List SRI Funds - Equity Funds

Domestic Equity Funds type style
American Trust Allegiance Large-Cap Growth

Appleseed Fund Mid-Cap Value
Ariel Appreciation Mid-Cap Value/Growth
Ariel Focus Fund Large-Cap Value
Ariel Fund Mid-Cap Value
Azzad Ethical Income Fund Mid-Cap Growth
Azzad Ethical Mid Cap Fund Mid-Cap Growth
Calvert Capital Accumulation A Mid-Cap Growth
Calvert Capital Accumulation B Mid-Cap Growth
Calvert Capital Accumulation C Mid-Cap Growth
Calvert Large Cap Growth A Large-Cap Growth
Calvert Large Cap Growth B Large-Cap Growth
Calvert Large Cap Growth C Large-Cap Growth
Calvert Mid Cap Value A Mid-Cap Value/Growth
Calvert Mid Cap Value C Mid-Cap Value/Growth
Calvert New Vision Small Cap A Small-Cap Growth
Calvert New Vision Small Cap B Small-Cap Growth
Calvert New Vision Small Cap C Small-Cap Growth
Calvert Small Cap Value A Small-Cap Value/Growth
Calvert Small Cap Value C Small-Cap Value/Growth
Calvert Social Index A Large-Cap Value/Growth
Calvert Social Index B Large-Cap Value/Growth
Calvert Social Index C Large-Cap Value/Growth
CNI Charter Socially Responsible Equity N Large-Cap Value
CSIF Enhanced Equity Portfolio A Large-Cap Value/Growth
CSIF Enhanced Equity Portfolio B Large-Cap Value/Growth
CSIF Enhanced Equity Portfolio C Large-Cap Value/Growth
CSIF Equity Portfolio A Large-Cap Value/Growth
CSIF Equity Portfolio B Large-Cap Value/Growth
CSIF Equity Portfolio C Large-Cap Growth
Domini Social Equity A Large-Cap Value/Growth
Domini Social Equity Fund Large-Cap Value/Growth
Domini Social Equity R Large-Cap Value/Growth
Dreyfus Premier Third Century A Large-Cap Growth
Dreyfus Premier Third Century B Large-Cap Growth
Dreyfus Premier Third Century C Large-Cap Growth
Dreyfus Premier Third Century T Large-Cap Growth
Dreyfus Premier Third Century Z Large-Cap Growth
Dreyfus Socially Resp Growth S Large-Cap Growth
Epiphany FFV Fund A Large-Cap Large Blend
Epiphany FFV Fund C Large-Cap Growth
Epiphany FFV Fund N Large-Cap Large Blend
Eventide Gilead Fund All Cap Value
Firsthand Alternative Energy Fund Mid-Cap Growth
Flex-funds Total Return Utilities Large-Cap Value/Growth
Gabelli SRI Fund Inc A Mid-Cap Value/Growth
Gabelli SRI Fund Inc AAA Mid-Cap Value/Growth
Gabelli SRI Fund Inc C Mid-Cap Value/Growth
Green Century Equity Large-Cap Growth
Integrity Growth & Income Fund Large-Cap Growth
LKCM Aquinas Growth Fund Large-Cap Growth
LKCM Aquinas Small Cap Fund Small-Cap Growth
LKCM Aquinas Value Fund Large-Cap Value/Growth
MMA Praxis Core Stock A Large-Cap Value/Growth
MMA Praxis Core Stock B Large-Cap Value/Growth
MMA Praxis Growth Index A Large-Cap Growth
MMA Praxis Growth Index B Large-Cap Growth
MMA Praxis Small Cap Fund A Small-Cap Growth
MMA Praxis Small Cap Fund B Small-Cap Growth
MMA Praxis Value Index A Large-Cap Value
MMA Praxis Value Index B Large-Cap Value
Neuberger Berman Socially Responsive Inv Large-Cap Growth
Neuberger Berman Socially Responsive Tr Large-Cap Growth
New Alternatives Fund Mid-Cap Growth
New Covenant Growth Fund Large-Cap Value/Growth
Parnassus Equity Income Large-Cap Growth
Parnassus Fund Mid-Cap Value/Growth
Parnassus Mid-Cap Fund Mid-Cap Value/Growth
Parnassus Small Cap Fund Small-Cap Value/Growth
Parnassus Workplace Fund Large-Cap Growth
Pax World Growth Large-Cap Growth
Pax World Growth R Large-Cap Growth
Pax World Small Cap Fund Small-Cap Growth
Pax World Small Cap Fund R Small-Cap Growth
Pax World Women's Equity Fund All Cap Growth
Sentinel Sustainable Core Opportunities Fund A Mid-Cap Growth
Sentinel Sustainable Emerging Companies Fund A Mid-Cap Growth
Spectra Green Fund Class N Large-Cap Growth
Utopia Core Conservative Small-Cap Value
Utopia Core Fund Small-Cap Value
Utopia Growth Fund Small-Cap Growth
Utopia Yield Income Fund Mid-Cap Value
Vanguard FTSE Social Index Fd Large-Cap Growth
Walden Social Equity Fund Large-Cap Growth
Winslow Green Growth Fund Small-Cap Growth
Winslow Green Solutions Mid-Cap Growth
International/Global Funds Type Style

International/Global Funds Type Style
American Trust Energy Alternatives Fund Small-Cap Growth
Calvert Global Alternative Energy A Mid-Cap Growth
Calvert Global Alternative Energy C Mid-Cap Growth
Calvert International Opportunities A Mid-Cap Growth
Calvert International Opportunities C Mid-Cap Growth
Calvert World Values Intl Equity A Large-Cap Value
Calvert World Values Intl Equity B Large-Cap Value
Calvert World Values Intl Equity C Large-Cap Value
DFA Emerging Mkts Soc Core Eq Port Large-Cap Value/Growth
Domini European PacAsia Social Equity A Large-Cap Value
Domini European PacAsia Social Equity Fund Large-Cap Value
Domini European Social Equity A Large-Cap Value
Domini European Social Equity Fund Large-Cap Value
Domini PacAsia Social Equity A Large-Cap Value
Domini PacAsia Social Equity Fund Large-Cap Value
Guinness Atkinson Alternative Energy Fund Mid-Cap Growth
MMA Praxis International A Large-Cap Value/Growth
MMA Praxis International B Large-Cap Value/Growth
Pax World Global Green All Cap Value/Growth
Pax World Global Green R All Cap Value/Growth
Pax World International Fund All Cap Value/Growth
Pax World International Fund R All Cap Value/Growth
Portfolio 21 Large-Cap Value/Growth
Balanced Funds Type Style

Calvert Aggresive Allocation A Balanced Large Blend
Calvert Aggresive Allocation C Balanced Large Cap
Calvert Conservative Allocation A Balanced Large Blend
Calvert Conservative Allocation C Balanced Large Blend
Calvert Moderate Allocation A Balanced Mid-Cap Blend
Calvert Moderate Allocation C Balanced Large Blend
CSIF Balanced Portfolio A Balanced Large Blend
CSIF Balanced Portfolio B Balanced Large Blend
CSIF Balanced Portfolio C Balanced Large Blend
Small Cap
Green Century Balanced Fund Balanced Growth
Legg Mason Partners Social Awareness A Balanced Large Blend
Legg Mason Partners Social Awareness B Balanced Large Blend
Legg Mason Partners Social Awareness C Balanced Large Blend
New Covenant Balanced Growth Fund Balanced Large Blend
New Covenant Balanced Income Fund Balanced Large Blend
Pax World Balanced Fund Balanced Large Growth
Pax World Balanced R Balanced Large Growth
Walden Social Balanced Fund Balanced Large Cap
Fixed Income Funds Type Style

Access Cap Strat Community Inv Fd Gov/Corp HiQual Intermediate
CRA Qualified Investment Fund High Quality Intermediate
CRA Qualified Investment Fund Retail High Quality Intermediate
CSIF Bond Portfolio A Corp. General Intermediate
CSIF Bond Portfolio B Corp. General Intermediate
CSIF Bond Portfolio C Corp. General Intermediate
Domini Social Bond Fund High Quality Intermediate
DWS GNMA Fund S High Quality Intermediate
LKCM Aquinas Fixed Income Corp. HiQual Long-Term
MMA Praxis Intermediate Income A Gov/Corp HiQual Intermediate
MMA Praxis Intermediate Income B Gov/Corp HiQual Intermediate
New Covenant Income Fund Gov/Corp HiQual Intermediate
Parnassus Fixed Income Corp. General Intermediate
Pax World High Yield Bond Fund Low Quality Intermediate
PIMCO Low Duration Fund III Admin High Quality Short-Term
PIMCO Total Return III Admin High Quality Intermediate
Institutional Funds Type Style

Calvert Global Alternative Energy I Mid-Cap Growth
Calvert International Opportunities I Mid-Cap Growth
Calvert Large Cap Growth I Large-Cap Growth
Calvert Mid Cap Value I Mid-Cap Value/Growth
Calvert New Vision Small Cap I Small-Cap Growth
Calvert Social Index I Large-Cap Value/Growth
Calvert World Values Intl Equity I Large-Cap Value
CNI Charter Socially Responsible Equity I Large-Cap Value
CRA Qualified Investment Fund I High Quality Intermediate
CSIF Balanced Portfolio I Balanced Large Blend
CSIF Bond Portfolio I Corp. General Intermediate
CSIF Equity Portfolio I Large-Cap Growth
Domini Institutional Social Equity Fund Large-Cap Value/Growth
Dreyfus Premier Third Century I Growth Large Growth
Dreyfus Socially Resp Growth I Large-Cap Growth
Gabelli SRI Fund Inc I Mid-Cap Value/Growth
MMA Praxis Core Stock I Large-Cap Value/Growth
MMA Praxis Growth Index I Large-Cap Growth
MMA Praxis Intermediate Income I Gov/Corp HiQual Intermediate
MMA Praxis International I Foreign Equity Value/Growth
MMA Praxis Small Cap Fund I Small-Cap Growth
MMA Praxis Value Index I Large-Cap Value
Pax World Balanced I Balanced Large Growth
Pax World Global Green I All Cap Value/Growth
Pax World Growth I Large-Cap Growth
Pax World International Fund I All Cap Value/Growth
Pax World Small Cap Fund I Small-Cap Growth
Pax World Women's Equity Fund I All Cap Growth
PIMCO Low Duration Fund III I High Quality Short-Term
PIMCO Total Return III I High Quality Intermediate
Portfolio 21 I Large-Cap Value/Growth

Sentinel Sustainable Core Opportunities Fund I Mid-Cap Growth
Sentinel Sustainable Emerging Companies Fund I Mid-Cap Growth
TIAA CREF Inst Social Choice Equity Retail Large-Cap Value/Growth
TIAA-CREF Inst Social Choice Equity Retire Large-Cap Value
Vanguard FTSE Social Index I Large-Cap Growth
Winslow Green Growth I Small-Cap Growth
Assets ($mil.) expenses max front load max defer load acct min IRA acct min
$16.7 1.46% 0.00% 0.00% $2,500 $1,000
$138.7 1.31% 0.00% 0.00% $2,500 $2,500
$1,479.2 1.25% 0.00% 0.00% $1,000 $1,000
$55.0 1.25% $1,000 $1,000
$2,202.5 1.14% 0.00% 0.00% $1,000 $1,000
$11.5 0.99% $1,000 $500

$135.3 1.59% 4.75% 0.00% $2,000
$4.6 2.99% $2,000
$14.0 2.47% $2,000
$303.1 1.27% 4.75% $2,000
$16.3 2.27% $2,000
$42.4 2.13% $2,000
4.75%
4.75% 0.00%
$100.2 1.69% 4.75% $2,000

$10.7 2.69% $2,000
$79.7 0.75% 4.75% 0.00% $5,000 $2,000
$3.0 1.75% $5,000 $2,000
$6.7 1.75% $5,000 $2,000
$3.0 1.24% $1,000
$36.1 1.54% 4.75% 0.00% $5,000
$2.4 2.97% $5,000
$6.8 2.52% $5,000
$1,108.3 1.28% 4.75% 0.00% $2,000
$35.9 2.22% $2,000
$108.6 2.09% $2,000
$1.7 1.18% 4.75% $2,500 $1,500
$548.5 1.25% 0.00% 0.00% $2,500 $1,500
$30.5 0.90%
$14.2 1.35% 5.75% $1,000 $750
$0.4 2.43% $1,000 $750
$3.0 2.09% $1,000 $750
$236.7 1.10% 0.00% 0.00% $1,000 $750

$6.5 1.14%
5.00%
$0.2 1.77% $2,500 $1,000
$6.1 1.77% $2,500 $1,000
$9.5 1.63% $1,000 $1,000
$5.9 2.09% $2,000 $2,000
$24.1 2.20% 0.00% 0.00% $2,500 $500
$8.2 2.01% 5.75% $1,000 $250
$6.0 2.01% $1,000 $250
$2.3 2.76% $1,000 $250
$52.6 0.95% 0.00% 0.00% $2,500 $1,000
$28.6 1.63% 0.00% 0.00% $1,000 $250
$31.0 1.51% 0.00% 0.00% $2,000
$6.5 1.51% 0.00% 0.00% $2,000
$38.3 1.51% 0.00% 0.00% $2,000
$65.2 1.60% 5.25% $2,500 $2,500
0.00% 4.00%
$2.9 1.10% 5.25% $2,500 $2,500
$3.3 1.72% 5.25% $2,500 $2,500
$24.3 1.30% 5.25% $2,500 $2,500
$708.8 0.95% 0.00% 0.00% $1,000

$458.4 1.13%
$235.2 1.02% 4.75% 0.00% $2,500 $2,000
$723.2 0.99% $500
$3,150.4 0.99% 0.00% 0.00% $2,000 $500
$444.5 0.99% 0.00% 0.00% $2,000 $500
$36.8 1.20% $2,000 $500
$445.3 1.20% $2,000 $500
$143.5 1.20% $2,000 $500
$111.5 1.39% 0.00% 0.00% $250
$0.1 1.64% $0
$9.2 1.27% $250
$0.1 1.52% $0
$35.1 1.25% 0.00% 0.00% $250
$188.4 1.50% 5.00% $1,000 $1,000
$116.4 1.61% 5.00% $1,000 $1,000
$37.3 1.25% $1,000 $500
$366.3 0.29% $3,000 $3,000

$85.6 1.01% $100,000
$229.2 1.45% 0.00% 0.00% $2,500 $2,000
Assets Max. Max. Acct. IRA

($mil.) front defer. min. Acct.
Expenses
Expenses load load min.
$131.9 1.85% 4.75% $2,000

$30.2 2.85% $2,000
$35.6 1.66% 4.75% $2,000
$1.8 2.50% $2,000
$248.0 1.87% 4.75% 0.00% $2,000
$6.4 3.12% $2,000
$22.2 2.79% $2,000
$658.6 0.70%
$3.4 1.57% 4.75% $2,500 $1,500
$126.7 1.60% 0.00% $2,500 $1,500
4.75%
4.75%
$35.7 1.85% $5,000 $1,000

$30.8 1.97% 5.25% $2,500 $2,500
0.00% 4.00%
$28.2 1.40% $250
$0.6 1.65% $0
$23.2 1.44% $250
$0.1 1.69% $0
$239.5 1.52% $5,000 $1,000
$56.8 1.28% 4.75% $2,000
$8.7 2.79% $2,000
$35.9 1.05% 4.75% $2,000
$9.0 2.49% $2,000
$100.2 1.55% 4.75% $2,000
$22.7 2.35% $2,000
$435.4 1.31% 4.75% 0.00% $2,000
$12.1 2.39% $2,000
$25.7 2.24% $2,000
$57.3 1.38% 0.00% 0.00% $2,500 $1,000

$136.5 1.32% 5.75% 0.00% $1,000 $250
$15.8 2.42% 0.00% 5.00% $1,000 $250
$11.3 1.96% 0.00% 1.00% $1,000 $250
$262.9 1.05% $500
$90.9 0.98% $500
$1,873.1 0.98% 0.00% 0.00% $250
$2.6 1.23% $0
$45.8 1.01% $100,000
$531.8 0.79% $1,000,000
$919.2 0.96% $500,000
$26.6 0.86% $2,500
$569.5 1.15% 3.75% 0.00% $2,000
$8.0 2.13% $2,000
$51.5 1.94% $2,000
$114.3 0.95% $2,500 $1,500
$2,110.4 0.55% $2,500 $1,000
0.00% 0.00%
$67.3 0.97% 3.75% $2,500 $2,500
0.00% 4.00%
$431.3 0.77% $500
$180.2 0.76% 0.00% 0.00% $2,000 $500
$294.9 0.97% $250
$0.6 0.75% $1,000,000
$102.3 0.75% 0.00% 0.00% $1,000,000
$12.0 1.40% $1,000,000
$4.5 1.20% $1,000,000
$293.3 0.67% $1,000,000
$31.9 0.21% $1,000,000

$90.7 1.08% $1,000,000
$66.7 0.99% $1,000,000
$86.7 0.51% $500,000
$216.3 0.54% $1,000,000

$230.2 0.70% $1,000,000
$138.5 0.80% 0.00% 0.00% $2,000,000
$1.8 1.01% $1,000 $750
$228.0 0.89%
$1.1 1.76% $100,000
$109.9 0.95% $1,000,000
$29.5 0.70% $1,000,000
$226.1 0.62% $1,000,000
$69.6 1.26% $1,000,000
$26.2 1.35% $1,000,000
$32.0 0.59% $1,000,000
$110.6 0.73% $500,000
$1.8 1.15% $500,000
$3.2 1.14% $500,000
$6.5 1.19% $500,000
$0.3 1.02% $500,000
$2.5 1.00% $500,000
$219.2 0.50% $1,000,000
$3,240.3 0.50% 0.00% 0.00% $1,000,000
$162.8 1.22% $1,000,000 $1,000,000

$10.5 0.96% $1,000,000
$1.8 1.61% $1,000,000
$180.6 0.61% 0.00% 0.00% $2,500 $2,000
$435.0 0.47% $0 $0
$155.7 0.16% $5,000,000
$53.4 1.20% $250,000 $250,000
American Trust Allegiance
Appleseed Fund
Ariel Appreciation
Ariel Focus Fund
Ariel Fund
Azzad Ethical Income Fund
Azzad Ethical Mid Cap Fund
Calvert Capital Accumulation A
Calvert Capital Accumulation B
Calvert Capital Accumulation C
Calvert Large Cap Growth A
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 A
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
Calvert Social Index B
Calvert Social Index C
CNI Charter Socially Responsible Equity N
CSIF Enhanced Equity Portfolio A
CSIF Enhanced Equity Portfolio B
CSIF Enhanced Equity Portfolio C
CSIF Equity Portfolio A

CSIF Equity Portfolio B
CSIF Equity Portfolio C
Domini Social Equity A
Domini Social Equity Fund
Domini Social Equity R
Dreyfus Premier Third Century A
Dreyfus Premier Third Century B
Dreyfus Premier Third Century C
Dreyfus Premier Third Century T
Dreyfus Premier Third Century Z
Dreyfus Socially Resp Growth S
Epiphany FFV Fund A
Epiphany FFV Fund C

Epiphany FFV Fund N
Eventide Gilead Fund
Firsthand Alternative Energy Fund
Flex-funds Total Return Utilities
Gabelli SRI Fund Inc A
Gabelli SRI Fund Inc AAA
Gabelli SRI Fund Inc C
Green Century Equity
Integrity Growth & Income Fund
LKCM Aquinas Growth Fund
LKCM Aquinas Small Cap Fund
LKCM Aquinas Value Fund
MMA Praxis Core Stock A
MMA Praxis Core Stock B
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 A
MMA Praxis Value Index B
Neuberger Berman Socially Responsive Inv
Neuberger Berman Socially Responsive Tr
New Alternatives Fund
New Covenant Growth Fund
Parnassus Equity Income
Parnassus Fund
Parnassus Mid-Cap Fund
Parnassus Small Cap Fund
Parnassus Workplace Fund
Pax World Growth
Pax World Growth R
Pax World Small Cap Fund
Pax World Small Cap Fund R

Pax World Women's Equity Fund
Sentinel Sustainable Core Opportunities Fund A
Sentinel Sustainable Emerging Companies Fund A
Spectra Green Fund Class N
Utopia Core Conservative
Utopia Core Fund
Utopia Growth Fund
Utopia Yield Income Fund

Vanguard FTSE Social Index Fd
Walden Social Equity Fund
Winslow Green Growth Fund

Winslow Green Solutions
International/Global Funds
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
Calvert World Values Intl Equity B
Calvert World Values Intl Equity C
DFA Emerging Mkts Soc Core Eq Port
Domini European PacAsia Social Equity A
Domini European PacAsia Social Equity Fund
Domini European Social Equity A
Domini European Social Equity Fund
Domini PacAsia Social Equity A
Domini PacAsia Social Equity Fund
Guinness Atkinson Alternative Energy Fund
MMA Praxis International A
MMA Praxis International B
Pax World Global Green
Pax World Global Green R

Pax World International Fund
Pax World International Fund R

Portfolio 21
Balanced Funds
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
CSIF Balanced Portfolio B
CSIF Balanced Portfolio C

Green Century Balanced Fund
Legg Mason Partners Social Awareness A
Legg Mason Partners Social Awareness B

Legg Mason Partners Social Awareness C
New Covenant Balanced Growth Fund
New Covenant Balanced Income Fund
Pax World Balanced Fund
Pax World Balanced R
Walden Social Balanced Fund

Fixed Income Funds
Access Cap Strat Community Inv Fd
CRA Qualified Investment Fund
CRA Qualified Investment Fund Retail
CSIF Bond Portfolio A
CSIF Bond Portfolio B
CSIF Bond Portfolio C
Domini Social Bond Fund
DWS GNMA Fund S
LKCM Aquinas Fixed Income

MMA Praxis Intermediate Income A
MMA Praxis Intermediate Income B
New Covenant Income Fund
Parnassus Fixed Income
Pax World High Yield Bond Fund
PIMCO Low Duration Fund III Admin
PIMCO Total Return III Admin

Institutional Funds
Calvert Global Alternative Energy I
Calvert International Opportunities I
Calvert Large Cap Growth I
Calvert Mid Cap Value I
Calvert New Vision Small Cap I
Calvert Social Index I
Calvert World Values Intl Equity I
CNI Charter Socially Responsible Equity I
CRA Qualified Investment Fund I

CSIF Balanced Portfolio I
CSIF Bond Portfolio I
CSIF Equity Portfolio I
Domini Institutional Social Equity Fund
Dreyfus Premier Third Century I
Dreyfus Socially Resp Growth I
Gabelli SRI Fund Inc I
MMA Praxis Core Stock I
MMA Praxis Growth Index I
MMA Praxis Intermediate Income I
MMA Praxis International I
MMA Praxis Small Cap Fund I
MMA Praxis Value Index I
Pax World Balanced I
Pax World Global Green I
Pax World Growth I

Pax World International Fund I
Pax World Small Cap Fund I
Pax World Women's Equity Fund I
PIMCO Low Duration Fund III I
PIMCO Total Return III I

Portfolio 21 I
Sentinel Sustainable Core Opportunities Fund I
Sentinel Sustainable Emerging Companies Fund I
TIAA CREF Inst Social Choice Equity Retail
TIAA-CREF Inst Social Choice Equity Retire

Vanguard FTSE Social Index I
Winslow Green Growth I

The American Trust Allegiance Fund is a diversified, no-load mutual fund that invests in stocks that it expects will appreciate in
policy. The Fund invests in hiqh-quality growth stocks with no investments in the tobacco, alcohol, gambling, or pharmaceutic
The Appleseed Fund seeks to provide long-term capital appreciation. The fund seeks to invest in companies that balance gene
and society in general. The fund will not invest in companies that derive substantial revenues from the tobacco, alcohol, porno
company's performance with respect to environmental responsibility, labor standards, and human rights.
The Ariel Appreciation Fund seeks long-term capital appreciation. The Fund invests primarily in the stocks of companies with c
sound policies. The Fund does not invest in corporations whose primary source of revenue is derived tobacco products or the
The Ariel Focus Fund seeks long-term capital appreciation. The Fund invests primarily in the stocks of companies with market
policies. The Fund does not invest in corporations whose primary source of revenue is derived tobacco products or the manuf
The Ariel Fund seeks long-term capital appreciation. The Fund invests primarily in the stocks of companies with market capital
policies. The Fund does not invest in corporations whose primary source of revenue is derived tobacco products or the manuf
The Azzad Ethical Income Fund seeks current income and as secondary objective seeks capital appreciation. The Fund invests p
assets in dividend paying companies. The Fund seeks to invest in socially responsible companies and is designed to provide inv
The Azzad Ethical Mid Cap Fund seeks long-term total returns that match or exceed the annualized performance of the S&P's M
companies and is designed to provide investors with an ethical investment alternative.
Calvert Capital Accumulation seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks that mee
companies with good performance records with regards to the environment, workplace relations, human rights, indigenous pe
practices, as well as corporate governance. The Fund avoids companies involved in tobacco, weapons, alcohol, gambling and n
Calvert Large Cap Growth Fund seeks to exceed the stock market total return, primarily through capital appreciation. The Fund
stocks of large U.S. companies. The fund invests in both value and growth companies. It will not invest in companies that have
waste management problems. The fund also engages in purchase of options and futures.
The Calvert Mid Cap Value Fund seeks long-term capital appreciation through investment in mid-cap U.S. common stocks that
a weighted average market cap between $2 and $10 billion. The Fund seeks to invest in companies that demonstrate positive
corporate responsibility and sustainability.
The Calvert New Vision Small Cap Fund seeks long-term capital appreciation by investing primarily in small cap stocks that mee
80% of assets in the common stocks of small-cap companies with a market capitalization of $3 billion or less at the time of initi
positive environmental, social and governance performance. Criteria include: environment, work-place relations, human right
and business practices.
The Calvert Small Cap Value Fund seeks to provide long-term capital appreciation. The fund normally invests at least 80% of as
capitalization of $3 billion or less at the time of initial purchase. The Fund seeks to invest in companies that demonstrate positi
he Calvert Small Cap Value Fund seeks to provide long-term capital appreciation. The fund normally invests at least 80% of ass
capitalization of $3 billion or less at the time of initial purchase. The Fund seeks to invest in companies that demonstrate positi
The Calvert Social Index Fund seeks to match the performance of the Calvert Social Index, which measures the investment ret
investment criteria. The Fund uses a replication index method, investing a proportionate share in the common stock of each c
The AHA Socially Responsible Equity Fund seeks to provide long-term capital growth. The Fund normally invests at least 80% o
socially responsible criteria such as community relations, corporate governance, diversity, employee relations, environmental
The Calvert Social Investment Fund Enhanced Equity Portfolio seeks a total return after expenses, which exceeds over time the
while maintaining risk characteristics similar to those of the Russell 1000 Index and through investments in stocks that meet th
measures the performance of the 1,000 largest U.S. companies based on total market capitalization. The Fund may purchase s
assets will be invested in stocks that are in the Index.
The Calvert Social Investment Fund Equity Portfolio seeks growth of capital through investment in stocks of issuers in industrie
which satisfy the Fund's investment and social criteria. Evaluates criteria in the areas of environmental stewardship, equal opp
The Domini Social Equity Fund seeks long-term total return, primarily investing in U.S. companies. Domini evaluates the Fund’
standards based on the businesses in which they engage, as well as on the quality of their relations with key stakeholders, incl
suppliers.
suppliers.
suppliers.
The Dreyfus Premier Third Century Fund seeks capital growth, with current income as a secondary goal. The Fund invests prim
contributes to the enhancement of the quality of life in America, with special emphasis on the environment, product safety, e
The Dreyfus Socially Responsible Growth Fund seeks capital growth, with current income as a secondary goal. The fund invest
investment standards determined as described below and conduct their business in a manner that contributes to the enhance
The Epiphany FFV Fund seeks long-term growth of capital from investments in companies whose business activities and practi
Epiphany FFV Fund seeks to achieve its objective by investing in the equity securities of ompanies that pass the Catholic Score
Fiduciary Partners, LLC (the "Adviser"). The starting universe from which equity securities are selected is the largest 1000 stock
markets. While the Fund selects stocks from the 1000 largest companies, the Fund may invest in companies of any size, includ
companies.
companies.
companies.
The Gilead Fund seeks to provide long-term capital appreciation by investing primarily in a broad range of equity securities wit
securities in companies domiciled outside the United States either directly or through American Depositary Receipts ("ADRs").
"Advisor") seeks to invest in attractively valued securities that, in its opinion, represent above-average long term investment o
believes are undervalued based on indicators such as the price-to-sales ratio or future free cash flow estimates. The Fund seek
tobacco, alcohol, weaponry, violent video gaming, or environmentally irresponsible actions.
The Firsthand Alternative Energy Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets i
international. The Fund may purchase stocks of any capitalization and is non-diversified.
The Total Return Utilities Fund seeks current income and capital appreciation by investing in fiscally-sound domestic and forei
responsible by avoiding companies with exposure to the nuclear power industry.
The Fund will seek to achieve its objective by investing substantially all, and in any case, no less than 80% of its assets in comm
guidelines for social responsibility at the time of investment.
Founded by environmental organizations, this fund invests in a diversified portfolio of 400 companies screened to exclude cor
Integrity Growth and Income Fund is a Growth & Income fund with a multi-cap orientation, and uses a Barbell investment stra
versus boycotting a company stock. Broadly focused on human rights and employment, environmental issues, animal rights, a
The LKCM Aquinas Growth Fund seeks to maximize long-term capital appreciation by primarily choosing investments that hav
returns on shareholders' equity, underleveraged balance sheets and potential for above-average capital appreciation. The Fun
provided by the US Conference of Catholic Bishops' Socially Responsible Investing Guidelines.
LKCM Aquinas Small Cap Fund seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of its
socially responsible investing within the framework provided by the US Conference of Catholic Bishops' Socially Responsible In
LKCM Aquinas Value Fund seeks to maximize long-term capital appreciation by primarily choosing investments believed to be
practices socially responsible investing within the framework provided by the US Conference of Catholic Bishops' Socially Resp
MMA Praxis Core Stock Fund seeks capital appreciation with current income as a secondary objective. The Fund follows a Chri
tobacco, gambling, abortion products, nuclear energy and weapons manufacturing.
The MMA Praxis Growth Index Fund seeks capital appreciation and employs an index management strategy designed to track
Christian stewardship investing philosophy and screens against alcohol, tobacco, gambling, abortion products, nuclear energy
The MMA Praxis Small Cap Fund seeks to maximize longterm capital appreciation and invests at least 80% of its net assets in e
stewardship investing philosophy and screens against alcohol, tobacco, gambling, abortion products, nuclear energy and weap
The MMA Praxis Value Index Fund seek capital appreciation through a portfolio of stocks intended to parallel the investment p
follows a Christian stewardship investing philosophy and screens against alcohol, tobacco, gambling, abortion products, nuclea
The Neuberger Berman Socially Responsive Inv Fund seeks long-term growth of capital. The Fund mainly invests in common st
Social criteria include leadership in environmental concerns, diversity in the work force, progressive employment and workpla
The Neuberger Berman Socially Responsive Inv Fund seeks long-term growth of capital. The Fund mainly invests in common st
Social criteria include leadership in environmental concerns, diversity in the work force, progressive employment and workpla
The fund seeks long term gains for its investors by concentrating its investments in renewable energy and the environment. Th
Biomass, Fuel Cells, Energy Conservation, Clean Water, Recycling, and Natural Foods. The fund may invest up to 35% of its ass
This no-load Fund’s objective is long-term capital appreciation. Under normal market conditions, at least 80% of the Fund’s as
companies that the Fund’s portfolio managers believe have long-term growth potential. Developed by the Presbyterian Found
development and asset management services for the Presbyterian Church (U.S.A.)
Fund seeks current income and capital appreciation. The fund normally invests at least 75% of assets in dividend paying equiti
loan funds. The fund adheres to certain social criteria; it may not invest in companies that produce alcohol, tobacco, weapons
Fund seeks long-term growth of capital by investing in companies with depressed prices, financially sound with good future pr
alcohol or tobacco products, are involved with gambling, or generate electricity from nuclear power.
The Parnassus Mid-Cap Fund invests in medium-sized companies (defined as those with market capitalizations** between $3
have proven businesses.
The Parnassus Small-Cap Fund invests in smaller-sized companies (defined as those with market capitalization** less than $3 b
developing companies with good growth prospects.
The Parnassus Workplace Fund invests in companies with outstanding workplaces. The philosophy behind this fund is that com
companies with poor workplaces. When investing in this fund, Parnassus also considers a company's financial strength and its
capital through investing primarily in companies that the Adviser considers to have good workplaces for their employees.
The Pax World Growth Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach and invests
growth in earnings and sales, high returns on equity and assets or other strong financial characteristics. These companies tend
superior management. The Fund seeks to invest in forward-thinking companies with sustainable business models that meet po
The Pax World Small Cap Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach and norm
companies that have capitalizations within the range of the Russell 2000 Index ($167 million to $2.75 billion). The Fund seeks t
models that meet positive environmental, social and governance standards.
The Pax World Women’s Equity Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach an
selecting investments, the Fund seeks companies that take affirmative steps to attract, retain and promote women, and to adv
beyond.
The Sentinel Sustainable Core Opportunities Fund seeks long-term capital appreciation. The Fund normally invests at least 65%
potential. The Fund employs a process of corporate, social and environmental screening.
The Sentinel Sustainable Emerging Companies Fund seeks growth of capital. The Fund normally invests at least 65% of its net a
Fund employs a process of corporate, social and environmental screening.
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of co
management, conduct businesses in a socially responsible manner, while demonstrating promising growth potential. The fund
marketing products or services that address human needs without undermining nature's ability to support our economy into t
The Core Conservative Fund emphasizes income-oriented fixed income and equity securities, although, with an actively manag
Fund will invest to a greater extent in fixed income securities than the Growth Fund or the Core Fund. The Fund seeks to be le
designed for investors with a lower tolerance for risk.
The Core Fund is subject to greater risks to achieve potentially greater returns. The Core Fund will tend to be more diversified
the Growth Fund. The Fund is designed for investors who have less tolerance for risk than an investor in the Growth Fund and
The Growth Fund is the most aggressive of the Utopia Funds, seeking to achieve higher returns, the Fund will likely be more vo
have a high tolerance for risk and an investment horizon of at least ten years. For example, younger investors or long-term inv
fit for their investment programs.
The Yield Income Fund seeks to have less volatility and variability of return than the other Utopia Funds. The Yield Income Fun
and secondarily modest or non-income producing equity investments. The Fund is designed for investors seeking total returns
retired or otherwise anticipate near-term or periodic needs for either the principal or the income should consider this Fund.
The Vanguard FTSE Social Index Fund seeks to track the performance of a benchmark index that measures the investment retu
Fund seeks long-term growth of capital. Investments of the fund must meet certain social responsibility criteria. The fund will
in fixed-income securities, American Depository Receipts and European Depository Receipts.
The Winslow Green Growth Fund seeks capital appreciation through environmentally responsible investing. The Fund seeks to
on the environment and are poised for rapid and accelerating growth.
Fund description
The Energy Alternatives Fund seeks long-term capital appreciation rather than dividend income. The Fund focuses on energy a
materials being developed, produced,and/or used. Securities can include small-, mid-, and large-capitalization companies, tho
companies. The Fund has identified three types of opportunities believed to offer growth potential; it invests at least 80 perce
critical-path companies, and resource-based investments.
The Calvert Global Alternative Energy Fund seeks long-term growth of capital. The Fund invests at least 80% of net assets in eq
alternative energy or are significantly involved in the alternative energy sector. It invests in securities of all market capitalizatio
Global Depositary Receipts ("GDRs"). The Fund is non-diversified.
The Calvert International Opportunities Fund seeks long-term capital appreciation. The Fund invests primarily in the common
more than 10% of the Fund's net assets will be invested in U.S. companies.
The Calvert World Values Fund International Equity seeks to provide a high total return consistent with reasonable risk by inve
investment and social criteria. The Fund invests at least 80% of its net assets in foreign companies, primarily large cap.
The DFA Emerging Markets Social Core Equity Portfolio seeks to achieve long-term capital appreciation and invests in countrie
Hungary, India, Indonesia, Israel, Malaysia, Mexico, the Philippines, Poland, S. Africa, S. Korea, Taiwan, Thailand and Turkey. Th
screens (monitored by KLD).
The Domini European PacAsia Social Equity Fund seeks long-term total return and primarily invests in stocks of European and
potential holdings against its social and environmental standards based on the businesses in which they engage, as well as on
communities, customers, ecosystems, employees, investors, and suppliers.
The Domini European PacAsia Social Equity Fund seeks long-term total return and primarily invests in stocks of European and
potential holdings against its social and environmental standards based on the businesses in which they engage, as well as on
communities, customers, ecosystems, employees, investors, and suppliers.
The Domini European Social Equity Fund seeks long-term total return and primarily invests in stocks of European companies. D
social and environmental standards based on the businesses in which they engage, as well as on the quality of their relations w
employees, investors, and suppliers.
The Domini European Social Equity Fund seeks long-term total return and primarily invests in stocks of European companies. D
The Domini PacAsia Social Equity Fund seeks long-term total return, primarily investing in stocks of Asia-Pacific companies. Do
he Domini PacAsia Social Equity Fund seeks long-term total return, primarily investing in stocks of Asia-Pacific companies. Dom
and environmental standards based on the businesses in which they engage, as well as on the quality of their relations with ke
The Guinness Atkinson Alternative Energy Fund seeks long-term appreciation investing in equity securities (US and non-US) of
Alternative energy includes, but is not limited to power generated through solar, wind, hydroelectric, tidal wave, geothermal,
enable these sources to be tapped and also various manners of storage and transportation of energy, including hydrogen and
that conserve or enable more efficient use of energy.
The MMA Praxis International Fund seeks capital appreciation and invests primarly in Europe/Australia/Far East with some exp
The Pax World Global Green Fund seeks long term growth of capital by investing in companies whose businesses and technolo
Fund follows a Sustainable Investing approach and invests primarily in equity securities of companies located around the worl
The Fund invests in environmental markets, such as alternative energy and energy efficiency; water treatment and pollution c
The Pax World International Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach and w
constrained by any particular investment style or capitalization range. At any given time, the Fund may invest in “growth” stoc
seeks to invest in forward-thinking companies with sustainable business models that meet positive environmental, social and
A global fund that concentrates on companies that have shown exceptional leadership in sustainable business practices.
Fund description
The Calvert Aggresive Allocation Fund seeks long-term capital appreciation. The fund is a fund of funds and invests in a portfol
that meets the Fund's investment and social criteria. The fund intends to invest 80% to 100% of assets in underlying Calvert Fu
CSIF Money Market Portfolio.
The Calvert Aggresive Allocation Fund seeks long-term capital appreciation. The fund is a fund of funds and invests in a portfol
that meets the Fund's investment and social criteria. The fund intends to invest 80% to 100% of assets in underlying Calvert Fu
CSIF Money Market Portfolio.
The Calvert Conservative Allocation Fund seeks current income and capital appreciation. The Fund is a fund of funds and seeks
market funds that meets the fund's investment and social criteria. The Fund typically invests 60% to 80% of net assets in CSIF
primarily in equity securities and 0%-10% in CSIF Money Market Portfolio.
The Calvert Conservative Allocation Fund seeks current income and capital appreciation. The Fund is a fund of funds and seeks
market funds that meets the fund's investment and social criteria. The Fund typically invests 60% to 80% of net assets in CSIF
primarily in equity securities and 0%-10% in CSIF Money Market Portfolio.
The Calvert Moderate Allocation Fund seeks long-term capital appreciation and growth of income, w/ current income a secon
underlying Calvert fixed-income, equity and money market funds that meet the Fund's investment and social criteria. The Fun
that invest primarily in equity securities, 20%-50% in CSIF Bond Portfolio and 0%-10% in CSIF Money Market portfolio.
The Calvert Moderate Allocation Fund seeks long-term capital appreciation and growth of income, w/ current income a secon
underlying Calvert fixed-income, equity and money market funds that meet the Fund's investment and social criteria. The Fun
that invest primarily in equity securities, 20%-50% in CSIF Bond Portfolio and 0%-10% in CSIF Money Market portfolio.
The Calvert Social Investment Balanced Portfolio seeks a competitive total return through an actively managed portfolio of sto
capital growth opportunity. The Fund typically invests about 60% of its net assets in stocks (primarily large-cap) and 40% in bo
invest in companies that demonstrate positive environmental, social and governance performance. Criteria include: environm
community relations, and positive product and business practices.
Fund invests primarily in the stocks and bonds of select companies that have clean environmental records, many of which also
This front load fund seeks high total return consisting of capital appreciation and current income by investing in a combination
positive awareness of their impact on society.
This back load fund seeks high total return consisting of capital appreciation and current income by investing in a combination
This back load fund seeks high total return consisting of capital appreciation and current income by investing in a combination
This no-load Fund’s objective is to produce capital appreciation with less risk than would be present in a portfolio of only comm
of New Covenant Growth Fund and the balance in shares of New Covenant Income Fund. Developed by the Presbyterian Foun
development and asset management services for the Presbyterian Church (U.S.A.)
This no-load Fund’s objective is to produce current income and long-term growth of capital. Fund invests between 50% and 80
balance in shares of New Covenant Growth Fund.Developed by the Presbyterian Foundation, a portion of the asset manageme
services for the Presbyterian Church (U.S.A.)
The Pax World Balanced Fund seeks income and conservation of principal, and as a secondary investment objective seeks long
approach and expects to invest approximately 60% of its assets in equity securities and 40% in debt securities. The Fund seeks
The Fund seeks long-term capital growth and income. Investments of the fund must also satisfy certain social responsibility cr
Fund description
The Access Capital Strategies Community Investment Fund invests in geographically specific debt securities located in portions
primarily in debt securities specifically designed to support underlying economic activities such as affordable housing, educatio
The Community Reinvestment Act Qualified Investment Fund seeks a high level of current income consistent with the preserv
qualified under the Community Reinvestment Act of 1977. The Fund invests in bonds and other debt securities that support co
housing and job creation programs.
The Calvert Social Investment Fund Bond Portfolio seeks to provide as high a level of current income as is consistent with prud
bonds and other straight debt securities meeting the Fund's investment and social criteria. The Fund seeks relative value to ea
income securities and at least 65% of assets in investment grade debt securities rated A or above.
The Domini Social Bond Fund seeks a high level of current income and total return by investing in bonds and other debt instru
normally invests at least 85% of assets in intermediate-term, investment-grade fixed-income securities, including government
taxable municipal bonds, and U.S. dollar-denominated bonds issued by non-U.S. entities. The Fund seeks to invest up to 10% o
community economic development.
The DWS GNMA Fund seeks to produce a high level of income by investing at least 80% of net assets in "Ginnie Maes," which
Mortgage Association (GNMA).
The LKCM Aquinas Fixed Income Fund seeks current income and normally invests at least 80% of its net assets in a diversified
securities. The Fund practices socially responsible investing within the framework provided by the US Conference of Catholic B
The MMA Praxis Intermediate Income Fund seeks current income and, to a lesser extent, capital appreciation. The Fund uses a
alcohol, tobacco, gambling, abortion products, nuclear energy, and weapons manufacturing.
This no-load Fund’s objective is a high level of current income with preservation of capital. Under normal market conditions, a
and other debt obligations of varying maturities. Developed by the Presbyterian Foundation, a portion of the asset manageme
services for the Presbyterian Church (U.S.A.)
The fund seeks current income consistent with capital preservation. The fund normally invests in investment-grade fixed-incom
better. The fund adheres to certain social criteria; it may not invest in companies that produce alcohol, tobacco, weapons, or n
The Pax World High Yield Bond Fund seeks to produce high current income and, as a secondary objective, capital appreciation
invests at least 80% of its assets in high-yield, fixed income securities (commonly referred to as "junk bonds"). The Fund seeks
The PIMCO Low Duration Fund III seeks maximum total return, consistent w/ preservation of capital and prudent investment m
in a diversified portfolio of fixed income instruments of varying maturities. The Fund does not invest in companies engaged pr
pharmaceuticals, military equipment, gambling or pornographic material.
The investment seeks total return consistent with prudent social criteria. The fund invests primarily in corporate bonds, U.S. g
duration ranges from three to six years. It may invest up to 30% of assets in foreign securities, and may invest without limit in
issuers engaged in the operation of gambling casinos, the provision of healthcare services, or the manufacture of alcohol, toba
Fund description
The CNI Charter Socially Responsible Equity Fund seeks to provide long-term capital growth. The Fund normally invests at leas
certain socially responsible criteria such as community relations, corporate governance, diversity, employee relations, environ
The Domini Institutional Social Equity Fund seeks long-term total return, primarily investing in U.S. companies. Domini evaluat
environmental standards based on the businesses in which they engage, as well as on the quality of their relations with key sta
investors, and suppliers.
The Dreyfus Socially Responsible Growth Fund seeks capital growth, with current income as a secondary goal. The fund invest
investment standards determined as described below and conduct their business in a manner that contributes to the enhance
The Pax World Women’s Equity Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach an
selecting investments, the Fund seeks companies that take affirmative steps to attract, retain and promote women, and to adv
beyond.
The PIMCO Low Duration Fund III seeks maximum total return, consistent w/ preservation of capital and prudent investment m
in a diversified portfolio of fixed income instruments of varying maturities. The Fund does not invest in companies engaged pr
pharmaceuticals, military equipment, gambling or pornographic material.
The investment seeks total return consistent with prudent social criteria. The fund invests primarily in corporate bonds, U.S. g
duration ranges from three to six years. It may invest up to 30% of assets in foreign securities, and may invest without limit in
issuers engaged in the operation of gambling casinos, the provision of healthcare services, or the manufacture of alcohol, toba
A global fund that concentrates on companies that have shown exceptional leadership in sustainable business practices.
The Sentinel Sustainable Core Opportunities Fund seeks long-term capital appreciation. The Fund normally invests at least 65%
potential. The Fund employs a process of corporate, social and environmental screening.
The Sentinel Sustainable Emerging Companies Fund seeks growth of capital. The Fund normally invests at least 65% of its net a
Fund employs a process of corporate, social and environmental screening.
The TIAA CREF Social Choice Equity Fund seeks a favorable long-term total return that reflects the investment performance of
certain social criteria.
The TIAA CREF Social Choice Equity Fund seeks a favorable long-term total return that reflects the investment performance of
certain social criteria.
The Vanguard FTSE Social Index Fund seeks to track the performance of a benchmark index that measures the investment retu
The Winslow Green Growth Fund seeks capital appreciation through environmentally responsible investing. The Fund seeks to
on the environment and are poised for rapid and accelerating growth.

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Domestic Equity Funds type style

American Trust Allegiance Large-Cap Growth

Winslow Green Solutions Mid-Cap Growth

International/Global Funds Type Style

Balanced Funds Type Style

Fixed Income Funds Type Style

Institutional Funds Type Style

Portfolio 21 I Large-Cap Value/Growth

$11.5 0.99% $1,000 $500

$100.2 1.69% 4.75% $2,000

$236.7 1.10% 0.00% 0.00% $1,000 $750

$3.3 1.72% 5.25% $2,500 $2,500

$24.3 1.30% 5.25% $2,500 $2,500

$708.8 0.95% 0.00% 0.00% $1,000

$366.3 0.29% $3,000 $3,000

Assets Max. Max. Acct. IRA

$131.9 1.85% 4.75% $2,000

$35.7 1.85% $5,000 $1,000

$57.3 1.38% 0.00% 0.00% $2,500 $1,000

$31.9 0.21% $1,000,000

$216.3 0.54% $1,000,000

$162.8 1.22% $1,000,000 $1,000,000

Ariel Focus Fund

Azzad Ethical Income Fund

Azzad Ethical Mid Cap Fund

Calvert Capital Accumulation A

Calvert Capital Accumulation B

Calvert Capital Accumulation C

Calvert Large Cap Growth A

Calvert Large Cap Growth B

Calvert Large Cap Growth C

Calvert Mid Cap Value A

Calvert New Vision Small Cap A

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

Calvert Social Index B

Calvert Social Index C

CNI Charter Socially Responsible Equity N

CSIF Enhanced Equity Portfolio A

CSIF Enhanced Equity Portfolio B

CSIF Enhanced Equity Portfolio C

CSIF Equity Portfolio A

CSIF Equity Portfolio C

Domini Social Equity A

Domini Social Equity Fund

Domini Social Equity R

Dreyfus Premier Third Century A

Dreyfus Premier Third Century B

Dreyfus Premier Third Century C

Dreyfus Premier Third Century T

Dreyfus Premier Third Century Z

Dreyfus Socially Resp Growth S

Epiphany FFV Fund A

Epiphany FFV Fund C

Eventide Gilead Fund

Firsthand Alternative Energy Fund

Flex-funds Total Return Utilities

Gabelli SRI Fund Inc A

Gabelli SRI Fund Inc AAA