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The Social Issues Table can be used in three ways: 1.) view this table in its current format, 2.) view only the funds that address one or more of your social issues by clicking on the box next to each issue (at the top of the table) and then click the "Sort" button, 3.) view more information about a specific fund by clicking on the fund name.

How to read this table: P = Positive screen: the fund seeks companies with a positive record or achievement in this area. X = Exclusionary screen: the fund avoids companies with a poor record or achievement in this area. Please note that a "-" sign in the Alcohol, Tobacco, and Gambling (ATG) column means that the fund does not screen for this specific criteria. Please note that the definition of each social issue varies from one fund to another. Each prospectus defines the social issues that are addressed by the fund. To order or download prospectuses, please visit our Contact Information page.

Social Issues

Shareholder ActivismCommunity InvestmentEnvironment
Human RightsEmploymentServices/ProductsWeapons
Animal TestingNuclear PowerAlcohol, tobacco & gambling (ATG)

Domestic Equity FundsShare.
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ATG
American Trust Allegiance(see note)--------X/X/X
Appleseed FundYesYesPRRxx/x/x
Ariel AppreciationYES-R-P-X-X-/X/-
Ariel Focus Fund
Ariel FundYES-R-P-X-X-/X/-
Azzad Ethical Income Fund
Azzad Ethical Mid Cap Fund
Calvert Capital Accumulation A(see note)YESYESPPPPXRXX/X/X
Calvert Capital Accumulation B
Calvert Capital Accumulation C
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ATG
Calvert Large Cap Growth A(see note)YESYESPPPPXRXX/X/X
Calvert Large Cap Growth B
Calvert Large Cap Growth C
Calvert Mid Cap Value A
Calvert Mid Cap Value C
Calvert New Vision Small Cap AYESYESPPPPXRXX/X/X
Calvert New Vision Small Cap B
Calvert New Vision Small Cap C
Calvert Small Cap Value A
Calvert Small Cap Value C
Calvert Social Index A(see note)YESYESPPPPXRXX/X/X
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ATG
Calvert Social Index B
Calvert Social Index C
CNI Charter Socially Responsible Equity N
CSIF Enhanced Equity Portfolio A(see note)YESYESPPPPXRXX/X/X
CSIF Enhanced Equity Portfolio B
CSIF Enhanced Equity Portfolio C
CSIF Equity Portfolio A(see note)YESYESPPPPXRXX/X/X
CSIF Equity Portfolio B
CSIF Equity Portfolio C
Domini Social Equity A(see note)YESNOPPPPR-XX/X/X
Domini Social Equity Fund(see note)YESNOPPPPRNOXX/X/X
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ATG
Domini Social Equity R
Dreyfus Premier Third Century A-R-RR----/X/-
Dreyfus Premier Third Century B-R-RR----/X/-
Dreyfus Premier Third Century C-R-RR----/X/-
Dreyfus Premier Third Century T
Dreyfus Premier Third Century ZNO-R-RR----/X/-
Dreyfus Socially Resp Growth S
Epiphany FFV Fund A(see note)YesXXX/X/X
Epiphany FFV Fund C(see note)YesXXX/X/X
Epiphany FFV Fund NYesXXX/X/X
Eventide Gilead Fund(see note)XXX/X/X
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ATG
Firsthand Alternative Energy Fund
Flex-funds Total Return UtilitiesYES-R-RRXXXX/X/X
Gabelli SRI Fund Inc A
Gabelli SRI Fund Inc AAA
Gabelli SRI Fund Inc C
Green Century EquityYESYESPPPPRR-X/X/X
Integrity Growth & Income FundYES-XXXX-X-X/X/X
LKCM Aquinas Growth FundYESYESRRRRX---/-/-
LKCM Aquinas Small Cap FundYESYESRRRRX---/-/-
LKCM Aquinas Value FundYESYESRRRRX---/-/-
MMA Praxis Core Stock AYESYESPPPPXRXX/X/X
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ATG
MMA Praxis Core Stock BYESYESPPPPXRXX/X/X
MMA Praxis Growth Index A
MMA Praxis Growth Index B
MMA Praxis Small Cap Fund A
MMA Praxis Small Cap Fund B
MMA Praxis Value Index AYESYESPPPPXRXX/X/X
MMA Praxis Value Index BYESYESPPPPXRXX/X/X
Neuberger Berman Socially Responsive InvYES-P-PPX-XX/X/X
Neuberger Berman Socially Responsive TrYES-P-PPX-XX/X/X
New Alternatives FundPPPPXXXX/X/X
New Covenant Growth Fund(see note)YES--X--R--X/X/X
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ATG
Parnassus Equity IncomeYESYESPPPPXPXX/X/X
Parnassus FundYESYESPPPPXPXX/X/X
Parnassus Mid-Cap FundYESYESPPPPXPXX/X/X
Parnassus Small Cap FundYESYESPPPPXPXX/X/X
Parnassus Workplace FundYESYESPPPPXPXX/X/X
Pax World GrowthYES-PPPPXRXX/X/X
Pax World Growth RYES-PPPPXRXX/X/X
Pax World Small Cap FundYES-PPP-X---/X/-
Pax World Small Cap Fund RYES-PPP-X---/X/-
Pax World Women's Equity FundYES-PPPPXRXX/X/-
Sentinel Sustainable Core Opportunities Fund A(see note)YESNOP,RP,RP,RP,RXPXX/X/X
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ATG
Sentinel Sustainable Growth Opp Fund A
Spectra Green Fund Class N
Utopia Core Conservative
Utopia Core Fund
Utopia Growth Fund
Utopia Yield Income Fund
Vanguard FTSE Social Index FdXXRRRR-R/R/R
Walden Social Equity FundYESPPPPPXRXX/X/R
Winslow Green Growth Fund(see note)P-----X-/-/-
Winslow Green Solutions
International/Global FundsShare.
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ATG
American Trust Energy Alternatives Fund
Calvert Global Alternative Energy A
Calvert Global Alternative Energy C
Calvert International Opportunities A
Calvert International Opportunities C
Calvert World Values Intl Equity A(see note)YESYESPPPPR-XR/R/-
Calvert World Values Intl Equity B
Calvert World Values Intl Equity C
DFA Emerging Mkts Soc Core Eq Port
Domini European PacAsia Social Equity AYESNOPPPPXNOXX/X/X
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Domini European PacAsia Social Equity FundYESNOPPPPXNOXX/X/X
Domini European Social Equity AYESNOPPPPXNOXX/X/X
Domini European Social Equity FundYESNOPPPPXNOXX/X/X
Domini PacAsia Social Equity AYESNOPPPPXNOXX/X/X
Domini PacAsia Social Equity FundYESNOPPPPXNOXX/X/X
Guinness Atkinson Alternative Energy Fund
MMA Praxis International AYESYESPPPPXRXX/X/X
MMA Praxis International BYESYESPPPPXRXX/X/X
Pax World Global Green--P---X---/X/-
Pax World Global Green R--P---X---/X/-
Pax World International FundYES-PPP-X---/X/-
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Pax World International Fund RYES-PPP-X---/X/-
Portfolio 21YESYESPRRPRRX-/X/X
Balanced FundsShare.
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ATG
Calvert Aggresive Allocation A
Calvert Aggresive Allocation C
Calvert Conservative Allocation A
Calvert Conservative Allocation C
Calvert Moderate Allocation A
Calvert Moderate Allocation C
CSIF Balanced Portfolio A(see note)YESYESPPPPXRXX/X/X
CSIF Balanced Portfolio B
CSIF Balanced Portfolio C
Green Century Balanced FundYESYESP--PRRX-/X/-
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ATG
Legg Mason Partners Social Awareness AYES-PPPPX-X/X/X
Legg Mason Partners Social Awareness BYES-PPPPX-X/X/X
Legg Mason Partners Social Awareness CYES-PPPPX-X/X/X
New Covenant Balanced Growth Fund(see note)YES--X--R--X/X/X
New Covenant Balanced Income Fund(see note)YES--X--R--X/X/X
Pax World Balanced FundYESYESPPPPXRXX/X/X
Pax World Balanced RYESYESPPPPXRXX/X/X
Walden Social Balanced FundYESPPPPPXRXX/X/R
Fixed Income FundsShare.
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ATG
Access Cap Strat Community Inv Fd
CRA Qualified Investment FundYESP--PXXX/X/X
CRA Qualified Investment Fund RetailYESP--PXXX/X/X
CSIF Bond Portfolio A(see note)YESYESPPPPXRXX/X/X
CSIF Bond Portfolio B
CSIF Bond Portfolio C
Domini Social Bond FundYESNOPPPPXNOXX/X/X
DWS GNMA Fund S
LKCM Aquinas Fixed IncomeYESYESRRRRX---/-/-
MMA Praxis Intermediate Income AYESYESPPPPXRXX/X/X
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ATG
MMA Praxis Intermediate Income BYESYESPPPPXRXX/X/X
New Covenant Income FundYES--X--R--X/X/X
Parnassus Fixed IncomeYES-X-PPX-XX/X/X
Pax World High Yield Bond FundYESYESPPPPXR-X/X/X
PIMCO Low Duration Fund III Admin--X--X--X/X/X
PIMCO Total Return III Admin--X--X--X/X/X
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ATG
Calvert Global Alternative Energy I
Calvert International Opportunities I
Calvert Large Cap Growth I(see note)YESPPPPPXRXX/X/X
Calvert Mid Cap Value I
Calvert New Vision Small Cap I
Calvert Social Index I(see note)YESPPPPPXRXX/X/X
Calvert World Values Intl Equity I(see note)YESPPPPPR-XR/R/-
CNI Charter Socially Responsible Equity I
CRA Qualified Investment Fund IYESP--PXXX/X/X
CSIF Balanced Portfolio I
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CSIF Bond Portfolio I(see note)YESPPPPPXRXX/X/X
CSIF Equity Portfolio IYESPPPPPXRXX/X/X
Domini Institutional Social Equity FundYESNOPPPPXNOXX/X/X
Dreyfus Premier Third Century I
Dreyfus Socially Resp Growth I
Gabelli SRI Fund Inc I
MMA Praxis Core Stock IYESYESPPPPXRXX/X/X
MMA Praxis Growth Index I
MMA Praxis Intermediate Income I
MMA Praxis International I
MMA Praxis Small Cap Fund I
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MMA Praxis Value Index I
Pax World Balanced IYESYESPPPPXRXX/X/X
Pax World Global Green I--P---X---/X/-
Pax World Growth IYES-PPPPXRXX/X/X
Pax World International Fund IYES-PPP-X---/X/-
Pax World Small Cap Fund IYES-PPP-X---/X/-
Pax World Women's Equity Fund IYES-PPPPXRXX/X/-
PIMCO Low Duration Fund III I--X--X--X/X/X
PIMCO Total Return III I--X--X--X/X/X
Portfolio 21 IYESYESPRRPRRXX/X/X
Sentinel Sustainable Core Opportunities Fund I(see note)YESNOP,RP,RP,RP,RXP,RXX/X/X
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Sentinel Sustainable Growth Opp Fund I
TIAA CREF Inst Social Choice Equity RetailYesYesPPPPXRXX/X/X
TIAA-CREF Inst Social Choice Equity Retire-RRRRXRXX/X/X
Vanguard FTSE Social Index IRXXRRRR-R/R/R
Winslow Green Growth I
Notes
American Trust Allegiance"Excludes companies involved in pharmaceuticals, biotechnology, and medical diagnostic services and products."
Calvert Capital Accumulation AGovernance
Calvert Large Cap Growth AGovernance
Calvert Social Index AGovernance
CSIF Enhanced Equity Portfolio AGovernance
CSIF Equity Portfolio AGovernance
Domini Social Equity AEncourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.
Domini Social Equity FundEncourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.
Epiphany FFV Fund ACorporate Governance Abortion
Epiphany FFV Fund CCorporate governance Abortion
Eventide Gilead FundThe Fund excludes companies involved in pornography, abortion, and violent video gaming.
New Covenant Growth FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
Sentinel Sustainable Core Opportunities Fund ACorporate Governance Supply Chain: P,R Diversity: X Labor: P,R
Winslow Green Growth FundThe Fund invests in companies whose business is to protect the environment or conduct their business in an environmentally responsible way. Examples include renewable energy, natural and organic food, retail, healthcare and consumer products companies.
Calvert World Values Intl Equity AGovernance
CSIF Balanced Portfolio AGovernance
New Covenant Balanced Growth FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
New Covenant Balanced Income FundActively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.
CSIF Bond Portfolio AGovernance
Calvert Large Cap Growth IGovernance
Calvert Social Index IGovernance
Calvert World Values Intl Equity IGovernance
CSIF Bond Portfolio IGovernance
Sentinel Sustainable Core Opportunities Fund ICorporate Governance: P,R Supply Chain: P,R Labor: P,R

 

 
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