Socially conscious funds by category, ranked by one-year total return

Including domestic equity, fixed income, mixed-asset and world equity funds
DEC 08, 2014

Domestic Equity Funds

Fund1-year return3-year return5-year total returnPortfolio net assets ($M)Expense ratio*
Praxis Growth Index Fund I (MMDEX)20.02%21.11%16.20%$164.70.47%
Parnassus Endeavor Fund (PARWX)19.10%22.67%16.13%$650.90.95%
Vanguard FTSE Social Index Fund;Investor (VFTSX)18.93%22.30%16.23%$1,304.70.28%
Steward Large Cap Enhanced Index Fund Inst (SEECX)17.95%21.40%16.82%$233.80.54%
Domini Social Equity Fund;Investor (DSEFX)17.39%18.30%14.47%$1,200.31.24%
Amana Growth Fund;Investor (AMAGX)17.38%15.03%12.32%$2,029.11.10%
Parnassus Core Equity Fund Investor (PRBLX)17.28%21.54%15.19%$10,744.10.87%
Eventide Gilead Fund N (ETGLX)17.21%27.61%21.56%$807.61.64%
Calvert Social Index Fund A (CSXAX)17.15%21.05%15.24%$386.70.75%
iShares MSCI USA ESG Select ETF (KLD)17.14%17.54%13.98%$288.80.50%
Domestic Equity SRI Funds Total/Average12.60%17.80%14.22%$45,031.11.22%

Fixed Income

Fund1-year return3-year return5-year total returnPortfolio net assets ($M)Expense ratio*
GuideStone Extended-Duration Bond Fund Inv (GEDZX)15.27%8.03%9.68%$300.40.76%
Calvert Long Term Income Fund A (CLDAX)12.96%6.28%7.53%$85.91.25%
TIAA-CREF Social Choice Bond Fund Inst (TSBIX)7.72%N/ANA$238.30.40%
Calvert Tax-Free Bond Fund A (CTTLX)6.97%4.02%3.85%$142.20.93%
Calvert Bond Portfolio A (CSIBX)4.99%3.66%4.35%$792.21.11%
GuideStone Medium-Duration Bond Fund Inv (GMDZX)4.88%3.66%5.14%$854.10.65%
GuideStone Global Bond Fund Inv (GGBFX)4.63%5.50%6.78%$389.70.82%
Praxis Intermediate Income Fund A (MIIAX)4.40%2.64%3.99%$400.80.95%
Timothy Plan High Yield Bond Fund A (TPHAX)4.27%7.14%7.89%$44.01.35%
Epiphany FFV Strategic Income Fund N (EPINX)4.26%3.48%NA$17.41.30%
Fixed Income SRI Funds Total/Average3.89%3.69%4.45%$11,732.61.01%

Mixed-Asset

Fund1-year return3-year return5-year total returnPortfolio net assets ($M)Expense ratio*
Calvert Balanced Portfolio A (CSIFX)10.93%12.37%10.41%$679.61.20%
ESG Managers Growth Portfolio A (PAGAX)10.53%15.47%N/A$16.31.75%
1919 Socially Responsive Balanced Fund B (SESIX)10.43%10.96%8.83%$140.82.39%
ESG Managers Growth and Income Portfolio Inst (PMIIX)10.27%14.22%N/A$16.41.49%
New Covenant Balanced Growth Fund (NCBGX)10.10%11.42%9.15%$304.31.20%
Green Century Balanced Fund (GCBLX)9.84%14.21%10.59%$129.21.48%
Pax World Balanced Fund;Individual Investor (PAXWX)9.56%11.17%9.06%$1,989.10.91%
Walden Asset Management Fund (WSBFX)9.47%12.46%10.09%$82.91.00%
Calvert Aggressive Allocation Fund A (CAAAX)9.47%15.30%11.12%$101.01.26%
GuideStone Aggressive Allocation Fund I Inst (GGBYX)8.91%15.72%11.75%$188.11.13%
Mixed-Asset SRI Funds Total/Average8.21%11.01%8.97%$10,292.41.48%

World Equity

Fund1-year return3-year return5-year total returnPortfolio net assets ($M)Expense ratio*
GuideStone Real Estate Securities Fund;Inv (GREZX)13.30%12.53%15.69%$266.71.06%
Steward Global Equity Income Fund;Inst (SGISX)10.77%13.52%11.63%$160.60.71%
Gabelli SRI Fund Inc;I (SRIDX)10.17%12.40%10.77%$74.51.49%
Pax Ellevate Global Women's Index Fund;Ind Inv (PXWEX)9.84%13.30%8.73%$66.00.99%
UBS Global Sustainable Equity Fund;P (BNUEX)9.58%12.24%6.33%$22.31.00%
Northern Global Sustainability Index Fund (NSRIX)9.20%15.52%10.12%$203.70.30%
Calvert Global Water Fund;A (CFWAX)6.63%17.77%11.85%$635.31.85%
Frontier RobecoSAM Global Equity Fund;Inst (FSGLX)5.82%13.76%8.97%$16.81.20%
Market Vectors Global Alternative Energy ETF (GEX)5.77%17.29%-3.33%$93.10.62%
Portfolio 21 Global Equity Fund;Retail (PORTX)4.42%12.26%7.49%$483.41.45%
World Equity SRI Funds Total/Average ()1.90%11.05%4.39%$7,689.11.48%

Returns as of Nov. 10. Assets as of Oct. 31. Distinct share classes only. Three-year and five-year returns are annualized. *Net prospectus Source: Lipper, a Thomson Reuters Co.

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