The top 25 socially conscious funds

Ranked by one-year total return
DEC 08, 2014
Fund1-year return3-year return5-year 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 Institutional (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%
GuideStone Equity Index Fund Inv (GEQZX)17.04%20.11%15.47%$405.40.39%
Dreyfus Third Century Fund Z (DRTHX)16.91%18.69%14.83%$334.31.01%
Pax World Growth Fund;Individual Investor (PXWGX)16.70%16.83%14.90%$195.81.24%
GuideStone Growth Equity Fund Inv (GGEZX)16.31%19.48%15.83%$1,499.41.09%
iShares MSCI KLD 400 Social ETF (DSI)16.29%19.66%14.50%$378.90.50%
Green Century Equity Fund (GCEQX)16.28%19.03%13.94%$108.31.25%
Parnassus Fund (PARNX)16.21%23.79%16.46%$638.10.86%
Ariel Fund;Investor (ARGFX)15.64%24.65%17.50%$2,236.21.03%
Touchstone Premium Yield Equity Fund A (TPYAX)15.46%15.16%14.41%$190.11.21%
GuideStone Extended-Duration Bond Fund Inv (GEDZX)15.27%8.03%9.68%$300.40.76%
Calvert Large Cap Core Portfolio I (CMIIX)15.18%19.12%14.79%$187.50.81%
TIAA-CREF Social Choice Equity Fund;Institutional (TISCX)15.16%19.36%15.13%$2,684.90.18%
Timothy Plan Large/Mid-Cap Value Fund A (TLVAX)15.10%17.95%14.83%$158.91.51%
Calvert Equity Portfolio A (CSIEX)15.04%17.00%13.69%$2,945.11.23%
Praxis Value Index Fund A (MVIAX)14.94%19.87%13.43%$121.21.03%

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 company

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.