| Fund |
Med. Mkt. Cap. ($MM) |
Return vs.Bench 12 Mos. (%) |
Return vs.Bench 3 Yrs. (%) |
Return vs.Bench 5 Yrs. (%) | Alarm status | Style | Benchmark |
|---|---|---|---|---|---|---|---|
| Aquinas Equity Income (AQEIX) | 10000 | -26.05 | -13.96 | -8.9 | 3-ALARM | VAL | Vang 500 Idx |
| Ariel (ARGFX) | 1260 | -6.78 | 0.91 | -2.1 | GR | Dreyf MidCap Idx | |
| Ariel Appreciation (CAAPX) | 3640 | 8.92 | 7.66 | 1.77 | NO-ALARM | GR | Dreyf MidCap Idx |
| Bridgeway Social Responsblty (BRSRX) | 49000 | 5.65 | 0.34 | NA | GR | Vang 500 Idx | |
| Calvert Capital Accumulate A (CCAFX) | 5200 | -9.67 | -9.37 | NA | GR | Vang 500 Idx | |
| Calvert New Vision Sml Cap A (CNVAX) | 510 | -11.26 | NA | NA | BL | Vang SmCap Idx | |
| Calvert Social Inv BalancedA (CSIFX) | 38000 | -1.45 | -2.14 | -3.06 | 3-ALARM | GR | Vang Bal Idx |
| Calvert Social Inv Equity A (CSIEX) | 15000 | -11.86 | -10.13 | -12.25 | 3-ALARM | GR | Vang 500 Idx |
| Calvert World Value Intl Equity A (CWVGX) | 11000 | -2.62 | 0.64 | -1.68 | BL | Schwab Intl Idx | |
| Citizens Emerging Growth (WAEGX) | 5500 | -0.69 | -6.21 | -2.6 | 3-ALARM | GR | Vang 500 Idx |
| Citizens Global Equity (WAGEX) | 37000 | 21.17 | 12.47 | 6.14 | NO-ALARM | GR | Schwab Intl Idx |
| Citizens Index (WAIDX) | 61000 | 10.94 | 6.14 | NA | GR | Vang 500 Idx | |
| Delaware Social Awareness A (DEQAX) | 15000 | -16.44 | NA | NA | BL | Vang 500 Idx | |
| Domini Social Equity (DSEFX) | 66000 | 3.54 | 2.18 | 0.3 | NO-ALARM | BL | Vang 500 Idx |
| Dreyfus Third Century (DRTHX) | 54000 | 1.82 | -0.81 | -2.77 | GR | Vang 500 Idx | |
| Green Century Balanced (GCBLX) | 870 | -37.96 | -11.07 | -8.3 | 3-ALARM | GR | Vang Bal Idx |
| Green Century Equity (GCEQX) | NA | NB | NB | NB | NA | NB | |
| IPS Millennium (IPSMX) | 17000 | 27.11 | 6.41 | NA | GR | Vang 500 Idx | |
| MFS Union Standard Equity I (MUSEX) | 36000 | -12.95 | -7.62 | -5.68 | 3-ALARM | BL | Vang 500 Idx |
| MMA Praxis Growth (MMPGX) | 21000 | -19.18 | -10.7 | -8.08 | 3-ALARM | BL | Vang 500 Idx |
| MMA Praxis International (MMPNX) | 17000 | 3.91 | NA | NA | GR | Schwab Intl Idx | |
| Neuberger Berman Soc Resp (NBSRX) | 9600 | -17.71 | -10.77 | -7 | 3-ALARM | BL | Vang 500 Idx |
| Parnassus (PARNX) | 1480 | -4.48 | -2.47 | -7.68 | 3-ALARM | GR | Dreyf MidCap Idx |
| Parnassus Income Equity Inc (PRBLX) | 18000 | -10.96 | -14.85 | -12.61 | 3-ALARM | BL | Vang 500 Idx |
| Pax World (PAXWX) | 35000 | 9.34 | 2.84 | 2.67 | NO-ALARM | GR | Vang Bal Idx |
| Smith Barney Conc Alc Soc A (SSIAX) | 30000 | 8.61 | 2.81 | 0.84 | NO-ALARM | BL | Vang Bal Idx |
| Timothy Plan A (TPLNX) | 370 | -11.18 | -8.5 | -10.29 | 3-ALARM | BL | Vang SmCap Idx |
| Women's Equity (FEMMX) | 27000 | -3.77 | -4.87 | -9.49 | 3-ALARM | GR | Vang 500 Idx |