The Heart Rating

Since 1992, the NI Social RatingSM (the Rating) has been the leading tool investors can use to get a snapshot of sustainable and responsible mutual funds’ environmental, social, and governance (ESG) performance.

The Rating methodology, based on a questionnaire and prospectus information, addresses avoidance and affirmative screening, shareholder advocacy, community investing, and the firm’s research process. The Rating does not include any consideration of financial performance.

Learn more about Using the Social Rating and  Our Heart Rating Criteria.

Fund Name
Overall Heart Rating
Shareholder Advocacy
Community Investing
ESG Screening
Calvert Aggressive Allocation Fund
Calvert Balanced Portfolio
Calvert Bond Portfolio
Calvert Capital Accumulation Fund
Calvert Conservative Allocation Fund
Calvert Enhanced
Equity Portfolio
Calvert Equity
Portfolio
Calvert International Equity Fund
Calvert International Opportunities Fund
Calvert Moderate Allocation Fund
Calvert Small Cap Fund
Calvert Social Index Fund
Domini Social Bond Fund
GIVE GlobalEcho ETF
Green Century Balanced Fund
Green Century Equity Fund
New AlternativesFund
New Covenant Balanced Growth Fund*
New Covenant Balanced Income Fund*
New Covenant Growth Fund*
New Covenant Income Fund*
Pax World Balanced Fund
Pax World High Yield Bond Fund
Walden Balanced Fund
Walden Equity Fund
Walden Mid-Cap Fund
Walden Small-CapInnovations Fund
Appleseed Fund
Boston Common International Fund
Brown Advisory Sustainable Growth Fund
Destra High Yield Strategy Fund
Domini International Social Equity Fund
Domini Social Equity Fund
Eventide Gilead Fund* 
Flex Utilities & Infrastructure Fund
Neuberger Berman Socially Responsive
Parnassus Equity Income Fund
Parnassus Fixed Income Fund
Parnassus Fund
Parnassus Mid-Cap Fund
Parnassus Small Cap Fund
Parnassus Workplace Fund
Pax World ESG Managers Aggressive Growth Fund
Pax World ESG Managers Conservative Fund
Pax World ESG Managers Growth Fund
Pax World ESG Managers Moderate Fund
Pax World Global Environmental Markets Fund
Pax World Growth Fund
Pax World International Fund
Pax World Small Cap Fund
Portfolio 21
Praxis Core Stock Fund*
Praxis GrowthIncome Fund*
Praxis Intermediate Income Fund*
Praxis International Index Fund*
Praxis Small Cap Fund*
Praxis Value Index Fund*
TIAA-CREF Social Choice
Calvert Alternative Energy Fund
Calvert Global Water Fund
Epiphany FFV Fund*
Epiphany FFV Latin America Fund*
Epiphany FFV Strategic Income Fund*
Epiphany Large Cap Core Fund*
Gabelli SRI Green Fund
Legg Mason Social Awareness Fund
Northern Global Sustainability Index Fund
Pax World Global Women's Equality Fund
Sentinel Growth Opportunities Fund
Sentinel Sustainable Core Opportunities
Access Capital Community Investment
Amana Developing World Fund*
Amana Growth Fund*
Amana Income Fund*
Ariel Appreciation Fund
Ariel Discovery Fund
Ariel Focus Fund
Ariel Fund
Ariel Global Equity Fund
Ariel International Equity Fund
Azzad Ethical Fund*
Azzad Wise Capital Funds*
Calvert Equity Income Fund
Calvert Large Cap Value Fund
CNI Charter Socially Responsible Equity
CRA Qualified Investment Fund
DFA US Social Core Equity 2 Portfolio
DFA US Sustainability Core 1 Portfolio
LKCM Aquinas Growth Fund*
LKCM Aquinas Small Cap Fund*
LKCM Aquinas Value Fund*
Schroder Emerging Market Equity Fund
Vanguard FTSE Social Index
Alger Green Fund
American Trust Allegiance Fund
Ave Maria Bond Fund*
Ave Maria Catholic Values Fund*
Ave Maria Growth Fund*
Ave Maria Opportunity Fund*
Ave Maria Rising Dividend Fund*
Ave Maria World Equity Fund*
Dreyfus Third Century Fund
DWS GNMA Fund
Integrity Growth & Income Fund
Pimco Low Duration Fund
Timothy Aggressive Growth*
Timothy Conservative Growth*
Timothy Defensive Strategies Fund*
Timothy Fixed Income*
Timothy High Yield Bond*
Timothy International *
Timothy Israel Common Values Fund*
Timothy Large/Mid Cap Growth*
Timothy Large/Mid Cap Value*
Timothy Small Cap Growth*
Timothy Strategic Growth*
Touchstone Premium Yield Equity
USAA First Start Growth Fund

* Funds with an asterisk use additional faith-based criteria that are not part of this Rating; see the fund’s prospectus for ESG information.

For individual fund performance, visit the mutual fund performance center at socialfunds.com

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