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 PRILX
PARNASSUS Endeavor Fund PFPWX
PARNASSUS Fixed Income PFPLX
PARNASSUS Fund PFPRX
PARNASSUS Mid Cap Fund PFPMX
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

Exchange Traded Funds –

This group of funds each have an additional 0.05% added fee for trading costs.

CHGX tracks the CHGX Index which begins with a universe of the 1,000 largest U.S.-listed common stocks and REITS (Real Estate Investment Trusts). It excludes companies involved in the fossil fuel industry, fossil-fired utilities and companies which fail to meet high ESG standards for human and labor rights, health, climate, and pollution. It offers impact & outcome with integrity.
The Invesco Cleantech™ ETF (Fund) is based on the Cleantech Index™ (Index). Cleantech considers a company to be a cleantech company when it derives at least 50% of its revenues or operating profits from cleantech businesses, which are defined as: businesses that provide knowledge-based products or services that add economic value by reducing cost and raising productivity and/or product performance, while reducing the consumption of resources and the negative impact on the environment and public health. The Fund generally invests in all of the securities comprising its Underlying Index in proportion to their weightings in the Underlying Index. The Fund and the Index are rebalanced and reconstituted quarterly.
The Invesco WilderHill Clean Energy ETF (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is composed of stocks of companies that are publicly traded in the United States and engaged in the business of advancement of cleaner energy and conservation. The Fund and the Index are rebalanced and reconstituted quarterly.
The iShares ESG MSCI EM ETF seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Vanguard ESG U.S. Stock ETF seeks to track the performance of a benchmark index that measures the investment return of large-, mid-, and small-capitalization stocks of companies and is screened for certain environmental, social and corporate governance criteria.
Xtrackers MSCI EAFE ESG Leaders Equity ETF seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE ESG Leaders Index. The index is designed to provide exposure to companies with high environmental, social and governance (ESG) performance relative to their sector peers.
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Impact IndexSM (Underlying Index).
The SPDR Kensho Clean Power ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Clean Power Index (the "Index") Seeks to track an index utilizing artificial intelligence and a quantitative weighting methodology to capture companies whose products and services are driving innovation behind the clean energy sector, which includes the areas of solar, wind, geothermal, and hydroelectric power May provide an effective way to pursue long-term growth potential by investing in a portfolio of companies involved in the transition to lower emission generating power supply

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