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The General Information Table can be used in three ways: 1.)view this table in its current format, 2.) reorganize this table by selecting any single criteria in the drop down menu (at the top of the table) and then click the "Sort by" button, 3.) view more information about a specific fund by clicking on the fund name.

General Information (11/30/17)
Domestic Equity FundsTypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust AllegianceLarge-CapGrowth$26.01.45%0.00%0.00%$2,500$1,000
Appleseed FundMid-CapValue$89.41.25%0.00%0.00%$2,500 
Ariel AppreciationMid-CapValue/Growth$1,443.91.12%0.00%0.00%$1,000 
Ariel Focus FundLarge-CapValue$41.61.00%  $1,000 
Ariel FundMid-CapValue$1,628.31.02%0.00%0.00%$1,000 
Azzad Ethical Income FundMid-CapGrowth      
Azzad Ethical Mid Cap FundMid-CapGrowth$75.30.99%  $1,000$500
Calvert Capital Accumulation AMid-CapGrowth$160.11.21%4.75%0.00%$2,000$1,000
Calvert Capital Accumulation BMid-CapGrowth      
Calvert Capital Accumulation CMid-CapGrowth$18.11.96%  $2,000$1,000
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Large Cap Growth ALarge-CapGrowth  4.75%   
Calvert Large Cap Growth BLarge-CapGrowth      
Calvert Large Cap Growth CLarge-CapGrowth      
Calvert Mid Cap Value AMid-CapValue/Growth  4.75%   
Calvert Mid Cap Value CMid-CapValue/Growth      
Calvert New Vision Small Cap ASmall-CapGrowth  4.75%0.00%  
Calvert New Vision Small Cap BSmall-CapGrowth      
Calvert New Vision Small Cap CSmall-CapGrowth      
Calvert Small Cap Value ASmall-CapValue/Growth$142.01.29%4.75% $2,000$1,000
Calvert Small Cap Value CSmall-CapValue/Growth$17.12.04%  $2,000$1,000
Calvert Social Index ALarge-CapValue/Growth$279.40.54%4.75%0.00%$5,000$2,000
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Social Index BLarge-CapValue/Growth      
Calvert Social Index CLarge-CapValue/Growth$53.81.29%  $5,000$2,000
CNI Charter Socially Responsible Equity NLarge-CapValue$2.81.14%  $2,500$2,500
CSIF Enhanced Equity Portfolio ALarge-CapValue/Growth  4.75%0.00%  
CSIF Enhanced Equity Portfolio BLarge-CapValue/Growth      
CSIF Enhanced Equity Portfolio CLarge-CapValue/Growth      
CSIF Equity Portfolio ALarge-CapValue/Growth$1,265.51.09%4.75%0.00%$250,000 
CSIF Equity Portfolio BLarge-CapValue/Growth      
CSIF Equity Portfolio CLarge-CapGrowth$158.41.84%  $250,000 
Domini Social Equity ALarge-CapValue/Growth$8.41.12%4.75% $2,500$1,500
Domini Social Equity FundLarge-CapValue/Growth$703.81.08%0.00%0.00%$2,500$1,500
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Domini Social Equity RLarge-CapValue/Growth$21.30.76%    
Dreyfus Premier Third Century ALarge-CapGrowth$21.00.95%5.75% $1,000$750
Dreyfus Premier Third Century BLarge-CapGrowth      
Dreyfus Premier Third Century CLarge-CapGrowth$5.01.70%  $1,000$750
Dreyfus Premier Third Century TLarge-CapGrowth      
Dreyfus Premier Third Century ZLarge-CapGrowth$283.00.76%0.00%0.00%$1,000$750
Dreyfus Socially Resp Growth SLarge-CapGrowth$10.30.95%    
Epiphany FFV Fund ALarge-CapLarge Blend  5.00%   
Epiphany FFV Fund CLarge-CapGrowth      
Epiphany FFV Fund NLarge-CapLarge Blend$13.11.50%  $1,000 
Eventide Gilead FundAll CapValue$347.11.41%  $1,000$1,000
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Firsthand Alternative Energy FundMid-CapGrowth$5.81.98%  $2,000$2,000
Flex-funds Total Return UtilitiesLarge-CapValue/Growth$12.61.76%0.00%0.00%$2,500$500
Gabelli SRI Fund Inc AMid-CapValue/Growth$17.81.25%5.75% $1,000$250
Gabelli SRI Fund Inc AAAMid-CapValue/Growth$15.21.25%  $1,000$250
Gabelli SRI Fund Inc CMid-CapValue/Growth$9.82.00%  $1,000$250
Green Century EquityLarge-CapGrowth$241.01.25%0.00%0.00%$2,500$1,000
Integrity Growth & Income FundLarge-CapGrowth$33.31.25%0.00%0.00%$1,000$250
LKCM Aquinas Growth FundLarge-CapGrowth  0.00%0.00%  
LKCM Aquinas Small Cap FundSmall-CapGrowth  0.00%0.00%  
LKCM Aquinas Value FundLarge-CapValue/Growth$67.61.00%0.00%0.00%$2,000 
MMA Praxis Core Stock ALarge-CapValue/Growth  5.25%   
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Core Stock BLarge-CapValue/Growth  0.00%4.00%  
MMA Praxis Growth Index ALarge-CapGrowth$84.30.86%5.25% $2,500$2,500
MMA Praxis Growth Index BLarge-CapGrowth      
MMA Praxis Small Cap Fund ASmall-CapGrowth$5.51.13%5.25% $2,500$2,500
MMA Praxis Small Cap Fund BSmall-CapGrowth      
MMA Praxis Value Index ALarge-CapValue$24.80.94%5.25% $2,500$2,500
MMA Praxis Value Index BLarge-CapValue      
Neuberger Berman Socially Responsive InvLarge-CapGrowth$763.10.86%0.00%0.00%$1,000 
Neuberger Berman Socially Responsive TrLarge-CapGrowth$241.31.03%    
New Alternatives FundMid-CapGrowth$208.21.37%4.75%0.00%$2,500$2,500
New Covenant Growth FundLarge-CapValue/Growth$442.91.13%  $500 
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Parnassus Equity IncomeLarge-CapGrowth$9,988.00.87%0.00%0.00%$2,000$500
Parnassus FundMid-CapValue/Growth$928.70.86%0.00%0.00%$2,000$500
Parnassus Mid-Cap FundMid-CapValue/Growth$2,016.80.99%  $2,000$500
Parnassus Small Cap FundSmall-CapValue/Growth      
Parnassus Workplace FundLarge-CapGrowth$4,195.60.95%  $2,000$500
Pax World GrowthLarge-CapGrowth$164.30.90%0.00%0.00%$1,000 
Pax World Growth RLarge-CapGrowth      
Pax World Small Cap FundSmall-CapGrowth$225.91.19%  $1,000 
Pax World Small Cap Fund RSmall-CapGrowth      
Pax World Women's Equity FundAll CapGrowth$86.30.90%0.00%0.00%$1,000 
Sentinel Sustainable Core Opportunities Fund ALarge-CapLarge Blend  5.00%   
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Sentinel Sustainable Growth Opp Fund AMid-CapGrowth  5.00%   
Spectra Green Fund Class NLarge-CapGrowth$32.61.31%  $1,000$500
Utopia Core ConservativeSmall-CapValue      
Utopia Core FundSmall-CapValue      
Utopia Growth FundSmall-CapGrowth      
Utopia Yield Income FundMid-CapValue      
Vanguard FTSE Social Index FdLarge-CapGrowth$2,194.50.22%  $3,000 
Walden Social Equity FundLarge-CapGrowth$197.61.00%  $100,000 
Winslow Green Growth FundSmall-CapGrowth  0.00%0.00%  
Winslow Green SolutionsMid-Cap Growth      
International/Global FundsTypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
American Trust Energy Alternatives FundSmall-CapGrowth      
Calvert Global Alternative Energy AMid-CapGrowth  4.75%   
Calvert Global Alternative Energy CMid-CapGrowth      
Calvert International Opportunities AMid-CapGrowth$53.01.43%4.75% $2,000$1,000
Calvert International Opportunities CMid-CapGrowth$6.22.26%  $2,000$1,000
Calvert World Values Intl Equity ALarge-CapValue$127.91.33%4.75%0.00%$2,000$1,000
Calvert World Values Intl Equity BLarge-CapValue      
Calvert World Values Intl Equity CLarge-CapValue$12.12.08%  $2,000$1,000
DFA Emerging Mkts Soc Core Eq PortLarge-CapValue/Growth$1,368.20.56%    
Domini European PacAsia Social Equity ALarge-CapValue$92.81.47%4.75% $2,500$1,500
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Domini European PacAsia Social Equity FundLarge-CapValue$639.31.46%0.00% $2,500$1,500
Domini European Social Equity ALarge-CapValue  4.75%   
Domini European Social Equity FundLarge-CapValue      
Domini PacAsia Social Equity ALarge-CapValue  4.75%   
Domini PacAsia Social Equity FundLarge-CapValue      
Guinness Atkinson Alternative Energy FundMid-CapGrowth$10.61.99%  $5,000$1,000
MMA Praxis International ALarge-CapValue/Growth  5.25%   
MMA Praxis International BLarge-CapValue/Growth  0.00%4.00%  
Pax World Global GreenAll CapValue/Growth$152.71.23%  $1,000 
Pax World Global Green RAll CapValue/Growth      
Pax World International FundAll CapValue/Growth      
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Pax World International Fund RAll CapValue/Growth      
Portfolio 21Large-CapValue/Growth$256.21.33%  $5,000$1,000
Balanced FundsTypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Aggresive Allocation ABalancedLarge Blend$120.60.98%4.75% $2,000$1,000
Calvert Aggresive Allocation CBalancedLarge Cap$18.71.73%  $2,000$1,000
Calvert Conservative Allocation ABalancedLarge Blend$149.11.00%4.75% $2,000$1,000
Calvert Conservative Allocation CBalancedLarge Blend$33.61.75%  $2,000$1,000
Calvert Moderate Allocation ABalancedMid-Cap Blend$220.31.00%4.75% $2,000$1,000
Calvert Moderate Allocation CBalancedLarge Blend$43.91.75%  $2,000$1,000
CSIF Balanced Portfolio ABalancedLarge Blend$560.50.94%4.75%0.00%$2,000$1,000
CSIF Balanced Portfolio BBalancedLarge Blend      
CSIF Balanced Portfolio CBalancedLarge Blend$61.71.69%  $2,000$1,000
Green Century Balanced FundBalancedSmall Cap Growth$240.01.48%0.00%0.00%$2,500$1,000
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Legg Mason Partners Social Awareness ABalancedLarge Blend$105.41.25%5.75%0.00%$1,000$250
Legg Mason Partners Social Awareness BBalancedLarge Blend$0.82.00%0.00%5.00%$1,000$250
Legg Mason Partners Social Awareness CBalancedLarge Blend$12.02.00%0.00%1.00%$1,000$250
New Covenant Balanced Growth FundBalancedLarge Blend$295.41.10%  $500 
New Covenant Balanced Income FundBalancedLarge Blend$80.71.05%  $500 
Pax World Balanced FundBalancedLarge Growth$1,485.70.93%0.00%0.00%$1,000 
Pax World Balanced RBalancedLarge Growth      
Walden Social Balanced FundBalancedLarge Cap$119.81.00%  $100,000 
Fixed Income FundsTypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Access Cap Strat Community Inv FdGov/Corp HiQualIntermediate$578.90.64%  $1,000,000 
CRA Qualified Investment FundHigh QualityIntermediate$1,613.00.90%  $500,000 
CRA Qualified Investment Fund RetailHigh QualityIntermediate$57.50.80%  $2,500 
CSIF Bond Portfolio ACorp. GeneralIntermediate$282.20.88%3.75%0.00%$2,000$1,000
CSIF Bond Portfolio BCorp. GeneralIntermediate      
CSIF Bond Portfolio CCorp. GeneralIntermediate$26.21.63%  $2,000$1,000
Domini Social Bond FundHigh QualityIntermediate$145.00.85%  $2,500$1,500
DWS GNMA Fund SHigh QualityIntermediate$1,057.70.56%  $2,500$1,000
LKCM Aquinas Fixed IncomeCorp. HiQualLong-Term  0.00%0.00%  
MMA Praxis Intermediate Income AGov/Corp HiQualIntermediate$91.10.94%3.75% $2,500$2,500
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Intermediate Income BGov/Corp HiQualIntermediate  0.00%4.00%  
New Covenant Income FundGov/Corp HiQualIntermediate$316.30.95%  $500 
Parnassus Fixed IncomeCorp. GeneralIntermediate$182.60.68%0.00%0.00%$2,000$500
Pax World High Yield Bond FundLow QualityIntermediate$203.30.99%  $1,000 
PIMCO Low Duration Fund III AdminHigh QualityShort-Term$3.70.80%  $1,000,000 
PIMCO Total Return III AdminHigh QualityIntermediate$23.60.84%0.00%0.00%$1,000,000 
Institutional FundsTypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Calvert Global Alternative Energy IMid-CapGrowth      
Calvert International Opportunities IMid-CapGrowth$114.01.16%  $1,000,000 
Calvert Large Cap Growth ILarge-CapGrowth      
Calvert Mid Cap Value IMid-CapValue/Growth      
Calvert New Vision Small Cap ISmall-CapGrowth      
Calvert Social Index ILarge-CapValue/Growth$489.30.19%  $100,000 
Calvert World Values Intl Equity ILarge-CapValue$48.90.96%  $1,000,000 
CNI Charter Socially Responsible Equity ILarge-CapValue$5.70.89%  $100,000$100,000
CRA Qualified Investment Fund IHigh QualityIntermediate$448.30.45%  $500,000 
CSIF Balanced Portfolio IBalancedLarge Blend$50.50.63%  $1,000,000 
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
CSIF Bond Portfolio ICorp. GeneralIntermediate$391.30.53%  $1,000,000 
CSIF Equity Portfolio ILarge-CapGrowth$578.80.72%  $250,000 
Domini Institutional Social Equity FundLarge-CapValue/Growth$158.70.74%0.00%0.00%$1,000,000$1,000,000
Dreyfus Premier Third Century IGrowthLarge Growth$11.80.70%  $1,000$750
Dreyfus Socially Resp Growth ILarge-CapGrowth$228.80.70%    
Gabelli SRI Fund Inc IMid-CapValue/Growth$24.11.00%  $100,000 
MMA Praxis Core Stock ILarge-CapValue/Growth      
MMA Praxis Growth Index ILarge-CapGrowth$177.60.44%  $100,000 
MMA Praxis Intermediate Income IGov/Corp HiQualIntermediate$422.80.72%  $100,000 
MMA Praxis International IForeign EquityValue/Growth      
MMA Praxis Small Cap Fund ISmall-CapGrowth$48.50.51%  $100,000 
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
MMA Praxis Value Index ILarge-CapValue$169.50.44%  $100,000 
Pax World Balanced IBalancedLarge Growth$503.60.68%  $250,000 
Pax World Global Green IAll CapValue/Growth$414.80.98%  $250,000 
Pax World Growth ILarge-CapGrowth$42.40.65%  $250,000 
Pax World International Fund IAll CapValue/Growth      
Pax World Small Cap Fund ISmall-CapGrowth$592.30.94%  $250,000 
Pax World Women's Equity Fund IAll CapGrowth$86.70.65%  $250,000 
PIMCO Low Duration Fund III IHigh QualityShort-Term$170.50.55%  $1,000,000 
PIMCO Total Return III IHigh QualityIntermediate$864.20.59%0.00%0.00%$1,000,000 
Portfolio 21 ILarge-CapValue/Growth$246.11.08%  $100,000$100,000
Sentinel Sustainable Core Opportunities Fund ILarge-CapLarge Blend      
 TypeStyleAssets
($mil.)
Exp-
enses
Max.
front
load
Max.
defer.
load
Acct.
min.
IRA
Acct.
min.
Sentinel Sustainable Growth Opp Fund IMid-CapGrowth      
TIAA CREF Inst Social Choice Equity RetailLarge-CapValue/Growth$475.50.46%0.00%0.00%$2,500$2,000
TIAA-CREF Inst Social Choice Equity RetireLarge-CapValue$406.10.44%  $0$0
Vanguard FTSE Social Index ILarge-CapGrowth$1,616.90.12%  $5,000,000 
Winslow Green Growth ISmall-CapGrowth      

 

 
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