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

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.