Even with an average pillar rating, Green Century has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 83%, meaning that 83% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Green Century's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.4 stars, which is about standard. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Green Century's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
10 Questions for Green Century Capital Management’s Leslie Samuelrich
After successful campaigns with Nvidia, AMD, and Intel, what’s next for the climate-related shareholder advocate?