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Morningstar

Green Century Equity Institutional GCEUX

Morningstar Medalist Rating
Medalist Rating as of | See Green Century Investment Hub
  • NAV / 1-Day Return 83.46  /  +0.34 %
  • Total Assets 642.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 4%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0

Morningstar’s Analysis GCEUX

Will GCEUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCEUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GCEUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GCEUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Green Century Equity Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCEUX

More GCEUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.46 80.4 Mil
Technology

NVIDIA Corp

9.36 60.4 Mil
Technology

Alphabet Inc Class A

3.75 24.2 Mil
Communication Services

Alphabet Inc Class C

3.30 21.3 Mil
Communication Services

Tesla Inc

2.12 13.7 Mil
Consumer Cyclical

Visa Inc Class A

1.87 12.1 Mil
Financial Services

Mastercard Inc Class A

1.71 11.0 Mil
Financial Services

Procter & Gamble Co

1.62 10.5 Mil
Consumer Defensive

The Home Depot Inc

1.62 10.4 Mil
Consumer Cyclical

Merck & Co Inc

1.42 9.1 Mil
Healthcare