Morningstar

Boston Common ESG Impact International Fund BCAIX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Common Investment Hub
  • NAV / 1-Day Return $40.31  /  −1.04 %
  • Fund Size $248.9M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 3.50%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis BCAIX

Will BCAIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Common ESG Impact Intl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BCAIX

More BCAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mitsubishi UFJ Financial Group Inc

3.44 9M
Financial Services

Siemens AG

2.90 8M
Industrials

Prysmian SpA

2.87 8M
Industrials

AstraZeneca PLC

2.83 8M
Healthcare

ASML Holding NV

2.71 7M
Technology

Roche Holding AG ADR

2.67 7M
Healthcare

Standard Chartered PLC

2.53 7M
Financial Services

Hoya Corp

2.52 7M
Healthcare

SSE PLC

2.39 6M
Utilities

Mitsubishi Electric Corp

2.36 6M
Industrials

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