SocialFunds.com

Mutual Funds Center
Free SRI Mutual Funds Guide

Interested in a fund?
Order a fund prospectus today!

Just click on the check box next to each desired fund name - then click on the "Order Prospectus" button.
Sort the table Want to find the top performing funds?
Select the desired performance period in the
drop down menu - then click the "Sort by" button
Sort the table
  -Fund Descriptions
-General Information
-Contact Information
-Social Issues
-Percentile Ranking

  Top 10 SRI Fund Prospectuses Fund Performance (12/31/04)
Domestic Equity Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
American Trust Allegiance 10.10% 10.10% 4.29% -6.05%   7.24% 03/97
Aquinas Growth Fund 8.03% 8.03% 0.14% -2.89% 10.41% 8.73% 01/94
Aquinas Small-Cap Fund 2.91% 2.91% -2.20% -2.95% 5.16% 4.39% 01/94
Aquinas Value Fund 15.93% 15.93% 5.02% 1.51% 9.15% 8.00% 01/94
Ariel Appreciation 13.11% 13.11% 9.92% 12.90% 16.15% 13.32% 12/89
Ariel Fund 21.97% 21.97% 13.98% 16.84% 16.24% 14.45% 11/86
Calvert Capital Accumulation (A) 8.50% 8.50% 0.31% -0.64% 9.23% 9.34% 10/94
Calvert Capital Accumulation (C) 7.55% 7.55% -0.53% -1.45% 8.24% 8.47% 10/94
Calvert Large Cap Growth (A) 16.67% 16.67% 8.29%     -2.14% 10/00
Calvert New Vision Small Cap (A) 9.03% 9.03% 5.66% 6.95%   5.77% 02/97
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert New Vision Small Cap (C) 8.16% 8.16% 4.76% 6.05%   4.96% 02/97
Calvert Social Equity (A) 6.69% 6.69% 3.54% 4.52% 11.52% 8.65% 08/87
Calvert Social Equity (C) 5.88% 5.88% 2.72% 3.66% 10.41% 8.02% 03/94
Calvert Social Index (A) 7.74% 7.74% 1.69%     -5.55% 06/00
Calvert Social Index (B) 6.63% 6.63% 0.68%     -6.46% 06/00
Calvert Social Invest. Enhanced Equity Fund 9.47% 9.47% 3.79% -0.79%   3.24% 04/98
Citizens Core Growth Fund 5.14% 5.14% -1.30% -9.03%   9.01% 03/95
Citizens Emerging Growth 8.28% 8.28% 0.51% -7.52% 11.84% 11.51% 02/94
Citizens Small Cap Core Growth Fund 6.73% 6.73% 3.48% 2.50%   2.49% 12/99
Citizens Value Fund 11.41% 11.41% -3.99% 0.04%   7.93% 06/93
Delaware Social Awareness (A) 11.59% 11.59% 4.00% -2.20%   4.98% 02/97
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Delaware Social Awareness (B) 10.76% 10.76% 3.21% -2.93%   4.20% 02/97
Delaware Social Awareness (C) 10.64% 10.64% 3.21% -2.93%   4.20% 02/97
Devcap Shared Return Fund            
Domini Social Equity Fund 9.26% 9.26% 3.28% -3.98% 11.55% 10.42% 06/91
Dreyfus Premier Third Century (A) 5.61% 5.61% -2.19% -9.14%   -5.48% 08/99
Dreyfus Premier Third Century (B) 4.87% 4.87% -2.92% -9.86%   -6.20% 08/99
Dreyfus Premier Third Century (C) 4.87% 4.87% -2.92% -9.84%   -6.19% 08/99
Flex-funds Total Return Utilities 18.01% 18.01% -1.73% -0.54%   8.25% 06/95
Green Century Equity 8.67% 8.67% 2.71% -4.52%   9.10% 09/95
IPS Millennium 11.89% 11.89% 0.15% -13.52%   10.75% 01/95
IPS New Frontier Fund 16.25% 16.25% 1.31% -26.12%   -4.40% 08/98
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Meeder Advisor Utility Growth (A)            
Meeder Advisor Utility Growth (C)            
MMA Praxis Core Stock A 7.65% 7.65% 1.52% -0.82% 8.62% 7.84% 01/94
MMA Praxis Core Stock B 6.96% 6.96% 0.91% -1.44% 8.22% 7.47% 01/94
MMA Praxis Value Index A 13.07% 13.07% 4.40%     0.12% 05/01
MMA Praxis Value Index B 12.31% 12.31% 3.82%     -0.42% 05/01
Neuberger Berman Socially Responsive 13.57% 13.57% 9.32% 4.85% 12.32% 10.99% 03/94
New Alternatives Fund 13.32% 13.32% -0.46% 5.56% 6.76% 8.86% 09/82
New Covenant Growth Fund 9.74% 9.74% 3.33% -1.99% 8.05% 8.26% 07/99
Parnassus Equity Income 9.30% 9.30% 6.79% 7.33% 12.60% 11.68% 09/92
Parnassus Fund 3.89% 3.89% -4.41% -0.80% 7.69% 10.81% 05/85
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Pax World Growth 22.04% 22.04% 9.02% -3.48%   2.40% 06/97
Security Social Awareness (A) 4.13% 4.13% 0.30% -5.15%   4.36% 11/96
Security Social Awareness (B) 3.33% 3.33% -0.48% -6.00%   3.34% 11/96
Summit Apex Total Social Impact 9.33% 9.33% 2.80%     -1.60% 12/00
TIAA-CREF Social Choice Equity 12.46% 12.46% 5.01%     -1.98% 04/00
Vanguard Calvert Social Index 8.27% 8.27% 2.28%     -3.81% 05/00
Winslow Green Growth Fund 12.09% 12.09% 10.32% 7.04% 20.39% 19.35% 04/01
Women's Equity Fund 10.71% 10.71% 5.35% 3.03% 10.80% 9.66% 10/93
International/Global Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert World Values International Equity (A) 17.25% 17.25% 9.53% -3.82% 5.20% 5.49% 06/92
Calvert World Values International Equity (C) 16.37% 16.37% 8.47% -4.76% 4.13% 3.04% 03/94
Citizens Global Equity Fund 3.42% 3.42% -0.41% -10.78% 7.22% 6.34% 02/94
Enterprise Global Socially Responsive (A) 11.97% 11.97% 4.90%     0.12% 09/00
Enterprise Global Socially Responsive (B) 11.25% 11.25% 4.33%     -0.45% 09/00
Enterprise Global Socially Responsive (C) 11.38% 11.38% 4.33%     -0.45% 09/00
MMA Praxis International A 15.05% 15.05% 5.69% -6.82%   3.62% 04/97
MMA Praxis International B 14.32% 14.32% 5.05% -7.38%   2.99% 04/97
Portfolio 21 15.87% 15.87% 7.46% 2.42%   4.10% 09/99
Balanced YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Calvert Social Balanced (A) 7.84% 7.84% 3.51% 0.49% 7.69% 9.18% 10/82
Calvert Social Balanced (C) 6.85% 6.85% 2.48% -0.53% 6.54% 5.45% 03/94
Green Century Balanced Fund 1.54% 1.54% 1.47% 0.43% 11.02% 8.53% 03/92
New Covenant Balanced Growth Fund 7.31% 7.31% 4.68% 1.90% 7.99% 7.62% 07/99
New Covenant Balanced Income Fund 5.89% 5.89% 5.25% 3.96% 7.58% 7.14% 07/99
Pax World Balanced Fund 13.39% 13.39% 6.62% 3.09% 11.74% 9.57% 08/71
Sierra Club Balanced Fund 9.18% 9.18%       13.80% 01/03
Sierra Club Stock Fund 16.23% 16.23% 5.38% -0.58%   5.57% 09/98
Smith Barney Concert Social Awareness (A) 7.48% 7.48% 3.89% 0.27% 9.53% 9.32% 11/92
Smith Barney Concert Social Awareness (B) 6.68% 6.68% 3.06% -0.52% 8.69% 8.78% 02/87
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Smith Barney Concert Social Awareness (L) 7.85% 7.85% 3.49% -0.26% 8.86% 8.05% 05/93
Fixed Income Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Aquinas Fixed Income 4.35% 4.35% 5.50% 6.98% 6.64% 5.72% 01/94
Calvert Social Bond 5.94% 5.94% 6.75% 7.88% 7.56% 7.88% 08/87
Citizens Income Fund 2.97% 2.97% 4.08% 4.75% 6.04% 5.65% 06/92
CRA Qualified Investment Fund 3.86% 3.86% 5.65% 6.73%   6.26% 08/99
Domini Social Bond Fund 1.73% 1.73% 4.77%     6.81% 06/00
MMA Praxis Intermediate Income A 3.77% 3.77% 5.45% 6.19% 6.29% 5.30% 01/94
MMA Praxis Intermediate Income B 3.30% 3.30% 4.99% 5.77% 6.10% 5.13% 01/94
New Covenant Income Fund 3.75% 3.75% 5.63% 6.86% 6.93% 6.26% 07/99
Parnassus CA Tax Free 2.73% 2.73% 4.56% 5.66% 6.41% 5.78% 09/92
Parnassus Fixed Income 2.05% 2.05% 6.43% 6.96% 7.21% 6.43% 09/92
    YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
Pax World High Yield Fund 9.08% 9.08% 8.25% 5.95%   5.17% 10/99
Religious Funds YTD 1 Yr. Annualized Returns Inception
date
3 Yr. 5 Yr. 10 Yr. Since
inception
The Catholic Equity Fund A             00/00

Please note that all performance statistics are based on Net Asset Value.


Individual Investors | Institutional Investors | Financial Professionals | Media Center

Do Your Own Research | Work with a Professional | News | Learning Center
home | about | search | register | login | contact

1998-2005 SRI World Group, Inc. All Rights Reserved.
Terms of Use | Privacy Statement | Reprint Policy | OneReportTM Network

Created and maintained by SRI World Group web development services web development services
Do your own researchWork with an advisorSRI NewsSRI Learning CenterHome