Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Boston Common ESG Impact US Equity BCAMX
- NAV / 1-Day Return 63.09 / −1.31 %
- Total Assets 59.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.46%
- Turnover 32%
USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0
Morningstar’s Analysis BCAMX
Will BCAMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.47 | 5.3 Mil | Technology |
Apple Inc | 5.93 | 3.7 Mil | Technology |
Alphabet Inc Class C | 4.92 | 3.1 Mil | Communication Services |
Visa Inc Class A | 3.69 | 2.3 Mil | Financial Services |
Broadcom Inc | 3.37 | 2.1 Mil | Technology |
Merck & Co Inc | 3.21 | 2.0 Mil | Healthcare |
NVIDIA Corp | 3.17 | 2.0 Mil | Technology |
Netflix Inc | 2.86 | 1.8 Mil | Communication Services |
Intuit Inc | 2.76 | 1.7 Mil | Technology |
TJX Companies Inc | 2.62 | 1.6 Mil | Consumer Cyclical |