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Morningstar

Boston Common ESG Impact Intl BCAIX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Common Investment Hub
  • NAV / 1-Day Return 33.42  /  +1.27 %
  • Total Assets 411.8 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.23%
  • Turnover 31%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BCAIX

Will BCAIX 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 BCAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCAIX 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 BCAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Boston Common ESG Impact Intl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 BCAIX

More BCAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deutsche Telekom AG

3.50 14.7 Mil
Communication Services

Schneider Electric SE

3.43 14.4 Mil
Industrials

Novo Nordisk A/S Class B

3.22 13.5 Mil
Healthcare

Oversea-Chinese Banking Corp Ltd

2.95 12.4 Mil
Financial Services

AXA SA

2.91 12.2 Mil
Financial Services

ORIX Corp

2.82 11.9 Mil
Financial Services

AstraZeneca PLC

2.79 11.7 Mil
Healthcare

ING Groep NV

2.77 11.6 Mil
Financial Services

ASML Holding NV

2.76 11.6 Mil
Technology

Industria De Diseno Textil SA Share From Split

2.57 10.8 Mil
Consumer Cyclical