The Heart Rating

Since 1992, the NI Social Rating (also known as The Heart Rating) has been the leading tool investors use to get a snapshot of socially responsible investment mutual fund environmental, social, and governance performance.

The Heart Rating methodology is based on responses to a detailed fund management questionnaire and our analysis of fund-disclosed information in each fund prospectus. Scoring translates to number of hearts granted and is based on specific avoidance and affirmative screening criteria, shareholder advocacy strategies, community investing, and the management firm’s research process.

Learn more about The Heart Rating here Using the Social Rating and here Our Rating Criteria. The Heart Rating does not include any consideration of financial performance and is only applied to socially responsible investment mutual funds, sustainable investment mutual funds, and impact investment funds we select for rating.

 

Fund NameOverall Heart RatingShareholder AdvocacyCommunity InvestingESG Screening
Domini International Social Equity Fund-
Domini Social Bond Fund
Domini Social Equity Fund-
Green Century Balanced Fund
New Alternatives Fund
Walden Balanced Fund
Walden Equity Fund
Walden Mid-Cap Fund
Walden Small-Cap Innovations Fund
Appleseed Fund
Boston Common International Fund
Calvert Aggressive Allocation Fund
Calvert Balance Portfolio
Calvert Bond Portfolio
Calvert Capital Accumulation Fund
Calvert Conservative Allocation Fund
Calvert Developed Markets Ex-US Responsive Index Fund
Calvert Emerging Markets Equity
Calvert Equity Portfolio
Calvert Global Energy Solutions Fund
Calvert Global Equity Income Fund
Calvert Global Value Fund
Calvert Global Water Fund
Calvert Green Bond Fund
Calvert High-Yield Bond Fund
Calvert Income Fund
Calvert International Equity Fund
Calvert International Opportunities Fund
Calvert Large-Cap Core Portfolio
Calvert Long-Term Income Fund
Calvert Moderate Allocation Fund
Calvert Short-Duration Income Fund
Calvert Small-Cap Fund
Calvert Tax-Free Responsible Impact Bond Fund
Calvert U.S. Large-Cap Core Responsible Index Fund
Calvert U.S. Large-Cap Growth Responsible Index Fund
Calvert U.S. Large-Cap Value Responsible Index Fund
Calvert U.S. Mid-Cap Core Responsible Index Fund
Calvert Ultra-Short Income Fund
Calvert Unconstrained Bond Fund
CNR Charter Socially Responsible Equity -
Destra High Yield Strategy Fund 
Eventide Gilead Fund* 
Flex Utilities & Infrastructure Fund
Green Century Equity Fund-
Neuberger Berman Socially Responsive
Parnassus Asia Fund
Parnassus Core Equity Fund
Parnassus Endeavor Fund
Parnassus Fixed Income Fund
Parnassus Fund
Parnassus Mid-Cap Fund
Parnassus Small Cap Fund
Pax Ellevate Global Women's Index Fund
Pax World Balanced Fund
Pax World Global Environmental Markets Fund
Pax World Growth Fund
Pax World High Yield Bond Fund
Pax World MSCI International ESG Index Fund
Pax World Small Cap Fund
Pax World's ESG Managers Balanced Portfolio
Pax World's ESG Managers Growth & Income Portfolio
Pax World's ESG Managers Growth Portfolio
Pax World's ESG Managers Income Portfolio
Portfolio 21
Praxis Core Stock Fund*
Praxis Growth Index Fund*
Praxis Intermediate Income Fund*
Praxis International Index Fund*
Praxis Small Cap Fund*
Praxis Value Index Fund*
TIAA-CREF Social Choice
Touchstone Premium Yield Equity
CCM Alternative Income Fund
Epiphany FFV Fund*
Epiphany FFV Latin America Fund*
Epiphany FFV Strategic Income Fund*
Epiphany Large Cap Core Fund*
1919 Socially Responsive Balanced Fund
New Covenant Balanced Growth Fund*
New Covenant Balanced Income Fund*
New Covenant Growth Fund*
New Covenant Income Fund*
Northern Global Sustainability Index Fund
Sentinel Growth Opportunities Fund
Sentinel Sustainable Core Opportunities
Access Capital Community Investment
Alger Green 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*
Brown Advisory Sustainable Growth Fund-
CRA Qualified Investment Fund
DFA US Social Core Equity 2 Portfolio
DFA US Sustainability Core 1 Portfolio
Gabelli SRI Green Fund
LKCM Aquinas Growth Fund*
LKCM Aquinas Small Cap Fund*
LKCM Aquinas Value Fund*
Schroder Emerging Market Equity Fund
Vanguard FTSE Social Index
Amana Developing World Fund*
Amana Growth Fund*
Amana Income 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*
USAA First Start Growth Fund

* Fund uses particular faith-based or religious screens that are not part of Natural Investments’ Heart Rating criteria.

© Natural Investments, LLC. Please contact Natural Investments, LLC for permission to publish or reproduce any part of this material. We would be happy to discuss this with you and your organization.

Disclosures and Disclaimers