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| Fund Name |
Minimum Account |
Minimum IRA |
| Access Capital Community Investment Fund A |
$2,500 (with a minimum of $500,000 to target investment by geography) |
Information not available. |
| Access Capital Community Investment Fund I |
$1 million (all investors can target investment by geography |
N/A |
| Appleseed Fund |
$2,000 |
$1,000 |
| Ariel Appreciation Fund |
$1,000 |
$250 |
| Ariel Focus Fund |
$1,000 |
$250 |
| Ariel Fund |
$1,000 |
$250 |
| Azzad Ethical Mid Cap Fund |
$1,000 |
$500 |
| Calvert Aggressive Allocation Fund A |
$2,000 |
$1,000 |
| Calvert Aggressive Allocation Fund C |
$2,000 |
$1,000 |
| Calvert Balanced Portfolio A |
$2,000 |
$1,000 |
| Calvert Balanced Portfolio B |
$2,000 |
$1,000 |
| Calvert Balanced Portfolio C |
$2,000 |
$1,000 |
| Calvert Balanced Portfolio I |
$1 million |
N/A |
| Calvert Bond Portfolio A |
$1,000 |
$1,000 |
| Calvert Bond Portfolio B |
$1,000 |
$1,000 |
| Calvert Bond Portfolio C |
$1,000 |
$1,000 |
| Calvert Bond Portfolio I |
$1,000,000 |
N/A |
| Calvert Bond Portfolio Y |
$2,000 |
N/A |
| Calvert Capital Accumulation A |
$2,000 |
$1,000 |
| Calvert Capital Accumulation B |
$2,000 |
$1,000 |
| Calvert Capital Accumulation C |
$2,000 |
$1,000 |
| Calvert Capital Accumulation Y |
$2,000 |
$1,000 |
| Calvert Capitall Accumulation I |
$1 million |
N/A |
| Calvert Conservative Allocation Fund A |
$2,000 |
$1,000 |
| Calvert Conservative Allocation Fund C |
$2,000 |
$1,000 |
| Calvert Enhanced Equity Portfolio A |
$5,000 |
$1,000 |
| Calvert Enhanced Equity Portfolio B |
$5,000 |
$1,000 |
| Calvert Enhanced Equity Portfolio C |
$5,000 |
$1,000 |
| Calvert Enhanced Equity Portfolio I |
$1 million |
N/A |
| Calvert Equity Portfolio A |
$1,000 |
$1,000 |
| Calvert Equity Portfolio B |
$1,000 |
$1,000 |
| Calvert Equity Portfolio C |
$1,000 |
$1,000 |
| Calvert Equity Portfolio I |
$1,000,000 |
N/A |
| Calvert Equity Portfolio Y |
$1,000 |
N/A |
| Calvert Global Alternative Energy Fund A |
$2,000 |
$1,000 |
| Calvert Global Alternative Energy Fund C |
$2,000 |
$1,000 |
| Calvert Global Alternative Energy Fund I |
$1,000,000 |
N/A |
| Calvert Global Water Fund A |
$2,000 |
$1,000 |
| Calvert Global Water Fund C |
$2,000 |
$1,000 |
| Calvert Global Water Fund Y |
$2,000 |
N/A |
| Calvert International Equity Fund A |
$2,000 |
$1,000 |
| Calvert International Equity Fund B |
$2,000 |
$1,000 |
| Calvert International Equity Fund C |
$2,000 |
$1,000 |
| Calvert International Equity Fund I |
$1,000,000 |
N/A |
| Calvert International Equity Fund Y |
$2,000 |
N/A |
| Calvert International Opportunities Fund A |
$1,000,000 |
N/A |
| Calvert International Opportunities Fund Y |
$2,000 |
N/A |
| Calvert International Opportunties Fund C |
$2,000 |
$1,000 |
| Calvert Moderate Allocation Fund A |
$2,000 |
$1,000 |
| Calvert Moderate Allocation Fund C |
$2,000 |
$1,000 |
| Calvert Moderate Allocation Fund I |
$1,000,000 |
N/A |
| Calvert Small Cap Fund A |
$1,000 |
$1,000 |
| Calvert Small Cap Fund B |
Information not available. |
Information not available. |
| Calvert Small Cap Fund C |
$1,000 |
$1,000 |
| Calvert Small Cap Fund I |
$1,000,000 |
N/A |
| Calvert Social Index A |
$5,000 |
$2,000 |
| Calvert Social Index B |
$5,000 |
$2,000 |
| Calvert Social Index C |
$5,000 |
$2,000 |
| Calvert Social Index I |
$1,000,000 |
N/A |
| CNI Charter Socially Responsible Equity Fund |
$1,000,000 for Institutional shares; $1,000 for Class N shares |
$1,000,000 for Institutional shares; $1,000 for Class N shares |
| CRA Qualified Investment - CRA |
Varies |
Varies |
| CRA Qualified Investment - Institutional |
$500,000 |
Information not available. |
| CRA Qualified Investment - Retail |
$2,500 |
Information not available. |
| Domini International Social Equity Fund A |
$2,500 (or $1,500 w/automatic investment plan) |
$1,500 |
| Domini International Social Equity Fund I |
$2,500 (or $1,500 w/automatic investment plan) |
$1,500 |
| Domini Social Bond Fund - Investor |
$2,500, or $1,500 with automatic investment plan |
$1,500 |
| Domini Social Equity -- Institutional |
$2 million |
Information not available. |
| Domini Social Equity Fund -- Investor |
$2,500, or $1,500 with automatic investment plan |
$1,500 |
| Domini Social Equity Fund -- R |
$1,500 |
Information not available. |
| Domini Social Equity Fund A |
$2,500 (or $1,500 with automatic investment plan) |
$1,500 |
| Gabelli SRI Green Fund Inc A |
$1000 |
$250 |
| Gabelli SRI Green Fund Inc AAA |
$1000 |
$250 |
| Gabelli SRI Green Fund Inc C |
$1000 |
$250 |
| Gabelli SRI Green Fund Inc I |
$1000 |
$250 |
| Green Century Balanced |
$2,500; $1,000 with automatic deposit |
$1,000 |
| Green Century Equity |
$2,500; $1,000 with automatic deposit |
$1,000 |
| Legg Mason Investment Counsel Social Awareness Fund A |
$1000 |
$250 |
| Legg Mason Investment Counsel Social Awareness Fund C |
$1000 |
$250 |
| Neuberger Berman Socially Resp Inv |
$1,000 |
$1,000 |
| Neuberger Berman Socially Resp R3 |
Information not available. |
Information not available. |
| Neuberger Berman Socially Resp Tr |
Information not available. |
Information not available. |
| Neuberger Berman Socially Responsive A |
$1,000 |
$1,000 |
| Neuberger Berman Socially Responsive C |
$1,000 |
$1,000 |
| Neuberger Berman Socially Responsive I |
$1,000 |
$1,000 |
| Parnassus Equity Income Fund |
$2,000 |
$500 |
| Parnassus Fixed-Income Fund |
$2,000 |
$500 |
| Parnassus Fund |
$2,000 |
$500 |
| Parnassus Mid-Cap Fund |
$2,000 |
$500 |
| Parnassus Small-Cap Fund |
$2,000 |
$500 |
| Parnassus Workplace Fund |
$2,000 |
$500 |
| Pax World Balanced Fund - Individual Investor |
$250 |
$250 |
| Pax World Balanced Fund - Institutional Investor |
$500,000 |
Information not available. |
| Pax World Global Green Fund - Individual Investor |
$250 |
$250 |
| Pax World Global Green Fund - Institutional Class |
$500,000 |
Information not available. |
| Pax World Global Green Fund R |
Information not available. |
Information not available. |
| Pax World Growth Fund - Individual Investor |
$250 |
$250 |
| Pax World Growth Fund - Institutional Investor |
$500,000 |
Information not available. |
| Pax World Growth Fund R |
Information not available. |
Information not available. |
| Pax World High Yield Bond Fund - Individual Investor |
$250 |
$250 |
| Pax World High Yield Bond Fund - Institutional Investor |
$500,000 |
Information not available. |
| Pax World High Yield Bond Fund R |
$250 |
$250 |
| Pax World International Fund - Individual Investor |
$250 |
$250 |
| Pax World International Fund - Institutional Class |
$500,000 |
Information not available. |
| Pax World International Fund R |
Information not available. |
Information not available. |
| Pax World Small Cap Fund - Individual Investor |
$250 |
$250 |
| Pax World Small Cap Fund - Institutional Class |
$500,000 |
Information not available. |
| Pax World Small Cap Fund R |
Information not available. |
Information not available. |
| Pax World Womens Equality Fund - Individual Investor |
$250 |
$250 |
| Pax World Womens Equality Fund - Institutional Class |
$500,000 |
N/A |
| Portfolio 21 |
$5,000 (or $1,000 wirh automatic investment plan) |
$1,000 |
| Portfolio 21 Institutional |
$1,000,000 |
$1,000,000 |
| Praxis Core Stock Fund - Institutional |
$100,000 |
Information not available. |
| Praxis Core Stock Fund A |
$2,500 |
Information not available. |
| Praxis Genesis Balanced A |
$1,000 |
$1,000 |
| Praxis Genesis Conservative A |
$1,000 |
$1,000 |
| Praxis Genesis Growth A |
$1,000 |
$1,000 |
| Praxis Growth Index Fund - Institutional |
$100,000 |
Information not available. |
| Praxis Growth Index Fund A |
$2,500 |
Information not available. |
| Praxis Intermediate Income - Institutional |
$100,000 |
Information not available. |
| Praxis Intermediate Income A |
$2,500 |
Information not available. |
| Praxis International - Institutional |
$100,000 |
Information not available. |
| Praxis International A |
$2,500 |
Information not available. |
| Praxis International Index A |
$2,500 |
$2,500 |
| Praxis International Index Fund - Institutional |
$100,000 |
$100,000 |
| Praxis Small Cap Fund - Institutional |
$100,000 |
Information not available. |
| Praxis Small Cap Fund A |
$2,500 |
Information not available. |
| Praxis Value Index - Institutional |
$100,000 |
Information not available. |
| Praxis Value Index A |
$2,500 |
Information not available. |
| Sentinel Sustainable Core Opportunities Fund (A Shares) |
$1,000 |
$1,000 |
| Sentinel Sustainable Core Opportunities Fund (I Shares) |
$1,000 |
$1,000 |
| Sentinel Sustainable Growth Opportunities Fund (A Shares) |
$1,000 |
$1,000 |
| Sentinel Sustainable Growth Opportunities Fund (I Shares) |
$1,000 minimum initial investment |
$1,000 minimum initial investment |
| The Utilities & Infrastructure Fund |
$2,500 |
$500, subsequent investments $100 |
| TIAA-CREF Social Choice Eq Premier |
$1,000,000 |
Information not available. |
| TIAA-CREF Social Choice Eq Retail |
$2,500 |
Information not available. |
| TIAA-CREF Social Choice Eq Retire |
$2,500 initial; $100 automatic investment |
$2,000 initial; $100 automatic investment |
| Walden Small Cap Innovations Fund |
$100,000 |
$100,000 |
| Walden Social Balanced Fund |
$100,000 |
$100,000 |
| Walden Social Equity Fund |
$100,000 |
$100,000 |
| Winslow Green Growth Fund |
$2,500 |
$2,000 |
| Winslow Green Growth Fund - Institutional |
$250,000 |
Information not available. |
| Wise Capital Fund |
$1000 |
$500 |
