Socially Responsible Mutual Fund Charts: Screening & Advocacy

Screening: Social and environmental criteria considered in each fund’s investment policy guidelines or practiced by the fund management. This chart denotes the most common screens applied by SRI mutual funds and more detailed information can be found in Fund Profiles.

Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
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 KEY:
 X  No Investment
 P  Positive Investment
 R  Restricted Investment
 NS  No Screens
 
Click fund name for details and contact information.
Alcohol Tobacco Gambling Defense Animal Testing Products Environment Human Rights Labor Relations Employer Equality Community Investing Proxy Voting Screening Details
Access Capital Strategies Community Investment Fund
NS NS NS NS NS NS NS NS NS NS P X Screening details on this fund
AHA Balanced Fund - Instiutional Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Diversified Equity Fund - Institutional Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Diversified Equity Fund - N Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Full Maturity Fixed Income Fund - Institutional Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Full Maturity Fixed Income Fund - N Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Limited Maturity Fixed Income Fund - Institutional Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Limited Maturity Fixed Income Fund - N Class
NS X NS NS NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
AHA Socially Responsible Equity I
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
AHA Socially Responsible Equity N
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Appleseed Fund
R R R R NS NS P P P NS P Proxy Voting Information Screening details on this fund
Ariel Appreciation Fund
NS X NS X NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
Ariel Focus Fund
NS X NS X NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
Ariel Fund
NS X NS X NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
Azzad Ethical Income Fund
X X X X NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
Azzad Ethical Mid Cap Fund
X X X X NS NS NS NS NS NS NS Proxy Voting Information Screening details on this fund
Calvert Aggressive Allocation Fund
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Capital Accumulation A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Capital Accumulation B
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Capital Accumulation C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Calvert Conservative Allocation Fund
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Global Alternative Energy Fund A
NS NS NS NS NS P P P P P NS Proxy Voting Information Screening details on this fund
Calvert Global Water Fund
X NS NS X NS X NS P NS NS NS Proxy Voting Information Screening details on this fund
Calvert International Opportunities Fund
R R NS NS NS P P P P P NS Proxy Voting Information Screening details on this fund
Calvert Large Cap Growth A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Large Cap Growth B
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Large Cap Growth C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Large Cap Growth I
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Mid Cap Value Fund
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Moderate Allocation Fund
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Calvert New Vision Small Cap A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert New Vision Small Cap B
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert New Vision Small Cap C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Small Cap Value Fund
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Index A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Index B
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Index C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Index I
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Balanced A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Balanced C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Calvert Social Investment Bond A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Enhanced Equity A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Enhanced Equity B
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Enhanced Equity C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Equity A
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Equity C
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert Social Investment Equity I
X X X R R P P P P P P Proxy Voting Information Screening details on this fund
Calvert World Values International A
X X NS R NS P P P P P P Proxy Voting Information Screening details on this fund
Calvert World Values International C
X X NS R NS P P P P P P Proxy Voting Information Screening details on this fund
CRA Qualified Investment
NS NS NS NS NS NS NS NS NS NS P X Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Domini European PacAsia Social Equity A
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini European PacAsia Social Equity I
X X X X P P P P P P NS Proxy Voting Information Screening details on this fund
Domini European Social Equity A
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini European Social Equity I
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini Institutional Social Equity
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini PacAsia Social Equity A
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini PacAsia Social Equity I
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini Social Bond
X X X X NS P P P P P P Proxy Voting Information Screening details on this fund
Domini Social Equity A
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
Domini Social Equity I
X X X X NS P P P P P NS Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Epiphany Faith and Family Values 100 Fund - A Class
R R R R NS NS P P P P NS Proxy Voting Information Screening details on this fund
Epiphany Faith and Family Values 100 Fund - C Class
R R R R NS NS P P P P NS Proxy Voting Information Screening details on this fund
Epiphany Faith and Family Values 100 Fund - N Class
R R R R NS NS P P P P NS Proxy Voting Information Screening details on this fund
Gabelli SRI Green Fund Inc A
R R R X NS P P NS NS NS NS Proxy Voting Information Screening details on this fund
Gabelli SRI Green Fund Inc AAA
R R R X NS P P NS NS NS NS Proxy Voting Information Screening details on this fund
Gabelli SRI Green Fund Inc C
R R R X NS P P NS NS NS NS Proxy Voting Information Screening details on this fund
Gabrelli SRI Green Fund Inc I
R R R X NS P P NS NS NS NS Proxy Voting Information Screening details on this fund
Green Century Balanced
NS X NS R R P P NS NS NS NS Proxy Voting Information Screening details on this fund
Green Century Equity
X X X R NS P P P P P NS Proxy Voting Information Screening details on this fund
Integrity Growth and Income Fund
X X X NS R NS P R R R NS Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Legg Mason Prt Social Awareness Fund A
NS R NS R NS NS P P P P NS Proxy Voting Information Screening details on this fund
Legg Mason Prt Social Awareness Fund B
NS R NS R NS NS P P P P NS Proxy Voting Information Screening details on this fund
Legg Mason Prt Social Awareness Fund C
NS R NS R NS NS P P P P NS Proxy Voting Information Screening details on this fund
MMA Praxis Core Stock Fund A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Core Stock Fund B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Growth Index Fund A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Growth Index Fund B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Intermediate Income A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Intermediate Income B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis International A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
MMA Praxis International B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Small Cap Fund A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Small Cap Fund B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Value Index A
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
MMA Praxis Value Index B
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
Neuberger Berman Socially Resp Inv
X X X X R P P P P P NS Proxy Voting Information Screening details on this fund
New Alternatives
X X X X X P P P P P P X Screening details on this fund
Parnassus Equity Income Fund
X X X X R P P P P P NS Proxy Voting Information Screening details on this fund
Parnassus Fund
X X X X R P X P P P P Proxy Voting Information Screening details on this fund
Parnassus Income-Fixed Income
X X X X R P X P P P NS Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Parnassus Mid-Cap Fund
X X X X R P P P P P P Proxy Voting Information Screening details on this fund
Parnassus Small-Cap Fund
X X X X R P X P P P P Proxy Voting Information Screening details on this fund
Parnassus Workplace Fund
X X X X R P X P P P P Proxy Voting Information Screening details on this fund
Pax World Balanced
R X R R R P P P P P P Proxy Voting Information Screening details on this fund
Pax World Growth
R X R R R P P P P P NS Proxy Voting Information Screening details on this fund
Pax World High Yield
R X R R R P P P P P P Proxy Voting Information Screening details on this fund
Pax World Value Fund--Individual Investor
NS X R X R P P P P P NS Proxy Voting Information Screening details on this fund
Pax World Value Fund--Institutional Class
NS X R X R P P P P P NS Proxy Voting Information Screening details on this fund
Pax World Women's Equity Fund - Individual Investor
NS X R X R R R NS R R NS Proxy Voting Information Screening details on this fund
Pax World Women's Equity Fund - Institutional Class
NS X R X R R R R R R NS Proxy Voting Information Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details
Portfolio 21
NS X R R R P P R R R P Proxy Voting Information Screening details on this fund
Portfolio 21 Institutional
NS X R R R P P R R R NS Proxy Voting Information Screening details on this fund
Sentinel Sustainable Core Opportunities Fund
X X X R R P P P P P NS Proxy Voting Information Screening details on this fund
Sentinel Sustainable Emerging Companies Fund
X X X R R P P P P P NS Proxy Voting Information Screening details on this fund
TIAA-CREF
R R R R NS P P P P P NS Proxy Voting Information Screening details on this fund
Total Return Utilities Fund
X X X X X P P NS P P NS Proxy Voting Information Screening details on this fund
Walden Social Balanced Fund
X X R X R P P P P P P Proxy Voting Information Screening details on this fund
Walden Social Equity Fund
X X R X R P P P R P X Proxy Voting Information Screening details on this fund
Winslow Green Growth Fund
R R R R R P P NS NS NS NS Proxy Voting Information Screening details on this fund
xRussell 3000
 NS NS NS NS NS NS NS NS NS NS NS X Screening details on this fund
  Alcohol Tobacco Gambling Defense Animal Rights Products Environment Human Rights Labor Employer Equality Community Investing Proxy Voting View Screening Details

All funds listed are members of the Social Investment Forum. Please note that each category of social screens may be defined differently by different funds. To determine whether a fund's screening policies and practices are right for you, please contact the fund directly.

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