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