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SRI Fund List

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SRI Fund List Socially Responsible Funds Socially Responsible Investing is any general investing strategy that considers not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well. This list is derived using the Morningstar, Inc.®1 “Sustainable Investment - Overall” data point attribute. Allocation Mutual Funds World Allocation AllianzGI Global Allocation A | PALAX Allocation--30% to 50% Equity AllianzGI Global Allocation C | PALCX Calvert Conservative Allocation A | CCLAX AllianzGI Global Allocation Instl | PALLX Calvert Conservative Allocation C | CALCX AllianzGI Global Allocation R6 | AGASX Calvert Conservative Allocation I | CFAIX Appleseed Institutional | APPIX Eventide Multi-Asset Income C | ETCMX Appleseed Investor | APPLX Eventide Multi-Asset Income I | ETIMX Eventide Multi-Asset Income N | ETNMX Alternative Mutual Funds Allocation--50% to 70% Equity Multialternative 1919 Socially Responsive Balanced A | SSIAX CCM Alternative Income Institutional | CCMNX 1919 Socially Responsive Balanced C | SESLX 1919 Socially Responsive Balanced I | LMRNX Commodities ETFs Calvert Balanced A | CSIFX Calvert Balanced C | CSGCX Commodities Focused Calvert Balanced I | CBAIX iPath® Global Carbon ETN | GRNTF Calvert Moderate Allocation A | CMAAX iPath® Series B Carbon ETN | GRN Calvert Moderate Allocation C | CMACX Calvert Moderate Allocation I | CLAIX Equity ETFs Green Century Balanced | GCBLX Pax Sustainable Allocation Indiv Inv | PAXWX China Region Pax Sustainable Allocation Instl | PAXIX KraneShares MSCI China Environment ETF | KGRN Pioneer Balanced ESG A | AOBLX Diversified Emerging Markets Pioneer Balanced ESG C | PCBCX Alpha Architect Freedom 100 Em Mkts ETF | FRDM Pioneer Balanced ESG Y | AYBLX iShares ESG MSCI EM ETF | ESGE Preserver Alternative Opportunits Instl | PAOIX iShares® ESG MSCI EM Leaders ETF | LDEM Quantified Common Ground Investor | QCGDX Nuveen ESG Emerging Markets Equity ETF | NUEM Allocation--70% to 85% Equity SPDR® MSCI Em Mkts Fossil Fuel Free ETF | EEMX Walden Balanced | WSBFX WisdomTree Emerging Markets ESG ETF | RESE Xtrackers MSCI EMs ESG Leaders Eq ETF | EMSG Allocation--85%+ Equity Calvert Growth Allocation A | CAAAX Equity Energy Calvert Growth Allocation C | CAACX ALPS Clean Energy ETF | ACES Calvert Growth Allocation I | CAGIX SPDR® Kensho Clean Power ETF | CNRG Tactical Allocation Foreign Large Blend Arabesque Systematic USA Institutional | ASUIX IQ Candriam ESG International Equity ETF | IQSI iShares ESG MSCI EAFE ETF | ESGD Target-Date 2030 Nuveen ESG Intl Dev Mkts Eq ETF | NUDM Natixis Sustainable Future 2030 N | NSFFX SPDR® MSCI EAFE Fossil Fuel Free ETF | EFAX Target-Date 2050 Vanguard ESG International Stock ETF | VSGX Natixis Sustainable Future 2050 N | NSFKX Xtrackers MSCI ACWI ex USA ESG LdrsEqETF | ACSG Xtrackers MSCI EAFE ESG Leaders Eq ETF | EASG Socially Responsible Mutual Funds and ETFs current as of 5/26/2020. Foreign Large Growth Invesco Water Resources ETF | PHO WisdomTree International ESG | RESD Invesco WilderHill Clean Energy ETF | PBW iShares Global Clean Energy ETF | ICLN Foreign Large Value VanEck Vectors Low Carbon Energy ETF | SMOG Columbia Sustainable Intl Eq Inc ETF | ESGN Natural Resources Industrials Amplify Advcd Btty Mtls and Matrls ETF | BATT VanEck Vectors Environmental Svcs ETF | EVX Tortoise Global Water ESG | TBLU Large Blend Small Blend Change Finance US LgCp FossilFuel Fr ETF | CHGX iShares ESG MSCI USA Small-Cap ETF | ESML ClearBridge Dividend Strategy ESG ETF | YLDE Nuveen ESG Small-Cap ETF | NUSC Direxion MSCI USA ESG Ldrs vs Lggds ETF | ESNG FlexShares STOXX US ESG Impact ETF | ESG Technology Global X Conscious Companies ETF | KRMA ARK Fintech Innovation ETF | ARKF Goldman Sachs JUST US Large Cap Eq ETF | JUST Utilities Impact Shares NAACP Minority Empwrmt ETF | NACP First Trust EIP Carbon Impact ETF | ECLN Impact Shares YWCA Women's Empwrmt ETF | WOMN World Large Stock IQ Candriam ESG US Equity ETF | IQSU FlexShares STOXX Glbl ESG Impact ETF | ESGG iShares ESG MSCI USA ETF | ESGU iShares MSCI ACWI Low Carbon Target ETF | CRBN iShares ESG MSCI USA Leaders ETF | SUSL iShares MSCI Global Impact ETF | SDG iShares MSCI KLD 400 Social ETF | DSI SPDR® MSCI ACWI Low Carbon Target ETF | LOWC iShares MSCI USA ESG Select ETF | SUSA Nuveen ESG Large-Cap ETF | NULC SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | SPYX Equity Mutual Funds SPDR® SSGA Gender Diversity ETF | SHE Diversified Emerging Mkts TrueMark ESG Active Opportunities ETF | ECOZ Amana Developing World Institutional | AMIDX US Vegan Climate ETF | VEGN Amana Developing World Investor | AMDWX Vanguard ESG US Stock ETF | ESGV Artisan Sustainable Emerging Mkts Inst | APHEX WisdomTree U.S. ESG ETF | RESP Artisan Sustainable Emerging Mkts Inv | ARTZX Xtrackers MSCI USA ESG Leaders Eq ETF | USSG Calvert Emerging Markets Equity A | CVMAX Xtrackers S&P 500 ESG ETF | SNPE Calvert Emerging Markets Equity I | CVMIX Large Growth Calvert Emerging Markets Equity R6 | CVMRX ClearBridge Large Cap Growth ESG ETF | LRGE DFA Em Mkts Sustnby Cor 1 Instl | DESIX Nuveen ESG Large-Cap Growth ETF | NULG Hartford Schroders Emerging Mkts Eq A | SEMVX Hartford Schroders Emerging Mkts Eq C | HHHCX Large Value Hartford Schroders Emerging Mkts Eq F | HHHFX Columbia Sustainable US Equity Inc ETF | ESGS Hartford Schroders Emerging Mkts Eq I | SEMNX Impact Shares Sus Dev Gls Glb Eq ETF | SDGA Hartford Schroders Emerging Mkts Eq SDR | SEMTX Nuveen ESG Large-Cap Value ETF | NULV Hartford Schroders Emerging Mkts Eq Y | HHHYX PIMCO RAFI ESG US ETF | RAFE Morgan Stanley Inst Emerging Mkts A | MMKBX Mid-Cap Growth Morgan Stanley Inst Emerging Mkts I | MGEMX Etho Climate Leadership US ETF | ETHO Morgan Stanley Inst EMkts Ldrs A | MELAX Nuveen ESG Mid-Cap Growth ETF | NUMG Morgan Stanley Inst EMkts Ldrs I | MELIX Morgan Stanley Inst EMkts Sm Cp I | MSEMX Mid-Cap Value Morgan Stanley Inst Frontier Mkts A | MFMPX Nuveen ESG Mid-Cap Value ETF | NUMV Morgan Stanley Inst Frontier Mkts I | MFMIX Miscellaneous Sector Neuberger Berman Emerg Mkts Eq A | NEMAX First Trust Global Wind Energy ETF | FAN Neuberger Berman Emerg Mkts Eq C | NEMCX First Trust NASDAQ® Cln Edge® GrnEngyETF | QCLN Neuberger Berman Emerg Mkts Eq Instl | NEMIX First Trust NASDAQ® Cln Edge®StGidIfsETF | GRID Neuberger Berman Emerg Mkts Eq R6 | NREMX First Trust Water ETF | FIW WCM Focused ESG Emerging Markets Ins | WCMDX Invesco Cleantech™ ETF | PZD Energy Limited Partnership Invesco Global Clean Energy ETF | PBD Cohen & Steers MLP & Energy Opp A | MLOAX Invesco Global Water ETF | PIO Cohen & Steers MLP & Energy Opp C | MLOCX Invesco S&P Global Water ETF | CGW Cohen & Steers MLP & Energy Opp I | MLOIX Invesco Solar ETF | TAN 2 Socially Responsible Mutual Funds and ETFs current as of 5/26/2020. Equity Energy ClearBridge International Growth FI | LMGFX AlphaCentric Energy Income I | AEIIX ClearBridge International Growth I | LMGNX Tortoise Energy Evolution A | TOPTX ClearBridge International Growth IS | LMGPX Tortoise Energy Evolution C | TOPCX JHancock ESG International Equity I | JTQIX Tortoise Energy Evolution Instl | TOPIX Martin Currie International Uncons Eq A | LUFIX Martin Currie International Uncons Eq IS | LUISX Europe Stock Morgan Stanley Europe Opportunity A | EUGAX Foreign Large Value Morgan Stanley Europe Opportunity I | EUGDX ClearBridge International Value A | SBIEX Morgan Stanley Europe Opportunity L | EUGCX ClearBridge International Value C | SBICX ClearBridge International Value I | SBIYX Foreign Large Blend ClearBridge International Value IS | LSIUX Calvert International Equity A | CWVGX Domini Impact International Equity A | DOMAX Calvert International Equity C | CWVCX Domini Impact International Equity Instl | DOMOX Calvert International Equity I | CWVIX Domini Impact International Equity Inv | DOMIX Calvert International Responsible Idx A | CDHAX Domini Impact International Equity Y | DOMYX Calvert International Responsible Idx I | CDHIX Hartford Schroders Intl Multi-Cp Val A | SIDVX DFA Intl Sustainability Core 1 | DFSPX Hartford Schroders Intl Multi-Cp Val C | HFYCX DWS ESG International Core Eq A | DURAX Hartford Schroders Intl Multi-Cp Val F | HFYFX DWS ESG International Core Eq S | DURSX Hartford Schroders Intl Multi-Cp Val I | SIDNX Fidelity® Intl Sustainability Idx | FNIDX Hartford Schroders Intl Multi-Cp Val R5 | HFYTX Goldman Sachs International Eq ESG A | GSIFX Hartford Schroders Intl Multi-Cp Val SDR | SIDRX Goldman Sachs International Eq ESG C | GSICX Hartford Schroders Intl Multi-Cp Val Y | HFYYX Goldman Sachs International Eq ESG Instl | GSIEX Goldman Sachs International Eq ESG P | GTFPX Foreign Small/Mid Growth Green Century MSCI Intl Indx Indvl Inv | GCINX Calvert International Opportunities A | CIOAX Green Century MSCI Intl Indx Instl | GCIFX Calvert International Opportunities C | COICX Hartford Schroders International Stk A | SCVEX Calvert International Opportunities I | COIIX Hartford Schroders International Stk C | HSWCX Segall Bryant & Hamill Fdml Int'lSmCpRet | WTIFX Hartford Schroders International Stk F | HSWFX Segall Bryant & Hamill FdmlInt'lSmCpInst | WIIFX Hartford Schroders International Stk I | SCIEX Foreign Small/Mid Value Hartford Schroders International Stk Y | HSWYX ClearBridge International Sm Cap A | LCOAX Knights of Columbus International Eq I | KCIIX ClearBridge International Sm Cap I | LCOIX Mirova International Sustainable Eq A | MRVAX ClearBridge International Sm Cap IS | CBISX Pax MSCI EAFE ESG Leaders Index Indv Inv | PXINX Guinness Atkinson Alternative Energy | GAAEX Pax
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