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.

Latest News

Investor accuses Canaras, U.S. Bank of hiding $50 million CLO loss
Investor accuses Canaras, U.S. Bank of hiding $50 million CLO loss

A trustee says it has no record of the investor now suing it for $50 million

New bill would let advisers unlock accredited investor status for clients
New bill would let advisers unlock accredited investor status for clients

Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.

More than a quarter of moms are planning to opt out of Trump accounts, survey finds
More than a quarter of moms are planning to opt out of Trump accounts, survey finds

"I just feel like I can get a lot further [by] opening a 529 account," said one respondent to the BabyCenter survey on Trump accounts.

IRA investors keep rushing toward lower-cost mutual funds
IRA investors keep rushing toward lower-cost mutual funds

New ICI research shows these retirement savers pay expense ratios nearly matching industrywide averages, extending years of fee declines

US household wealth grows more liquid than global peers
US household wealth grows more liquid than global peers

UBS data show American net worth is shifting from property to cash and funds faster than in seven other wealthy nations.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.