Funds List

Knowing What You Own

Social HSA offer a range of funds,
capitalizing on our proprietary research.

We offer Institutional shares of Environmental, Social and Governance screened funds to Health Savings Accounts. Below is a list of our Fund Family Partners and the funds they offer.

Discover our Funds –

APPLESEED Fund APPIX
AZZAD Ethical Fund ADJEX
AZZAD Wise Capital Fund WISEX
CALVERT Balanced Portfolio CBIAX
CALVERT Bond Portfolio CBDIX
CALVERT Capital Accumulation Fund CCPIX
CALVERT Emerging Markets Equity Fund CVMIX
CALVERT Equity Portfolio CEYIX
CALVERT Global Energy Solutions Fund CAEIX
CALVERT Global Water Fund CFWIX
CALVERT Green Bond Fund CGBIX
CALVERT International Equity Fund CWVIX
CALVERT International Opportunities Fund C011X
CALVERT Smal Cap Fund CSVIX
CALVERT U.S. Large Cap Core Responsible Index Fund CISIX
CALVERT U.S. Large Cap Growth Responsible Index Fund CGJIX
CALVERT U.S. Large Cap Value Responsible Index Fund CULIX
CLEARBRIDGE Sustainability Leaders Fund LCILX
CCM Alternative Income Fund CCMNX
CCM CRA Qualified Investment Fund CRANX
Gabelli ESG Fund SRICX
GREEN CENTURY Balanced Fund GCBLX
GREEN CENTURY Equity Fund GCEQX
GREEN CENTURY MSCI International Index Fund GCIFX
MIROVA Global Sustainable Equity Fund ESGYX
NATIXIS ESG Target Date Funds
NEW ALTERNATIVES Fund NAEFX
PARNASSUS Core Equity Fund PRBLX
PARNASSUS Endeavor Fund PARWX
PARNASSUS Fixed Income PRFIX
PARNASSUS Fund PARNX
PARNASSUS Mid Cap Fund PARMX
PAX Large Cap Fund PXLIX
PAX Mid Cap Fund PMIDX
PAX Small Cap Fund PXSIX
PAX ESG Beta Dividend Fund PXDIX
PAX MSCI EAFE ESG Leaders Index Fund PXNIX
PAX Global Environmental Markets Fund PGINX
PAX Global Opportunities Fund PXGOX
PAX Elevate Global Women’s Leadership Fund PXWIX
PAX High Yield Bond Fund PXHIX
PAX Core Bond Fund PXBIX
PAX Balanced Fund PAXIX
PORTFOLIO 21 Institutional Global Equity Fund PORIX
Vanguard Total Bond Market Index VBTLX
Vanguard Balanced Index Admiral Shares VBIAX
Vanguard 500 Index Admiral Shares VFIAX
Vanguard Total International Stock Index Admiral Shares VTIAX
Vanguard Prime Money Market Admiral Shares VMRXX
WALDEN Asset Management Fund WSBFX
WALDEN Equity Fund WSEFX
WALDEN Midcap Fund WAMFX
WALDEN Small Cal Innovations Fund WASOX

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A health savings account (HSA) combines the immediate benefits of a flexible spending account with the retirement strategy of a 401(k) … and offers more tax advantages than either.

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