07/92 448.79 -3.41 -8.44 12.79 15.91 3.90 6.48 4.75 1.62 1.75
IG Calvert World Values International C   03/94 43.23 -3.64 -9.09 11.89 14.96 2.94 4.49 0.00 2.43 2.59
BD CRA Qualified Investment   08/99 730.28 1.04 4.94 3.83 3.47 -- 5.29 0.00 0.98 0.96
IG Domini European PacAsia Social Equity A   12/06 1.11 -5.59 -10.18 -- -- -- -0.49 4.75 19.27 1.57
IG Domini European PacAsia Social Equity I   12/06 18.54 -5.65 -10.29 -- -- -- -2.74 0.00 5.89 1.60
IG Domini European Social Equity A   10/05 4.87 -6.10 -13.19 -- -- -- 15.10 4.75 3.37 1.57
IG Domini European Social Equity I   10/05 109.18 -6.09 -13.30 -- -- -- 15.10 0.00 1.79 1.60
EL Domini Institutional Social Equity   06/91 873.07 -4.65 -8.95 5.99 8.14 2.58 8.96 0.00 1.24 1.15
IG Domini PacAsia Social Equity A   12/06 1.13 -3.46 0.03 -- -- -- 1.95 4.75 12.81 1.57
IG Domini PacAsia Social Equity I   12/06 31.69 -3.38 0.06 -- -- -- 1.83 0.00 3.23 1.60
BD Domini Social Bond   06/00 71.99 1.44 5.79 3.92 3.17 -- 5.43 0.00 1.48 0.95
EL Domini Social Equity A   05/05 1.65 -4.57 -13.17 4.13 -- -- 4.12 4.75 9.51 1.13
EL Domini Social Equity I   05/96 160.14 -4.56 -8.58 6.44 8.67 3.11 6.77 0.00 0.80 0.65
EL Dover Responsibility Fund   05/05 5.63 -7.62 -8.64 -- -- -- 5.36 0.00 5.03 0.75
ES Gabelli SRI Fund Inc A   06/07 0.38 -4.51 -- -- -- -- -12.84 5.75 2.55 2.00
ES Gabelli SRI Fund Inc AAA   06/07 0.66 -4.61 -- -- -- -- -12.79 0.00 2.55 2.00
ES Gabelli SRI Fund Inc C   06/07 0.17 -4.74 -- -- -- -- -13.33 0.00 3.30 2.75
ES Gabrelli SRI Fund Inc I   06/07 0.50 -4.50 -- -- -- -- -12.60 0.00 2.30 1.75
BL Green Century Balanced   03/92 54.29 -4.93 -4.31 6.72 10.11 4.22 7.23 0.00 1.38 1.38
EL Green Century Equity   09/95 41.08 -6.11 -7.27