Domestic Equity Funds
| Fund |
1-year return |
3-year return |
5-year total return |
Portfolio net assets ($M) |
Expense ratio* |
| Praxis Growth Index Fund I (MMDEX) |
20.02% |
21.11% |
16.20% |
$164.7 |
0.47% |
| Parnassus Endeavor Fund (PARWX) |
19.10% |
22.67% |
16.13% |
$650.9 |
0.95% |
| Vanguard FTSE Social Index Fund;Investor (VFTSX) |
18.93% |
22.30% |
16.23% |
$1,304.7 |
0.28% |
| Steward Large Cap Enhanced Index Fund Inst (SEECX) |
17.95% |
21.40% |
16.82% |
$233.8 |
0.54% |
| Domini Social Equity Fund;Investor (DSEFX) |
17.39% |
18.30% |
14.47% |
$1,200.3 |
1.24% |
| Amana Growth Fund;Investor (AMAGX) |
17.38% |
15.03% |
12.32% |
$2,029.1 |
1.10% |
| Parnassus Core Equity Fund Investor (PRBLX) |
17.28% |
21.54% |
15.19% |
$10,744.1 |
0.87% |
| Eventide Gilead Fund N (ETGLX) |
17.21% |
27.61% |
21.56% |
$807.6 |
1.64% |
| Calvert Social Index Fund A (CSXAX) |
17.15% |
21.05% |
15.24% |
$386.7 |
0.75% |
| iShares MSCI USA ESG Select ETF (KLD) |
17.14% |
17.54% |
13.98% |
$288.8 |
0.50% |
| Domestic Equity SRI Funds Total/Average |
12.60% |
17.80% |
14.22% |
$45,031.1 |
1.22% |
Fixed Income
| Fund |
1-year return |
3-year return |
5-year total return |
Portfolio net assets ($M) |
Expense ratio* |
| GuideStone Extended-Duration Bond Fund Inv (GEDZX) |
15.27% |
8.03% |
9.68% |
$300.4 |
0.76% |
| Calvert Long Term Income Fund A (CLDAX) |
12.96% |
6.28% |
7.53% |
$85.9 |
1.25% |
| TIAA-CREF Social Choice Bond Fund Inst (TSBIX) |
7.72% |
N/A |
NA |
$238.3 |
0.40% |
| Calvert Tax-Free Bond Fund A (CTTLX) |
6.97% |
4.02% |
3.85% |
$142.2 |
0.93% |
| Calvert Bond Portfolio A (CSIBX) |
4.99% |
3.66% |
4.35% |
$792.2 |
1.11% |
| GuideStone Medium-Duration Bond Fund Inv (GMDZX) |
4.88% |
3.66% |
5.14% |
$854.1 |
0.65% |
| GuideStone Global Bond Fund Inv (GGBFX) |
4.63% |
5.50% |
6.78% |
$389.7 |
0.82% |
| Praxis Intermediate Income Fund A (MIIAX) |
4.40% |
2.64% |
3.99% |
$400.8 |
0.95% |
| Timothy Plan High Yield Bond Fund A (TPHAX) |
4.27% |
7.14% |
7.89% |
$44.0 |
1.35% |
| Epiphany FFV Strategic Income Fund N (EPINX) |
4.26% |
3.48% |
NA |
$17.4 |
1.30% |
| Fixed Income SRI Funds Total/Average |
3.89% |
3.69% |
4.45% |
$11,732.6 |
1.01% |
Mixed-Asset
| Fund |
1-year return |
3-year return |
5-year total return |
Portfolio net assets ($M) |
Expense ratio* |
| Calvert Balanced Portfolio A (CSIFX) |
10.93% |
12.37% |
10.41% |
$679.6 |
1.20% |
| ESG Managers Growth Portfolio A (PAGAX) |
10.53% |
15.47% |
N/A |
$16.3 |
1.75% |
| 1919 Socially Responsive Balanced Fund B (SESIX) |
10.43% |
10.96% |
8.83% |
$140.8 |
2.39% |
| ESG Managers Growth and Income Portfolio Inst (PMIIX) |
10.27% |
14.22% |
N/A |
$16.4 |
1.49% |
| New Covenant Balanced Growth Fund (NCBGX) |
10.10% |
11.42% |
9.15% |
$304.3 |
1.20% |
| Green Century Balanced Fund (GCBLX) |
9.84% |
14.21% |
10.59% |
$129.2 |
1.48% |
| Pax World Balanced Fund;Individual Investor (PAXWX) |
9.56% |
11.17% |
9.06% |
$1,989.1 |
0.91% |
| Walden Asset Management Fund (WSBFX) |
9.47% |
12.46% |
10.09% |
$82.9 |
1.00% |
| Calvert Aggressive Allocation Fund A (CAAAX) |
9.47% |
15.30% |
11.12% |
$101.0 |
1.26% |
| GuideStone Aggressive Allocation Fund I Inst (GGBYX) |
8.91% |
15.72% |
11.75% |
$188.1 |
1.13% |
| Mixed-Asset SRI Funds Total/Average |
8.21% |
11.01% |
8.97% |
$10,292.4 |
1.48% |
World Equity
| Fund |
1-year return |
3-year return |
5-year total return |
Portfolio net assets ($M) |
Expense ratio* |
| GuideStone Real Estate Securities Fund;Inv (GREZX) |
13.30% |
12.53% |
15.69% |
$266.7 |
1.06% |
| Steward Global Equity Income Fund;Inst (SGISX) |
10.77% |
13.52% |
11.63% |
$160.6 |
0.71% |
| Gabelli SRI Fund Inc;I (SRIDX) |
10.17% |
12.40% |
10.77% |
$74.5 |
1.49% |
| Pax Ellevate Global Women’s Index Fund;Ind Inv (PXWEX) |
9.84% |
13.30% |
8.73% |
$66.0 |
0.99% |
| UBS Global Sustainable Equity Fund;P (BNUEX) |
9.58% |
12.24% |
6.33% |
$22.3 |
1.00% |
| Northern Global Sustainability Index Fund (NSRIX) |
9.20% |
15.52% |
10.12% |
$203.7 |
0.30% |
| Calvert Global Water Fund;A (CFWAX) |
6.63% |
17.77% |
11.85% |
$635.3 |
1.85% |
| Frontier RobecoSAM Global Equity Fund;Inst (FSGLX) |
5.82% |
13.76% |
8.97% |
$16.8 |
1.20% |
| Market Vectors Global Alternative Energy ETF (GEX) |
5.77% |
17.29% |
-3.33% |
$93.1 |
0.62% |
| Portfolio 21 Global Equity Fund;Retail (PORTX) |
4.42% |
12.26% |
7.49% |
$483.4 |
1.45% |
| World Equity SRI Funds Total/Average () |
1.90% |
11.05% |
4.39% |
$7,689.1 |
1.48% |
Returns as of Nov. 10. Assets as of Oct. 31. Distinct share classes only. Three-year and five-year returns are annualized. *Net prospectus
Source: Lipper, a Thomson Reuters Co.
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