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: excludes investments engaged in this activity
 P Positive Investment: seeks investments with positive impact in this area
 R Restricted Investment: seeks to avoid poorer performers in this area
 -- No Screens: does not screen investments in this area
 
Click fund name for details and contact information.
Environment Social Governance Products Screening Details
Climate/Clean Technology Pollution/Toxics Environment Community Investing Diversity & EEO Human Rights Labor Relations Board Issues Executive Pay Alcohol Animal Testing Defense Gambling Tobacco
Access Capital Community Investment Fund A
-- -- -- P -- -- -- -- -- -- -- -- -- -- Screening details on this fund
Access Capital Community Investment Fund I
-- -- -- P -- -- -- -- -- -- -- -- -- -- Screening details on this fund
AHA Balanced Fund - Institutional Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Diversified Equity Fund - Institutional Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Diversified Equity Fund - N Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Full Maturity Fixed Income Fund - Institutional Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Full Maturity Fixed Income Fund - N Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Limited Maturity Fixed Income Fund - Institutional Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Limited Maturity Fixed Income Fund - N Class
-- -- -- -- -- -- -- -- -- -- -- -- -- X Screening details on this fund
AHA Socially Responsible Equity I
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
AHA Socially Responsible Equity N
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Appleseed Fund
P P P P -- P P -- -- R X R R R Screening details on this fund
Appleseed Fund
P P P P -- P P -- -- R X R R R Screening details on this fund
Ariel Appreciation Fund
-- P -- P P -- -- P -- -- -- X -- X Screening details on this fund
Ariel Focus Fund
-- P -- P P -- -- P -- -- -- X -- X Screening details on this fund
Ariel Fund
-- P -- P P -- -- P -- -- -- X -- X Screening details on this fund
Azzad Ethical Mid Cap Fund
-- -- -- -- -- -- -- -- -- X -- X X X Screening details on this fund
Calvert Aggressive Allocation Fund A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Aggressive Allocation Fund C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Aggressive Allocation Fund I
P P P P P R P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Capital Accumulation A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Capital Accumulation B
P P P P P R P P P R R R R R Screening details on this fund
Calvert Capital Accumulation C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Conservative Allocation Fund A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Conservative Allocation Fund C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Global Alternative Energy Fund A
R P P -- -- P -- -- -- -- -- -- -- -- Screening details on this fund
Calvert Global Alternative Energy Fund C
R P P -- -- P -- -- -- -- -- -- -- -- Screening details on this fund
Calvert Global Alternative Energy Fund I
R P P -- -- P -- -- -- -- -- -- -- -- Screening details on this fund
Calvert Global Water Fund
P P P -- -- P -- -- -- -- -- R -- -- Screening details on this fund
Calvert Global Water Fund C
P P P -- -- P -- -- -- -- -- R -- R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Global Water Fund Y
P P P -- -- P -- -- -- -- -- R -- R Screening details on this fund
Calvert International Opportunities Fund A
R -- P P P R P P P R R R -- R Screening details on this fund
Calvert International Opportunities Fund A
R -- P P P R P P P R R R -- R Screening details on this fund
Calvert International Opportunities Fund I
R P P P P R P P P R R R -- R Screening details on this fund
Calvert International Opportunities Fund Y
R P P P P R P P P R R R -- R Screening details on this fund
Calvert International Opportunties Fund C
R P P P P R P P P R R R -- R Screening details on this fund
Calvert Large Cap Growth A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Large Cap Growth B
P P P P P R P P P R R R R R Screening details on this fund
Calvert Large Cap Growth C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Large Cap Growth I
P P P P P R P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Large Cap Growth Y
P P P P P R P P P R R R R R Screening details on this fund
Calvert Mid Cap Value Fund A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Mid Cap Value Fund C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Mid Cap Value Fund I
P P P P P R P P P R R R R R Screening details on this fund
Calvert Moderate Allocation Fund A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Moderate Allocation Fund C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Moderate Allocation Fund I
P P P P P R P P P R R R R R Screening details on this fund
Calvert New Vision Small Cap A
P P P P P R P P P R R R R R Screening details on this fund
Calvert New Vision Small Cap B
P P P P P R P P P R R R R R Screening details on this fund
Calvert New Vision Small Cap C
P P P P P R P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Small Cap Value Fund A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Small Cap Value Fund C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Small Cap Value Fund I
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Index A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Index B
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Index C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Index I
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Balanced A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Balanced B
P P P P P R P P P -- -- -- -- -- Screening details on this fund
Calvert Social Investment Balanced C
P P P P P R P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Social Investment Bond A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Bond B
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Bond C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Bond I
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Bond Y
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Enhanced Equity A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Enhanced Equity B
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Enhanced Equity C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Equity A
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Equity B
P P P P P R P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Calvert Social Investment Equity C
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Equity I
P P P P P R P P P R R R R R Screening details on this fund
Calvert Social Investment Equity Y
P P P P P R P P P R R R R R Screening details on this fund
Calvert World Values International A
P P P P P R P P P R R R -- R Screening details on this fund
Calvert World Values International B
P P P P P R P P P -- R R -- R Screening details on this fund
Calvert World Values International C
P P P P P P P P P R R R -- R Screening details on this fund
Calvert World Values International I
P P P P P R P P P R R R -- R Screening details on this fund
Calvert World Values International Y
P P P P P R P P P R R R -- R Screening details on this fund
CRA Qualified Investment
P P P P P -- -- -- -- X X X X X Screening details on this fund
CRA Qualified Investment - Institutional
P P P P P -- -- -- -- X X X X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
CRA Qualified Investment - Retail
P P P P P -- -- -- -- X X X X X Screening details on this fund
Domini European PacAsia Social Equity A
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Domini European PacAsia Social Equity I
-- -- P -- P P P -- -- X P X X X Screening details on this fund
Domini European Social Equity A
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Domini European Social Equity I
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Domini Institutional Social Equity -- Institutional
P P P P P P P P -- X R X X X Screening details on this fund
Domini PacAsia Social Equity A
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Domini PacAsia Social Equity I
-- -- P -- P P P -- -- X -- X X X Screening details on this fund
Domini Social Bond
P P P P P P P P -- X R X X X Screening details on this fund
Domini Social Equity A
P P P P P P P P -- X R X X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Domini Social Equity I
P P P P P P P P -- X R X X X Screening details on this fund
Domini Social Equity I
P P P P P P P P -- X R X X X Screening details on this fund
Domini Social Equity R
P P P P P P P P -- X R X X X Screening details on this fund
Gabelli SRI Green Fund Inc A
P P P -- -- -- -- -- -- R -- R R R Screening details on this fund
Gabelli SRI Green Fund Inc AAA
P P P -- -- -- -- -- -- R -- R R R Screening details on this fund
Gabelli SRI Green Fund Inc C
P P P -- -- -- -- -- -- R -- R R R Screening details on this fund
Gabelli SRI Green Fund Inc I
P P P -- -- -- -- -- -- R -- R R R Screening details on this fund
Green Century Balanced
P P P P -- -- -- -- -- -- R R -- X Screening details on this fund
Green Century Equity
-- -- P -- P P P -- -- X -- R X X Screening details on this fund
Integrity Growth and Income Fund
P R R -- R R R -- -- X R -- X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Legg Mason Prt Social Awareness Fund A
P R P -- P P P -- -- -- -- R -- R Screening details on this fund
Legg Mason Prt Social Awareness Fund B
P R P -- P P P -- -- -- -- R -- R Screening details on this fund
Legg Mason Prt Social Awareness Fund C
P R P -- P P P -- -- -- -- R -- R Screening details on this fund
MMA Praxis Core Stock Fund - Institutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Core Stock Fund A
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Growth Index Fund - Institutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Growth Index Fund A
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Intermediate Income - Institutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Intermediate Income A
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis International - Institutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
MMA Praxis International A
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Small Cap Fund - Instiutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Small Cap Fund A
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Value Index - Institutional
-- -- P P P P P -- -- X R X X X Screening details on this fund
MMA Praxis Value Index A
-- -- P P P P P -- -- X R X X X Screening details on this fund
Neuberger Berman Socially Resp Inv
-- -- P -- P P P -- -- X R X X X Screening details on this fund
Neuberger Berman Socially Resp R3
-- -- P -- P P P -- -- X R X X X Screening details on this fund
Neuberger Berman Socially Resp Tr
-- -- P -- P P P -- -- X R X X X Screening details on this fund
Neuberger Berman Socially Responsive A
-- -- P -- P P P -- -- X R X X X Screening details on this fund
Neuberger Berman Socially Responsive C
-- -- P -- P P P -- -- X R X X X Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Neuberger Berman Socially Responsive I
-- -- P -- P P P -- -- X R X X X Screening details on this fund
New Alternatives
P P P P P P P P P X X R X X Screening details on this fund
Parnassus Equity Income Fund
-- -- P -- P P P P P X R X X X Screening details on this fund
Parnassus Fixed-Income Fund
-- -- X -- P P P P P X R X X X Screening details on this fund
Parnassus Fund
-- -- X P P P P P P X R X X X Screening details on this fund
Parnassus Mid-Cap Fund
-- -- P P P P P P P X R X X X Screening details on this fund
Parnassus Small-Cap Fund
-- -- X P P P P P P X R X X X Screening details on this fund
Parnassus Workplace Fund
-- -- X P P P P P P X R X X X Screening details on this fund
Pax World Balanced Fund - Individual Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World Balanced Fund - Institutional Investor
P P P P P P P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Pax World Global Green Fund - Individual Investor
P P P -- P P P P P R R R R R Screening details on this fund
Pax World Global Green Fund - Institutional Class
P P P -- P P P P P R R R R R Screening details on this fund
Pax World Global Green Fund R
P P P P P P P P P R R R R R Screening details on this fund
Pax World Growth Fund - Individual Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World Growth Fund - Institutional Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World Growth Fund R
P P P P P P P P -- R R R R R Screening details on this fund
Pax World Growth Fund R
P P P P P P P P -- R R R R R Screening details on this fund
Pax World High Yield Bond Fund - Individual Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World High Yield Bond Fund - Institutional Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World High Yield Bond Fund R
P P P P P P P P P R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Pax World International Fund - Individual Investor
P -- P P P P P P P R R R R R Screening details on this fund
Pax World International Fund - Institutional Class
P -- P P P P P P P R R R R R Screening details on this fund
Pax World International Fund R
P -- P P P P P P P R R R R R Screening details on this fund
Pax World Small Cap Fund - Individual Investor
P P P P P P P P P R R R R R Screening details on this fund
Pax World Small Cap Fund - Institutional Class
P P P P P P P P P R R R R R Screening details on this fund
Pax World Small Cap Fund R
P P P P P P P P P R R R R R Screening details on this fund
Pax World Small Cap Fund R
P P P P P P P P P R R R R R Screening details on this fund
Pax World Women's Equity Fund - Individual Investor
P -- P P P P P P P R R R R R Screening details on this fund
Pax World Women's Equity Fund - Institutional Class
P -- P P P P P P P R R R R R Screening details on this fund
Portfolio 21
P P P P R R R P R -- R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Portfolio 21 Institutional
P P P P R R R P R -- R R R R Screening details on this fund
Sentinel Sustainable Core Opportunities Fund
P P P -- P P P P P X R R X X Screening details on this fund
Sentinel Sustainable Core Opportunities Fund I
-- -- P -- P P P -- -- X R R X X Screening details on this fund
Sentinel Sustainable Growth Opportunities Fund
P P P -- P P P P P X R R X X Screening details on this fund
TIAA-CREF Social Choice Eq Premier
P P P P P P P P P R -- R R X Screening details on this fund
TIAA-CREF Social Choice Eq Retail
P P P P P P P P P R -- R R X Screening details on this fund
TIAA-CREF Social Choice Eq Retire
P P P P P P P P P R -- R R X Screening details on this fund
Total Return Utilities Fund
P R R P P R P -- -- X -- R X X Screening details on this fund
Walden Small Cap Innovations Fund
P P P P P R P -- -- R R R R R Screening details on this fund
Walden Social Balanced Fund
P P P P P P P P -- R R R R R Screening details on this fund
  Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco View Screening Details
Walden Social Equity Fund
P P P P P P P P -- R R R R R Screening details on this fund
Winslow Green Growth Fund
-- -- P -- -- -- -- -- -- R R R R R Screening details on this fund
Winslow Green Growth Fund - Institutional
-- -- P -- -- -- -- -- -- R R R R R Screening details on this fund

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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