Socially responsible investing

Alternative Energy: One of many forms of sustainable investing

Key: X = No investment; P = Positive investment; R = Restricted investment; NS = No screens.

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Access Capital Strategies Community Investment Fund

NS

P

X

AHA Balanced Fund - Instiutional Class

NS

X

NS

V

AHA Diversified Equity Fund - Institutional Class

NS

X

NS

V

AHA Diversified Equity Fund - N Class

NS

X

NS

V

AHA Full Maturity Fixed Income Fund - Institutional Class

NS

X

NS

V

AHA Full Maturity Fixed Income Fund - N Class

NS

X

NS

V

AHA Limited Maturity Fixed Income Fund - Institutional Class

NS

X

NS

V

AHA Limited Maturity Fixed Income Fund - N Class

NS

X

NS

V

AHA Socially Responsible Equity I

X

NS

P

NS

V

AHA Socially Responsible Equity N

X

NS

P

NS

V

Appleseed Fund

R

NS

P

NS

P

V

Ariel Appreciation Fund

NS

X

NS

X

NS

V

Ariel Focus Fund

NS

X

NS

X

NS

V

Ariel Fund

NS

X

NS

X

NS

V

Azzad Ethical Income Fund

X

NS

V

Azzad Ethical Mid Cap Fund

X

NS

V

Brighter Student Fund

X

P

X

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Calvert Aggressive Allocation Fund

X

R

P

V

Calvert Capital Accumulation A

X

R

P

V

Calvert Capital Accumulation B

X

R

P

V

Calvert Capital Accumulation C

X

R

P

V

Calvert Conservative Allocation Fund

X

R

P

V

Calvert Global Alternative Energy Fund A

NS

P

NS

V

Calvert Global Water Fund

X

NS

X

NS

X

NS

P

NS

V

Calvert International Opportunities Fund

R

NS

P

NS

V

Calvert Large Cap Growth A

X

R

P

V

Calvert Large Cap Growth B

X

R

P

V

Calvert Large Cap Growth C

X

R

P

V

Calvert Large Cap Growth I

X

R

P

V

Calvert Mid Cap Value Fund

X

R

P

V

Calvert Moderate Allocation Fund

X

R

P

V

Calvert New Vision Small Cap A

X

R

P

V

Calvert New Vision Small Cap B

X

R

P

V

Calvert New Vision Small Cap C

X

R

P

V

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Calvert Small Cap Value Fund

X

R

P

V

Calvert Social Index A

X

R

P

V

Calvert Social Index B

X

R

P

V

Calvert Social Index C

X

R

P

V

Calvert Social Index I

X

R

P

V

Calvert Social Investment Balanced A

X

R

P

V

Calvert Social Investment Balanced C

X

R

P

V

Calvert Social Investment Bond A

X

R

P

V

Calvert Social Investment Enhanced Equity A

X

R

P

V

Calvert Social Investment Enhanced Equity B

X

R

P

V

Calvert Social Investment Enhanced Equity C

X

R

P

V

Calvert Social Investment Equity A

X

R

P

V

Calvert Social Investment Equity C

X

R

P

V

Calvert Social Investment Equity I

X

R

P

V

Calvert World Values International A

X

NS

R

NS

P

V

Calvert World Values International C

X

NS

R

NS

P

V

CRA Qualified Investment

NS

P

X

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Domini European PacAsia Social Equity A

X

NS

P

NS

V

Domini European PacAsia Social Equity I

X

P

NS

V

Domini European Social Equity A

X

NS

P

NS

V

Domini European Social Equity I

X

NS

P

NS

V

Domini Institutional Social Equity

X

NS

P

NS

V

Domini PacAsia Social Equity A

X

NS

P

NS

V

Domini PacAsia Social Equity I

X

NS

P

NS

V

Domini Social Bond

X

NS

P

V

Domini Social Equity A

X

NS

P

NS

V

Domini Social Equity I

X

NS

P

NS

V

Epiphany Faith and Family Values 100 Fund - A Class

R

NS

P

NS

V

Epiphany Faith and Family Values 100 Fund - C Class

R

NS

P

NS

V

Epiphany Faith and Family Values 100 Fund - N Class

R

NS

P

NS

V

Gabelli SRI Green Fund Inc A

R

X

NS

P

NS

V

Gabelli SRI Green Fund Inc AAA

R

X

NS

P

NS

V

Gabelli SRI Green Fund Inc C

R

X

NS

P

NS

V

Gabelli SRI Green Fund Inc I

R

X

NS

P

NS

V

Green Century Balanced

NS

X

NS

R

P

NS

V

Green Century Equity

X

R

NS

P

NS

V

Integrity Growth and Income Fund

X

NS

R

NS

P

R

NS

V

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Legg Mason Prt Social Awareness Fund A

NS

R

NS

R

NS

P

NS

V

Legg Mason Prt Social Awareness Fund B

NS

R

NS

R

NS

P

NS

V

Legg Mason Prt Social Awareness Fund C

NS

R

NS

R

NS

P

NS

V

MMA Praxis Core Stock Fund A

X

R

P

V

MMA Praxis Core Stock Fund B

X

R

P

V

MMA Praxis Growth Index Fund A

X

R

P

V

MMA Praxis Growth Index Fund B

X

R

P

V

MMA Praxis Intermediate Income A

X

R

P

V

MMA Praxis Intermediate Income B

X

R

P

V

MMA Praxis International A

X

R

P

V

MMA Praxis International B

X

R

P

V

MMA Praxis Small Cap Fund A

X

R

P

V

MMA Praxis Small Cap Fund B

X

R

P

V

MMA Praxis Value Index A

X

R

P

V

MMA Praxis Value Index B

X

R

P

V

Neuberger Berman Socially Resp Inv

X

R

P

NS

V

New Alternatives Fund

X

P

X

Mutual Fund

Alcohol

Tobacco

Gambling

Defense/ Weapons

Animal Testing

Products/ Services

Environment

Human Rights

Labor Relations

Employment/ Equality

Community Investment

Proxy Voting

Parnassus Core Equity Fund

X

R

P

NS

V

Parnassus Fund

X

R

P

X

P

V

Parnassus Income Fixed Income

X

R

P

X

P

NS

V

Parnassus Mid Cap Fund

X

R

P

V

Parnassus Small Cap Fund

X

R

P

X

P

V

Parnassus Endeavor Fund

X

R

P

X

P

V

Pax World Balanced

R

X

R

P

V

Pax World Growth

R

X

R

P

NS

V

Pax World High Yield

R

X

R

P

V

Pax World Value Fund - Individual Investor

NS

X

R

X

R

P

NS

V

Pax World Value Fund - Institutional Class

NS

X

R

X

R

P

NS

V

Pax World Women's Equity Fund - Individual Investor

NS

X

R

X

R

NS

R

NS

V

Pax World Women's Equity Fund - Institutional Class

NS

X

R

X

R

NS

V

Portfolio 21

NS

X

R

P

R

P

V

Portfolio 21 Institutional

NS

X

R

P

R

NS

V

Sentinel Sustainable Core Opportunities Fund

X

R

P

NS

V

Sentinel Sustainable Emerging Companies Fund

X

R

P

NS

V

TIAA-CREF

R

NS

P

NS

V

Flex Total Return Utilities Fund

X

P

NS

P

NS

V

Vanguard FTSE Social Index Fund

Walden Social Balanced Fund

X

R

X

R

P

V

Walden Social Equity Fund

X

R

X

R

P

R

P

X

V

Winslow Green Growth Fund

R

P

NS

V

xRussell 3000

NS

X

Separately managed accounts

According to the 2014 Report on US Sustainable, Responsible and Impact Investing Trends, among separate account managers, 214 distinctive separate account vehicles or strategies, with $433 billion in assets, incorporated ESG factors into investment analysis. Where a separate account is subject to ERISA, there are legal limitations on the extent to which investment decisions can be based on factors other than maximizing plan participants' economic returns.

Social investment

Socially responsible investing

Separately managed accounts