// GreenStar Funds

GreenStar® Funds

The first rule of mutual fund investing is: avoid sales load charges and high expenses, as these eat into total return significantly on a long-term basis. That said, here are some best-in-class performers that we think may do well going forward.

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Fund
Family
Fund Name Symbol GreenStar®
Rating
3-yr
Return
5-yr
Return
Load Net
Expense
Type
Calvert Long Term Income CLDAX **** 4 10.59 9.24 3.75 1.25 bond
Calvert Social Equity CSIEX *** 3 1.85 3.85 4.75 1.22 bond
Calvert Global Water CFWAX.lw **** 4 1.85 stock
MMA Praxis Intermediate Income I MIIIX **** 4 6.57 6.08 0.67 bond
Parnassus Small Cap Fund PARSX ***** 5 17.27 10.63 1.20 stock
Parnassus Workplace Fund PARWX ***** 5 11.40 8.60 1.20 stock
Walden Social Equity WSEFX **** 4 1.16 3.48 1.00 stock

Return data courtesy of Morningstar.